Occupation Types: Member/Customer Services

Financial Services Officer/Representative (Member Services and/or Lending Departments) Open to Full Time or Part-Time

The role supports the corporate vision of sales & service excellence by providing a high level of member service, administrative data entry, balancing of accounting support tasks. Fosters business development through service excellence and product knowledge; act as point of first contact for members.

Member Service Representative

Sells and processes member banking needs (deposits and withdrawals, front line transactions); open/close personal accounts. Recognizes member needs and promote lending & deposit services and refer more complex requests to respective staff professionals.

Sells and prepares documentation for Registered products, Term Deposits and other investment products not requiring a mutual funds license.

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

Lending Administration (Optional) 

Complete and process required documentation for credit related products- consumer loans, lines of credit, and residential mortgages.

Provide support to lending function by: disbursing loan proceeds, posting loan-related transactions, auditing loan input & documents, making member appointments, administering the overdraft reports, extracting and providing loan-related information to members, processing and recording loan payments and changes to member files, calculating and preparing mortgage and personal loan pay-outs,

Assist with the Loans Department with lending and wealth functions by preparing letters, other documentation and making follow up calls on behalf of lenders and the Manager, Lending & Wealth.

Liaise with title insurance company; complete monthly reconciliation and remittance of creditor insurance; liaise with notaries and solicitors regarding mortgage funding and discharges.

Provide credit information about members to authorized organizations; obtain credit information on applicants through credit bureau searches.

Search liens; lodge, renew and discharge registrations of collateral; complete property tax searches.

Contact Centre Advisor

A view of SASCU's Uptown building, which includes its Contact Centre.
A view of SASCU’s Uptown building, which includes its Contact Centre.

This is a great opportunity to join 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 Contact Centre Advisor, 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. This position requires a high level of interpersonal skills to engage members and provide service delivery through contact channels.

 

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, credit card application, and associated insurance products).
  • Interview loan applicants, analyze their finances, and make recommendations.
  • Service and manage estate accounts within an assigned portfolio.
  • Partner with other SASCU department specialists to provide comprehensive advice to the member.
  • Undertake assigned administrative duties including regular and ad hoc reporting, audits, and preparing routing correspondence.
  • Provide support to Contact Centre Specialists as required.

 

What you’ll bring:

  •  One year of post-secondary education or equivalent, plus 2-4 years financial services experience with demonstrated sales skills.
  • Excellent interpersonal skills, including written and telephone communication.
  • Strong problem-solving and analytical ability.
  • Proficiency with technology including Microsoft Office and Customer Relationship Management software.
  • Commitment to continuous learning and self-development.

 

This position is full-time, working five days per week within the business hours of SASCU’s Contact Centre. 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!

 

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.

Assistant Manager Trail/Fruitvale

Do you…embrace change and thrive in an ever-evolving work environment? Are you a natural leader who aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so… we should talk.

We’re looking for a leader who thinks strategically, who can plan for today and who can envision future opportunities that align with our long-term strategies.

The Assistant Manager is a key member of the branch management team, providing input and support for branch goals and being accountable for achieving branch growth.  The ideal incumbent drives for results and success while ensuring the delivery of quality sales & service. The successful incumbent supports their staff in reaching individual and corporate goals by providing effective coaching, leadership and guidance. The Assistant Manager Trail/Fruitvale works in both the Trail headquarter branch and the Fruitvale satellite branch.

With a diploma in business studies, combined with four or more years’ financial industry experience, including some at a supervisory level, you’ll be well-positioned to lead your team in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with strong retail lending skills and the ability to create and act upon business opportunities will contribute to the continued growth and profitability of the branch.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your team through the rapid evolution of financial service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary and benefits
  • Paid vacation, sick time and floating holidays
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

For more information about Kootenay Savings, please visit www.kscu.com

Please apply online through the careers section of our website at www.kscu.com to upload your resume and complete the application questions.

Closing date:  March 5, 2021

We thank all applicants for their interest; however only short listed applicants will be contacted.

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