Supervisor, Support Services – Deposits Team

Open to any Advice Centre Location in Saskatchewan

Apply by May 12

Annual Salary: $63,560 – $87,395

Innovation Federal Credit Union has a bold ambition. In addition to being Canada’s newest Federal Credit Union, we will be the most digital, member-centric organization in our industry. We are on a journey to embrace the core tenants of the digital business model like ideation, the network effect, personalized segmentation, coopetition, and agile ways of working.

We come to work to simplify banking for all Canadians – that’s our purpose.

How does this position help fulfil Innovation’s purpose?  Glad you asked!

The Supervisor, Support Services – Deposit Team will be responsible for leading, motivating, and coaching team members in deposit administration; processing, monitoring and completion of documentation as well as providing information to all staff and members on deposit products and procedures. This role is charged with the goal of effectively and efficiently managing the development and direction of the support services team to drive the growth of revenue, technical productivity and promote high quality member satisfaction.

WIIFY (what’s in it for you):

  • Competitive Salary
  • Diverse and Inclusive Culture that continues to evolve
  • Flexible work arrangement options
  • Strong benefit package
  • 7% Superannuation matched contribution program
  • Attractive variable incentive program
  • Wellness Days to create appropriate work/life balance
  • Paid Education opportunities to ensure our members have the most equipped staff helping them
  • A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
  • And lots more reasons to love where you work and what you do!

What our team is looking for:

  • growth mindset that emulates Model, Coach and Care behaviors in every activity and approach
  • A solution mindset that feeds inertia
  • An ambassador who’s willing to promote our team inside and outside organization
  • Somebody who is digitally capable, who wants to dig into new technology with enthusiasm!
  • Somebody who can work with occasional ambiguity with focus on process evolution
  • A mindset of Solve, Serve, Sell – a problem solver, serving our members directly or indirectly, and selling our brand!
  • Somebody to sweat the small stuff, but also see the big picture
  • Personality and Energy – a flair for polish, and you bring your own personal, creative touch to everything you do!

What will you do? 

  • Oversee Investments and Account Documentation processes, ensuring accuracy and compliance with regulatory requirements.
  • Provide Operations Support to the team, resolving complex issues and ensuring smooth workflow.
  • Generate and present detailed reporting on investment operations performance and metrics.
  • Utilize an analytical mindset to identify trends, patterns, and areas for improvement within investment operations.
  • Drive Process Improvements to enhance efficiency and effectiveness, implementing best practices where applicable.
  • Manage and mentor a team of individuals, fostering a culture of continuous learning and development.
  • Ensure governance standards are met within investment operations, adhering to internal policies and external regulations.

Some things that would impress us: 

  • Bachelor’s degree in finance, business administration, or a related field. 5+ years of relevant experience in investment operations or a related field within the financial services industry.
  • Understanding of the regulatory, legislative, and technical environment that impacts the credit union and the financial industry (Credit Union Act; regulations; policies; procedures).
  • In-depth knowledge of investment operations, including investments and account documentation processes.
  • Effective leadership skills, with a strong focus on operations and business processes.
  • Demonstrated experience in people management, with a track record of successfully leading and developing teams.
  • Excellent interpersonal and communication skills.
  • Proven experience in implementing process improvements and driving operational efficiency.
  • Experience in budgeting and resource allocation, with a focus on optimizing staff numbers to meet departmental requirements.

Interested? 

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada.  In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected. 

Vice President of Credit

The Position:

The Vice President of Credit is responsible for management of all credit functions which includes leading a modern distribution network of financial services to meet members’ expectations, via retail and commercial services, credit functions and loss prevention. This position is also responsible for sound lending, loan growth, policies and procedures in all areas of credit including consumer, commercial, agricultural and collection functions. This position along with the Senior Vice President of Credit, will oversee the Loan Adjudication department to ensure it is functioning to full efficiency.

