Small Business Commercial Account Officer

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

The Commercial Account Officer (Small Business) provides customized lending service to an assigned portfolio of business members. This position is responsible for the growth and administration of the commercial loan portfolio, acting as business members’ financial partner through the delivery of timely and relevant financial advice.

 

What you’ll do:

  • Conduct loan interviews with business members to uncover needs and advise on commercial lending products and services to best meet their needs.
  • Evaluate securities and analyse commercial financial statements and various factors affecting loan viability.
  • Negotiate loan terms and interest rates relative to risk within assigned lending limits and established policy.
  • Deepen member relationships through site visits to proactively gather insights into member needs, changing circumstances, and to ensure ongoing satisfaction with SASCU.
  • Resolve complex or contentious issues with business members with “win/win” solutions.
  • Identify opportunities to meet member needs through SASCU’s full line of products and services and connect members to appropriate specialists.
  • Take a positive and active part in business development activities to promote SASCU’s commercial account services.

What you’ll bring:

  • Two years of post-secondary education or equivalent.
  • 3-4 years of lending and financial advisory experience.
  • A valid driver’s license and ability to travel within our community.

You’re perfect for this role if you:

  • Have a history of sales success.
  • Understand standard commercial lending products, services, and practices.
  • Possess strong organizational, time management, and communication skills.
  • Display a high level of ownership, accountability, and initiative.
  • Are comfortable with technology, including banking systems, CRMs, and other programs.
  • Are committed to continuous learning and self-development.

 We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

 

This is a full-time Monday to Friday position. 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.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

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 $1 billion in assets. In addition, SASCU stewards $235 million in client investments and serves more than 5,000 insurance customers. Learn more at www.sascu.com

 

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Senior Financial Advisor

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future.  It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for two agile and adaptive people with a strategic mindsets to come on board as a Senior Level Financial Advisor at our Sherwood Place branch in Regina. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

  • 24 Months of Financial Industry Experience in an Advisory Capacity
  • Experience working in a customer care/customer service role
  • Experience in portfolio management
  • License and experience in selling Mutual Funds are required
  • Experience in Underwriting Loans is required
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on July 30, 2023 so apply now! If you have questions about this position, please contact Shayla Riche at  jobs@conexus.ca

Retirement and Pension Associate (RP-Associate)

Company Description:

Pioneered in 1939, the Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides pension and retirement services to its membership. The CSS is the Administrator of the CSS Pension Plan, one of the oldest and largest defined contribution pension plans in Canada. With approx. $5 billion in assets, CSS Pension Plan has grown to serve over 300 employers and 55,000 current and past co-operative and credit union employees across Canada, including more than 8,200 retirees (receiving variable benefit payments and/or a monthly pension).

Summary:

We have had an internal promotion and are now seeking to fill the position of Retirement and Pension Associate! Join the CSS Pension Plan and its Member Experience Department as a Retirement and Pension Associate. You will care for our employer and employee members’ journeys by:

  • Providing senior administrative leadership and support for our pension and retirement planning professionals,
  • Taking responsibility for a wide range of pension and retirement activities (e.g., from pension and retirement administration to meeting with members to assisting with virtual and in-person educational and engagement events),
  • Analyzing detailed financial and membership information to identify opportunities for improvements in the overall member experience and journey with the CSS Pension Plan and
  • Assisting the Director, Member Experience with regular budget and operational planning needs.

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside of the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes that you bring to the team. The Retirement and Pension Associate is required to develop an expert understanding of our pension benefit provisions, policies, and procedures.

The successful candidate will have obtained a Pension Plan Administration Certificate, or is able to complete it within their first year.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

Provide and Support the Delivery of Pension and Retirement Information

  • Answers inquiries and provides information through various communication channels regarding CSS Pension Plan provisions.
  • Meets with members on an individual basis to explain the retirement income options they are entitled to; engages the senior pension and retirement planning professionals as appropriate given the member’s needs and objectives.
  • Extracts and gathers the pertinent information needed to 1) determine the member’s eligibility for the various retirement income options and other rights and entitlements; and 2) support our pension and retirement planning services.
  • Supports the pension and retirement planning professionals by 1) ensuring that all required information is provided to and received by members, 2) assisting members with their pension plan inquiries, 3) forwarding complex inquiries to the appropriate professionals or specialists, and 4) preparing, reviewing and submitting complete retirement income application packages to our member account specialists for processing.
  • Establishes a positive mutual relationship between themselves, the pension and retirement planning professionals and the members.
  • Assists with the development and continuous improvement efforts of our educational and engagement workshops, seminars, and courses.

Other responsibilities

  • Generates and analyzes reports and information from our information systems and identifies opportunities to support and enhance the member experience.
  • Performs user testing for technological assets to ensure operational and strategic needs and goals are met.
  • Assist with projects (e.g., information technology, member experience, member education and member engagement).
  • Develops and maintains knowledge and application of CSS policies and procedures.
  • Develops and maintains knowledge and application of the CSS’ vision, mission and values.
  • Provides back-up support for the Department and organization as required and carries out other duties as assigned.

