Mortgage – Page 6 – Credit Union Careers

Financial Services Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Financial Services Relationship Manager, located in Regina.

As the Financial Services Relationship Manager you will be….

Responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

Managing a growing portfolio of relationships
Providing a holistic approach to services
Developing business through community involvement and networking opportunities
Providing lending products including personal and mortgage loans
Providing deposit products such as GIC and RRSP
Positively influencing member acceptance of a technology driven approach to banking services
Establishing relationships of trust and confidence with members to ensure retention of existing business and future business

As the Financial Services Relationship Manager you are ….

Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services.
Entrepreneurial in your approach to building business, with a proven track record in sales and business development.
A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity.
A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs.
A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating along with post-secondary classes or courses, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, October 21, 2022.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Financial Service Representative

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank serving Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

Location:

We are looking for a motivated and experienced individual to fill the position of Financial Service Representative on a Monday through Friday work week. This position is based in our Saskatoon, Saskatchewan branch.

The Challenge:

As Financial Service Representative you take on an important role in the day to day operations and success of the branch. You are accountable for delivering professional and friendly service to customers by understanding their needs and providing the right banking solutions including; credit and credit counseling, investments, new accounts and promoting the sale of all personal banking products and services. You will contribute to the achievement of business objectives and volume growth through developing strong customer relationships and by your continuous display of expertise and knowledge. Your effectual communication, professional image, pleasant personality, as well as strong attendance, punctuality and reliability will be important to your success.

Qualifications:

Experience in personal lending products/services provided in the banking or credit union industry
Ability to provide and maintain high standards of customer service
Must be sales focused with the ability to assist in achieving retail business objectives by working closely with the Branch Manager in developing new and existing business opportunities
Understanding and ability to provide strong assistance in minimizing credit and non-credit losses
Strong understanding and ability to maintain a high level of compliance and adhere to internal procedures and controls
Excellent interpersonal and communication skills
Highly motivated and enthusiastic with exceptional organizational skills
Adaptable, professional and efficient
Flexible and willing to take on tasks as assigned with ability to adapt to changing work priorities
Must be a self-starter and supportive to a team of professionals
Must have a strong desire to learn, grow and succeed

Make First Nations Bank of Canada Your First Choice

Please submit your cover letter and resume to: lisa.anderson@fnbc.ca

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Account Manager

Join our Team!

We measure success by the success of our members and the strength of our local communities. By choosing Interior Savings, you’re choosing to give back to your community. Local money that stays local – help us support local causes, events, initiatives, and positive local change. Here at Interior Savings, we support and value our employees, and work together to strengthen communities in which they live!

Interior Savings is looking to bring a new Account Manager to work with our Penticton and Oliver Branches in the South Okanagan.

The South Okanagan is known for having the warmest weather conditions in all of Canada with lots of sunshine and a comfortable climate all year round. It’s a great four-season destination offering so much to do in the beautiful outdoors. Not to mention that the region is at the heart of BC’s wine industry.

About this opportunity…

As an Account Manager with Interior Savings, you are a key contributor to the financial success of our company. You actively grow the business and lead initiatives such as campaigns, seminars, and networking with external centers of influence. You are responsible for some branch operations in the absence of Branch Management including but not limited to acting as team lead for other employees, assisting with more complex member issues, ensuring that member service levels are maintained, that branch security is maintained and monitoring opening and closing activities. This position requires strong communication, leadership and mentorship skills, the ability to work well under pressure, the ability to be a strong team player and professionalism.

As a Mutual Fund licensed Account Manager you will have a focus on Investments and through a comprehensive advisory experience, you increase members’ financial confidence by helping them achieve their financial goals. You provide the appropriate advisory service and make the necessary referrals to ensure the members’ needs are met. 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 specific individual targets while contributing to the success of Interior Savings as a whole. You are entrepreneurial in spirit and implement retention strategies with value-added activities. You proactively network with a diverse range of members focusing on developing and acquiring those with a high investment complexity as influenced by market locations. You will also perform other duties as assigned.

What we are looking for….

