Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Senior Financial Advisor for our Fort St John Branch.

Reporting to the Manager Retail Advisory, the Senior Financial Advisor must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities to further deepen the engagement with the member.  The Senior Financial Advisor is able to provide appropriate education, advice, products and services to meet the varied need of Senior Financial Advisor will be responsible for maintaining up to date knowledge on all NPSCU deposit and lending products for appropriate referral opportunities.  In all activities, ensures prudent risk management is followed to protect the Credit Union.

The successful candidate will be an enthusiastic, outgoing individual who works well on their own, takes initiative, is self-motivated, is effective at developing business through relationship building, and has strong communication skills to present ideas and information in a clear and easy to understand manner.

If you are you a goal orientated individual with an aptitude for business development and relationship building, excellent sales and service skills, are detail oriented, and have the ability to work independently with a strong passion for sales and a commitment to superior member service we want to hear from you!

If interested please submit cover letter and resume to Olivia Young at careers@npscu.ca

 

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

 

For a complete role description, visit: www.npscu.ca

Business Advisor

Employment Opportunity – Fort St. John, BC

(working remotely may be considered for the right candidate)

Business Advisor

North Peace Savings is recruiting for an experienced Business Advisor. The Business Advisor will have expert knowledge in the areas of equipment financing and the agricultural industry accountable for the overall management of a large portfolio of business accounts that exhibit a high degree of complexity and value to North Peace Savings and Credit Union.

Reporting to the Chief Operating Officer, the Business Advisor is accountable for the overall management of an assigned portfolio of business credit accounts that exhibit a high degree of complexity and value to NPSCU. The focus of the position will be on maintaining and strengthening exiting member relationships and building new member relationships while ensuring all financial needs of the member are satisfied within the risk appetite of the credit union. The ability to meet financial objectives related to the profitable and sound growth and retention of assigned portfolio is critical to success. Proactively develop long-term relationships with members, service partners and local markets to optimize business opportunities and referrals enhances value. In all activities, ensures prudent risk management is followed to protect NPSCU. Provide sound financial advice and the ability to effect ‘win-win’ situations to assist members in attaining their financial aspirations.

This role requires a strong direction of equipment financing as well as a clear and thorough understanding of the agricultural industry. The successful applicant will be responsible for building rewarding relationships through a superior service experience, providing consistent delivery of high quality service to both internal and external members.

If you are a financial services professional with excellent sales and service skills, the ability to work independently with confidence and strong commitment to member service, please provide a cover letter and résumé in confidence to:

Olivia Young, Manager People and Culture
North Peace Savings and Credit Union
10344-100th St
Fort St. John, BC, V1J 3Z1
E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however,  only those selected for an interview will be contacted.

Mortgage Development Manager

Bulkley Valley Credit Union, serving over 14,500 members from the Hazeltons to Burns Lake, prides itself in employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic group dedicated to cooperative values and member service, this is the right career move for you. You will report directly to the Chief Operating Officer, and as a member of the Operations Team, you will be responsible for helping existing and new members anytime and anywhere they need a mortgage. You will build strong member relationships, explore opportunities for community partnerships, and source new mortgage business for Bulkley Valley Credit Union. This unique role allows you to network extensively within each of our communities, establish and maintain lasting business relationships with realtors, developers and builders, and provide excellent service to our members. You use your knowledge of all credit union products and services to recognize opportunities to provide meaningful advice to meet members’ financial needs and/or refer to other staff as appropriate. You are responsible for creating and executing business plans that grow your book of business. You are results oriented and are responsible for meeting and/or exceeding the specific individual mortgage lending targets while contributing to the success of Bulkley Valley Credit Union as a whole.

This role gives you the flexibility you want along with a commission pay structure and an excellent benefit and pension package.

The successful candidate will have a business degree or diploma and a minimum of 4-6 years of experience in mortgage lending or an equivalent combination of education and experience. The successful candidate must be able to work a flexible work schedule, including evenings and weekends, based on a combination of member availability and personal work/life balance.

Please submit your resume and cover letter via PDF or MS Word attachment. Links to online resumes will be deleted without review.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Loans Officer

Loans Officer

Temporary Full Time

Maternity Leave replacement for up to 24 months

Our Loans Officers are available to our members through in-person meetings, phone calls, and other forms of electronic communication.  The ability to provide expert advice when it’s truly needed is crucial to meeting our members needs.  We know our members, and to see their successes is extremely rewarding.  The Loans Officer is responsible for oversight of their own lending portfolio, which may include consumer, agriculture, and commercial files.  Each portfolio has a different level of complexity and presents the opportunity for new learnings each and every day!  The role of Loans Officer can be challenging, yet rewarding, where the reward far outweighs the challenge!

You have a desire to learn and have an in-depth understanding of lending practices and procedures.  The ideal candidate will have many years of service in the credit union system, and experience as a lender.    You have an appetite for risk, and know when to take the risk, and when to shy away from it.  You will be responsible to mitigate risk of default.  When required you will initiate action to collect on delinquent loans, as necessary.

While you may not have lending experience, you may have experience in the financial services industry and are eager to take the next step to grow your career.  We want to hear from you too, we are committed to training the right candidate!

Building relationships is important. In fact, it is essential to our business.  The other key part of the Loans Officer role is to foster new relationships and grow new business.  You are not afraid to pick up the phone and call a potential member.  You enjoy the rush of that first contact, and have no problem popping into a business for the first time to meet the owner and take those first steps in fostering a relationship.  When the time is right, you’ll ask for the business!

