Occupation Types: Member/Customer Services

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.

 

Member Experience Specialist (MES)

Member Experience Specialist (MES)

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 approx. 300 employers and 55,000 current and past co-operative and credit union employees across Canada, including more than 8,700 retirees (receiving variable benefit payments and/or a monthly pension).

Summary

We seek a motivated and conscientious person to join our team as a Member Experience Specialist. The successful candidate will focus on serving our members by providing a range of member services in a manner that aligns with organizational strategic and business objectives, through a lens of member experience excellence and within the CSS’ Member Experience Framework.

As a member of the Member Experience (MX) Department, you will strive to empower members and to support them through their entire pension and retirement journey.  Your day-to-day work will include receiving and processing the broad spectrum of member inquiries and transactions (e.g., new accounts, new retirements, account maintenance, transfers and withdrawals, retirement income payments, support the Advisors with retirement planning needs, etc.).

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside 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 you bring to the team. The successful candidate will bring a strong understanding of both defined contribution and defined benefit pension provisions.

The successful candidate will have obtained a Pension Plan Administration Certificate (PPAC), 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

  1. Process and pension administration – The MES is responsible for receiving and processing member requests and inquiries, maintaining member records and accounts, and supporting the end-to-end member journey with CSS.  The MES is an expert on all pension provisions and ensures compliant, timely, and professional administrative practices are conducted and maintained.  The MES maintains and applies a superior knowledge of relevant law, guidelines, and standards (e.g., pension, tax).
  2. Responsibility to member experience – The MES understands the discipline of member experience and ensures that the practice of member experience is the first and foremost lens through which pension and retirement administration is conducted.
  3. Responsibility to team and culture – The MES is accountable for supporting an environment and culture of collaboration, learning, and service which respects diversity, encourages all teammates to work together to achieve results and contributes to a healthy, rewarding, and productive working environment where personal and team accountability is key to meeting the organization’s strategic and operational objectives.
  4. CSS is undergoing a significant digital transformation. This MES will play a significant supportive role in office administration and cross-training of all pension administrative functions.

Skills 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 extensive pension knowledge, typically obtained through experience and achieving industry designations.
  • If not already completed, must be capable of successfully completing PPAC within one year of the date of hire.

CSS may consider a combination of other experience and education, at management’s discretion.

Considered an asset: credentials within the customer experience discipline and/or credentials within the retirement planning discipline.

To Apply

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

  • CSS Pension Plan
  • Attn: Supervisor, Member Experience
  • Email: hr@csspension.com

Competition closes: May 31, 2024 (The position may be filled sooner without notice)

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

This position will be on-site (Saskatoon, Saskatchewan); fully remote is not an option; hybrid may be considered.

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.

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