Occupation Types: Member/Customer Services
Branch Manager
We invite you to lead a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!
As the Branch Manager at our Downtown Branch, you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency and deliver on the SASCU Member Experience. The Branch Manager will coach the sales team to achieve results and implement SASCU’s sales and advice strategy and tactics. The Branch Manager will develop a proactive strategy to lead the branch to build a greater membership base and have a positive impact on the community.
What you’ll do:
- Coach the branch team on branch objectives/goals and ensure teamwork to achieve the desired results.
- Ensure effective use of campaigns to support achieving annual financial targets.
- Build relationships with internal partners and keep informed of local market activities to support other business goals.
- Implement SASCU service standards, processes, and plans.
- Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs and resolve concerns.
- Ensure strong and open channel of communication and collaboration within the branch team and across SASCU departments and subsidiaries.
- Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
- Make staffing decisions (hiring, promotion, and corrective action) and participate in decisions made by the Manager, Member Experience to leverage the talents of the branch team.
- Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.
- Manage and assigned portfolio of members, servicing their investing, lending, and general banking needs.
What you’ll bring:
- Seven to ten years of financial industry experience, including at least three years at the leadership level.
- Mutual funds license or willing to be licensed within a three-month period.
- A degree or diploma in Business Administration is preferred.
- Access to transportation and willingness to travel within the SASCU community.
You’re perfect for this role if you:
- Demonstrate a results orientation in both sales and service.
- Have an aptitude for business development and relationship building.
- Possess excellent communication and interpersonal skills.
We invest in our employees by offering:
- A competitive base salary ($93,200 – $116,600 per year) 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, personal days, 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 position is full-time, Monday to Friday. 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 20,000 members, 165 staff, and $1 billion in assets. 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.
Financial Services Advisors
Financial Services Advisors – Yorkton, Indian Head and Tisdale Branches
Are you great with numbers, and even better at building relationships? We’re looking for finance-savvy, dedicated Financial Services Advisors to join our teams at the Yorkton, Indian Head or Tisdale Head branches of Cornerstone Credit Union!
As a Financial Services 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. You’ll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds) lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending) insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!
Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you’ll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. 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. Positions located in Yorkton and Tisdale are in-scope positions 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 eighth straight year.
Choose a rewarding career at Cornerstone Credit Union.
Manager, Commercial Centre (Business Lending)
We invite you to lead a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!
As the Manager, Commercial Centre, you will drive the success of the Commercial Centre by leading and managing all aspects of commercial operations. This includes developing and implementing effective business strategies, managing client relationships, and leading a team to desired results.
What you’ll do:
- Manage the commercial team, including oversight of priorities and team workload, payroll, and scheduling.
- Develop training plans for the commercial team in conjunction with the Training Department, and provide and/or coordinate commercial team training.
- Coach and develop the commercial team to meet or exceed individual and team sales targets.
- Manage an assigned portfolio of business members with lending needs, delivering timely and relevant financial advice and solutions based on their needs.
- Build relationships with internal partners, and keep informed regarding local market activities and SASCU’s competitive position.
- With oversight from the Director, Banking, develop business strategies for the Commercial Centre and effectively implement them within the team.
- Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results;
- Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary;
What you’ll bring:
- Eight to ten years of financial services experience, including at least five years of commercial lending experience.
- Accredited Business Lender credential, or an equivalent credential or designation.
- A degree or diploma in Business Administration is preferred.
- Leadership experience is preferred.
You’re perfect for this role if you:
- Demonstrate a results orientation in delivering advice and a memorable customer experience.
- Possess an aptitude for business development and relationship building.
- Have strong organizational and time management skills.
- Are comfortable with technology and able to learn new systems and programs quickly.
- Show a commitment to continuous learning, accountability, and initiative.
We invest in our employees by offering:
- A competitive base salary ($90,000 – $113,000 per year) 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, personal days, 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 position is full-time, Monday to Friday. 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.
Supervisor, Member Services
The Supervisor, Member Services supports Interior Savings’ vision of sales & service excellence by developing and facilitating a professional team that is efficient and effective in serving member needs and achieving branch goals & objectives.
Through personal strengths in communication, leadership, and initiative you will assist the Branch Manager in fostering a positive team environment of employee performance excellence by coaching, training and mentoring Member Service Advisors. You possess the ability to work under pressure with a keen attention to detail and accuracy and will ensure high service standards are achieved by all staff.
Through your coaching and leadership, you will assist your Branch Manager in leading the team to increase member participation levels and ensure Interior Savings is their primary financial institution. You are responsible for assisting with sales and services strategies in support of your branch business goals. As a coach and leader, you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.
You will assist the Branch Manager in maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the Credit Union by demonstrating behaviours that are consistent with Interior Savings’ Vision, Mission, and Values.
You will participate in the interviewing and hiring process for new staff, as required while ensuring proper scheduling of employees in order to provide excellent member service. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. You will work in conjunction with the Branch Manager to develop performance standards and conduct performance appraisals and address member complaints and inquiries as required. You will also perform other duties as assigned.
What we offer:
- Employer paid vacation
- Benefits Program
- Retirement Plan
- Employee Assistance Program
- Employer paid training/education
- Special banking perks
- Work-life balance
The salary range for this position is $62,549 to $74,266 and starting salary will be based on related education, training and experience. This position will work 37 hours per week.
Qualifications
Education
Required
High School Diploma or better.
Experience
Required
Knowledgeable in a full range of investment products.
Comprehensive understanding of credit products and procedures.
4-6 years: Job-related experience in a financial sales & services environment.
Preferred
Supervisory experience considered an asset.
Accounting Administrator
Turtleford Credit Union is currently seeking an experienced and detail-oriented Accounting Administrator to join our team. This position reports to the General Manager. The primary focus involves looking after day-to-day and month end reconciliations, payments, remittances, maintaining the credit union ledger of accounts and supporting accounting reporting activities.
As the successful candidate you will be involved with processing moderately complex and varied accounting administrative functions. The information within this position is often of a confidential and sensitive nature and requires specialized knowledge of the department and credit union operations. Established practices and procedures guide decision making however knowledge and experience within the area may be applied to resolve moderately complex and varied situations. The successful candidate will work closely with all departments within the credit union and has a passion for building relationships and creating an environment where teamwork and cooperation is a top priority. This position requires three years of job-related experience or an equivalent combination of accounting administration education and experience.
KEY RESPONSIBILITY AREA(S)
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 the duties.
- Prepares and posts journal entries to general ledger; processes invoices and cheque requisitions for payment.
- Reconciles general ledger accounts and assists General Manager in month end and year end accounting procedures and other accounting activities.
- Runs standardized financial reports for management reporting; follows up on management enquires related to transactions and general ledger activities.
- Prepares a variety of reports; coordinates the gathering of information required to support internal and external reporting requirements, such as Board reports and regulatory reporting.
- Maintains a variety of records and processes a variety of branch/centralized administration tasks.
- Performs a variety of routine and varied administrative functions in support of department operations and record keeping.
REQUIREMENTS
To qualify for this position, the successful candidate must have a minimum of three years of job-related experience. Credit Union experience is an asset.
CORE SKILLS AND BEHAVIOURS
This position is a key position within the Credit Union. Some of the skills required to succeed include a strong understanding of basic accounting principles, proficiency in Microsoft Office (particularly Excel), excellent attention to detail and accuracy, strong organizational and time management skills and strong communication and interpersonal skills. This position is required to interact with all areas of the credit union and to keep up with the ongoing changes within the credit union therefore teamwork, cooperation, adaptability to change and continued learning and development is a top priority.
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 Ian Heggstrom at Ian.Heggstrom@turtlefordcu.ca. Deadline to apply for this position is November 21, 2023.
We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.
Loans Officer
Are you looking to work for a great organization? Turtleford Credit Union is currently looking to hire a Loans Officer position. This position reports to the Lending Manager and is responsible for oversight of their own lending portfolio with a primary focus on consumer mortgages, loans and credit products and within assigned lending limits. As needed, this position would also assist the lending team with non-consumer credit.
As the successful candidate you will provide an exceptional member experience and expert advice for both new and existing members, you have a desire to learn and have an in depth understanding of lending practices and procedures. The ideal candidate has a passion for building long term relationships with our members, provides financial advice and recommendations on our products and services to help our members meet their financial goals. This position requires three years of job-related experience or an equivalent combination of education and experience.
PRIMARY PURPOSE OF POSITION
Reporting to the Lending Manager, this position supports the credit union’s business strategy by providing consumer and mortgage lending services to existing and potential members. At times, this position may be responsible for less complex agriculture lending under the guidance of a more experienced lender. The position administers and delivers on an assigned loans portfolio; recognizes member needs and promotes and cross-sells credit union lending and deposit services. Performs loan activities in compliance with applicable regulations, policies and procedures.
KEY RESPONSIBILITY AREA(S)
- Grants consumer mortgages, loans, and credit products within approved lending limits; receives and analyzes financial and personal net worth statements, calculates debt servicing capacity and evaluates collateral security; negotiates terms and conditions of loan; presents recommendations to more senior lending staff on applications beyond assigned approval authority.
- Provides individualized credit advice (e.g. debt consolidations) and information to members on loan and deposit services and products offered through the credit union.
- Conducts credit research, security inspections and searches as required; prepares releases of security on paid out loans.
- Interprets loan reports and identifies further action required to address problem areas such as pending delinquency; monitors delinquent accounts, works with member to develop remedial plans to mitigate risk of default, and initiates action to collect on delinquent loans as necessary.
- Identifies member needs and actively promotes/cross-sells lending and deposit products and services to meet member needs and to gain a greater share of wallet.
REQUIREMENTS
This position requires three years of job-related experience or an equivalent combination of education and experience.
CORE SKILLS AND BEHAVIOURS
This position is a key position within the Lending team. Some of the skills required to succeed in this position include proven business development, sales and communications skills, progressive skills in managing a diverse loan portfolio in consumer and mortgage lending, advising on a variety of products and services to meet our members financial needs, the ability to engage in marketing and proactive outreach to our members, teamwork, cooperation and continued learning and development.
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 Julie Brendle at Julie.Brendle@turtlefordcu.ca. Deadline to apply for this position is November 13.
We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.
Financial Services Advisor (Multiple Locations)
Financial Services Advisors – Yorkton, Montmartre, Kipling, and Emerald Park Branches
Are you great with numbers, and even better at building relationships? We’re looking for finance-savvy, dedicated Financial Services Advisors to join our teams at the Yorkton, Montmartre, Kipling and Emerald Park branches of Cornerstone Credit Union!
As a Financial Services 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. You’ll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds) lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending) insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!
Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you’ll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. 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. Position located in Yorkton 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.
Financial Services Advisor
Financial Services Advisor | Lashburn, Macklin, Maidstone, St. Walburg
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 does a Financial Services Advisor do?
As a Financial Services Advisor (FSA), you 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!
You’re great at…
• Managing a portfolio of members, partnering with current and potential members to understand their goals and priorities,
• Advising on and delivering a variety of products and services to meet member needs,
• Engaging in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
• Promoting Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.
What you bring…
• 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.
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 Tuesday, October 10, 2023.
There are four opportunities available in Rural Saskatchewan. Please reference the following competition numbers when applying for a specific location:
• Lashburn (Competition #237011)
• Macklin (Competition #237112)
• Maidstone (Competition #237213)
• St. Walburg (Competition #237214)
More details…
• Permanent, full-time. 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside regular hours is required for travel, events, and member meetings.
• Must have access to reliable transportation as the role may provide support to multiple branches.
What do we offer?
• Preferred rates on our products and services
• Benefits and Pension, from day one
• Competitive salary
• Investment in your professional development
• Community involvement
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 Employers 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
Mobile Mortgage Specialist
af·fin·i·ty (noun):
- A Sask-born co-operative financial institution
- a natural compatibility
We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, an exceptional 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!
As a Mobile Mortgage Specialist, you’ll grow Affinity’s residential mortgage business by focusing on origination outside of the advice centre network.
What you’ll do:
- Provide appropriate mortgage solutions designed to satisfy members’ long-term goals
- Coordinate end-to-end mortgage fulfillment (often, remotely)
- Accountable for increasing Affinity’s share of wallet by effectively promoting larger suite of consumer banking (including Wealth) capabilities and solutions and referring cross-sell opportunities to appropriate channel or specialists
- Meet with members outside of the advice centre network, at the member’s convenience
What you’ll get:
- On top of the contractual connection (competitive salary, variable incentive pay, and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve.
- Affinity is proud of our remarkable employee experience where employees have support to grow their careers, do what they love, and can be their whole selves at work.
- A total rewards package with health & dental benefits, a pension plan and health spending account
- Vacation time, personal days off and a paid volunteer day to maintain a healthy life/work balance
What you’ve got:
- Post-secondary diploma or degree in a related field, plus 3 years of related experience or an equivalent combination of education and experience
- Industry leading sales ability in growing a book, achieving targets and building a pipeline using a member centric approach
- Experience in making expert lending product and service recommendations, as well as providing quality member centric referrals to other financial solutions experts
- Experience with using a broad range of digital channels and devices (i.e. online services, mobile applications, smartphones, tablets, etc.)
How to throw your hat in the ring: Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!
We can’t wait for you to fully unbank yourself and join the Affinity team!
