Member/Customer Services – Page 14

Mobile Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will provide exceptional support to the team of Relationship Managers within PCCU. Reporting to the Vice President Retail Relationships, the Mobile Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members to achieve overall growth.

Responsibilities:

Play a key support role to Relationship Managers, providing training, mentorship, and coverage across PCCU
Build value-based relationships with internal teams and members and identify opportunities for improvements
Provide input on the training, support, and administrative practices to maximize efficiency and ensure exceptional member service

Mentor and guide new staff in achieving the goals of their positions and acquiring the knowledge required to comfortably offer PCCU products and services
Collaborate with the regional teams to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Regular travel across PCCU trading area will be required

Qualifications:

Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
Ability to take initiative with demonstrated experience in achieving sales/growth targets
Knowledge of deposit and loan products and services is an asset
Well-developed organizational and interpersonal skills

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Broker Specialist

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.

The Broker Specialist is responsible for providing a high level of support to the broker channel at SASCU by thoroughly reviewing, analyzing, and effectively processing mortgage applications received from the broker community. This role is responsible for the proactive management of broker relationships, building business relationships, providing exceptional ongoing service, optimizing this area of service delivery.

What you’ll do:

Identify and pursue opportunities for profitable growth of the broker channel by developing and proactively managing broker relationships.
Review and analyze mortgage applications and makes clear recommendations for higher approval authority that align with guidelines, policies, and practices.
Establish and maintain broker program service level agreements and act as contact point for broker questions or inquiries.
Prepare commitment letters and ensure subjects are met.
Ensure all necessary documentation is prepared and collected with due diligence while reviewing third party documentation and following up with brokers as necessary.
Work collaboratively and be accessible for consultation, advice, and support for internal staff.
Perform administrative processes for the broker channel to ensure efficiency, service, and quality control is met.
Attend meetings with brokers, lawyers, notaries, and appraisers to showcase SASCU as a partner for their clients.
Uncover opportunities for referral to other business lines including retail, Commercial, Wealth, and Insurance.
Keep current on business information as it pertains to the position and the delivery of informed service and advice to members.

What you’ll bring:

Two years of post-secondary education or equivalent and 4 – 6 years in the financial services industry with a strong focus on residential mortgage lending.
Previous exposure to the mortgage broker industry and broker generated mortgages.
Advanced knowledge of residential mortgages and CMHC products and policies.
Advanced skills in the Microsoft Office suite of products, particularly Excel and Word.
Demonstrated ability to provide a high level of service to branch staff, brokers, lawyers, appraisers, etc. in order to achieve business results.
Ability to handle heavy volumes as they arise while maintaining a high level of accuracy.
High level of ownership, accountability, and initiative.
A commitment to continuous learning and professional development.
Ability to build healthy relationships at all levels within SASCU.

This position is full-time, Monday to Friday. 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, we want to hear from you! To apply, please email a résumé and cover letter 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. 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.

Mobile Mortgage Specialist

MOBILE MORTGAGE SPECIALIST

Permanent Full-Time

Open Until Filled

Regina and Area

Flexible hours, career development opportunities,
exceptional benefits and pension plan, extremely competitive salary!

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 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’s 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: 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 Mobile Mortgage Specialist does the following:

Promote and maximize the development and growth of residential mortgage portfolio for the Credit Union
Provide residential mortgage products and services to current members and potential members
Partners with the retail team to ensure an exceptional member experience
Initiate initial meeting and introduction with advice centre relationship managers to finalize mortgage documentation and anchor the member relationship
Build and foster relationships with the real estate community
Maintain a professional image within the community

Why Should You Apply?

You want to be an ambassador of a forward-thinking, member focused organization
You are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
You have an already proven track record in mortgage lending and are known within the community of Regina
You are outgoing, comfortable with approaching people and/or presenting in front of groups
You are comfortable using and demonstrating technology (online and mobile banking), technology troubleshooting and a proficiency in Microsoft Office Products
You have excellent time management skills

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.

Advisor

As an Advisor 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 or equivalent, plus 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 is full-time, Tuesday to Saturday. 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 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.

Branch Manager, Insurance

This is a great opportunity to lead a growing and enthusiastic team!

Create your future at 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 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 a Branch Manager, Insurance you will provide leadership to the Insurance team, including Autoplan, Personal Lines, and Commercial Lines employees, leading them to achieve objectives, ensure operational efficiency, and deliver excellent service to customers. The Branch Manager, Insurance achieves customer and employee engagement targets. This position also provides service to customers to fulfill their insurance needs as required and manages a small book of customers, with particular focus on personal accounts.