Skilks and Abilities

  • Passion for providing excellent member service
  • Excellent member service and communication skills, including communicating complex information straightforwardly.
  • Superior organization, administrative, and problem-solving skills.
  • Superior knowledge of pension, retirement, and other relevant products and industries.
  • Superior computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate and analyze reports and information.
  • Must be flexible and manage high work volumes and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship-building within the team and across the organization.

Qualifications

  • Must have five years or more experience with financial transactions or pension or benefit administration, with a focus on customer service and quality data analysis.
  • Must have a university degree in human resources, business administration or commerce.
  • Must have superior defined contribution and defined benefit pension knowledge, typically obtained through experience and achieving industry designations.
  • If not already completed, must complete PPAC within one year of the date of hire.
  • Experience with supporting financial advisors an asset.

A combination of equivalent education, training and experience may be considered. On the path to earning the Certified Financial Planner® designation is an asset.

To Apply:

 Please forward your resume and cover letter (including your salary expectations) to:

CSS Pension Plan

Attn: Director, Member Experience

Email: hr@csspen.com

Competition closes: July 15, 2023

(The position may be filled sooner)

We offer a fun, challenging and inclusive work environment, a competitive salary, a pension (CSS Pension Plan), and benefits package.

Applicant information is collected and maintained pursuant to CSS’ Privacy Policy (please see website for more information).  Background checks will be completed on successful candidates.

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

 

Member Experience Specialist

Are you looking for an exciting opportunity to move into a new career path? We are looking for a results-oriented individual with excellent communication and leadership skills and who is not afraid to coach, mentor, develop and motivate a team of professionals to become our new Member Experience Specialist.

As the Member Experience Specialist, you will play an integral role in building full financial relationships with our members.  You will design, implement, and monitor innovative MemberFirst experience strategies and initiatives that advance member loyalty and advocacy.  You will enable and support retail leaders and employees in achieving business results through oversight of the sales performance framework and coaching culture, sales related tracking systems, and provision of sales coaching and skill development.  You will monitor sales pipeline and sales activities to ensure effective and proficient use of technology tools by employees, that support member service and ensure seamless delivery between different credit union service channels.  You will lead our Customer Relationship Management (CRM) software vendor management, application support, and future development plan to maximize the value of our CRM system.  You will participate in and promote programs that enhance business development and our MemberFirst strategy.

Post-secondary education in Business with at least 4 to 6 years of retail leadership experience or sales coaching experience or an equivalent combination is the minimum requirement for this position. You’ll have a leg up if you have certification in coaching, project management or design-thinking.  If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks.  This position may be staffed at any of Cornerstone Credit Union’s 15 branches, depending upon office space availability. Depending upon location of work, union membership may be required.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

Manager of Member Experience

The Person: You are a wise conductor, leading a harmonious symphony.  Your musical score serves up the rhythms and harmonies that charm our members and deliver an exceptional experience.  You inspire and uplift the orchestra, with a profound understanding of each individual’s talents and potential.  You guide and support the brass, percussion, strings and woodwinds, helping each get the most out of their instruments and balance the entire performance in a way that celebrates the players and delights the audience with an unforgettable melody.

 

The Position: The focus of this job is providing exceptional member experiences, developing relationships with members, achieving results with and through people; all aligned with the larger picture of the organization and its strategic goals.  Self-assurance, and the confidence to purposely drive toward results while constantly problem-solving and engaging the commitment of others are essential.  A leadership style that is firm and goal oriented, and yet motivates, trains, and engages others in an enthusiastic way is important.  The emphasis on building rapport and relationships with internal and external members requires an outgoing, poised and persuasive communication style.  The ability to learn quickly and thoroughly while continually recognizing and adapting to changing conditions is critical.  A full commitment to the success of the credit union and elevated standards of member experience are expected in this position.  The job environment is constantly evolving and provides growth opportunity, recognition and reward for the achievement of credit union and member success.

 

Reporting to the Chief Executive Officer (CEO), the Manager of Member Experience:

  • Provides leadership ensuring an exceptional member experience focused on building member relationships through successful, proactive member service and product delivery. Guides and supports the member experience and financial services teams by setting standards and expectations and holding team members accountable.
  • Collaborates with executive leadership to develop corporate strategies and policies; identifies and meets short and long-term objectives.
  • Initiates plans and actions to grow the business both from a membership perspective as well as seeking new business opportunities to strengthen the credit union market presence.
  • Provides overall management and direction of member experience policies, procedures, and objectives.
  • Promotes Unity Credit Union and maintains active involvement in the organization and community.

 

Compensation and Qualifications: The Manager of Member Experience is an on-site, full-time permanent position.  Experience in front line financial service operations is strongly preferred.  A clear passion for member service and proven leadership skills are essential to success in this role.  Relevant education and financial work experience are required, with a preference for a credit union background.  Unity Credit Union offers a competitive total compensation package. Salary will depend on qualifications and experience.  Benefits include a matched pension plan; group benefits (health, dental, life, disability and critical illness insurance), and paid community involvement.

