Occupation Types: Member/Customer Services

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

 

Assistant Manager

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision:

To be the best provider of financial services and the best place to work in the communities we serve.

ASSISTANT MANAGER: KIMBERLEY, BC

Do you… embrace change and thrive in an ever-evolving work environment? Are you a natural leader who aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in sales leadership and business development?

If so… we should talk.

We’re looking for a leader who thinks strategically, who can plan for today and who can envision future opportunities that align with our long-term strategies.

The Assistant Manager is a key member of the branch management team, providing input and support for branch goals and being accountable for achieving branch growth.  The ideal incumbent drives for results and success while ensuring the delivery of quality sales & service. The Assistant Manager supports their staff in reaching individual and corporate goals by providing effective coaching, leadership and guidance.

With a diploma in business studies, combined with four or more years’ financial industry experience, including some at a supervisory level, you’ll be well-positioned to lead your team in a sales & service-oriented environment.  Your knowledge of all facets of branch banking operations, along with strong retail lending skills and the ability to create and act upon business opportunities will contribute to the continued growth and profitability of the branch.  Proven leadership, communication and sales skills will allow you to work effectively with members and employees at all levels and in all departments within Kootenay Savings.  Your proficiency in computer technology and your understanding of policy administration will enhance your ability to manage information and processes.  Your understanding of change management principles and the ability to adapt to changes in the external environment and organization allows you to support and lead your team through the rapid evolution of financial service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary and benefits
  • Paid vacation, sick time and floating holidays
  • Health care spending account
  • Continual training, development and coaching
  • Confidential employee and family assistance program
  • Flexible work options to support work-life balance
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

For more information about the Kimberley area, please visit the Kimberley Chamber of Commerce site.

For more information about Kootenay Savings, please visit kscu.com

To apply: Please visit the careers section of our website at kscu.com to complete the application questions and submit your cover letter and resume.

Closing date:  Open until filled

We thank all applicants for their interest; however only short listed applicants will be contacted.

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 (MFS2) for the Bethune, Holdfast, Lumsden and Southey branches. This will complete the leadership team of three (one Branch Manager and two Manager, Financial Services) to support the four locations.

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

So, what do you think – does this sound like you? Do you think you’re the right fit? 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 Lang at shaulen.lang@conexus.ca. But act fast, the opportunity closes on April 21, 2022.

Financial Consultant (Investment Advisor)

**Posting Deadline: Please submit your application by 11:59 PM PST,  April 30, 2022**

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Financial Consultant to support our Comox Valley Region, so if you’re passionate about improving people’s financial health and have experience with investment advice, including managing stocks, bonds and/or mutual funds, we’d like to hear from you!

What’s the role?

Reporting to the Manager, Private Wealth Group, with a functional accountability to the Branch Manager, as the Financial Consultant you are responsible to contribute to the achievement of growth and profitability targets for Coastal Community by developing/enhancing mutually beneficial relationships with members and clients to promote the advantages that Coastal Community can offer. You will build relationships with existing and potential members/clients to provide advice and solutions of banking, borrowing, saving, and protection based on the unique needs of our members and clients. You are responsible for providing exceptional quality service to members/clients reviewing their current financial information, goals and objectives and working together to create a plan and direction to meet their overall needs. As the Financial Consultant you are also responsible for self-development and continuous learning to maintain and achieve the required knowledge to perform all principle duties and responsibilities.

Your duties will include:

  • Proactively developing strong member/client relationships through regular contact providing quality advice and recommendations to ensure members/clients are aware of the Coastal Community’s full product and service offerings.
  • Utilizing Coastal Community’s client service matrix and segmentation tools that are within CRM with each member/client.
  • Inputting & maintaining all client information into a CRM system to create a permanent record of member/client interactions and discussions and maintain appropriate client documentation.
  • Profiling members and clients to determine their personal financial needs based on their life stages and life events and pro-actively act upon the opportunities identified using Coastal Community’s processes.
  • Utilizing client advocacy, centers of influence, seminars etc. to proactively develop business.
  • Performing other duties as required to deliver exceptional service to Coastal Community members/clients and to enable the team to capitalize on all relationship building opportunities.
  • Assisting members/clients in making decisions about banking, borrowing, saving, and protecting.
  • Interviewing clients to determine their financial goals and objectives needed to develop a segmented financial plan.
  • Proactively utilizing financial planning software to develop a plan for each member/client focusing on the achievement of their short and long term goals.
  • Meeting regularly with each member/client to review their financial situation and make updates and adjustments where necessary following Coastal Community’s Client Service Matrix.

What are we looking for?

