Occupation Types: Other

Governance Specialist

Governance Specialist  

Closes: October 7, 2025
Salary Range: $75,204 – $103,406

We’re looking for a Governance Specialist to join our team! This position acts as a key liaison for Innovation’s Board of Directors and Committees, providing essential support in governance administration and executive coordination. This position is responsible for managing day-to-day functions within the Governance Division, including preparing meeting schedules, drafting agendas, and distributing confidential reports. The Governance Specialist ensures the accuracy and security of board documents, oversees director nominations and elections, and coordinates board surveys and annual meetings. The role also involves facilitating board remuneration and expenses, administering the governance budget, and supporting regulatory compliance through report preparation and audit coordination. By leveraging digital tools and fostering collaboration, the Governance Specialist drives operational efficiency, supports risk management, and champions Innovation’s values of accountability, integrity, and respect. The Governance Specialist position includes opportunities for professional development and succession planning for the Corporate Secretary role. Candidates should be open to growth, learning, and taking on expanded responsibilities as part of their career progression within the organization

The key responsibilities for this role include:

  •  Administer and coordinate meetings, agendas, and confidential reports for the Board of Directors and Committees, ensuring all documentation is accurate, secure, and distributed in a timely manner
  • Manage day-to-day functions within the Governance Division, including maintaining and filing corporate records, preparing annual meeting schedules, and overseeing director nominations and elections, and management committee meetings
  • Arrange logistics for board meetings and events, including booking meeting rooms, lodging, and meals, and coordinating interactions between Board members and Executive Management
  • Draft, consolidate, and distribute confidential Board and Committee reports and packages, proofread management reports, and ensure all board documents, policies, and committee terms of reference are current and accessible
  • Assist in preparing and submitting reports to regulators, coordinate regulatory reviews, audits, and self-assessments, and ensure compliance with all regulatory requirements and Credit Union bylaws
  • Identify opportunities for automation and process improvement using digital technologies, and champion the adoption of Microsoft tools to enhance operational efficiency
  • Liaise with the Board and internal departments to facilitate board remuneration and expenses, and prepare and administer the Governance budget
  • Maintain up-to-date knowledge of Credit Union policies and practices, assess risk in decision-making, and foster a proactive risk culture focused on transparency, accountability, and continuous improvement
  • This role may require occasional travel throughout the year to attend board meetings and related events, ensuring effective coordination and support for the Board of Directors and Committees. Innovation’s Travel Practice Guidelines will be followed.


Qualifications:

  • Experience is the primary focus for this role. 3-5 years experience in governance, executive assistance, compliance, or regulatory affairs within a financial institution
  • Education may include a diploma, certificate, or bachelor’s degree in law, business administration, governance, or a related field. Advanced degrees or certifications are considered an asset but are not required
  • A combination of education and experience will be considered, especially for candidates who aspire to further their education in governance or related areas
  • Advanced skills in Microsoft environment, workflows, board portals and electronic file management
  • Excellent written and verbal communication abilities.

ABOUT US

Hi! We’re Innovation Federal Credit Union. Our purpose is to simplify banking for all Canadians. We like to keep it simple. We have three values – Accountability, Integrity, and Respect – and we are constantly striving to improve our organization to make it better for you (our member and prospective employee)!

How are we different from other financial institutions? We’ve put in the work to become a federal credit union – just one of three in Canada – to secure the future of our organization and continue to grow across Canada. Made in Sask, Built for Canada!

We care about our communities and our impact – $1.1 million was given to local organizations last year who are making a difference! Nearly 29% of InnovationNation proudly identifies as part of a designated group, reflecting our strong commitment to fostering diversity and inclusion. We offer our full-time staff participation in our 7% employer-matched pension plan and extended health benefit plan from Day 1 (no waiting period!).

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 honored and respected.

Chief Financial and Risk Officer (Strathroy, Sarnia, Chatham)

About You

Mainstreet Credit Union is seeking a dynamic, forward-thinking executive to serve as our next Chief Financial and Risk Officer (CFRO).

As a key member of the Executive Leadership Team, you will lead the integrated functions of Finance, Credit Risk, and Enterprise Risk Management (ERM) – providing strategic oversight, regulatory stewardship, and operational alignment in a single unified role.

This position is ideal for an experienced financial leader who thrives on influence, cross-functional collaboration, and meaningful impact. It is also a compelling succession opportunity to the CEO, as the successful candidate will play a central role in shaping the credit union’s long-term direction.

