Member/Customer Services – Page 13

Account Manager III – Retail

If you are passionate about building strong relationships with new and existing members by providing lending and investment advice and guidance, we should talk.

We are seeking an experienced consumer account manager to join our North Vernon Branch team. This role will manage, oversee and grow an existing complex lending and investment portfolio of consumer and residential mortgages and non mutual funds investments.

Our Account Managers are available to our members through video communication, phone calls, email, in-person meetings and other forms of electronic communication.

Education and qualifications for this role include a Bachelor’s Degree or a diploma requiring 3-4 years of full-time study or equivalent. Preferred courses include professional accounting, finance and/or administration designations. Applicants must have successfully completed CUIC 210 residential Loan and Mortgage Lending and have 1-3 years’ experience in a senior retail lending environment. Strong oral and written communication skills, a high aptitude for accuracy, and ability to work effectively both independently and in a team environment are also required in this position.

Starting monthly salary – $4,714.49

Who we are: We are a Credit Union dedicated to the financial well being of our members, clients, employees and communities. Part of what sets VantageOne apart from others is that while we offer traditional banking and borrowing solutions, we have also strategically diversified our services to meet our members’ expanding financial needs by offering Financial Ability with a Human Touch.

Our history as a Credit Union reaches all the way back to 1944 when we opened our first branch in Vernon. Since that time, we’re proud to have become a vital part of the local business economy. From the very start, we have seen ourselves as a local business, owned by our members and operated by people who live here and are deeply invested in our communities.

We welcome all applicants from all interested; however, only those selected for an interview will be contacted.

Senior Commercial Advisor

Join the Cornerstone Crew!

Be Part of Something . . . . .

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story? At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor you will be a champion for our members’ businesses, you will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short and long term goals. You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve. No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

What We Are Looking For . . . . .

We are looking for you if you have:

A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
In-depth knowledge with lending and progressive experience in a sales and service industry – 7 to 10 years would be an asset.
Experience in managing an assigned portfolio consisting of large market enterprise accounts.
The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

What You Will Receive . . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!
On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!
Formal & Informal development opportunities offering challenge and growth.
An integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.
Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It . . . . .

Cornerstone Credit Union has been one of Saskatchewan’s Top Employers for 5 consecutive years. Wouldn’t you want to be a part of that!

Check out “Who We Are” and more about this position and application process on our Careers page at www.cornerstonecu.com.

Financial Planner

This is a great opportunity to join and established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner demonstrates the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services..

What you’ll do:

Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
Set and meet sales, growth, and professional development targets.
Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
Sell investment, insured investment, and life insurance products.
Provision of ongoing client service, financial plan review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
Support branch initiatives to build membership base, attract new business and have a positive impact on the community.
Ensure accurate and timely processing of all financial and non-financial transaction forms, records, and reports.
Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

What you’ll bring:

A post-secondary education.
At least 5 years of financial industry experience in a fast-paced professional sales role.
CFP, IFIC, and LLQP qualifications (or equivalent). Additional industry designations or specializations are an asset.
Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

A proven record of achieving and exceeding sales objectives.
Understanding of regulatory and compliance policies and procedures.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High levels of ownership, accountability, and initiative.

This is a full-time Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. In addition, SASCU stewards $235 million in client investments. Learn more at www.sascu.com

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Advisor

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary and benefits package, along with perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As an Advisor beginning at our Sicamous Branch, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

What you’ll do:

Advise members on a full range of deposit and investment products and services (including new accounts, cards, term deposits, and registered products) for an assigned portfolio.
Advise members on personal and small business lending products and services (including mortgages, personal loans, lines of credit, MasterCard application and associated insurance products).
Interview loan applicants, analyze their finances, and make recommendations.
Service and manage estate accounts within an assigned portfolio.
Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
Perform front line duties as required.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to the team creation of a warm and welcoming environment.

What you’ll bring:

One year of post-secondary education.
2-4 years financial services experience with demonstrated sales skills.
A solid understanding of financial services policies and procedures, and branch and specialist roles is an asset.

You’re perfect for this role if you:

Have demonstrated sales skills – promoting and selling financial products and services
Have strong organizational and time management skills
Are an excellent communicator with strong interpersonal skills
Possess a high level of ownership, accountability, and initiative
Are committed to continuous learning and self-development

This position will be based in the Sicamous Branch for one year. At the end of the year, the Advisor will move to another location within SASCU’s branch network in Salmon Arm, Sicamous, or Sorrento.

This position is full-time, Tuesday to Saturday and working within the operating hours of the branch. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

A note on COVID-19:

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Senior Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Salmon Arm community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As Senior Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Senior Branch Manager coaches sales leaders and senior branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

What you’ll do:

Lead and develop sales team to meet or exceed individual and team sales and activity targets, identify gaps to targets in a timely manner, and implement action plans to close gaps.
Ensure effective use of marketing campaigns to support achieving annual financial targets.
Champion the partnership between internal divisions, including SASCU Wealth, SASCU Insurance, and Commercial.
Determine the business development strategy for the branch and effectively implement it within the team.
Ensure SASCU service standards are lived by the Downtown team and model their delivery; champion service standards and coach for consistency of those behaviours and experiences.
Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
Lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
Supported by the Director, Banking, make staffing decisions (hiring, promotion, and corrective action) and support decisions made by the Manager, Member Experience and Manager, Financial Services to leverage the talents of the branch team.
Build employee engagement within the branch team, develop plans, and take action to identify any gaps.
Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.

