Manager, Farm & Business

Do you have a passion for helping people succeed and achieve their goals? If this is you, Cornerstone Credit Union is looking for a highly motivated and exceptional leader to join our Farm & Business team of professionals.

You will be responsible to manage and lead a team of Farm & Business Advisors in developing new business relationships and work with the team to capitalize on these opportunities while retaining existing business with members and clients.

As Manager, Farm & Business, you will coach, mentor, develop and motivate a team of professionals to meet and exceed member needs while supporting the credit union to achieve goals within all strategic priority areas. Having the ability to support and effectively demonstrate proactive outreach to build a long-term relationship with existing members and potentially new members, you will be responsible to support the development of a strong deposit and off balance sheet portfolio and non-interest revenue streams, while effectively managing the loan portfolio as it relates to risk, pricing, diversification and quality.

You will manage and provide technical direction for the lending functions within the respective branches while holding the team accountable for annual sales and service targets and relevant MemberFirst Service Standards.

In this role, you will be responsible to review and coach the completion of Farm and Business credit within established limited or recommend to a higher approval authority, ensuring all business activities within your area of responsibility are in compliance with sound business practice, legislation, regulations, and policy and procedure.

As a leader in the Farm & Business banking team, you will participate in Internal and Executive Credit Committee and contribute to the annual budget process, managing expenses to budget while ensuring strategic objectives are met.

Post-secondary education in business or a related discipline, plus a minimum of 5 – 7 years job related experience or an equivalent combination of education and experience is required. You must possess strong leadership, organization and time management skills. Extensive credit knowledge including an understanding of risk tolerance methodologies and strategic practices is essential. Proven ability in sales coaching, establishing performance standards and evaluating performance is required. If you already know about the features and benefits of credit union products and services, that is an extra bonus!

You will receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives, and wellness and employment perks. This position may be staffed at any of Cornerstone Credit Union’s 15 branch locations, depending on availability of office space.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one Saskatchewan’s top employers for the eighth straight year.

Choose a rewarding career at Cornerstone Credit Union.

COMMERCIAL INSURANCE BROKER

COMMERCIAL INSURANCE BROKER

Reports to: General Manager, Insurance

Every employee must honour the vision, mission and values of Northern Savings Credit Union.

About Us

We proudly support the financial well-being of 17,000+ Northerners in 4 locations across Northern BC. We provide on-the-job training and career support. If you’re passionate about serving your neighbours with quality financial services and personalized support, we want to hear from you.

Northern Savings, founded in 1940, is a community-based, member-owned, and democratically administered financial cooperative. Northern Savings offers personal and corporate account services, insurance, and investment opportunities in Prince Rupert, Terrace (and neighbouring areas), as well as on Haida Gwaii.

We’re neighbours helping neighbours. That’s why we support our local businesses, organizations and youth with funding and programs, to build a strong community and a brighter future.

About The Role – Grow your career in a community you love

The Commercial Insurance Broker manages a portfolio of commercial accounts and has a primary focus on business development for Northern Savings Insurance Services.

Here’s what you will be doing: (Key Accountabilities)

Develop and manage commercial accounts while actively seeking new business to meet sales targets.
Generate leads from personal contacts, outbound calls, networking, client referrals, and other sources.
Profile members to determine current and future needs, provide comprehensive insurance advice, prepare estimates, and sell commercial insurance to both new and existing members.
Work on a variety of commercial insurance lines, including property, general liability, packages, auto, business owner’s policies, directors’ and officers’ coverage, employment practices liability, errors and omissions, inland marine, and bonds.
Meet with clients in and out of the office as needed to establish connections, determine coverage requirements, and offer basic risk management recommendations.
Utilize negotiating skills to find creative insurance solutions for complex risks.
Prepare the required paperwork for a portfolio of commercial member requests, such as routine policy updates, additions, deletions, renewals, and cancellations.
Respond to emergencies and assist members with their claims while adhering to proper follow-up procedures, ensuring accurate claims servicing.
Follow up on commercial line referrals and facilitate referrals to relevant NSCU staff.
Meets compliance, confidentiality and regulatory requirements and abides by management policy and office procedures.
Provide guidance to other insurance employees as required.

What we are looking for (Qualifications):

Education:

High school diploma is a minimum requirement.
Completion of post-secondary education is an asset.
Level II insurance broker license.
CAIB, CIP or FCIP designations would be preferred.
Completion of sales training is a requirement.
Valid driver’s license and access to reliable transportation.