 

The Role

Job Title:          Chief Financial and Risk Officer (CFRO)

Reports to:       Chief Executive Officer

Location:          Hybrid – based in Southwestern Ontario (Strathroy preferred; Chatham or Sarnia possible)

Salary Range: $171,053.00 – $213,816.00 (Commensurate with Experience)

 

Major Areas of Responsibility

 Strategic Leadership & Governance

  • Serve as an advisor to the CEO and Board on financial performance, capital adequacy, credit risk, and enterprise risk.
  • Lead integrated financial and risk planning processes aligned with the credit union’s long-term strategy and risk appetite.
  • Actively participate in key governance forums, including Board meetings, Audit Committee, ALCO, Credit Committee, and ERM Committee.
  • Represent the credit union with regulators, leading the FSRA relationship alongside the CEO.

 Financial Management

  • Oversee financial strategy, budgeting, forecasting, reporting, and internal controls.
  • Lead capital planning, interest rate risk management, liquidity strategy, and treasury operations.
  • Direct the external audit process and regulatory financial reporting requirements.
  • Guide investment decisions and rate-setting within approved policies and risk parameters.

 Enterprise Risk Management

  • Champion the enterprise risk management framework, ensuring full coverage of strategic, financial, operational, technological, legal, and reputational risk domains.
  • Oversee key risk programs including business continuity, AML compliance, third-party risk, and cybersecurity oversight.
  • Foster a risk-aware culture across the organization through leadership, coaching, and structured risk dialogue.

 Credit Risk Oversight

  • Provide executive oversight of credit risk policy, lending governance, and portfolio performance monitoring.
  • Ensure consistency with internal risk appetite and evolving regulatory requirements.
  • Guide delinquency management strategies and credit loss mitigation efforts.

 Leadership & Talent Development

  • Lead and mentor three functional teams, each headed by a Director (Finance: ~7 staff; Credit Risk: ~5; ERM: ~4).
  • Build a culture of performance, collaboration, and proactive risk management across all areas of accountability.
  • Coach emerging leaders and support the development of future senior talent.

 

Qualifications & Candidate Profile

  • Professional accounting designation (CPA preferred) or equivalent senior financial leadership experience.
  • 7–10+ years of progressive leadership in financial services, with oversight of financial reporting, treasury, credit risk, or enterprise risk.
  • Experience engaging with regulators and Boards; familiarity with FSRA’s risk-based supervision framework strongly preferred.
  • Deep understanding of asset/liability management, capital planning, and enterprise risk frameworks.
  • Proven success building high-performing, cross-functional teams and fostering strong working relationships.
  • Excellent communication and decision-making skills, with a mindset for continuous improvement and strategic growth.
  • Demonstrated ability to lead through influence and balance operational pragmatism with long-term thinking.

 

Why Join Mainstreet?

With $1.2 billion in assets, a growing member base, and deep community roots, Mainstreet Credit Union is one of Ontario’s top 15 credit unions. We are committed to advice-led, member-focused banking that makes a real difference in people’s lives. This is a unique opportunity to join our Executive Team and shape the future of cooperative finance in Ontario—where performance, purpose, and people come together.

 

Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive.

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences. Accommodation is available upon request for candidates taking part in all aspects of the selection process.

 

Note: This posting is for an open vacancy. AI in use for assessment of application compatibility.

Manager of Credit

Location: Luseland, Saskatchewan

Luseland Credit Union is a full-service, and independent financial institution located in Luseland, Saskatchewan. Established to serve the unique needs of individuals, families, and agricultural enterprises in west-central Saskatchewan, the organization has grown rapidly over the past several years due to the strong agricultural economy it serves, into a vibrant, efficient, technology-savvy and financially profitable credit union offering a full range of personal, commercial, and agri-business banking solutions.

Reporting to the General Manager, the Manager of Credit is responsible for leading all aspects of lending (consumer, agriculture, commercial credit), credit adjudication, collections, and risk management across the organization’s loan portfolio. The Manager of Credit works closely with the General Manager, Board of Directors, internal Credit Committee, and external partners, with a mandate to strengthen member relationships, drive loan growth, and elevate the organization’s lending culture. This is a newly created role with a key mandate to lead the credit union’s transition from a transactional model to a proactive, relationship-based service model, fostering a service environment that empowers staff and engages members. The Manager of Credit leads a team of lending professionals, providing guidance, technical direction and coaching to help team members succeed. As a key member of the Executive Management Team, the Manager of Credit also plays a key role in helping guide the overall operations of the business, contributing to strategic planning, financial performance analysis, and audit readiness, ensuring operations remain strong and forward-thinking.