What you’ll bring:

A business administration degree or diploma.
At least 7 years of financial industry experience including at least 5 years at the leadership level.
Results orientation in both sales and service.
Solid experience in consumer lending and investments.
Registered as a mutual funds representative or willing to be licensed within a three-month period.
An aptitude for business development and relationship building.
Excellent communication and interpersonal skills.
Access to transportation and willingness to travel within the SASCU community.

A bit about SASCU:

A note on COVID-19:

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Business Advisor

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE POSITION: This position would appeal to anyone who strives to go above and beyond in providing world class financial services by building trust to help simplify our members lives. How does one do this? Glad you asked!

A Business Advisor does the following:

Provides knowledgeable and timely advice; and provides assistance in utilizing our Agricultural and Commercial products, services and omni channels to best meet our member’s needs.
Provides flexibility and outside the box thinking to help areas Farm and Commercial business ventures. In touch with day to day realities for the members they now serve and will serve.
Is extremely organized and has a very strong attention to detail and driven to create results for the members they serve.
Coverage to include Eastend and Gull Lake Advice Centres

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Financial Services Relationship Manager

Create your future here.

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Financial Services Relationship Manager in Saskatoon.

Are you….

Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services?
A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels?
A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
Interested in identifying business opportunities through small business knowledge which will allow you to seek opportunities that expand relationship across multiple lines of business at TCU (business, wealth, retail)?
Entrepreneurial in your approach to building business, with a proven track record in sales and business development?
A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity?
A Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

Managing a growing portfolio of relationships
Providing a holistic approach to services
Developing business through community involvement and networking opportunities
Providing lending products including personal and mortgage loans
Providing deposit products such as GIC and RRSP
Positively influencing member acceptance of a technology driven approach to banking services
Establishing relationships of trust and confidence with members to ensure retention of existing business and future business

Then….

This opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Tuesday, May 25, 2021.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
PO Box 5050
Saskatoon SK S7K 4E3
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Advisor, Specialized Solutions

Permanent Full-Time

Closes May 14

Open to any Innovation Advice Centre Location

Annual Salary: $57,454 – $71,817

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: As part of a high-performance work team, this position is responsible to obtain and maintain organic deposit growth through our retail channels, grow products per member, and create more business member stickiness. The Advisor, Specialized Solutions will effectively collaborate with a team of ag and commercial business advisors and associate business advisors to deliver high caliber advice and member experience. This individual will work within these teams to proactively develop strategies and target service offerings to increase sales & products per member. The Advisor, Specialized Solutions will be knowledgeable on policy, practice and procedures to ensure quality of work on all cash management offerings. How does one do this? Glad you asked!

An Advisor, Specialized Solutions does the following:

Works closely with our business advisors in current markets as well as proposed business advisor entry into the Regina and Saskatoon markets. In a truly mobile environment, the capability and expertise to onboard members and facilitate day to day banking services through cash management will be a necessity.
Management, promotion and sales of specialized solutions for businesses including Payroll, Merchant Services, RFPs, Online banking solutions, Credit Cards, cRDC, and FX. All these services are based in digital service delivery.
Develops and nurtures relationships with members, prospective members as well as suppliers, vendors, alliances and affiliates for mutual organizational benefit.

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You have minimum one year of formal education or equivalent; plus 1 to 3 years of job related experience (i.e., cash management, opening business accounts) or equivalent combination of education and experience
You have proven sales and service skills and are committed to growing Innovation Credit Union business attained through demonstrated use of sales and service principles
You have strong communication skills with the ability to relate well to members and co-workers
You have a strong understanding of the Microsoft Environment

Interested?

Go to www.innovationcu.ca/careers and apply for this position via our job board

Branch Manager

HR2021.028 Branch Manager

Permanent*, Full Time

Sorrento

This is a great opportunity to lead an enthusiastic and community-minded team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Sorrento community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As permanent* Branch Manager, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

What you’ll do:

Coach the branch team on objectives and ensure teamwork to achieve the desired results.
Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
Identify gaps to targets and implement action plans to close gaps.
Manage an assigned member portfolio.
Identify opportunities to create branch presence in the community.
Champion service standards and coach for consistency of those behaviours and experiences.
Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
Build employee engagement, develop plans, and take action to identify any gaps.
Monitor and maintain controls in accordance with policy to ensure operational integrity.

What you’ll bring:

A business administration degree or diploma is preferred.
At least 7 years of financial industry experience including at least 3 years at the leadership level.
Demonstrates results orientation in both sales and service.
Solid experience in consumer lending and investments.
Registered as a mutual funds representative or willing to be licensed within a three-month period.
An aptitude for business development and relationship building.
Excellent communication and interpersonal skills.
Access to transportation and willingness to travel within the SASCU community.

*This position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

This is a full-time Tuesday to Saturday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

A note on COVID-19:

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Relationship Manager

Lakeland Credit Union is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system and our people.

We are looking for someone who is passionate about supporting our business members and providing advice that supports their financial well-being.

As our Relationship Manager, you will be accountable for the growth and development of our commercial and agricultural portfolios. You will thrive on making connections and providing lending and business advisory services to small, medium and large businesses in our marketplace. You have a proven track record of proactive business development, relationship building and portfolio management.

Competencies:

Effective relationship management
Portfolio management
Financial statement analysis and risk assessment
Credit solutions and underwriting

Qualifications:

5+ years of experience, preferably in a credit union, including direct experience in business lending and relationship management
Post-secondary degree in Business or other relevant combined education and experience
Credit union and cooperative business model values

Does this sound like a great fit? Then we encourage you to apply today! You can forward your cover letter and resume to careers@lakelandcreditunion.com.

Thank you for your interest in Lakeland Credit Union however, only those applicants selected for an interview will be contacted.