Experience:

Previous commercial insurance sales and service experience is required.
5 years’ personal and commercial lines experience.

You’re perfect for this role if you have (Skills):

Comprehensive understanding of all lines of insurance products and familiarity with risk management techniques.
Ability to prioritize, organize work within time constraints, under pressure and competing priorities.
Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
Demonstrated results orientation in sales, service, and business development.
Clear understanding of the industry, market conditions, and competition.
Strong organizational skills, accuracy, and attention to detail.
Excellent communication, interpersonal, and relationship building skills.
Working knowledge, skills, and experience in Microsoft Office.

We are Proud to Offer:

A competitive commission-based compensation plan (base of $50,000 plus commission).
Excellent health and retirement savings benefits.
Flexible work arrangements and paid time off including, paid sick days, parental leave, and paid community volunteering.
Paid vacation time starting at 3 weeks for full-time employees.
Opportunities for paid educational development.
Potential for annual bonus.
Bonus vacation for long-term employees.
Positive work culture and environment.
Opportunities for career growth, financial assistance for training and development, and rewards and recognition.

What to expect:

This is a full-time position. It is an excellent opportunity for a community-minded person to grow their career within a successful and thriving organization.

Our Commitment to Respectful Workplace and Diversity:

Northern Savings is committed to providing a respectful workplace to its employees and will not tolerate any form of behavior or actions that bully, intimidate, harass, threaten, injure or in any way disrespect others. Our members, communities and employees make our co-operative special and for many of us it is the “why” for what we do. Northern Savings is dedicated to fostering an environment of respect to promote diversity and inclusion for all.

If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please apply and visit our website https://www.northsave.com/about/careers

Note: We are currently looking for candidates in Northwest BC, particularly in Terrace or Prince Rupert, who hold BC insurance licenses for immediate job possibilities.

The posting will remain open until it is filled.

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

Engagement Manager

Engagement Manager – Full-Time, PPJV

COMPANY OVERVIEW

The Prairie Payments Joint Venture (PPJV) is a joint venture owned by three Prairie centrals created to digitally transform and modernize payment services for credit unions in the Prairies. PPJV’s goal is to ensure prairie credit unions are competitive in payments and have access to efficient, modernized payments processing infrastructure.

ROLE SUMMARY

The relationship manager is responsible for fostering and maintaining strong relationships with credit union partners within their designated region. The primary objective is to drive business growth of PPJV’s payment offerings and enhanced member satisfaction through strategic collaboration and effective communication.

KEY RESPONSIBILITIES

Develop and maintain strong partnerships with credit unions within the designated region with the goal of providing guidance and support for PPJV’s products and services while ensuring they are meeting the needs of credit unions and their members.
Serve as the primary point of contact for credit unions and liaison between integration partners and PPJV team members addressing their needs and concerns promptly and effectively.
Build rapport with key internal and external stakeholders, including credit union executives.
Collaborate with credit unions to develop and implement strategies that drive business growth and enhance member satisfaction.
Educate credit union partners on the full range of PPJV products and services and the resources available to them.
Collaborate closely with internal teams, including delivery, operations, business readiness, and communications, to ensure alignment and support for credit union partners.
Attend and participate in regional credit union events and conferences that add value to the relationship between credit union partners and PPJV.
Manage the cadence for interactions with credit unions for PPJV products and services including the tracking and communication of potential risks/issues and feedback while supporting timely business and tactical messaging for credit unions.
All other duties as assigned.

REQUIREMENTS

University degree in business administration, finance, or a related field and/or equivalent experience.
Previous experience in banking, financial services, payments, or credit union management (experience in credit union system is preferred).
Knowledge of the credit union system and payment methods is preferred.
Proven track record of building and maintaining strong relationships with clients or partners.
Excellent communication, negotiation, and interpersonal skills.
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team in a fast-paced environment.
Must be bondable.

This position is currently designated as a remote position. The successful candidate will be located in Saskatchewan and be willing to travel to credit unions in Saskatchewan and other locations for conferences and in person meetings.

The Environment

PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.

Interested candidates are asked to submit a resume & cover letter by noon on May 31, 2024 {Click Here}

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

Director, Retail & Business Banking

Are you an experienced leader with a strong background in retail and business banking?

If so, join our team as Director, Retail & Business Banking, where you’ll be responsible for the retail, business, virtual service, and dealer finance wings of the credit union. This role entails providing leadership and direction in lending acumen, credit management and mentorship, overseeing portfolio growth, and fostering strong member and community relations. Apply now to be part of our dynamic team!