This position has regular and frequent contact with the CEO, other Vice Presidents, Management, and Branch Staff. External contact and good relations are required with lawyers, accountants, appraisers, members, prospective members, the Credit Union Deposit Guarantee Corporation, CUMIS, CUCA, and other similar sized Credit Unions. Contact with leading edge credit unions is essential for insight into developments in the industry.

The most important decisions made include those relative to: leadership, personnel selections, credit policies, loan products, services, maintaining a credit sales culture, loan recoveries, productivity and monitoring of corporate results.

The authorities delegated to this position include approvals as outlined in the “Signing Policy and Approval Limits” as determined annually.

The main focus of this position is agriculture, commercial and consumer lending.

It is the responsibility of the Vice President of Credit to create and oversee effective teams to satisfy the above.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/personal/aboutus/careers

The Person:

  • University degree in business discipline or acceptable alternatives.
  • 10 years’ progressively responsible lending experience in financial institutions with a minimum of 5 years in management and a network of financial institutions branches.
  • Excellent management, negotiating and organizational skills.
  • Demonstrated ability to lead a team and achieve results.
  • Experience in budgeting, project management, and supervision of all organizational operations.
  • Strong interpersonal and communication skills.
  • Can relieve the Senior Vice President of Credit or other Vice Presidents on a large number of administrative and managerial duties.
  • Must be comfortable and competent in a range of venues when there is a need to represent the organization at the request, or in the absence, of the Senior Vice President of Credit.

Compensation:

  • Comprehensive benefits package.

Position open until filled.

 SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

 

Only those individuals invited for an interview will be contacted.

Accounting Administrator

Turtleford Credit Union is currently seeking an experienced and detail-oriented Accounting Administrator to join our team.  This position reports to the General Manager.  The primary focus involves looking after day-to-day and month end reconciliations, payments, remittances, maintaining the credit union ledger of accounts and supporting accounting reporting activities.

As the successful candidate you will be involved with processing moderately complex and varied accounting administrative functions.  The information within this position is often of a confidential and sensitive nature and requires specialized knowledge of the department and credit union operations.  Established practices and procedures guide decision making however knowledge and experience within the area may be applied to resolve moderately complex and varied situations.  The successful candidate will work closely with all departments within the credit union and has a passion for building relationships and creating an environment where teamwork and cooperation is a top priority.  This position requires three years of job-related experience or an equivalent combination of accounting administration education and experience.

KEY RESPONSIBILITY AREA(S)

The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of the duties.

  • Prepares and posts journal entries to general ledger; processes invoices and cheque requisitions for payment.
  • Reconciles general ledger accounts and assists General Manager in month end and year end accounting procedures and other accounting activities.
  • Runs standardized financial reports for management reporting; follows up on management enquires related to transactions and general ledger activities.
  • Prepares a variety of reports; coordinates the gathering of information required to support internal and external reporting requirements, such as Board reports and regulatory reporting.
  • Maintains a variety of records and processes a variety of branch/centralized administration tasks.
  • Performs a variety of routine and varied administrative functions in support of department operations and record keeping.

REQUIREMENTS

To qualify for this position, the successful candidate must have a minimum of three years of job-related experience.  Credit Union experience is an asset.

CORE SKILLS AND BEHAVIOURS

This position is a key position within the Credit Union.  Some of the skills required to succeed include a strong understanding of basic accounting principles, proficiency in Microsoft Office (particularly Excel), excellent attention to detail and accuracy, strong organizational and time management skills and strong communication and interpersonal skills.  This position is required to interact with all areas of the credit union and to keep up with the ongoing changes within the credit union therefore teamwork, cooperation, adaptability to change and continued learning and development is a top priority.

Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Ian Heggstrom at Ian.Heggstrom@turtlefordcu.ca.  Deadline to apply for this position is November 21, 2023.