Education

High School Diploma or better
Investment Funds in Canada (Mutual Funds) or better

Experience

4-6 years: Job related experience in a financial sales and service environment

“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.

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

Farm & Business Advisor

Farm Business Advisor – Kipling 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 Kipling branch of Cornerstone Credit Union!

As a Farm Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our members to achieve their financial goals.

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 diverse accounts, you will manage an assigned Farm Business portfolio consisting of small market enterprise accounts.

What We Are Looking For . . . .

To be considered for a Farm Business Advisor at this level you must have a minimum of 2 to 5 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.

We are seeking the best candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, figures out problems and enjoys talking to people. A sense of humor is required. If it sounds like we expect a lot – we do. We’ve created a “MemberFirst” workplace that we are passionate about.

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 paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

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.

Opportunity to create connections that will establish you as the go-to-expert in the community.

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/218912.html

Lending Services Officer

THE POSITION:

Due to a recent opening in our lending department, North Valley Credit Union is seeking the services of a qualified Loans Officer. The successful candidate will report directly to the Loans Manager. Responsibilities will include duties typically associated with the lending function such as interviewing members, monitoring portfolio performance and focusing on growth opportunities. While we seek an individual with prior experience in the lending area, we are prepared to train the skills necessary to fulfill the position responsibilities. This position will provide the opportunity for the successful applicant to gain exposure to various types of lending. This position is available immediately and the job posting will remain open until filled.

QUALIFICATIONS:

Minimum grade 12 diploma supplemented by direct lending training and experience
Consideration given to those individuals with loan security clerk abilities and seeking to advance their career
A record of completing both formal and informal training and self-development courses
Strong business development and relationship management skills
Proven ability in portfolio management
Strong written and verbal communication skills are a must
Willingness to engage in all types of lending
A working knowledge of syndicated loans and lease adjudication will be an asset but this can be learned over time.

COMPENSATION:

The level of compensation provided will depend upon qualifications and experience. We offer a competitive and comprehensive compensation package, which includes an 8% matched defined contribution pension plan as administered by the Co-operative Superannuation Society. This position will also qualify for participation in a very generous, un-capped variable pay-profit sharing program that is industry leading within the credit union system of Saskatchewan. A full range of employee benefits are provided including medical, dental, life insurance and more. Access to an annual training budget to enable you to grow in your position.

PERSONAL ATTRIBUTES:

We are seeking an individual with an upbeat and optimistic personality. One who finds it easy to get along with fellow workers and the membership at large and has an outgoing personality. Someone who communicates well and supports others and is fully capable of operating and succeeding within a diverse group of employees. Ideally, you will be someone who is fully engaged in the business of the company.

THE CREDIT UNION:

North Valley Credit Union is a single branch operation located in the Town of Esterhazy. Total assets under administration are approaching $ 128 million. NVCU has the highest risk-weighted capital ratio of any credit union in the province combined with some of the lowest delinquency ratios. The staff complement is 11 FTE.

THE COMMUNITY:

Esterhazy is located north of the Qu’Appelle valley, 73 km from the Manitoba border and 90 km southeast of Yorkton. It has a population of approximately 2,800 and is a full service community. Located within our community is a hospital, medical clinic, dentist, part-time Optometrist, an RCMP detachment and K-12 schools plus a daycare centre. Other amenities include a 9-hole grass green golf course, curling and skating rinks, three gymnasiums including an Anytime Fitness facility, outdoor aquatic centre, children’s park, walking trails, museum, library, Potash Interpretive Centre and bowling alley. It also has a strong retail sector consisting of three pharmacies, two grocery stores, three convenience stores, a hardware store, bargain shop and several restaurants. The potash mines in the immediate area are expanding and this increased economic activity bodes well for the future of this geographic region.

Please submit your resume by May 20^th, 2022 to:

Chandra Preece, Loans Manager

PO Box 1389

Esterhazy, Saskatchewan

S0A 0X0

Ph # 306-745-6615

Fax # 306-745-2858

E-mail: Chandra.preece@northvalleycu.com

Business Relations Manager

The Opportunity

We’re looking for a Business Relations Manager to join our team. This position will be based out of Yellow Grass or Lang, Saskatchewan. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.