As our Director, Retail & Business Banking we are counting on you to:

Lead all operational efforts that are relevant to the overall member banking experience; work with the Vice President, Retail & Business Banking to develop strategy, execute programs, oversee campaigns, and drive projects and initiatives to continuously improve the processes and member experience.
Collaborate with the Vice President, Retail & Business Banking in areas including budgeting, spending, and evaluation of products, services, programs and performance.
Lead the development and evaluation of performance standards (SLA’s) to ensure that internal and external stakeholders receive what they are expecting, when they expect it.
Build and develop a team of qualified, professional, and capable employees through training, coaching, and mentoring, equipped to provide first class member service consistently and effectively.
Translate organizational objectives into achievable operational goals and facilitate the process of goal setting, monitoring, and evaluation with direct reports, as well as ensuring that appropriate goals are set throughout the various layers of the departments.
Ensure areas of responsibility meet the requirements of the DGCM, as well applicable legislation, regulations, and the credit union’s policies and procedures.
Bring risk focus and understanding to all staff reporting through this position, aligned with the risk tolerance set out by the Board of Directors
Prepare and implement comprehensive business plans to facilitate financial target achievement by planning cost-effective operations and market development activities.
Bring quality awareness and expectations to all staff reporting through this position, building excellence in lending, documentation, and member advice.
Lead the growth of Westoba’s Retail & Commercial banking portfolio through enhanced advice and service delivery models which include online and virtual services.

What you bring to the table:

Post-secondary education such as a bachelor’s degree in commerce/business administration is expected.
Five to seven years’ experience in a leadership role is expected; experience supporting the development and execution of corporate strategy and experience in the financial industry with retail and commercial lending is preferred.
Previous financial institution experience within a leadership capacity is considered an asset.
A combination of education and experience may be considered.

Why Westoba?

Top Employer Recognition: We are proud to be recognized as a top employer in Manitoba. Our commitment to employee well-being, professional growth, and fostering a positive workplace sets us apart.
Inclusive Culture: We value diversity and inclusivity. Our workplace is characterized by a welcoming atmosphere where every voice is heard and respected.
Professional Growth: We provide ample opportunities for skill development, training, and career advancement including an annual $1000 learning & development allowance. Your growth is our priority.
Innovative Projects: Be part of groundbreaking projects that are shaping the future of credit unions.
Employee Benefits: Enjoy a competitive compensation package, comprehensive benefits & pension package, and a range of perks designed to enhance your work-life balance.
Collaborative Environment: Join a team that values collaboration, creativity, and teamwork.
Impactful Work: Your contributions will directly impact our success and the communities we serve.

Grow your career with Westoba Credit Union! Please submit your cover letter and resume by clicking the APPLY button. https://recruiting.ultipro.ca/WES5003WCUL/JobBoard/afea2238-ed05-481d-9b54-b15304d195d7/OpportunityDetail?opportunityId=bf399f73-3f9a-41e7-8ae0-93f0b60c7586

If this role is not right for you, referrals are always welcome!

We thank all applicants; however, only those who are short-listed will be contacted.

Financial Services Relationship Manager

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to 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:

Providing lending products including personal and mortgage loans.
Providing deposit products such as GIC and RRSP.
Managing a growing portfolio of relationships.
Providing a holistic approach to services.
Developing business through community involvement and networking opportunities.
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 Monday, April 8, 2024.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca

Manager, Commercial Centre (Business Lending)

We invite you to lead a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As the Manager, Commercial Centre, you will drive the success of the Commercial Centre by leading and managing all aspects of commercial operations. This includes developing and implementing effective business strategies, managing client relationships, and leading a team to desired results.

What you’ll do:

Manage the commercial team, including oversight of priorities and team workload, payroll, and scheduling.
Develop training plans for the commercial team in conjunction with the Training Department, and provide and/or coordinate commercial team training.
Coach and develop the commercial team to meet or exceed individual and team sales targets.
Manage an assigned portfolio of business members with lending needs, delivering timely and relevant financial advice and solutions based on their needs.
Build relationships with internal partners, and keep informed regarding local market activities and SASCU’s competitive position.
With oversight from the Director, Banking, develop business strategies for the Commercial Centre and effectively implement them within the team.
Lead direct reports through the annual performance management process using goal setting, interim reviews, feedback, and year-end reviews to improve results;
Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary;

What you’ll bring:

Eight to ten years of financial services experience, including at least five years of commercial lending experience.
Accredited Business Lender credential, or an equivalent credential or designation.
A degree or diploma in Business Administration is preferred.
Leadership experience is preferred.