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

Credit Adjudicator

The Position:

The Credit Adjudicator is a motivated, career-minded Credit Adjudicator responsible for evaluating and approving credit applications which exceed lender’s or branch limits. Additional responsibilities will include assistance in developing and implementation of credit policies and procedures as well as assisting our training department with lender focused training. Assist with special projects, and new business development tools and programs as required. Provide advice and direction to lenders and credit analyst regarding the analysis, structuring and negotiation of credit applications and related documentation.

Under executive direction, reporting to the Senior Vice President of Credit, the Credit Adjudicator will evaluate and approve credit applications within designated limits. Credit applications which exceed the credit adjudicator limits will be submitted to the Senor Vice President of Credit and/or Credit Committee. The position is responsible for ensuring that the approved applications meet acceptable risk requirements and provide a reasonable, risk‐based return on investment, in accordance with prudent lending practice, corporate lending policy, as well as regulatory and legislative requirements.

This is a full time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

  • Seven to nine years of job-related experience is required for this complex position.
  • Excellent critical analysis and decision making skills are essential for success in this role. In addition, excellent oral and written communication, high attention to technical detail and proven ability to work effectively in a time sensitive and team environment is necessary for this position.
  • Cooperative or Credit Union industry experience is a benefit.

Compensation:

  • Comprehensive benefits package.

 

SUBMIT RESUME AND COVER LETTER TO:

Jennifer Hormann,

Vice President of Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

 

Only those individuals invited for an interview will be contacted.

Director, Finance

af·fin·i·ty (noun):

  1. the name on our doors
  2. a quality that makes things suited to each other

We want our employees to feel great coming to work. That’s why we give our talent the tools to excel. After all, an exceptional employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit.

We’re looking for a Director, Finance to join our progressive Accounting & Finance team. The ideal candidate will direct and guide the organization’s treasury management functions in the areas of liquidity, market risk, and capital.

 What you’ll do

  • Lead the credit union’s treasury functions related to the management of liquidity, capital, and interest rate risk
  • Lead the team to act as the first line of defense related to Treasury Risk Management, including directing the development and maintenance of various financial models and stress testing methodologies related to Treasury Risk Management
  • Provide leadership and responsibility for establishing interest rates (pricing) for all deposit and lending products in support of overall profitability and growth targets
  • Chair the Asset Liability Committee to lead the development of forward-looking balance sheet management strategies and implement action plans to align with the Board’s approved risk appetite and policies
  • Oversee the statutory liquidity and excess liquidity investment portfolios to maximize investment returns within the risk parameters established by policy and regulatory requirements
  • Establish appropriate pricing for the credit union’s loan and deposit products to support asset-liability management strategies and financial performance targets

 What you’ll get

  • The support to grow in your career with ample opportunities to advance
  • A competitive salary plus bonuses for your hard work
  • A total rewards package including health and dental benefits, pension and health spending account
  • Vacation time, personal days off and a paid volunteer day so you can maintain a healthy life/work balance
  • A referral bonus when you scout great talent and they’re hired to join our team

 What you’ve got

  • A post-secondary diploma or degree in a related field, plus 10 years of related experience or an equivalent combination of education and experience
  • Advanced expertise in financial risk management practices related to the financial services industry

How to throw your hat in the ring:

Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

Credit Underwriter

We invite you to be part of a team where you can feel good about the work you do and the positive impact you have 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!

The Credit Underwriter reviews, processes, approves, and refers SASCU’s retail credit applications up to $500,000 within authorized limits and specified turnaround times. The Credit Underwriter ensures that proposed loans adhere to existing policies and guidelines to maintain the loan portfolio’s quality and profitability while enabling portfolio growth and mitigating potential risks. The Credit Underwriter contributes to the development and maintenance of accounts and maintains strong relationships with internal and external partners and makes recommendations for continuous improvements on processes to ensure member satisfaction.

