Member/Customer Services – Page 4

Farm & Business Advisor

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others to join our team at the Wynyard branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio consisting of small market enterprise accounts.

Post-secondary education in Business or a related discipline with at least 2 to 5 years lending or progressive sales and service experience is the minimum requirement for this position, but you’ll have a leg up if you have actual commercial or agricultural lending experience and have managed a diverse portfolio in a farm and business banking environment. 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 is an in-scope position and union membership is 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.

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.

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.

Member Experience Partner

The Person: You are the riverboat captain traversing the waters of members’ lives. You know that the journey will encounter unmapped territory, eddy pools, waterfalls, and rapids and may not always be smooth sailing. You use your wisdom, knowledge and compassion to make the journey as smooth as possible and to provide reassurance when it’s not. Meandering with Huck Finn, or shooting the rapids, you are ready to ride, side by side, with members navigating the rivers of life.

The Position: The Member Experience Partner is a permanent, on-site, full-time position (37.5 hours per week.) The duties of this job require specialized expertise and skill in maintaining established standards of member service excellence, quality and accuracy. Drive, determination and a self-disciplined approach are necessary for successful job performance. While the pace of the work may, at times, be faster than average, quality is never compromised, and concern for the member remains top of mind.

Reporting to the Manager of Member Experience, the Member Experience Partner:

Listens to and recognizes member needs and makes product or service recommendations which are in the best interest of the member.
Processes new membership account openings and closures.
Manages and administers Estate accounts.
Manages and administers wires.
Manages and administers lawyer’s trust accounts.
Develops and maintains a thorough knowledge of applicable credit union policies, products, services, and government legislation, particularly as it pertains to estates, account opening, closing, and maintenance.
Actively refers business opportunities to appropriate operational areas, including referrals for members with complex financial planning needs to the Certified Financial Planner, loan needs to lending department and investing to investment specialists.
Promotes Unity Credit Union and maintains active involvement in the community.

Compensation: Unity Credit Union offers a competitive total rewards 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.

Qualifications: The successful candidate will have completed Grade 12 plus one to three years of proven exceptional member service experience. Credit Union or other financial institution experience is strongly preferred.

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, 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 would like to work with an amazing team of professionals where you can build and further your career, we would like to hear from you! Applications will be accepted until 4pm on June 5, 2023.

Submit a cover letter and resume to:

Shauna Hammer, Human Resources Advisor
Email: shauna.hammer@unitycu.ca

Advisory Team Lead

af-fin-i-ty (noun):

a natural compatibility
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!

Manager, Client Experience – Private Wealth Group

Manager, Client Experience – Private Wealth Group

Coastal Community Credit Union – Private Wealth Group

Nanaimo and surrounding Vancouver Island Communities – Hybrid

Position Type: Permanent Full Time

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are seeking a Manager, Client Experience – Private Wealth Group to oversee the administrative support function of our Private Wealth Group Department and provide regional leadership to the team of Client Relations Assistants. If you are a dynamic individual who has a passion for client experience and coaching, but also has a knack for detailed work, we want to hear from you!

What’s the role?

As Manager, Client Experience – Private Wealth Group you are responsible to provide leadership, direction, and coaching to Client Relations Assistant Team and oversee the administrative support function for the Private Wealth Group department. This position also leads and oversees the monitoring of auditing and compliance of licensing requirements of the greater PWG advisory team while providing guidance, mentorship and support in the processing of complex client files. The Manager, Client Experience – Private Wealth Group is responsible to manage and direct the department functions within established policies and procedures and is accountable for growth by developing a strong team to support services ensuring a high level of operational effectiveness. This role also plays a pivotal role in the oversight, coordination and support of PWG marketing and sponsored community events. As a key member of the Private Wealth Group Management team, you will have a responsibility to the goals of the department through effective expense processing and administration.

This role is based in Central Vancouver Island with travel required to all Coastal Community locations and offers flexibility for a hybrid remote/office work environment.

What are we looking for?

Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
Hold an IIROC license as a Registered Representative in the Province of BC.
Hold a Life, Disability and Health Insurance license in the Province of BC required within 12 months of commencement of the position
Minimum (8) years progressive financial industry experience considered an asset

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

Proven knowledge of wealth management policies, procedures, practices and general branch operations.
A comprehensive understanding of the investment platform.
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Previous experience leading a team considered an asset

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

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

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

Regional Branch Manager

We invite you to lead 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 Regional Branch Manager will oversee the operation of multiple branches as well as act as the Branch Manager of our Downtown Branch. The position will provide overall branch network management and is responsible for its efficient operation, including meeting key performance indications in growth, member satisfaction, employee engagement, as well as ensuring compliance with security and risk management.

What you’ll do:

Manage the operation of the Downtown Branch and oversee the overall operation of other SASCU branches through Branch Managers; ensure that activities are consistent with established corporate strategic objectives, values, policies, procedures, and service standards;
Work with the Director, Banking to convert strategic initiatives into actions, and ensure communication and operational alignment.
Act as coach to direct reports to address unique situations outside of established policies and procedures; resolve or recommend course of action for escalated operational and service issues.
Implement and sustain initiatives at the branch level that build member relationships to enhance service and contribute to the growth of SASCU’s business.
Actively pursue partnerships within the communities SASCU serves for business development purposes and champion community involvement among the branch network.
Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.

What you’ll bring:

A degree or diploma in Business Administration.
Eight to ten years of financial services or credit union experience, including at least five years at the management level, or an equivalent combination of education and experience.
Three years of mutual funds sales experience.
Extensive sales and sales management experience.

You’re perfect for this role if you:

Demonstrate capacity to lead, coach, and motivate various teams to successfully achieve results.
Are an innovative thinker with proven ability to engage staff to find new solutions to move business forward.
Possess advanced understanding of financial services products, services, policies, and procedures.
Have excellent communication and interpersonal skills.
Knowledge or application of Lean or Agile processes is preferred.
Access to transportation and willingness to travel within the SASCU community is required.

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

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

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, 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 one to four years of job-related experience, or an equivalent combination of education and experience
Relationship and business development skills
Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired
Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.

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 Sunday, March 12^th, referencing competition #233103 in the subject line.

More details:

Hours: 37.5 hours weekly. Permanent full-time. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.

A little more about us:

At Synergy, our members are owners who profit when we do and who get a say in how we are run. 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 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employer for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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