 

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $350 million and 34 employees serving 5000 members. Our vision is, “Partnering to Achieve Success and Build a Better Community” and that is how we work and serve every day.

 

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan.  Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, and a new swimming pool.  Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and a grain alcohol and spirits plant.  For more information on the town of Unity, visit www.townofunity.com.

 

If you have a passion for partnering to achieve success and are ready to advance your credit union career, we would like to hear from you!   

Competition closes at 11pm on Sunday June 25, 2023.

Interested applicants should submit a cover letter and resume by email or in person to:

Shauna Hammer, Human Resources Advisor
Phone: (306) 228-4515 ext. 222
Email: shauna.hammer@unitycu.ca

 

We thank all applicants for their interest; however only those selected for the further consideration will be contacted.  The successful applicant must satisfactorily complete a bond application process including work history, criminal record check and credit check.

 

Advisory Team Lead

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 so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

 

We’re looking for an Advisory Team Lead for our Shaunavon location. We need someone to provide outstanding leadership by engaging and coaching of our employees. You’ll also guide our advisors who provide customized financial advice and expertise to our commercial and agricultural members.

What you’ll do:

  • Collaborate across regions to champion a member-centric culture focusing on sales, service, advice-giving, and operational excellence 
  • Coach and lead employees to deliver a remarkable member experience by using metrics, performance indicators, and CRM tools 
  • 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
  • The ability to expand your leadership management skills to assist in accomplishing your goals
  • 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 and they’re hired to join our team

 What you’ve got:

  • A post-secondary diploma or degree in a related field plus 3 years of related experience or an equivalent combination of education & experience
  • Experience in making expert product and service recommendations to meet members’ complex needs
  • Ability to lead, engage, and coach a team of skilled employees
  • Advanced digital literacy across a broad range of channels and devices (i.e. online services, mobile applications, etc.)

So, what do you think? Does it sound like you’re a fit for this role? Throw your hat in the ring!

 

Posting Close Date: May 22, 2023

Corporate Development Specialist

CORPORATE DEVELOPMENT SPECIALIST
Permanent Full Time & Temporary Full time (expected until December 2024)
Open to any location in Saskatchewan

Closes April 28

Annual Salary:  $61,734 – $84,885

 

The Corporate Development Specialist is a digitally capable, creative thought leader who will be facilitating, developing and maintaining various internal training programs for our organization. We come to work to simplify banking for all Canadians. That’s our purpose. As such, we are looking for somebody who can emulate this in their approach. Somebody who wants to make training and development fun and meaningful. Our expectations for all leaders to Model, Coach and Care are part of our culture and will be necessary in delivery of our programs.

FIRST, (WIIFY) Here is what’s in it for you:

  • Competitive Salary.
  • Diverse and Inclusive Culture that continues to evolve.
  • Flexible work options.
  • Strong benefit package.
  • Superannuation matched contribution program.
  • Wellness Days to create appropriate work/life balance.
  • Paid Education opportunities to ensure our members have the most equipped staff helping them.
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect.
  • And lots more reasons to love where you work and what you do.

What our team is looking for:

  • A growth mindset that emulates Model, Coach and Care behaviors in every activity and approach.
  • Solution mindset that feeds inertia.
  • Ambassador who’s willing to promote our team inside and outside organization.
  • Somebody not looking for ‘a job’. Our team and members deserve somebody who thinks bigger than that.
  • Somebody who can work with occasional ambiguity with focus on process evolution.
  • Somebody to sweat the small stuff but also see the big picture. Calm under pressure. And deadline focused.
  • Personality and Energy. A flair for polish.

Some things that would impress us:

  • A CPHR or facilitation delivery certification/designation demonstrates commitment to the field/career.
  • Lending or retail banking experience is an asset to help develop relevant & conceptual training.
  • Experience in Microsoft O365 tools including Dynamics CRM and Viva.
  • Experience in Program design and facilitation.
  • Project Management experience can help when implementing new changes moving forward.
  • Proven examples of process improvement that you initiated or were key in delivering. Extra marks for digital, AI or automation enhancements.

Apply at www.innovationcu.ca/careers

Business Advisor

Innovation Credit Union has a bold ambition. In addition to being Canadas next Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenets of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose?  Glad you asked!

The Business Advisor will develop and maintain a commercial, agricultural and personal deposit & loan portfolio, and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union. Areas of responsibility include: 

  • Provide agricultural, commercial and personal lending services, deposits & loans portfolio management and deposit advice.
  • Provide individualized financial consulting to members regarding investment and wealth protection services and products offered through the Credit Union.
  • Ensure all deposit & loan activities are in compliance with relevant legislation, regulations, policies, and procedures.
  • Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole. 
  • Goals to grow the deposit & and loan portfolio aggressively and appropriately to maximize exposure of Innovation Credit Union products and services. 
  • Must have the ability to travel to and cover regionally as required.
    • Innovation’s Travel Practice Guidelines will be followed.

Visit the CAREERS page of our website www.innovationcu.ca to learn more and apply!

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