What you’ll do:

  • Underwrite retail credit applications up to $500,000 while ensuring adherence to SASCU’s policies, guidelines, and external lender and insurer guidelines (CMHC).
  • Manage risk within credit-granting approval limits, minimize exposure to risk, and control losses arising from delinquency and overdrafts.
  • Respond to inquiries from employees, provide updates on loan statuses, and serve as a point of contact for credit policy, procedure, pricing, and guidelines interpretation.
  • Work closely with retail lending staff to gather necessary information and resolve underwriting scenarios.
  • Assist with the development of lending staff training materials as required, and aid with ongoing training and coaching for lending staff.
  • Adhere to pricing (discounting) within guidelines to ensure profitability.
  • Consider, recommend and, when appropriate, implement updates to SASCU’s credit processes to meet service standards.

What you’ll bring:

  • A Business Administration degree or diploma is preferred.
  • 3-5 years of retail lending and/or credit adjudication experience.
  • A strong understanding of credit adjudication principles, policies, and procedures, and a proven track record of responsible credit preparation.
  • Thorough knowledge of principles of credit analysis and risk management.

You’re perfect for this role if you:

  • Are an excellent verbal and written communicator, to provide service-oriented solutions to internal customers.
  • Have the ability to manage a high volume of work within tight deadlines.
  • Are detail-oriented with strong decision making and analytical skills.
  • Can maintain awareness of the external economic environment.
  • Are committed to continuous learning and self-development.

 We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

 

This is a full-time Monday to Friday 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.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

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 $1 billion in assets. In addition, SASCU stewards $235 million in client investments and serves more than 5,000 insurance customers. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

PROJECTS AND IT SUPPORT OFFICER

We are excited to announce this new role to our branch!

 

PRIMARY PURPOSE OF POSITION

 This position is responsible for coordinating and establishing projects of need within the branch regarding larger scope projects, IT needs and branch needs and development.

KEY RESPONSIBILITY AREAS

 The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of duties performed.

  • Look after and aide in implementation of the required technical projects within our team and services.
  • Analyze, plan, and coordinate the development and execution of the system being implemented, plan and find solutions.
  • Maintain front line support to our third-party providers, branch, and team.
  • Procure as needed through discussion with General Manager, technology needs and infrastructure to support our growing technology needs.
  • Ensure a constant communication with service providers and all level of branch staff on the progress and updates as needed for special projects and IT items.
  • Complete system modifications, system tests / audits on new and modified applications and assess system performance to ensure quality of product and system.
  • Analyze and manage the technology deployments with General Manager, Management Team, and Marketing Officer.
  • Analyze, resolve and trouble shoot system issues related to projects and IT updates and development.
  • Provide local and remote – user issue support and resolution
  • Manage change requests as needed for projects and IT.
  • Execute on other tasks as determined by General Manager, branch needs and project requirements.
  • Aid in the development of standards, procedures and policies for Special projects and IT requirements.

ESSENTIAL FUNCTIONS AND BASIC SERVICES

Administrative

  1. Communication will be key as you work with third party providers and branch teams on projects and IT implementation.
  2. Tracking and recording of what is taking place, where we are at and what may be needed will be imperative. It is essential to ensure records are kept ensuring we have details, reporting needs and updates as project move along.
  3. Ensure management, branch and teams are kept up to date of happening and requirements to ensure success and smooth transition of updates, projects and technology.

Compliance and Risk

  1. Adhere to security procedures as they relate to the position
  2. Adhere to legislation, policy & procedure as they relate to the position.
  3. Adhere to privacy, market code and other relevant legislation when dealing with members and disclosing information

 

Human Resource

  1. Train and support team members as required.
  2. Relieve for other staff as required.
  3. Actively participate in department/work unit and credit union meetings.
  4. Support team members and branch to achieve goals.

OWNERSHIP OF POSITION

 To train, support, provide relief, to all staff within the organization,

To participate and provide input to all levels of meetings held

To not perform functions for immediate family

To work as a team player for the Credit Union

To accept and be willing to take on duties as assigned by management.