This exciting opportunity is available in our Kelvington Branch.  From time to time, you may be required to travel to our other branches as well.  You will participate in a comprehensive development plan, equipping you with the knowledge and tools to confidently assist our members, and grow your career.  With upcoming pending retirements, there is great potential for this temporary position to turn into a permanent position in one of our branches!  You will be part of an amazing team, working together to meet the member’s and organization’s goals!

Education & Qualifications

·         One year post-secondary training ·         Working knowledge of computer systems
·         One – Four Years of job-related experience ·         Credit Union experience considered an asset
·         Bondable ·         Commitment to continuous self-development

Accent Credit Union has branches in Quill Lake, Kelvington and Jansen.  We are a financially strong organization with assets of over $270 million, our loans portfolio is over $197 million and we continue to grow!  We are dedicated to our members, and our communities.  We respect our people and their contribution to our success.  We encourage employee involvement and participation.  We reward our people for their teamwork and for achieving objectives.  Our people make the difference for our members’ service experience.  Compensation is competitive and will be based upon qualifications and experience.  Accent Credit Union offers a full range of benefits, an employee incentive program, including a wellness program.

Questions about this opportunity?  Call Lacey at 306.383.1139

 Qualified applicants are invited to submit their resume and cover letter in confidence by Noon on October 8, 2021 to:

Lacey Nicholls – Human Resources & Marketing Administrator

Quill Lake Branch – Box 520, 78 Main St., Quill Lake, SK, S0A 3E0

hr@accentcu.ca

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted. 

Lending Service Representative

Job Profile:

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 collection activity and cross-selling the full range of Credit Union products.

Minimum Qualifications:

  • 2-4+ years of experience, consumer, agricultural, and/or commercial lending and 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 sales, service and goal oriented environment.
  • Highly motivated with excellent interpersonal, communication, and time management skills.
  • A demonstrated commitment to ongoing professional development.
  • Experience in investments and/or mutual funds an asset. Strong preference to applicants with investment experience as this role has the potential to transition to a Financial Service Representative.

The Credit Union / Organization:

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $442 million and nearly 50 employees serving 4700 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-9, with bus service available for Grade 10-12 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, by October 7, 2021 via email or mail to:

Radius Credit Union
PO 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, Financial Services

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity for someone to oversee our 3 branches advisory services operations of the delivery system and branch channels, to improve a member’s financial wellbeing while providing a rewarding member experience.

 

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community.  Join us on the beautiful Sunshine Coast and enjoy a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

 

What You’ll Do

Under Executive Direction, the Manager Financial Services supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the delivery system to support the growth and sustainability of the credit union, which enriches the members financial wellbeing.   As a member of the management team the position has shared accountability for the overall health and effectiveness of the organization and Member’s financial wellbeing

 

What Does the Ideal Candidate Bring?

The preferred candidate has completed a bachelor’s degree in business or a related field along with a minimum of 5 years of progressive experience in a financial industry including a minimum of 3 years in a leadership role, with a minimum of advisory sales management. You will have experience with managing direct reports, providing coaching and guidance to maintain skill levels and enhance staff growth by promoting motivation, enthusiasm, service excellence, product knowledge and professionalism. We are looking for an individual who will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.

 

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $850 million, serving 17,600 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

 

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to:  yourfuture@sunshineccu.net.  The posting is open until filled.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Agriculture and Commercial Loans Officer

In this role, you will be responsible for the overall management of a portfolio of Agriculture and Commercial accounts that exhibit a high degree of complexity and value to Edam Credit Union.  The focus of this position is to use an excellent degree of knowledge and expertise to assess and anticipate member’s needs, and recommend credit solutions to meet those needs, while also meeting their broader business objectives.

Working as part of a team, you will:

  • Collect documentation, complete financial analysis, calculate debt servicing capacity and evaluate collateral security and write up loan applications in compliance with regulations, procedures, and policies. You will recommend credit structure and pricing based on consideration of risk and relationship, with the full understanding of the members’ needs and knowledge of Edam’s suite of credit products and lending policies.
  • Interpret loan reports and identify further action required to address problem areas such as pending delinquency; monitor delinquent accounts, work with member to develop remedial plans to mitigate risk of loss; initiate and participate in all collection activities including legal actions.

To be considered for this role, we are looking for someone with:

  • Experience
    • Minimum 5-10 years progressive experience in a business banking (ag and commercial) environment
  • Education
    • Post-secondary education in agriculture, finance, commerce, or equivalent work experience
  • Qualities and Skills
    • Strong focus on members
    • Self-motivated learner who is committed to self-development and personal growth
    • The ability to work in a challenging, changing, and progressive environment
    • Strong skill set using Microsoft office suite, especially Excel and Word programs
    • Effective business communication skills including written and verbal and detail oriented
    • Proven time management, analytical, problem solving, and decision-making skills

Our compensation includes:

  • Competitive salary, variable base pay (bonus) program, paid vacation days, paid sick leave
  • Comprehensive benefits package including employer paid health and dental, matched pension, educational opportunities, clothing allowance, and staff rates on our products and services

If you believe that our organization is a good fit for you, please submit a cover letter and resume to:

Edam Credit Union Limited

Wanda Mosimann – Office Manager

2001 Main Street

PO Box 68, Edam, SK  S0M 0V0

Wanda.mosimann@edam.cu.sk.ca

We thank all applicants for their interest and will contact only those selected for interviews.

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