The successful candidate will be accountable to:

Manage the overall operation of the insurance branch. and supervise the day-to-day activities of Insurance team, including ICBC, Personal Lines and Commercial Lines employees.
Schedule staff and assignment of work, maintains accurate records for time and attendance, and manage time off requests and scheduling conflicts.
Take ownership of customer concerns and resolve or support staff in correcting complex and/or difficult service situations.
Obtain new business through acquisition of new customers or selling enhancements to existing customer coverages; ensure existing business is maintained.
In conjunction with the Director, Wealth and Insurance, initiate and execute marketing activities to build the insurance subsidiary portfolio and achieve growth targets.
Coach direct reports on branch objectives/ goals and ensure teamwork to achieve the desired results.
Build and support relationships with internal partners (such as Wealth, Commercial, Retail) to achieve business goals and support the growth strategy.
In conjunction with the Director, Wealth and Insurance, establish positive and productive relationships with external stakeholders in the insurance industry, across trade associations, in government and regulatory bodies and within the broader community to ensure successful operations of agency.
Ensure strong and open channels of communication and collaboration within the subsidiary and across SASCU departments.
Is responsible for staffing (hiring and promotions) for the insurance branch and makes recommendations to the Director, Wealth and Insurance on performance improvement actions.

The ideal candidate will possess the following skills and experience:

Two years post-secondary education, plus 5 years’ insurance experience, including 2 years at a management level (providing staff supervision and overseeing the operations of an insurance branch). An equivalent combination of education and experience will also be considered.
Level 3 General Insurance Agent’s License, and a minimum of a CAIB, CIP, or FIC designation.
Eligibility to act as Nominee.
Must have a comprehensive understanding of all lines of insurance products, wordings, exclusions, errors & omissions, and be familiar with risk management techniques.
Manages complexity, multiple tasks, and priorities for maximum personal and organizational success.
Acts decisively and displays confidence in decision making, suggesting solutions consistent with credit union values, goals, and strategic direction.
Excellent verbal and written communication skills.
Leadership ability, including the ability to coach and develop others.
The ability to foster an atmosphere of trust and camaraderie.
Time management skills, including ability to effectively prioritize and delegate.
Commitment to continuous learning and self-development.

This is a full-time Monday to Friday position. Flexibility is expected and may include working Saturday’s as needed for the division. 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.

Commercial Producer, Insurance

As a Commercial Producer, you will actively manage and develop a portfolio of commercial accounts and ensure businesses are covered for risks facing their operations. The Commercial Producer undertakes a variety of business development activities to build the commercial portfolio. This includes problem solving customer concerns to ensure retention of business and servicing customer accounts by identifying additional business opportunities.

What you’ll do:

Manage all duties associated with the development, servicing, and retention of commercial accounts
Profile clients to identify current and future needs, provide comprehensive insurance advice, prepare quotes, and sell commercial insurance to both new and existing portfolio of clients
Develop and manage an active pipeline of qualified prospects
Work on multiple coverage lines including commercial property, commercial general liability, business owner’s policies, commercial packages, commercial auto, directors and officers coverage, employment practices liability, errors and omissions, inland marine, and bonds
Meet with customers both in and outside of the office as necessary in order to build relationships, identify coverage needs, and make basic risk management recommendations
Utilize negotiating skills to find creative insurance solutions for complex risks
Respond to emergencies and assist customers with their claims while adhering to the appropriate follow-up procedures, ensuring accurate claims servicing
Provide guidance to other Insurance employees as required

What you’ll bring:

A Level 2 General Insurance Agent’s License, and a minimum of a CAIB, CIP, or FIC designation and eligibility to act as Nominee
A minimum of five years personal and commercial lines experience
Comprehensive understanding of all lines of insurance products, wordings, exclusions, and errors & omissions; familiarity with risk management techniques
Advanced knowledge of all insurance products (including specialized or niche products), services, and regulatory requirements
Proficient computer skills including Microsoft Office and agency management systems

You’re perfect for this role if you:

Have excellent communication and interpersonal skills
Have demonstrated results orientation in both sales and service
Possess business development and relationship building skills
Have a clear understanding of the industry, market conditions, and competition
Have strong organizational skills, accuracy, and attention to detail
Are committed to continuous learning and self-development
Have access to transportation and willingness to travel within the SASCU community

This position is full-time, Monday to Friday. It is an excellent opportunity for an experienced and community-minded individual to expand 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.