 

DECISION MAKING AND FREEDOM TO ACT

 Under general supervision, guided by established standards and procedures, work is routine but varied and use of good judgement for normal decision making.

CORE EFFECTIVENESS SKILLS FOR POSITION

 Interpersonal/Communication

  • builds and sustains effective working relationships with staff, management, and board.
  • communicates clearly and concisely
  • strong written communication skills
  • spelling/grammar/structure
  • effective listening skills
  • effective telephone skills
  • deals with conflict positively and supports others to resolve differences
  • ability to sustain openness and trust, provides emotional support and effectively handles expressions of strong feeling
  1. Leadership
  • a positive attitude toward change
  • recognition of and respect for people’s diversity and individual differences
  • coach, mentor, motivate fellow team members assigned to tasks and projects.
  • take responsibility for actions
  • personal initiative – act to get job done effectively and efficiently and support others on the team to get job done
  • participate with others outside the team to enable them to act (ie: provide information that enables others to act)
  1. Managing Change
  • continuous learning and development; cross training to foster skill development
  • flexible and adaptable in implementing the credit union’s goals
  • ability to balance work and home responsibilities
  • stress management
  • effective time management
  • understanding and commitment to making changes
  1. Problem Solving and Decision Making

Problem Solving

  • ability to identify, analyze and generate solutions to problems based on established procedures and/or past experience
  • ability to recognize when a problem requires referral to supervisor
  • anticipate problems, generate solutions
  • take action within scope of position

Decision Making

  • ability to make sound decisions based on policies, procedures and experience
  • take action within scope of position
  1. Working in Teams
  • work collaboratively to accomplish common goals
  • participate in team development and in identification of team roles, responsibilities and goals as position evolves.
  • recognize and celebrate team successes
  • complies with requests to support team efforts
  1. Innovation/Creativity
  • finding and communicating new ideas for old problems
  • presenting new ideas that have productive outcomes (results in the generation of practical applications or development of new procedures)
  1. Strategic Thinking and Planning
  • ability to relate actions to the strategic plans of the organization
  • knowledge of the organization and the credit union system

 

BEHAVIOURS

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Enthusiastic: Shows intense and eager enjoyment and interest.

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

Training: interested in continued development of self and role, continued learning.

 

BENCHMARKS

  • Development of processes, including diarized notes where applicable, to ensure consistent completion of all reporting required.
  • Promoting what Turtleford Credit Union can do for the membership. Knowing our products and services with confidence, aids in promotion of Turtleford for their main banking needs.
  • Other Duties as assigned.

CORE OCCUPATIONAL SKILLS

  • Word processing (i.e. Microsoft Word) – Basic & Advanced levels
  • Spreadsheet (i.e. Microsoft Excel) – Basic & Advanced levels
  • Email program (i.e. Microsoft Outlook) – Basic knowledge
  • Experience in IT infrastructure and application support
  • Experience in Integration Software and programs
  • Client focused approach and possess the ability to analyze and resolve hardware and software problems quickly and efficiently.
  • Demonstrate organizational and analytical skills
  • Outstanding approach to teamwork, collaboration, and communication
  • Network knowledge and wireless technologies
  • Identifies and manages project milestones, deliverables, dependencies, and critical pathing
  • Has at least 2 – 4 years of experience within a Credit Union system.

 

  EDUCATION AND EXPERIENCE

IT experience with similar responsibilities

Understanding of:

  • Networking concepts
  • Installing and troubleshooting devices
  • Backup Systems
  • Knowledge of Microsoft based Operating systems and software
  • Office 365
  • Teams
  • One Drive
  • Website and system updates
  • Project development and supervision

 

COMPENSATION RANGE

$45,000 – $90,000 (Depending on expertise)

 

Training Education with branch

Annual Review of Code of Conduct/Oath of Secrecy

AML Training

Overview of Credit Union System

Your Role in Privacy

Robbery Prevention and Protection

Other Training through CU Source, webinars and CU deposit courses as management deems necessary.

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