Occupation Types: Member/Customer Services

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

 

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.

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