You’re perfect for this role if you:

Demonstrate a results orientation in delivering advice and a memorable customer experience.
Possess an aptitude for business development and relationship building.
Have strong organizational and time management skills.
Are comfortable with technology and able to learn new systems and programs quickly.
Show a commitment to continuous learning, accountability, and initiative.

We invest in our employees by offering:

A competitive base salary ($90,000 – $113,000 per year) 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, personal days, 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 position is full-time, Monday to Friday. 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.

Mortgage Specialist (Mobile)

Mortgage Specialist (Mobile) – Two Positions – (Yorkton and Area & Emerald Park and Area)

Closes January 12, 2024

Do you value strong business relationships, and do you like to try new things? At Cornerstone Credit Union we are expanding our team by introducing a mobile Mortgage Specialist role, and this could be you! Be the first person to take on a dynamic new role.

We’re looking for a subject matter expert in all areas of mortgage lending, including both construction and ready to move (RTM) financing to join our team at Cornerstone Credit Union! We are looking for a total of two Mortgage Specialists – one will provide service to Yorkton and area, and the other will provide service to Emerald Park and area.

As a Mortgage Specialist 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 goals. As a Mortgage Specialist your main objective will be to grow Cornerstone Credit Union’s residential mortgage lending portfolio. You will do this by delivering flexible mortgage lending solutions, providing professional expertise, and presenting timely mortgage advise all while creating exceptional member experiences for both new and existing members.

Specifically, we are looking for someone who has the ability to provide innovative and creative mortgage lending solutions and advise and who has/is:

working knowledge of CHMC and Sagen guidelines
a deep understanding of local markets and client base
strong working relationships with realtors, home builders and centers of influence
a flexible work schedule and location; is mobile and accessible to member needs – to meet when and where the member chooses
a self-motivated individual with an aggressive sales and service attitude
will work independently and effectively in a remote work environment

Post-secondary education in Business or a related discipline, with 3 to 7 years of progressive sales and service experience managing a diverse lending portfolio in a consumer banking environment and/or agriculture or small business lending (including mortgages) or an equivalent combination of both education and experience is the minimum requirement for this position. Having taken individual lending products & services courses and legislative training would be beneficial and if you know what makes Cornerstone Credit Union different or about the products and services we provide, that’s even better!

You’ll receive competitive compensation (base salary plus commissions), great benefits, and matched pension contributions along with other performance incentives and wellness perks. You have the advantage of working remote from either your own home or other office location of your choice within the community. You will set your own schedule but based upon serving member needs.

The cherry on top is the great people who work at Cornerstone. Our team is caring and supportive, and community is at the heart of everything we do. We are proud to be one of Saskatchewan’s Top Employers for the seventh straight year.

Choose a rewarding career at Cornerstone Credit Union.

~When applying, please select the posting directly related to the area you are interested in working from

Supervisor, Member Services

The Supervisor, Member Services supports Interior Savings’ vision of sales & service excellence by developing and facilitating a professional team that is efficient and effective in serving member needs and achieving branch goals & objectives.

Through personal strengths in communication, leadership, and initiative you will assist the Branch Manager in fostering a positive team environment of employee performance excellence by coaching, training and mentoring Member Service Advisors. You possess the ability to work under pressure with a keen attention to detail and accuracy and will ensure high service standards are achieved by all staff.

Through your coaching and leadership, you will assist your Branch Manager in leading the team to increase member participation levels and ensure Interior Savings is their primary financial institution. You are responsible for assisting with sales and services strategies in support of your branch business goals. As a coach and leader, you are actively engaged with your team on strategies to meet the immediate needs of the members while looking for additional opportunities to grow the business and to educate members on alternative channels. You foster a positive team environment through proactive participation in providing assistance to your staff and take an active role in their career development activities.

You will assist the Branch Manager in maximizing the results of your team by developing, communicating and executing monthly business plans that are aligned with the corporate strategies and contribute to the overall success of the Credit Union by demonstrating behaviours that are consistent with Interior Savings’ Vision, Mission, and Values.

You will participate in the interviewing and hiring process for new staff, as required while ensuring proper scheduling of employees in order to provide excellent member service. You will coach to and follow the organizational business model when referring members, preparing for meetings and uncovering needs. You will work in conjunction with the Branch Manager to develop performance standards and conduct performance appraisals and address member complaints and inquiries as required. You will also perform other duties as assigned.

