Occupation Types: Member/Customer Services

Financial Advisor

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.

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; or working towards designation
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

What you get in return

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

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on October 16, 2022 so apply now! If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca.

Manager, Financial Services

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

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 leader who loves to coach and help others succeed to come on board as a Manager, Financial Services for the Moosomin and Rocanville branches.

How you’ll be spending your time

  • Leading your team to ensure our members receive financial solutions to meet their needs and improve their financial well-being
  • Coaching and supporting your team to achieve individual and company goals
  • Empowering your team to build meaningful, supportive relationships with their members
  • Collaborating with leadership peers to achieve objectives and targets

The way people describe you

  • A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
  • A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
  • A strategic thinker with strong technical knowledge in Conexus products and services.
  • A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

  • Experience in consumer lending and investments
  • Formal or informal leadership exposure is an asset

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 September 30, 2022 so apply now! If you have questions about this position, please contact Shaulen Lang at shaulen.lang@conexus.ca.

Commercial Account Manager II

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you.  Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, check out this great opportunity.

We are seeking a Full Time Commercial Account Manager II in our Kelowna area. The Commercial Account Manager II supports Interior Savings’ vision of sales & service excellence by developing valuable long-term relationships with members, pro-actively determining & fulfilling their commercial credit needs and ensuring verification of secure documentation.

Through strong communication and sales leadership you will develop, pursue and pro-actively manage assigned accounts, referral opportunities and external business opportunities. You will collect and compile information and analyze various reports and trends. You will grant loans to finance commercial activity. Recognize member needs and promote lending products & deposit services and refer more complex requests to respective Credit union professionals.

Your experience will assist you in maintaining the credit quality of the portfolio through collections activity, including asset realization and/or legal situations as well as assisting in the training and mentoring of other team members. You will also perform other duties as assigned.

Education

  • Bachelor’s Degree or a diploma requiring 3-4 years of full time study or equivalent.

 Experience/Knowledge

  • 4-6 years of job related experience in the commercial lending field.
  • Working knowledge of the writing and adjudication of small business and commercial credit.
  • Incumbent must have his/her own vehicle and be willing to travel.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Senior Service Representative

Create your future with SASCU. 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)! Add in a comprehensive total rewards program which includes a competitive base salary and variable pay program, plus health and retirement benefits and much more!

As a Senior Service Representative, you will support the Branch Manager to provide day-to-day direction and support to the front-line team to achieve objectives, ensure operational efficiency to ensure SASCU’s Member Experience is consistently delivered. You will support the efficient delivery of sales and service by undertaking administrative duties to ensure branch services are provided in a safe and secure manner and provide front-line sales and service to members.

 

What you’ll do:

  • Support front-line staff by being a resource and providing in-the-moment and observational coaching, guidance, and technical direction on all front-line products, services, policies, and procedures.
  • Support with front-line staffing, training, and team development.
  • Take ownership of member concerns and resolve or support staff in correcting complex and/or difficult member service situations.
  • Perform Service Representative and Service Specialist duties as required to ensure prompt, professional service to members.
  • Undertake scheduling activities including administering the timecards and vacation schedule for the branch and front-line staff.
  • Oversee and monitor front line activities to ensure for the provision of maximum service levels and the smooth flow of work.
  • Oversee branch cash flows and other negotiable items.
  • Oversee and provide support to troubleshoot ATM, TCR, coin counter, and various other computer issues that can be resolved within the branch.
  • Conduct and oversee a variety of audit activities to ensure compliance with procedures, policies, and regulations.
  • Work closely with the Branch Manager to create and support the annual business plan.

 

What you’ll bring:

  • One year of post-secondary education or equivalent.
  • 2-4 years’ financial services experience.
  • Excellent communication and interpersonal skills.
  • A high level of ownership, accountability, and initiative
  • Demonstrated sales skills and a solid understanding of credit union products and services, and branch and specialist roles.
  • A high level of comfort with technology and proficiency using banking software, desktop programs, and cash dispensing equipment;
  • Are committed to continuous learning and self-development.

 

This is a full-time, Tuesday to Saturday 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.

 

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

 

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. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination, subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

Farm & Business Advisor

Farm and Business Advisor – Tisdale Branch

Join the Cornerstone Crew!

 

Be Part of Something . . . . .

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 Tisdale branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable sales people who share a genuine commitment to partner with our members to achieve their financial goals. This advisor position would assume a leadership role in the Farm & Business department helping to coach, mentor, develop and motivate employees, peers, department members and external groups.

Reporting to the Manager, Farm & Business, 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 complex accounts, you will manage an assigned Farm & Business portfolio consisting of large market enterprise accounts that have a high/acute degree of complexity and value.

 

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 3 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

 

What You will Receive . . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly pay cheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

This is an in-scope position and membership in the UFCW is required.

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

 

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members, employ about 280 people and manage assets of about 2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

 

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/213946-37571.html

Assistant Branch Manager

The Assistant Branch Manager will provide leadership and guidance to the Member Experience Representative, Sr. Member Experience Representative and Member Service Representatives through identification of opportunities, coordination of activities, and the achievement of objectives through use of the Advice Based model. The Assistant Branch Manager will ensure a team approach to advice and member service, share and translate organizational goals into measurable actions, and provide appropriate mentoring/coaching on the advice based process.