The ideal candidate is an aspiring financial services leader with a goal of playing a leadership role in a vibrant business. They bring a minimum of 5-7 years of lending experience gained in a credit union, bank or similar lending organization, ideally coupled with some management experience. A combination of commercial and agricultural lending is ideal. Armed with strong team leadership and mentorship skills, and the financial acumen to play a key role in the broader business, the preferred candidate will bring a strong, personal drive to contribute to the Credit Union and the community that we serve.

Based in Luseland, Saskatchewan, this is a rare opportunity to assume a critical leadership role within a progressive and financially sound credit union. The successful candidate will find not only a career-defining executive mandate, but also the chance to contribute meaningfully to the long-term prosperity of members, staff, and the community the Credit Union proudly serves.

To explore this opportunity further, please click ‘Apply‘.

We would like to thank all applicants for their interest in this position. Please note that we will only be in contact with those individuals moving forward with our client.

Manager, Business Intelligence

Position:         Manager, Business Intelligence

Location:        Any Stride Location (with hybrid work possibilities)

Posting Number:  2025-12

What’s the Opportunity:

 Are you ready to lead the charge in transforming raw data into strategic insights? Join the Transformation team as the Manager, Business Intelligence, where you’ll be at the forefront of collecting, storing, and analyzing business data, shaping the trajectory of our strategic plan.

As a key stakeholder and trailblazer, you’ll spearhead the development of our data warehouse and oversee the team responsible for Stride’s system capabilities. You will complete highly complex projects that fuse data management and business intelligence. Your role is not just about crunching numbers; it’s about influencing Stride’s success by identifying and recommending powerful insights gleaned from cutting-edge analysis.

What you’ll get to do:

Business Intelligence & Systems Oversight

  • Design and develop Stride’s enterprise data warehouse and oversee its ongoing maintenance and enhancements
  • Support good data governance by interpreting data output and ensure the cleanliness, accuracy, consistency, and appropriateness of data
  • Collaborate with all areas of business to develop, enhance, and automate ongoing reports and dashboards
  • Synthesize results of data analyses, develop business cases and make final recommendations based on the full spectrum of internal/external considerations.
  • Utilize knowledge to provide proactive, value-added suggestions and advice to support continuous improvement, improve efficiencies and support high performance
  • Maintain a strong awareness of emerging technologies and trends in financial data and analytics, leveraging that knowledge to inform and evolve our Business Intelligence strategy
  • Create processes to ensure the accuracy and integrity of the data provided to internal teams

Organizational & Team Leadership

  • Identify the appropriate tools and resources needed to effectively operate a Business Intelligence department
  • Plan, organize and direct the efforts of the Business Intelligence to ensure objectives and deliverables are met as planned
  • Support the Board, leaders, team, and members on digital transformation and towards a data-driven organization
  • Support credit union departments with business intelligence and data, and provide proactive advice regarding what is possible

What you’ll bring to us:

  • A degree in business or information systems plus 4-6 years in a related field, or equivalent education and experience
  • Proficiency with current and relevant technologies related to data and business intelligence
  • Advanced MS Suite experience, especially MS Excel and PowerPoint and experience with Microsoft Purview
  • Advanced knowledge of Power tools (Power BI, Power Automate, Power Apps) and SharePoint
  • Experience with research, data modelling, analysis and reporting
  • Ability to conduct needs assessments, identify problems, develop solutions, and take appropriate course of action
  • Ability to make sound business decisions and build work processes
  • Excellent communication skills
  • Ability to develop and build relationships using collaboration and support
  • Well-developed people management and coaching skills

 

Why join Stride Credit Union?

We offer an engaging work environment where creativity and autonomy are valued. You will receive a strong compensation package including a competitive salary, eligibility for bonuses and a matched pension plan. You will also receive additional benefits, such as:

  • Extended health, dental and vision benefits
  • Employee banking benefits (including free chequing accounts, low interest credit card and bonus rates on deposit and lending products)
  • Opportunities for professional development and career growth
  • Flexible work options, where available

 

If this sounds like something you are up for, we want to hear from you!  Applications will be accepted up to and including Friday, July 11, 2025, however the position will remain open until filled. Please submit your application and/or any questions you may have to careers@stridecu.ca

Stride Credit Union is committed to employing a diverse workforce and encourages all qualified individuals to apply.  If you require accommodation related to the materials or activities used throughout the selection process, please let us know.  We thank all candidates for their interest, however, only those selected for an interview will be contacted.