Commercial/Agricultural Relationship Specialist

Weyburn Credit Union (WCU) is a member owned and democratically ran financial institution with over 9,000 members and $750 million in assets under our administration. We have over 85 staff members and operate in the communities of Weyburn, Lang and Yellow Grass. We are known as an employer of choice and work hard to provide our team members with a positive work environment, opportunities for advancement and above market compensation package.

The City of Weyburn was recently named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We do this by supporting community building events and causes, like Big Bike for Heart and Stroke, Big Brothers and Big Sisters, United Way, Relay For Life, Festival of Trees to name a few. We are principled, energetic, collaborative, experts, local and strong.

The Opportunity

WCU has an exciting and challenging career opportunity for a highly motivated financial service professional looking to join our team. The Commercial/Agricultural Relationship Specialist will be responsible for managing, promoting and selling commercial and agricultural lending and account services to our current and future members. They will build relationships and ensure their assigned client portfolio is receiving the highest level of service possible.

Qualifications

Minimum of 2 years of post-secondary education.
4-7 years lending experience with a strong emphasis on commercial and agricultural lending. Additional lending experience is preferred.
Previous lending experience in the oil and gas industry will be considered an asset.
Working knowledge and thorough understanding of the legal and legislative requirements related to commercial and agricultural lending.
Advanced ability in interpreting complex financial statements, assessing risk, and determining produce/service opportunities.
Demonstrated ability to mediate, persuade, influence and negotiate.
Proven track record of developing strong internal and external relationships, both individually and in a team environment.
Proven success working with a sales, service and goal oriented environment.
Experience providing high quality service in a demanding and competitive work environment.
Demonstrated commitment to ongoing professional development.

What we offer

Competitive compensation package including base and variable pay.
Comprehensive employee benefit package is offered.
Total Rewards Program including 7% matched pension contributions, generous vacation and personal time, wellness subsidy and discounted employee banking fees.

MEMBER SERVICE REPRESENTATIVE – FULL TIME – TURTLEFORD CREDIT UNION

Location: Turtleford, SK

Posting Date: 15 March 2021

Closing Date: 3 March 2021

Website: turtleford.cu.sk.ca

Occupation Type: Administrative / Clerical / Support, Deposits, Financial Services / Member Service

Career Level: Experienced (Non – Manager)

Employment Type: Full – Time

This role supports the corporate vision to offer the best possible financial service and services to our community by providing a high level of member service, administrative data entry, balancing of accounting support tasks and product knowledge. This position is integral to our branch and team as it is the first point of contact for our members.

MEMBER SERVICE REPRESENTATIVE

As the ideal candidate, you will possess excellent communication skills, have a commitment to delivering outstanding service and support our branch as we sell and promote services available and process member banking needs (deposits and withdrawals, front line transactions, open/close personal accounts). As well as be able to recognize member needs, promote lending, deposit services, and refer the more complex requests to respective staff professionals, in branch.

Daily balancing of transactions- outgoing cheques, transactions, and cash.

Reporting to Office Manager, the ideal candidate will have at least 2 years of experience within a Credit Union or Financial Institution, be willing to learn and take on requirements of a smaller branch with cross department requirements of our team. We are willing to train should we find a candidate who is a good fit for our growing and developing team.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by April 16, 2021 to:

Office Manager

Turtleford Credit Union Limited

208 Main Street / PO BOX 370

Turtleford, SK S0M 2Y0

Fax: (306) 845 3035

Email: holly.matias@turtleford.cu.sk.ca

Turtleford Credit Union Limited thanks all interested applicants. Only those applicants being considered will be contacted.

For more information on Turtleford Credit Union Limited, please visit our website at Turtlford.cu.sk.ca

Account Manager – Retail Banking

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Account Manager to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As an Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
Preferably, a thorough understanding of credit union operations, principles and values.

Ideally, you are a flexible, collaborative team player with:

Proven sales experience and demonstrated leadership skills;
Proven knowledge of deposit and loan products and services
Demonstrated personal lending knowledge;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
Proven social networking skills and an ability to connect with individuals inside and outside the organization.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Senior Account Manager – Retail Banking

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Senior Account Manager to support the Capital Region, so if you’re passionate about business development and, improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As a Senior Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
A minimum of 5 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
Preferably, a thorough understanding of credit union operations, principles and values.

Ideally, you are a flexible, collaborative team player with:

Proven sales experience and demonstrated leadership experience;
Proven knowledge of deposit and loan products and services
Demonstrated personal lending knowledge;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
Proven social networking skills and an ability to connect with individuals inside and outside the organization.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.