  • You will hold or be eligible to be IIROC licensed as a Registered Representative in the Province of BC within 9 months of start date
  • You will complete all Continuing Education (CE) credits as required and have completed the CFP designation and be a member in good standing within 18 months of start
  • a minimum of 5 years’ experience in the financial services industry, including 1 year experience in managing stocks, bonds, and/or mutual funds

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

  • Working knowledge of various computer software applications including MS Outlook, Word, Excel, and industry specific software; as well as above average organization and computer skills and proven relationship sales ability.
  • Familiarity with all Credit Union products and services, a proven track record of identifying and acting upon opportunities, and the ability to refer business to other Credit Union business lines to build client relationships.
  • Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
  • Effective listening skills to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
  • The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
  • Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

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

Who are we?

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

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

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

Manager, Member Experience

An amazing opportunity to build your management career with a dynamic employer in a stunning, natural setting.

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 the Manager, Member Experience, you will be a key member of the branch leadership team and will actively interact with members, provide coaching to front-line staff to execute SASCU’s sales and service strategy, and achieve member and employee satisfaction targets. You will lead the day-to-day activities of the front line and offer a full range of products and services to meet members’ needs.

 

What you’ll do:

  • Lead and develop the front-line team to actively identify opportunities to recommend products and services to meet member needs and make quality referrals to other teams.
  • Monitor individual and team targets, identify gaps to target, and implement action plans to close gaps.
  • Work with the Branch Manager to develop a proactive strategy to lead the branch to build a greater membership base and have a positive impact on the community.
  • Provide coaching, guidance, and technical direction to all front-line staff.
  • Take ownership of member concerns and resolve or support staff in correcting complex and/or difficult member service situations.
  • Monitor and assist with orchestrating the flow of members within the branch to ensure all members feel welcomed and attended to in a timely manner.
  • Ensure adherence to service standards through ongoing observation, communications, and training.
  • Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results.
  • Work with employees to create development plans to ensure employees are prepared for their current role and future roles within the organization.
  • Conduct and oversee a variety of audit activities to ensure compliance with procedures, policies, and regulations.
  • Acts as Privacy Champion for the branch, ensuring the confidentiality of the member and credit union business is respected.

What you’ll bring:

  • At least two years post-secondary education.
  • Four to six years progressive financial industry experience in a sales and service capacity including one year in a leadership role.
  • Ability to provide effective leadership to staff through on-going coaching and feedback.
  • Exceptional member service skills.
  • Competence in resolving challenging situations and complex member issues.
  • Commitment to continuous learning and self-development.

You’re perfect for this role if you have:

  • Knowledge of the features and benefits of credit union products and services.
  • Solid knowledge of credit union policies, procedures, and controls.
  • Understanding of regulatory requirements pertaining to activities supervised and performed.
  • Are committed to continuous learning and self-development.

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

VP, Operations

Primary Purpose:

The Vice President, Operations (VP, Operation) is a member of the Senior Leadership Team who provides leadership, oversight and coordination of retail banking operations, insurance, financial planning, and facilities for Northern Savings Credit Union.  This leader translates business strategies into goals, objectives, and processes to affect sound and prudent operations of the Credit Union all in an effort to ensure exemplary member service.

This business unit leader is responsible for sales and services including, member support, needs assessment, escalation of issues, overseeing the provision of exemplary member service, providing for engagement of employees, managing the operations to be efficient and effective.  This position is responsible for the ongoing maintenance of the buildings, efficiency, and good working conditions of the facilities.

The VP, Operations is to conduct their duties while demonstrating positive leadership within the Credit Union and externally in the community. They are to inspire the employees to achieve their maximum potential and produce results in the best interest of the credit union while respecting the members.

Core Occupational Skills:

  • Sales skills
  • Recognizes basic financial terminology
  • General understanding of industry conditions
  • General knowledge of competitors products and services
  • General knowledge of the features and benefits of credit union products
  • Human Resource management (Employee Engagement)
  • Understands Compensation and benefits
  • Recruitment
  • Performance management, conflict resolution
  • Compliance and labour standards, human rights legislation
  • Human resource policy and procedure development, implementation, interpretation
  • Planning/forecasting/budgeting
  • Credit Union product knowledge
  • Knowledge of Credit Union philosophies and principles
  • Working knowledge of Credit Union technology and operations
  • Understanding of Credit Union Act and regulations; policies and procedures

 Education & Experience:

  • University degree is required
  • Four to six years of related management experience
  • Or an equivalent combination of education and experience.
  • Extensive financial services experience is required.
  • Expert knowledge of products and services and their regulatory requirements is required.
  • Experience evaluating and drafting policy and procedures is preferred.
  • Extensive experience in evaluating all aspects of credit decisions, at a corporate level is required.
  • Extensive sales and service experience is required.
  • Extensive lending experience is preferred.

Travel is a requirement of this position.

Please send your cover letter and resume to info@northsave.com.

We thank all applicants for their interest. Please note that we will only contact individuals for an interview.

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