 

Manager, Bonding & Fraud Risk

POSITION DESCRIPTION
Title Manager, Bonding & Fraud Risk
Reports to SVP, Risk & Finance

ABOUT STABILIZATION CENTRAL CREDIT UNION
Stabilization Central Credit Union (SCCU) is a proactive agency that has been supporting and strengthening BC credit unions facing regulatory difficulties since 1989. SCCU provides proven leadership and direction to member credit unions to ensure a healthy, self-sustaining credit union system. SCCU offers a variety of value-added services including the Master Bond Program.

POSITION SUMMARY
The Manager, Fraud Risks leads in the day-to-day operations of the Master Bond Program and delivery of services to members of SCCU. This position interacts with internal and external stakeholders, and to work closely with them to determine acceptable solutions. Expect challenging work in a fast-paced environment, with critical deadlines, along with the chance to improve processes and program delivery that support the BC credit union system.

KEY RESPONSIBILITIES

Administration
• Supervise a team that designs, prices and manages a fidelity bonding and crime insurance coverage for credit unions under the Master Bond Program
• Liaise with the commercial insurance broker, excess insurers and other advisors on annual insurance renewals and large claims.
• Maintain relationships and communicate with industry, regulatory and law enforcement contacts as necessary and appropriate
• Manage the end-to-end claims process, including active communications between legal teams, insurers, brokers and members.
• Coordinate and supervise a small team that works according to a program calendar, liaising with other team members to ensure coordination of activities and timely completion. These may include, but not limited to, regular reporting, policy reviews, initiating actuarial reviews and internal audits.
• Undertake the performance management and development of direct reports.

Fraud Risk Management
• Update and maintain loss prevention manuals that provide an inventory of potential controls used by member credit unions in their fraud risk management frameworks and all related enterprise-level policies and procedures.
• Provide presentations or training to individuals and teams across the credit union system on current and emerging areas of fraud
• Prepare system level reporting for senior leadership and the Board of Directors as necessary, including responsibility for defining and refining risk appetite measures, KPIs and KRIs.

• Act as a fraud subject matter expert providing guidance, facilitating risk assessments, and exercising effective oversight through participation in projects and initiatives and new or changing services through the Master Bond Program.
• Deliver proactive guidance and insight on fraud matters to support new product and service initiatives under the Master Bond Program
• Communicate timely updates about trends to applicable credit union system partners
• Maintain an inventory of any self-identified or otherwise-identified gaps in the Master Bond Program and recommending to Stabilization Central leadership on addressing these issues.

REQUIRED SKILLS AND COMPETENCIES
• Undergraduate degree in business or relevant discipline OR a combination of applicable education and experience
• 5 – 9 years experience in fraud, anti-money laundering or risk management
• Completion of the Certified Fraud Examiner or another risk designation is ideal
• Strong written and verbal communication
• Experience in creating management and Board reporting
• Ability to perform detailed work under time constraints and pressure while maintaining a high degree of accuracy
• Conceptual and practical understanding of fraud risks and prevention strategies
• Knowledge of industry trends in fraud
• Knowledge of risk control assessment implementation, execution, and management
• Experience developing and delivering training content
• Proficient supervisory and/or project management skills
• Strong knowledge of MS Excel, Word, Outlook and PowerPoint

Director, Enterprise Strategy

About Vancity        https://www.vancity.com

Vancity is Canada’s largest community credit union, a financial co-operative that operates within the territories of the Coast Salish and Kwakwaka’wakw people. Vancity is a member-owned, community-based, full-service financial institution with more than 50 branches in Metro Vancouver, the Fraser Valley, Victoria, Squamish, and Alert Bay. Founded in 1946 by fourteen motivated change-makers who felt underserved by traditional banks that wouldn’t lend East of Cambie, Vancity is a place where the people who bank here also own the place. As a financial co-operative, Vancity exists for the sole benefit of members and their communities and, as a result, Vancity acts in their best interest. This often means taking risks and breaking norms. Vancity has a relentless commitment to the values that have helped challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

With a team of 2,700 diverse individuals, Vancity develops products that make choosing a sustainable lifestyle easier, breaking down barriers and changing the status quo to allow change to happen in areas like affordable housing and financial inclusion. Every year 30% of Vancity’s profit goes back to members and to initiatives that create long-term gains in things like climate change, reconciliation, and financial literacy. This Shared Success profit-sharing program is just one part of the multi-million-dollar impact that Vancity members make together. Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada.