What we offer:

Employer paid vacation
Benefits Program
Retirement Plan
Employee Assistance Program
Employer paid training/education
Special banking perks
Work-life balance

The salary range for this position is $62,549 to $74,266 and starting salary will be based on related education, training and experience. This position will work 37 hours per week.

Qualifications

Education

Required

High School Diploma or better.

Experience

Required

Knowledgeable in a full range of investment products.

Comprehensive understanding of credit products and procedures.

4-6 years: Job-related experience in a financial sales & services environment.

Preferred

Supervisory experience considered an asset.

Financial Services Advisor (Multiple Locations)

Financial Services Advisors – Yorkton, Montmartre, Kipling, and Emerald Park Branches

Are you great with numbers, and even better at building relationships? We’re looking for finance-savvy, dedicated Financial Services Advisors to join our teams at the Yorkton, Montmartre, Kipling and Emerald Park branches of Cornerstone Credit Union!

As a Financial Services 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. 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. You’ll provide insight to our members in areas like accounts, complex consumer investments (terms, registered products, mutual funds) lending products and services (consumer loans and mortgages, including builder mortgages, small farm and business lending) insurance, and estate processing all to help them meet their financial needs. You will develop solid working relationships with our members and work hand in hand with many areas of our organization all in providing excellent member service!

Post-secondary education in Business or a related discipline with at least 2 to 4 years progressive sales and service investment experience managing a diverse portfolio (investments and lending) in a consumer banking environment is the minimum requirement for this position, but you’ll have a leg up if your experience includes mutual funds sales experience or if you are working on obtaining your mutual funds designation. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. Position located in Yorkton is an in-scope position and union membership is required.

Choose a rewarding career at Cornerstone Credit Union.

Financial Services Advisor

Financial Services Advisor | Lashburn, Macklin, Maidstone, St. Walburg

The Synergy Experience – what is it exactly? Just ask our employees. Their dedication to our customers (members) and each other has created an incredible place to work. We’re local, we offer personalized and competitive products & services. We are proud to be a part of a local and community focus and are seeking a Financial Services Advisor to help us continue our rich tradition of serving our community – since 1943!

What does a Financial Services Advisor do?
As a Financial Services Advisor (FSA), you work in a retail banking environment where you have a meaningful impact on the financial wellness of members. You connect with existing and prospective members, understand their financial and personal goals, provide informative and personalized advice, and recommend the right products and solutions to achieve their goals and enable their financial success.

Our ideal candidate is a relationship builder. You’re motivated, with strong problem-solving and organizational skills. You’ll be a part of a team of knowledgeable professionals who share a genuine commitment to working with and delivering exceptional service to our membership, including account and deposit products, investments, and consumer lending products and services with some potential for small business/ag loans.

If building relationships, problem solving, and meeting challenges interests you…this dynamic career is what you’re looking for!

You’re great at…
• Managing a portfolio of members, partnering with current and potential members to understand their goals and priorities,
• Advising on and delivering a variety of products and services to meet member needs,
• Engaging in outreach, marketing, and follow-up opportunities to proactively seek out new business and deepen existing relationships, and
• Promoting Synergy Credit Union within our communities, including engaging in business development activities, volunteerism, phone calls, emails, and participating in campaigns.

What you bring…
• Related post-secondary education (such as a Diploma or Degree in Business) and one to four years of job-related experience, or an equivalent combination of education and experience,
• Relationship and business development skills,
• Previous sales experience working with goals, strong closing/referral techniques, and pipeline development is desired,
• Mutual Fund Accreditation or successful completion of accreditation within 3 months of hire.

We encourage you to apply. We have two levels in this role. Placement within these levels is dependent on experience and education.
If the above describes you, we want to hear from you! Submit your cover letter and resume to careers@synergycu.ca by end of day on Tuesday, October 10, 2023.

There are four opportunities available in Rural Saskatchewan. Please reference the following competition numbers when applying for a specific location:
• Lashburn (Competition #237011)
• Macklin (Competition #237112)
• Maidstone (Competition #237213)
• St. Walburg (Competition #237214)

More details…
• Permanent, full-time. 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m. Flexibility to work outside regular hours is required for travel, events, and member meetings.
• Must have access to reliable transportation as the role may provide support to multiple branches.

What do we offer?
• Preferred rates on our products and services
• Benefits and Pension, from day one
• Competitive salary
• Investment in your professional development
• Community involvement

A little more about us…
At Synergy, our members are owners who profit when we do and who get a say in how we are run. We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 29,000 members and have reached over $2.5 billion in assets.

We were named one of Saskatchewan’s Top Employers for the 5th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion