Member/Customer Services – Page 6

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

We invite you to be part of 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. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

What you’ll do:

Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

What you’ll bring:

A post-secondary degree or diploma is preferred.
4 to 6 years’ experience within financial services and/or sales leadership.
Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

Knowledge of the features and benefits of lending and investments, including mutual funds.
Demonstrated leadership ability, including experience mentoring, coaching, and change management.
Strong organizational and time management skills.
Excellent communication and interpersonal skills.
High level of ownership, accountability, and initiative.

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 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.

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 over $1 billion in assets. Learn more at www.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.

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.

Manager, Member Impact

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

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 a collaborative, curious, strategic and forward-thinking person to come on board as our Manager, Member Impact for up to an 18-month term.  Candidates will be considered at various Conexus locations across Saskatchewan. You will lead the Member Impact team to support projects and initiatives that directly impact our members. This includes identifying ways in which we can enhance our ability to improve our members overall financial well-being. You will also look at ways to achieve efficiencies across the organization that align to our overall corporate strategy.

How you’ll be spending your time

Coaching, empowering and leading a team of direct reports to successfully achieve individual targets and team goals
Collaborate with internal and external stakeholders on subjects related to member impact mitigation
Leading the operationalization of new and updated processes, and system applications
Breaking down processes to understand the root cause for the work in order to drive efficiencies
Identifying and managing risks and opportunities while ensuring adherence to company policies and legislation
Support a team through research, development and implementation to ensure delivery of member impact service solutions

The way people describe you

You have a deep understanding of the core business lines within the Credit Union system
You are a driven individual who strives to grow the success of your team through continuous coaching and empowerment
You possess excellent interpersonal, relationship building and communication skills
You promote and cultivate an environment that continually seeks and identifies areas to increase efficiencies

The experience you bring

5 years financial services experience
1 year formal or informal leadership experience
Proficient in Microsoft Office Suite
Effective presentation and communication skills
Experience working with systems used within Financial Institutions

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 February 5, 2023 so apply now! If you have questions about this position, please contact Toni Demorest at toni.demorest@conexus.ca

Branch Manager

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

The bigger picture

We’re looking for a dynamic and business-minded individual to come on board as our Branch Manager to support Moose Jaw and Central Butte branches. Your strong interpersonal skills and ability to think strategically will play an essential role in leading your branch to provide and oversee the delivery of services to meet our members’ needs.

How you’ll be spending your time

Recruiting, developing, coaching, and empowering your branch leaders to ensure the team’s delivery of world-class member advice
Providing your team with the knowledge and skills to meet members’ needs and positively impact their financial well-being
Ensuring your branch delivers financial service solutions and alternatives that comply with both industry and operational policies and legislation

The way people describe you

You are a natural born leader with the ability to motive, engage and inspire others. Your critical thinking skills allow you to make logical and informed decisions, uncovering and addressing all emerging risks and opportunities. In addition, you are a skilled communicator, dedicated to personal growth and development.

The experience you bring

Broad experience within the financial service industry
Understands and knows how to find and provide needs-based solutions
A proven track record of developing people and teams

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

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Shaulen at shaulen.lang@conexus.ca. But act fast, the opportunity closes on January 20 2023.

Lending Service Representative

Are you committed to helping others while working to grow and develop your own career path? Do you want to work with a great team who is here to support you every step of the way? Are you an energetic team member who is confident in consumer and agricultural lending? We might be biased but we think Radius would be a GREAT place for you to work!

We are seeking an experienced, full-time Lending Service Representative to be based out of our Tribune Branch. Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for cross-selling the full range of Credit Union products.

Preferred/Ideal Qualifications:

2-4+ years of experience in consumer, agricultural, and/or commercial lending.
One year of related post-secondary education. (a combination of education and experience will be considered)
Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
Proven success working in a client (member) service and goal-oriented environment.
Highly motivated with excellent interpersonal, communication, and time management skills.
A demonstrated commitment to ongoing professional development.