The Role:  Director, Enterprise Strategy
Reporting to the VP Strategy, Innovation, and CEO’s Office, the Director, Enterprise Strategy leads the development of the enterprise strategy and business plan each year, working closely with key leadership across the organization. Once the strategy and plan are approved by the Board of Directors, this role takes the lead on monitoring and tracking progress against the enterprise plan for the audience of ELT and the Board. The role is also responsible for Vancity’s Mergers and Acquisitions, alongside a portfolio of Innovation.

Leading a small but mighty team of 2 (a Manager and an Analyst), the Director, Enterprise Strategy will advance the strategic thinking and position of the organization through insights, research, and communications, strengthening Vancity’s competitive position across the industry. They will synthesize ELT and the Board of Directors’ thinking and perspective to develop the annual business plan and the three-year plan resulting in greater clarity and direction to drive business execution that results in achievement of key priorities.

Key Accountabilities
The key areas of accountability are:

  • Oversee the annual strategy and business planning process with the Executive Leadership Team and Board of Directors and build the annual and three-year strategic plans in collaboration with key internal partners including Finance and Communications.
  • Manage critical strategic planning processes, aligning the three-year business plan to annual operating plans and budgets in order to bring strategies to life.
  • Collaborate with cross divisional leaders on the development and cascade of annual growth and operational plans.
  • Continuously track the progress of Vancity’s strategic plan, developing monitoring tools such as dashboards to assess the execution of the plan, KPIs and key metrics to facilitate continuous improvement and accountability.
  • Implement monitoring tools and dashboards to gauge organization-wide progress on the execution of the plan, KPIs and key metrics.
  • Serve as a thought partner and project liaison at all levels, helping to proactively identify and communicate business issues, streamline strategy approaches, and share best practices.
  • Facilitate regular strategy reviews with the ELT, identifying potential issues and suggesting alternatives and data-driven solutions.
  • Leverage external expertise to strengthen Vancity’s business development function to evaluate and execute potential mergers, acquisitions, joint ventures, and other strategic initiatives for the Vancity Group, including filters to evaluate finance, valuation, legal and commercialization potential of the initiative.
  • Research, analyze and recommend emerging industry and technology trends, competitive threats, and viability of new business opportunities. Develop projections based on emerging competitive dynamics, market trends and consumer behaviours, and proactively share relevant research, market insights and recommendations within and across the organization where accountabilities are housed.

The Person

  • Formal education with a focus on business. Graduate degree preferred, or equivalent progressive and relevant experience.
  • Proven ability in exercising agile leadership in a strategic role. Several years of progressively senior level leadership experience in a complex organization. Experience in financial services considered an asset. Experience in strategic planning and execution; strong strategic and business mindset; business acumen.
  • Experience leading/building a team of increasingly capable direct reports; ensuring quality leadership is being practiced by direct report managers.
  • Excellent communication skills; ability to communicate cross-functionally across all levels of the organization.
  • Mindset of continuous improvement and innovation.
  • Demonstrated experience utilizing monitoring tools/dashboards/analytics.
  • Solutions-focused and organized with the ability to adapt well to change and willingness to keep learning.
  • Exceptional time and self-management skills, effective at meeting deadlines, balancing priorities, multi-tasking, and getting the job done.

Compensation
The salary range for the role is $121,000 to $181,000 and a candidate’s offer is likely to be up to the mid-point of the role ($151,000) plus a competitive annual bonus. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.

Express Your Enthusiasm
This position in a hybrid position based in Vancouver, British Columbia. You must be located in Canada with a valid work permit. Email a convincing cover letter and resume indicating the job title in the subject line of the email to Shalini Bhatty or Greg Longster at vancouver@leadersinternational.com.

Deposit Services Supervisor

PRIMARY PURPOSE OF POSITION

The Deposit Services Supervisor supports the credit union’s business strategy by supervising and directing the day-to-day activities of the Member Service Representatives to ensure efficient operations and quality member service.

This position will identify training and development needs for all Member Service Representatives.  They are responsible for ensuring that deposit staff are supported and engaged and have access to training and development opportunities.  This position will be responsible for the performance management of Member Services Representatives and collaborate closely with the Office Manager to communicate organizational goals.