If you have a passion for leading people and want to help others achieve their financial goals, then look no further!

The successful candidate will be responsible for coaching and managing a team of individuals who build lasting relationships with our membership. They will provide an exceptional member experience through account and lending services at two of our rural branches in Yellow Grass and Lang, Saskatchewan. The position works closely with other managers and team members within the credit union to build member relationships that add value and positively contribute to the credit union’s strategic vision.

The Individual

• Will be nimble, agile and welcoming to change.
• An individual who values continued education and pushes others to grow.
• Someone who is a team player and brings an energetic spark to work each day.
• An individual who is committed to self-improvement and growth by taking feedback and always working on themselves.
• Someone who values giving back to their community.

Qualifications

• Minimum of 2 years post-secondary education plus at least 10 years of experience working in the financial industry or an equivalent combination of education and experience.
• Previous management and coaching experience with a proven track record of motivating and developing high performing teams.
• Working knowledge and thorough understanding of the legal and legislative requirements related to account and lending services.
• Proven track record of developing strong internal and external relationships, both individually and in a team environment.

What we offer

• Competitive compensation package including base and variable pay.
• Comprehensive employee benefit package is offered.
• Generous paid time off including personal time, study time and above industry vacation accrual.
• Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable pool of applicants has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Senior Advisor

A great opportunity to build your professional career and create a future at SASCU!

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Senior Advisor, you will build deep relationships with members by learning what is important to them and then providing customized, advice-driven solutions that will guide them on their financial journey.

What you’ll do:

Advise members on a full range of deposit and investment products, including new personal and business accounts, mutual funds, registered products, and term deposits.
Offer personal and small business lending products and services, including mortgages, personal loans, lines of credit, credit cards, and associated insurance products.
Service and manage an assigned portfolio of estate accounts.
Interview loan applicants, analyse credit information, and make recommendations on creditworthiness.
Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
Demonstrate a strong knowledge of the financial planning process by partnering with organizational specialists who can assist members with customized financial solutions.
Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.
Take personal responsibility for delivery of the SASCU Member Experience and contribute to creating a warm and welcoming environment.

What you’ll bring:

Two years of post-secondary education or equivalent.
4 to 6 years of progressive experience, including cash, investments, and lending services.
Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.
Strong sales record, with an aptitude for business development and relationship building.
Ability to quickly learn SASCU products and services, policies and procedures, as well as branch and specialist roles.
Demonstrated leadership ability.
High level of ownership, accountability, and initiative.

This is a full-time position working 5 days per week within the operating hours of the branch. 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.

Member Relationship Specialist

We’re looking for a Member Relationship Specialist to join our team in Weyburn, Saskatchewan. The City of Weyburn was recently named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.

If you have a passion for WOWing your members and would like to work with an amazing team where you can build and further your career, look no further!

The successful candidate will join a team of 6 Member Relationship Specialists. They will be responsible for consumer lending requests, opening new accounts, completing signing authority documentation for all deposit accounts, completing basic investment products and processing card related requests. They will build relationships and ensure their assigned client portfolio is receiving the highest level of service possible.

The Individual

Will be nimble, agile and welcoming to change.
Has been successful in a sales, service and goal oriented work environment.
A team player who brings an energetic spark to work each day.
An individual who is self-motivated and has a passion for helping their members.
Someone who values giving back to their community.

Qualifications

Minimum Grade 12 with preference given to individuals with post-secondary education or previous work-related experience in the credit union and financial industry.
Minimum of 1-3 years’ experience in a financial institution or an equivalent combination of education and experience.
Preference given to those with experience, a solid working knowledge and thorough understanding of legislative requirements associated with both deposit account opening and lending.
Proven success working within a sales, service and goal-oriented environment.

What we offer

Competitive compensation package including base and variable pay.
Comprehensive employee benefit package is offered.
Generous paid time off including personal time, study time and above industry vacation accrual.
Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable pool of applicants has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.