Occupation Types: Member/Customer Services

Financial Services Officer (FSO) – Ottawa, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our Ottawa branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Financial Services Officer (FSO) – London, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our London branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

  • Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
  • Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
  • Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
  • Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

  • Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
  • Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
  • Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
  • Open new Memberships and provide a full suite of banking solutions to meet Member needs.
  • Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
  • Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
  • Processes all appropriate documents associated with the sale of savings and investment products.
  • Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
  • Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
  • Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
  • Must support the front line as needed at all times.
  • Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
  • Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

  • Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
  • One year experience in financial services sales environment with a proven track record in sales
  • One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
  • Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
  • Experience working with or knowledge of a range of credit and investment products.
  • Excellent analytical and problem solving skills
  • Strong attention to detail and time management skills
  • This role will require working on the front line for first six months.
  • Computer literate – Word, Excel; Comfortable embracing new technologies
  • Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
  • Advanced written and verbal communication skills
  • Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email  to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Deposit Services Supervisor

PRIMARY PURPOSE OF POSITION

The Deposit Services Supervisor supports the credit union’s business strategy by supervising and directing the day-to-day activities of the Member Service Representatives to ensure efficient operations and quality member service.

This position will identify training and development needs for all Member Service Representatives.  They are responsible for ensuring that deposit staff are supported and engaged and have access to training and development opportunities.  This position will be responsible for the performance management of Member Services Representatives and collaborate closely with the Office Manager to communicate organizational goals.

The position maintains deposit processes and procedures, so they are compliant with regulation, legislative requirements and consistently applied across the Deposit Services area.  The Deposit Supervisor also provides deposit services to members as required.

KEY RESPONSIBILITY AREAS

The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of duties performed.

 Member Service

  • Serve as a role model to the team, by providing and exemplifying superior member service.
  • Responsible to ensure the highest quality of member experience is produced by the frontline team provided through training, coaching and accountability.
  • Resolving more complex problems and member complaints referred by member service staff to ensure the needs of members and the credit union are met; escalate to management as required.
  • Knowledgeable in all areas related to personal banking services and products.
  • Monitor cash flow and maintain adequate levels of cash to meet requirements; shares joint custody of combinations, treasury cash, securities and other negotiable items.
  • Ensure that General Ledger treasury accounts and cash for the department are balanced daily; provide assistance in reconciling variances and initiate corrective action where required to resolve balancing problems.
  • Introduce new or revised procedures relevant to Member Service. Ensure activities conform to policies, procedures, legislation and regulations.
  • Within established limits, provide overrides and maintain department signing authority.
  • Introduces new and revised procedures, policies and regulations; conducts a variety of audit activities to ensure compliance with procedures, policies, and regulations. Identifies potential problems including suspicious transactions and initiates action to rectify the situation and refers more serious concerns to Office Manager.
  • Adhere to security procedures as the relate to the position.

Human Resources and Leadership

  • Professionally train, coach and support team members to ensure maximum quality of service is maintained and staff growth is promoted.
  • Establishes performance standards; evaluates performance of direct reports; identifies training and development needs; recommends to senior staff appropriate action to take regarding staff performance issues; initiates disciplinary procedures as directed; participates in the selection of new member services staff.
  • Organizes, schedules, and monitors deposit service activities to ensure for the provision of maximum service levels and the smooth flow of work
  • Provides input into deposit services goals and plans, aligned to credit union business plans and strategic goals.
  • Ensures effective communication with staff. Works closes with Office Manager to lead and organize regular and ongoing team meetings.
  • Demonstrated leadership throughout the organization, role modeling TCU values.

Maintains Deposit Processes and Procedures

 Provides input into deposit services processes and procedures, making recommendations to improve efficiency and effectiveness. Monitors internal effectiveness and external market and regulations to identify requirements for updates and changes.

  • Maintains deposit procedure and process documentation, and ensures changes are communicated to all staff.
  • Monitors the processing of member transactions and provides overrides, authorizations for cashing cheques over MSR limits; maintains signing authorities.
  • Prepares deposit department reporting for the GM and board, as additional reports assigned by the GM.
  • Works closely with the Office Manager to ensure compliance with all areas of Anti-Money Laundering (AML) and Compliance Legislation is adhered to.

 Sales, Marketing and Promotion

  • Differentiate between credit union and competitor products and services.
  • Foster business development through service excellence, recognizing member needs, product/service knowledge and cross-sell products and services to members.
  • Develop new business opportunities by utilizing the sales and service process.
  • Support promotion of marketing campaigns/plans and provide input into the development and support of the achievement of sales targets; encourage Member Service Representatives to do likewise.
  • Ensure the creation of a warm, safe and receptive atmosphere for members and team members. Maintain an orderly, effective and efficient office and workspace.
  • Provide banking system support to staff in the delivery of products and services to members and potential members.

DECISION MAKING AND FREEDOM TO ACT:

Under general supervision; guided by established standards and procedures.  Work is varied and occasional complex; judgement is required in choosing among a variety of guidelines.

CONTACTS:

  • Members/clients/potential members
  • General Manager & Department Managers
  • other staff
  • Community Groups
  • Audits and Regulatory bodies
  • Consultants, Business Advisors, Suppliers and Vendors

 EXPERIENCE, KNOWLEDGE, SKILLS, AND ATTRIBUTES REQUIRED

Grade 12 diploma plus three – five years of job-related experience, or an equivalent combination of education and experience.

  • Knowledge of credit union products and services.
  • Proven ability to plan, schedule, organize, prioritize and assign workload.
  • Demonstrated ability to lead, coach, and motivate staff.
  • Strong interpersonal skills with an aptitude for teamwork and building relationships.
  • Self-starter with the ability to encourage and motivate others and sound judgment in solving problems.
  • Strong computer skills including office applications, banking and product applications.

 

 Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Holly Matias, Office Manager at Holly.Matias@turtlefordcu.ca.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

 

 

Manager, Advisory Services

af·fin·i·ty (noun):

  1. a natural compatibility
  2. the name on our doors

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to extraordinary member experiences.  If you have an affinity for working where your achievements are celebrated, then a career with us might be the perfect fit.

Lead a team of advisors as a Manager of Advisory Services (Branch Manager) at one or more of our Saskatoon locations. You’ll coach talent that delivers exceptional service & professional advice to our personal, commercial & agricultural members. Fuel your passion for growing relationships at Affinity, where our hearts, business and profits live in Saskatchewan.

What you’ll do:

  • Manage all aspects of the advice centre(s) under a regional staffing model
  • Use metrics, performance indicators and CRM tools to deliver a seamless member experience
  • Collaborate across regions to champion a member-centric culture focusing on sales, service, advice-giving & operational excellence
  • Fulfill reporting requirements and recommend improvements relating to performance, capacity, and risk management

What you’ll get:

  • The support to grow in your career with opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package with health & dental benefits, pension & health spending account
  • Vacation time, personal days off & a paid volunteer day to maintain a healthy life/work balance
  • A referral bonus when you scout great talent & they join our team

What you’ve got:

  • A post-secondary diploma or degree in a related field plus 7 years of related experience or an equivalent combination of education & experience
  • Advanced knowledge of advice centre operations and financial products and services
  • Ability to successfully build, empower & focus a team to achieve results
  • Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric outcomes

Member Services Representative

Luseland Credit Union is looking for a full-time individual who is able to recognize member needs, promote and cross sell credit union products and services, and has the ability to process a variety of financial transactions.

Luseland Credit Union Limited is committed to providing friendly, quality and professional financial services.
Salary will be commensurate with experience, qualifications and competency. LCU has a competitive salary and benefits package including a variable pay and employee loan program.

We appreciate the interest of all applicants; however only those under consideration will be contacted.
Applications close Friday, August 23, 2024.

Submit your resume to:
Alyssa Underdahl, Office Manager
Email: alyssa.underdahl@luselandcu.com

Business Member Relationship Manager

Bulkley Valley Credit Union, serving over 14,500 members from Hazelton to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community has to offer.

If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report to the Chief Operations Officer and as a trusted advisor, you play an essential role and are dedicated to assisting and advising business members with their financial needs. You understand the importance of placing the right products and services in the hands of our business members or referring them to fellow experts. You build trust and loyalty with each member interaction, you utilize your expertise knowledge in the delivery of a full suite of business financial solutions, including commercial lending and investments, to enhance the members overall financial well-being. You provide service to members where the member want to meet; network extensively within BVCU’s communities; and establish and maintain lasting business relationships with brokers, realtors, developers, builders and members. You strive for excellence and play a vital role in growing and deepening business member relationships, and making sound decisions and recommendations to support the growth, impact and profitability of our credit union.

The successful candidate will have a minimum of one years’ post-secondary education plus 6-9 years’ experience in investment and lending, including small business lending in the financial services industry, preferably with a credit union is desired. An individual with advanced investment and lending experience plus education and/or training equivalent to 6-9 years will also be considered.

To learn more about Bulkley Valley Credit Union, please visit our website at www.bvcu.com. We welcome applications from all interested applicants looking to further their career in a dynamic, supportive and team oriented environment.

Qualified applicants can apply through our webpage at https://can63.dayforcehcm.com/CandidatePortal/en-US/bulkleyvalley or directly to:

Mohamed Ladak, Chief Operations Officer

mladak@bvcu.com.

Bulkley Valley Credit Union

PO Box 3637 Smithers BC V0J 2N0

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Financial Services Advisor

The Synergy Experience – what is it exactly?  Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What do our Financial Services Advisors do?

As an FSA, you will work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments including the sales of mutual funds, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

As a Financial Services Advisor, you will:

  • Manage a portfolio of members, partnering with current and potential members to understand their goals and priorities
  • Advise on and deliver a variety of products and services to successfully meet members’ needs
  • Engage in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
  • Promote Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you need for this role:

  • Related post-secondary education (such as a Diploma or Degree in Business) and two to four years of job-related experience, or an equivalent combination of education and experience
  • Strong experience in consumer lending is required
  • Relationship and business development skills
  • Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
  • Strong interpersonal and listening skills; can carry on great interactions in a variety of channels
  • Strong attention to detail
  • Mutual Fund Accreditation or successful completion of accreditation, or licensed within 3 months of hire

What do we offer?

  • Preferred rates on our products and services
  • Benefits and Pension
  • Competitive salary
  • Investment in your professional development
  • Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on June 23, 2024, referencing competition #243102 in the subject line.

More details:

  • Status: Permanent, full-time
  • Hours: 37.5 hours weekly. Requires ability to work a Saturday rotation schedule, and flexibility to work outside regular hours for travel, events, and member meetings.
  • Salary: $60,000 to $75,000

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers’ (members’) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

 

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us!  https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Engagement Manager

Engagement Manager – Full-Time, PPJV

COMPANY OVERVIEW

The Prairie Payments Joint Venture (PPJV) is a joint venture owned by three Prairie centrals created to digitally transform and modernize payment services for credit unions in the Prairies. PPJV’s goal is to ensure prairie credit unions are competitive in payments and have access to efficient, modernized payments processing infrastructure.

ROLE SUMMARY

The relationship manager is responsible for fostering and maintaining strong relationships with credit union partners within their designated region.  The primary objective is to drive business growth of PPJV’s payment offerings and enhanced member satisfaction through strategic collaboration and effective communication.

KEY RESPONSIBILITIES

  • Develop and maintain strong partnerships with credit unions within the designated region with the goal of providing guidance and support for PPJV’s products and services while ensuring they are meeting the needs of credit unions and their members.
  • Serve as the primary point of contact for credit unions and liaison between integration partners and PPJV team members addressing their needs and concerns promptly and effectively.
  • Build rapport with key internal and external stakeholders, including credit union executives.
  • Collaborate with credit unions to develop and implement strategies that drive business growth and enhance member satisfaction.
  • Educate credit union partners on the full range of PPJV products and services and the resources available to them.
  • Collaborate closely with internal teams, including delivery, operations, business readiness, and communications, to ensure alignment and support for credit union partners.
  • Attend and participate in regional credit union events and conferences that add value to the relationship between credit union partners and PPJV.
  • Manage the cadence for interactions with credit unions for PPJV products and services including the tracking and communication of potential risks/issues and feedback while supporting timely business and tactical messaging for credit unions.
  • All other duties as assigned.

REQUIREMENTS

  • University degree in business administration, finance, or a related field and/or equivalent experience.
  • Previous experience in banking, financial services, payments, or credit union management (experience in credit union system is preferred).
  • Knowledge of the credit union system and payment methods is preferred.
  • Proven track record of building and maintaining strong relationships with clients or partners.
  • Excellent communication, negotiation, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Must be bondable.

This position is currently designated as a remote position. The successful candidate will be located in Saskatchewan and be willing to travel to credit unions in Saskatchewan and other locations for conferences and in person meetings.

The Environment

PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.

Interested candidates are asked to submit a resume & cover letter by noon on May 31, 2024 {Click Here}

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

 

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