The position maintains deposit processes and procedures, so they are compliant with regulation, legislative requirements and consistently applied across the Deposit Services area.  The Deposit Supervisor also provides deposit services to members as required.

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.

 Member Service

  • Serve as a role model to the team, by providing and exemplifying superior member service.
  • Responsible to ensure the highest quality of member experience is produced by the frontline team provided through training, coaching and accountability.
  • Resolving more complex problems and member complaints referred by member service staff to ensure the needs of members and the credit union are met; escalate to management as required.
  • Knowledgeable in all areas related to personal banking services and products.
  • Monitor cash flow and maintain adequate levels of cash to meet requirements; shares joint custody of combinations, treasury cash, securities and other negotiable items.
  • Ensure that General Ledger treasury accounts and cash for the department are balanced daily; provide assistance in reconciling variances and initiate corrective action where required to resolve balancing problems.
  • Introduce new or revised procedures relevant to Member Service. Ensure activities conform to policies, procedures, legislation and regulations.
  • Within established limits, provide overrides and maintain department signing authority.
  • Introduces new and revised procedures, policies and regulations; conducts a variety of audit activities to ensure compliance with procedures, policies, and regulations. Identifies potential problems including suspicious transactions and initiates action to rectify the situation and refers more serious concerns to Office Manager.
  • Adhere to security procedures as the relate to the position.

Human Resources and Leadership

  • Professionally train, coach and support team members to ensure maximum quality of service is maintained and staff growth is promoted.
  • Establishes performance standards; evaluates performance of direct reports; identifies training and development needs; recommends to senior staff appropriate action to take regarding staff performance issues; initiates disciplinary procedures as directed; participates in the selection of new member services staff.
  • Organizes, schedules, and monitors deposit service activities to ensure for the provision of maximum service levels and the smooth flow of work
  • Provides input into deposit services goals and plans, aligned to credit union business plans and strategic goals.
  • Ensures effective communication with staff. Works closes with Office Manager to lead and organize regular and ongoing team meetings.
  • Demonstrated leadership throughout the organization, role modeling TCU values.

Maintains Deposit Processes and Procedures

 Provides input into deposit services processes and procedures, making recommendations to improve efficiency and effectiveness. Monitors internal effectiveness and external market and regulations to identify requirements for updates and changes.

  • Maintains deposit procedure and process documentation, and ensures changes are communicated to all staff.
  • Monitors the processing of member transactions and provides overrides, authorizations for cashing cheques over MSR limits; maintains signing authorities.
  • Prepares deposit department reporting for the GM and board, as additional reports assigned by the GM.
  • Works closely with the Office Manager to ensure compliance with all areas of Anti-Money Laundering (AML) and Compliance Legislation is adhered to.

 Sales, Marketing and Promotion

  • Differentiate between credit union and competitor products and services.
  • Foster business development through service excellence, recognizing member needs, product/service knowledge and cross-sell products and services to members.
  • Develop new business opportunities by utilizing the sales and service process.
  • Support promotion of marketing campaigns/plans and provide input into the development and support of the achievement of sales targets; encourage Member Service Representatives to do likewise.
  • Ensure the creation of a warm, safe and receptive atmosphere for members and team members. Maintain an orderly, effective and efficient office and workspace.
  • Provide banking system support to staff in the delivery of products and services to members and potential members.

DECISION MAKING AND FREEDOM TO ACT:

Under general supervision; guided by established standards and procedures.  Work is varied and occasional complex; judgement is required in choosing among a variety of guidelines.

CONTACTS:

  • Members/clients/potential members
  • General Manager & Department Managers
  • other staff
  • Community Groups
  • Audits and Regulatory bodies
  • Consultants, Business Advisors, Suppliers and Vendors

 EXPERIENCE, KNOWLEDGE, SKILLS, AND ATTRIBUTES REQUIRED

Grade 12 diploma plus three – five years of job-related experience, or an equivalent combination of education and experience.

  • Knowledge of credit union products and services.
  • Proven ability to plan, schedule, organize, prioritize and assign workload.
  • Demonstrated ability to lead, coach, and motivate staff.
  • Strong interpersonal skills with an aptitude for teamwork and building relationships.
  • Self-starter with the ability to encourage and motivate others and sound judgment in solving problems.
  • Strong computer skills including office applications, banking and product applications.

 

 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 Holly Matias, Office Manager at Holly.Matias@turtlefordcu.ca.

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

 

 

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