The Assistant Branch Manager will assist with branch operations, scheduling and training branch staff; meeting growth targets; implementing marketing plans for product and service promotion.  Will encourage a needs based sales approach within a culture of service excellence, consistent with our corporate vision, mission and strategic plan.

The Assistant Branch Manager is responsible for growth of the branch portfolio attained through increasing business with current members, referrals and proactive business development activities. Responsibilities include providing quality member service and providing value added advice to members and planning activities to ensure accomplishment of annual goals. Ensure close contact with Branch Manager to maintain branch functionality.

Duties and Responsibilities:

  • Responsible for the supervision of front line employees (MER, Sr. MSR, MSR’s) by providing coaching, training, assistance and direction to the employee as required; responsible for performance management process and conducting performance appraisals
  • As a manager, promotes sales & service excellence, motivation and enthusiasm, product knowledge and professionalism; adheres to performance standards
  • Using the Advice Based model approach proactively market the organization’s products and services by promoting, upselling and cross selling the full range of lending and investment vehicles with emphasis on retail loans, mortgages, credit card products, lines of credit, registered and non-registered deposit and investment vehicles and sundry services
  • Meet set objectives for investment and lending growth targets
  • Working closely with the Branch Manager provide day-to-day branch operation leadership. Monitor the performance of the branch and report both successes and challenges to Branch Manager
  • Ensure all lending follows policy and maintains second highest lending authority in the branches. Ensure overall compliance of all administration.  Help to ensure staff follow risk management, security and cash management activities
  • Under direction from the Branch Manager, assist with management of the facilities and functioning of the branches during the Branch Manager’s absence
  • In concert with the Branch Manager, assist with the execution of the branch marketing program to attain loan, deposit, sundry products and member growth within set objectives
  • Refer members to Commercial & Agricultural Account Manager and Wealth Management Advisor as opportunities are identified
  • Represent the Credit Union in the community by participating in local business activities and community functions
  • Maintain a high level of education with respect to Credit Union products, services and marketing programs/strategies
  • Enter all information into “ACE” (sales, referrals, member interactions, information) that provides information to enhance the Credit Union’s opportunity to better serve the membership
  • Review and audit credit files on a regular basis; prepare and submits branch reports
  • Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to
  • Ensure daily monitoring of the Delinquency Report. Follow up on delinquent accounts up to 30 days, contact members as required and maintain records of action taken in ACE
  • Handle member complaints in a courteous, professional manner
  • May be licensed Mutual Fund representative depending on needs of location
  • Perform other duties as assigned

Qualifications:

  • Post-Secondary Degree/Diploma or work equivalency
  • 8+ years working in financial services (including credit management)
  • CFP or PFP or working towards
  • Demonstrated leadership ability (solid training & coaching experience an asset)
  • Displays exceptional interpersonal skills by demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
  • Proven relationship management and sales effectiveness skills, able to identify member needs and match appropriate solutions
  • Understanding of markets and trends in the industry
  • Demonstrates results orientation in both sales and service
  • Uses technology to enhance productivity
  • Committed to continuous personal improvement

Manager, Financial Services

Join the Cornerstone Crew!

Manager, Financial Services – Indian Head, Grenfell and Wolseley Branches

Cornerstone Credit Union

Be Part of Something . . . . .

Are you ready and excited to lead a team of financial professionals to success? If so, we may have the position for you! We are seeking a highly motivated, dynamic and exceptional leader. The Manager, Financial Services will be responsible for our Indian Head, Grenfell and Wolseley Branches. Reporting to the Regional Manager (West Region) the successful candidate will lead, coach, mentor, develop, and motivate a team of professionals in a relationship based advisory service model that provides exceptional member service in the delivery of a full suite of credit union financial products and services.

This role is positioned to lead the branch’s team of financial services professionals including Financial Services Advisors and other Specialists in developing new business relationships and, capitalizing on opportunities to enhance relationships with existing members and clients. This person will effectively manage the department’s consumer loan and investment portfolio as it relates to risk, pricing, diversification and quality. They will work closely with the Regional Manager to prepare budgets, set sales objectives, and priorities as well as operational standards for the department. They will manage all department activities to ensure compliance within sound business practice, legislation, regulations, policies and procedures.

What we are looking for . . . . . . .

The ideal candidate must be a community minded individual with a minimum two years post-secondary education plus five to seven years related lending or management experience or an equivalent combination of education and experience. This individual must be comfortable making independent decisions and solving problems. Proven leadership skills and the ability to coach, establish performance standards and evaluate performance are required. Exceptional communication skills as well as a demonstrated commitment to excellence and member service are a necessity.

A commitment to continuous learning and development is an important part of being on our team as well as taking pride in caring for our internal members and providing top-notch member service!

We Say We Care, and We Mean It

Cornerstone Credit Union is a caring and compassionate organization. We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks. We also offer an incentive program that rewards employees for outstanding individual performance! Your salary will reflect your experience and qualifications.

Cornerstone Credit Union has been named one of Saskatchewan’s Top employers for 2022! This is the 6th consecutive year we have received this recognition. Our Cornerstone family is fun, inclusive, supportive and respectful. Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com

 

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