The Credit Union / Organization:

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $500 million and nearly 50 employees serving 4900 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Community:

Located in the heart of the Souris Valley, Tribune is a small community located approximately 25 km from the Canada-US Border. The area and communities surrounding Tribune offer ample recreational opportunities including a full-service campground, 9-hole sand green golf course, hockey & curling rinks, indoor swimming pool, ball diamonds, fishing, boating and more! The nearby Lyndale School offers classes from Grade K-8, with bus service available for Grade 9-12 students.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before January 6, 2023, via email or mail to:

Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

Manager Member Service & Support

Are you a results-focused, motivated leader who thrives in providing outstanding service to your team and members? Do you have strong organizational and prioritization skills, and can easily adapt to changing work demands? Would you thrive in a culture focused on collaboration and team building?

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Manager Member Service & Support opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral leadership role within the Herbert/Morse region. Reporting to the Vice President Retail Service & Support, this position will oversee branch operations, while also leading and developing key service and support positions. He or she will ensure that the appropriate support is delivered to the regional team, resulting in top performance and exceptional service to our members.

Responsibilities:

Coach, develop, mentor, and motivate direct reports
Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
Ensure efficient operation of branches by coordination of regional scheduling and the management of workload between branches
Promote and support a relationship-based service environment
Provide support and assistance to the branches in areas such as cash operations and the administration of estates
Build relationships internally with direct reports, management, and all staff

Qualifications:

Proven leadership, management, and supervision at a senior level with proven results; emphasis on sales management, coaching, and performance management is an asset
Ability to influence others and move toward a common goal
Exceptional problem solving and decision-making skills, with a solution-focused team approach
Ability to prioritize work requirements to meet deadlines and work within time constraints
Build sustainable, trusting relationships with the team and members
Proven experience in a customer service orientated environment

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Karen McFaull, Vice President Retail Service & Support, at 306-882-5567. To apply, please submit an electronic copy of your cover letter and resume on or before December 16, 2022 to: careers@pccu.ca.

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

Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. 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

Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management
License and experience in selling Mutual Funds is required
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

What you get in return

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 December 18 2022 so apply now! If you have questions about this position, please contact Shaulen at shaulen.lang@conexus.ca.

Community Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Sorrento community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As Community Branch Manager you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Community Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

This position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

What you’ll do:

Coach the branch team on objectives and ensure teamwork to achieve the desired results.
Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
Manage an assigned member portfolio.
Identify opportunities to create branch presence in the community.
Champion service standards and coach for consistency of those behaviours and experiences.
Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
Build employee engagement, develop plans, and take action to close any gaps.
Monitor and maintain controls in accordance with policy to ensure operational integrity.

What you’ll bring:

A business administration degree or diploma is preferred.
At least 7 years of financial industry experience including at least 3 years at the leadership level.
Demonstrated results orientation in both sales and service.
Solid experience in consumer lending and investments.
Registered as a mutual funds representative or willing to be licensed within a three-month period.
An aptitude for business development and relationship building.
Excellent communication and interpersonal skills.
Access to transportation and willingness to travel within the SASCU community.

This is a full-time, Tuesday to Saturday position. It 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.

A bit about SASCU:

Our Commitment to Diversity and Inclusion:

MSR Supervisor

MSR Supervisor – Langenburg Branch

Full Time

Are you looking for a career that offers endless personal potential and makes a difference in the community? Look no further! Churchbridge Credit Union is looking for a leader who is driven, passionate, community minded and ready to join our team as a MSR Supervisor. At Churchbridge Credit Union it’s about more than conducting a transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs.

Reporting to the Member Service Manager your key responsibilities will be to:

Supervise, coach, and train assigned employees
Administer estates
Open accounts and new memberships
Balance treasury and ATM
Work closely with the Member Service Manager, developing a strategic plan for your department and working within your budget

Qualifications:

The ideal candidate will have successfully completed post-secondary training in business plus has supervisory experience; however, we are willing to train the right candidate. We are excited to consider candidates with combined academic, professional, and volunteer experience unique to them. Successful candidates will have excellent communication, interpersonal, time management, and organizational skills. We seek a flexible team player who is comfortable with a changing environment while remaining focused on our goal of improving the financial wellbeing of every member.

What you get in return:

Our team works tirelessly to ensure the financial success of each of our members. Churchbridge Credit Union offers competitive compensation and benefits package, formal and informal employee development, and meaningful work that makes a real difference in our members’ lives.

Our Organization:

Churchbridge Credit Union is a rural based, community focused credit union with 2 branches, assets over $210 million, and over 30 employees serving 3070 members. Churchbridge Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is ample opportunity for growth for career-minded individuals. Our organization has branches in Churchbridge and Langenburg, while also serving many surrounding communities.

If this opportunity piques your interest, you may be the new team member we’ve been looking for! The application deadline is November 30, 2022, so apply now!

Please submit your resume, in confidence via email or mail to:

Churchbridge Credit Union

Attn: Gaylene Putland, Member Service Manager

Box 260

Churchbridge SK S0A 0M0

gputland@churchbridgecu.ca

MEMBER SERVICE REPRESENTATIVE – POSITION AVAILABLE

We are looking for a new team member!

PRIMARY PURPOSE OF POSITION

The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting the products and services of the credit union.

Understanding that the development of the Member Service Representative (MSR) will transition through Trainee to Senior Member Service Representative. Key Responsibility areas, requirements and expectations will differ depending on the time in position, learning and development of the MSR.

KEY RESPONSIBILITY AREA(S)

Trainee

Routine transactional services
Identifies basic member needs
Promotes products and services to meet needs
Responds to enquiries to others as appropriate
Practices and follows procedures until standard
Continued learning
Basic skill knowledge and development
Balances cash and daily transactions
Under direct supervision
Other duties and learning as assigned

Member Service Representative

Support the credit union’s business strategy through the provision of personal service to members
Develop and maintain effective member relationships.
Under direct and general supervision.
Provide routine transactional services and responds as learning permits to more complex matters and service requirements.
Recognizes member needs and promotes and cross sells credit union deposit services to members.
Continued learning

With advanced learning:

Performs a variety of duties relating to the promotion and sale of deposit products and services, such as registered products, term deposits, safety deposit boxes and card products.
Processes new accounts and account closure requests.
Continues with processing member transactions, learns and understands money orders, certified Cheques, managers trust Cheques, foreign and domestic exchange and Cheque cashing.
Other duties and learning as assigned.

SENIOR MEMBER SERVICE REPRESENTATIVE

General and minimal supervision
Acts as work leader to team engaged in similar functions
Provides training and orientation to new MSR’s in accordance with established training guidelines
Provides updates to team of new and revised procedures and policies.
Resolves non routine problems, enquiries and member complaints referred by team members.
Provides some input when asked into appraisals and performance of staff.
Organizes and schedules teller activities to ensure a smooth flow of work and frontline services delivery.
Assists with a variety of administrative activities including maintenance of dormant accounts and production of month end reports.
Orders and maintains cash supplies, balances and reconciles general ledger accounts.
May perform a variety of routine administrative and branch support activities.
Recognizes member needs and promotes and cross sells credit union deposit services to members by explaining basic credit union products and services, refers more complex requests for information and assistance to appropriate branch staff.
Other duties and learning as assigned.

OWNERSHIP OF POSITION

To Train, support and provide relief, when needed within organization.
To participate and provide input on position to all levels of meetings held.
To NOT perform functions for immediate family and close relations.
To work as a team player for Turtleford Credit Union.
To accept and be willing to take on duties as assigned by management.

DECISION MAKING AND FREEDOM TO ACT

Under general supervision, guided by established standards and procedures. To have the use of good judgement for normal decision making.

CORE SKILLS FOR POSITION

Flexibility
Interpersonal Skills
Computer/Technical Literacy
Adaptability
Communication Skills

BEHAVIOURS

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Enthusiastic: Shows intense and eager enjoyment and interest

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

Training: interested in continued development of self and role, continued learning.

BENCHMARKS

LEVEL ONE MSR

– Year of Learning

– ATM Balancing

– Night Depository

– Cash Holdings

– Initial Courses

– Products and Services

– Tracking of Development

– Opening and Closing Accounts

– Member Direct

– Card Services

– Online Banking

– Balancing

– Outage Review and Searching

– Phone Etiquette

– Service Delivery

– Timelines

– Confidence Building

– Success of Follow up

– Learning about Referrals

– Art of conversation

– Understanding Needs

– Daily Balancing

– Member Service

– Adherence to Policy, Procedures, Processes and Legislated Requirements

– Privacy

LEVEL TWO MSR

– Continued Development

– Support of Junior / Learning Team Members

– Learning Daily Duties / Reports and requirements

– Cross Training on duties Senior MSR Preforms

– Investment Learning

– Advanced inquiries learning, to help the membership

– Problem Solving

– Confidence Evolving

– Follow up requirements

– Cold Calls

– Monthly reporting

– Clean Up / System Requirements

– Advanced Product Knowledge

– Referrals to Investment Team

– Selling / Business Development

– Daily Balancing

– Member Service

– Adherence to Policy, Procedures, Processes and Legislated Requirements

– Privacy

– Ordering Introduction

SENIOR MSR

– Advanced Training

– Development of Team

– Training of Team

– Implementation of new requirements

– Learning and cross training with Team Lead to ensure cross training and development continues for themselves, team and succession planning for Team Lead position.

– Introduction to Coaching

– Advanced Problem Solving

– Treasury

– Cash Holdings

– Ordering

– Maintaining Member Service Standards

– Advanced Problem Solving

– High Level Member Service

– Setting the service standard

– Holding team accountable for their actions

– Maintaining a positive work environment

– Adherence to Policy, Procedures, Processes and Legislated Requirements

– Privacy

Senior Advisor, Business Development and Sales Support – Financial Cooperative Outside Quebec

About the job

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level NV11 – A

As a Senior Advisor, Sales and Business Development, you work with the Vice President of business development for financial cooperative outside Quebec, critical to the expansion of our business across Canada. As a member of the Acquisition, Growth and Development division supporting Ontario, Atlantic and Western Canada, you support the mandate to grow our footprint and increase Desjardins’ presence and visibility across the country. You identify organic growth opportunities and, respecting the multiple distribution channel environment, present Desjardins’ products and services to B2B clients, business partners and organizations based on member/client needs and current strategies and practices. Demonstrating exceptional relationship management, you serve as a liaison, developing close ties with specific Desjardins sectors or business units. Taking a proactive, professional approach, your responsiveness and experience instills momentum and results in the development of cross-organizational business and market presence.

You take the lead on business development initiatives, events and activities that involve and impact multiple business sectors. You apply a strategic mindset in the selection, planning, and execution of events and market development activities aimed to grow our brand and revenue while contributing to tasks at all levels to a successful outcome and working collaboratively with a diverse team of business development stakeholders.

You draw on your networking skills and interpersonal savvy to develop and maintain business partnerships with important clients who have complex, diverse needs. You analyze highly complex problems and develop and implement personalized solutions tailored to client needs.

You serve as specialist and resource person for your unit, members and clients and represent your unit before decision-making bodies. You help represent Desjardins and enter the organization into important agreements with clients.

In this fast-paced environment, you affect the trajectory of growth across all lines of business, and you are integral to the planning and execution of proposals and programs that will increase our market share and brand awareness.

You have strategic thinking skills, build partnerships easily and work with others to achieve shared objectives. Highly developed interpersonal skills are therefore essential.

Role Overview

As a Senior Advisor, reporting to the Vice-President, Business Development, Financial Cooperatives Outside Quebec, you will develop and manage initiatives to:

Support an exciting mandate to strategically grow Desjardins’ market share and brand visibility across Ontario, Atlantic and Western Canada
Develop a pipeline of cross-sector growth opportunities working in conjunction with the Pan Canadian business development committee
Present cross-selling prospects and recommend an approach for joint offers
Identify existing synergies to maximize the potential of Desjardins’ major accounts and actively pursue new mutually beneficial agreements
Participate in the submission of RFPs for the B2B business development portfolio – developing material, researching and writing proposal content
Support business development activities including event planning and execution, conference and tradeshow participation, and creation of new tools, databases, shared resources, and best practices
Represent and engage Desjardins within the framework of agreements with partners or external organizations always ensuring professional and responsive engagement with clients
Organize material for meetings with major clients capitalizing on our ONE Desjardins objective and approach
Act as an intermediary in initial discussions between managers and specialists in business sectors and clients
Represent your unit on various committees made up of senior management and on decision-making bodies including the Pan Canadian Leadership Team and its sub-committees as required
Establish growth measures, document objectives, and provide regular reporting on results of the action plan
Build and maintain connections with lines of business that represent growth levers in OAW
Monitor the industry to understand and anticipate trends in your specialty area and make recommendations
Drive continual improvements in workspace / process / technology to enable highest efficiency.

You are an excellent communicator, a generous listener, analytical and organized. You will work with all areas of the organization. Coordination is critical, so you frequently interact with stakeholders working in a wide range of other fields. Interpersonal savvy is essential.

How You Work

You engage with purpose to find the right solutions and go the extra mile, because it is the right thing to do. You enjoy making sense of, gathering, and restructuring information to build initiatives from a variety of sources. You are confident in your ability to communicate detailed information in an impactful way and know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together towards a shared vision. Your influence makes an impact because you know that relationships and networks are essential to success.

What you’ll bring to this role

Excellent interpersonal relations, verbal and written communication skills, ability to work on the ground floor through senior levels, and with conflicting views and opinions.
Ability to use analysis, experience, and judgment to develop meaningful insights and recommendations
Ability to work in a fast-paced environment with sometimes ambiguous, unpredictable circumstances or changes, and comfortable making informed decisions without all the information.
High degree of detail orientation with the ability to research and analyze, transforming information into actionable insights and processes
Autonomy, initiative, judgment, and known for teamwork
The ability to synthesize and make sense of large volumes of information

Additional Responsibilities

Work closely with our partners to understand business requirements and facilitate solution discussions to ensure you meet project needs.
You build strong relationships, lead discussions, listen and ask the right questions to ensure our work meets requirements.
Maintain a collaborative work environment and support Desjardins team members to optimize and reach our partners goals.
Maintain lasting, personal business relationships with important partners to promote services
Manage accounts by serving as the link between partners and the organization and ensuring that partners have the products and services they need, are using them correctly, and are satisfied with them.
Recommend strategies and solutions to meet targets, such as sound risk management, portfolio profitability and improved business relationships
identify and analyze members/partner’s needs; develop custom solutions; prepare integrated service offers that balancemember/partner satisfaction, profitability and risk; and negotiate terms
Watch for business opportunities that would add a competitive edge to existing products and services.
Take an active role in public relations activities and maintain a presence in the Canadian cooperative community.

Other Working Conditions

Number of jobs available: 1
This position may work remotely from a location in Canada.

Qualifications

Bachelor’s degree in Business Management or in a related field or experience as noted
A minimum of eight years’ experience in preferably a combination of operational, partner facing, process management, marketing, customer success and/or stakeholder engagement fields, preferably in the credit card or payments industry
Credit union or banking experience preferred
Bilingual (French and English) is essential

Please note that other combinations of qualifications and relevant experience may be considered
Specific knowledge

Demonstrated ability to learn and succeed in a fast-paced high change environment
Strong verbal and written communication and presentation skills
Superior skills using MS Office tools, particularly PowerPoint and Teams
The ability to clearly convey concepts and services internally and to partners
Strong interpersonal and relationship management within a cross functional environment
Proven ability to set priorities, meet goals, work independently, and to contribute to a team effort
Proven problem solving and analytical skills
Proven organizational and time management skills and the ability to handle multiple tasks and prioritize duties

Desjardins Cross-sector Skills

Action oriented, Collaborates, Customer Focus, Innovation

Key competencies for the job

Business insight, communicates effectively, Organized, Strategic mindset

Work Location

Currently work from home, aligned with the nearest Desjardins office (Vancouver, Calgary, Winnipeg, Toronto, Montreal)