Financial Services Relationship Manager

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

Are you….

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?
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?
A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
Interested in identifying business opportunities through small business knowledge which will allow you to seek opportunities that expand relationship across multiple lines of business at TCU (business, wealth, retail)?
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 Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

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

Then….

This opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and 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!

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
PO Box 5050
Saskatoon SK S7K 4E3
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Senior Advisor, Business & Ag

Do you have a mind for business / agribusiness and a passion for finding solutions that help business owners realize their vision? Are you a relationship builder? Going above and beyond customer expectations comes naturally to you!

As part of a cohesive team of passionate and skilled professionals, the Senior Advisor, Business & Ag is responsible for the management and growth of an assigned portfolio of commercial and ag banking customers (members). You uncover and understand member needs by asking the right questions and analyzing information to connect agribusiness and commercial members with the current and future financing they need to achieve success. You consistently deliver exceptional high-quality service and advice in your areas of expertise, and are integral in proactively pursuing and attracting new business.

If building long-term relationships, problem solving, and advising members interest you…this dynamic lending career is what you’re looking for!

A typical day may look like:

Engaging with business and agribusiness members and potential members to understand their business goals and advise on lending & other financial needs.

Analyzing financial information, issuing loans and reviewing accounts within your portfolio to ensure terms and conditions continue to be met.
Promoting our credit union within the community in a variety of ways including support for business development activities, volunteerism, phone calls, emails, and participation in campaigns.
Mentoring and supporting team members for success.

You will be successful in this role if you:

Are an effective and adaptable communicator. Your people skills come through in the ease with which you connect with members in person, by phone or electronically. You believe in Synergy’s products and services, and promote them effortlessly.
Enjoy collecting information from members, understanding their business objectives, then balancing those objectives within the framework in which we work (i.e. legislative requirements, policy, and procedure).
Have strong time management and organizational skills with the ability to adapt and flex with changing climates.

Demonstrate the abilities to work well independently and in a team.

Are a hungry learner. You stay ahead of trend when it comes to financial products and services, and technology. You are adaptable! You seek to bring our members the best the industry has to offer.
Are passionate…..for your career, your members, our Credit Union, and our community.

If it sounds like we expect a lot – we do! We’ve created a member-passionate workplace with an extraordinary culture.

Qualifications:

Related post-secondary education (e.g. Business Diploma) and 5 years of senior lending experience are required. Equivalencies may be considered.
Must have work experience / education in the area(s) of business &/or agricultural lending with an understanding of lending requirements, rules and regulations.
A solid working knowledge of MS Office Suite and Microsoft Teams or other virtual meeting tools. Preference for applicants with customer management software experience.

If the above describes you, we want to hear from you. Submit your cover letter and resume before the end of day on Sunday, October 24^th to: careers@synergycu.ca.

Please quote competition # 215001 in the subject line.

Location: Lloydminster, SK.

Hours: Full-time – 37.5 hours weekly

Salary range: $64 000 – $81 000/annually

Please note our hours of operation are currently Monday to Friday 8:30 a.m. to 5:00 p.m. Flexibility to work outside various hours is required for travel, events, and member meetings.

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 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

www.synergycu.ca

Senior Financial Advisor

Senior Financial Advisor

Location – Fort St John

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

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

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

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

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

Olivia Young, Senior Manager, People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

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

Business Advisor

Employment Opportunity – Fort St. John, BC

(working remotely may be considered for the right candidate)

Business Advisor

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

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

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

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

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

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

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

Commercial Agricultural Relationship Specialist

The Opportunity

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

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

The successful candidate will be responsible for managing, promoting and selling commercial and agricultural lending and account services to our current and future members. They will build relationships and ensure their assigned client portfolio is receiving the highest level of service possible.

The Individual

Will be nimble, agile and welcoming to change.
Someone who has been successful in a sales, service and goal oriented environment.
Someone who is a team player and brings an energetic spark to work each day.
An individual who is committed to self-improvement and growth by taking feedback and always working on themselves.
Someone who values giving back to their community.

Qualifications

Minimum of 2 years of post-secondary education.
4-7 years lending experience with a strong emphasis on commercial and agricultural lending. Additional lending experience is preferred.
Previous lending experience in the oil and gas industry will be considered an asset.
Working knowledge and thorough understanding of the legal and legislative requirements related to commercial and agricultural lending.
Advanced ability in interpreting complex financial statements, assessing risk, and determining produce/service opportunities.

What we offer

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

How to apply

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

Commercial Account Manager

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced commercial sales professional to join our Commercial Services team.

You will be based at our beautiful new corporate office in Burlington, Ontario – while working remotely on a temporary basis due to the present circumstances of the pandemic.

Your Work at a Glance

Do you have experiencing growing the size and profitability of a commercial lending portfolio while working in a major financial institution?
This might be the role for you.
As a key member of our Commercial Services team, you will utilize your sales and lead generation experience to build relationships with current and new Credit Union members within the mid-market and up-market business space.

As a Commercial Account Manager you will be able to combine your professional relationship management experience with delivering value add solutions to sophisticated business members, while exercising your sales and origination skills, drawing on your experience in financial analysis and using your understanding of credit and credit products.

You will have the opportunity to apply your natural inclination towards sales, your ability to solve intricate business challenges, your credit writing skills and your demonstrated ability to develop solutions-based strategies to win new commercial business. an

In collaboration and coordination with the VP Commercial Services, you will develop a customized market management strategy to support commercial portfolio growth, while working with Tandia wealth, retail and payment solutions teams, and our external and syndication partners.

Although remote work is anticipated with this position in the short-term, travel in the region is expected as this is critical to success in relationship-building and providing exceptional service to our members and prospective new business.
Its also worth mentioning that we offer an industry leading variable pay / commission structure that is highly rewarding to someone driven to grow their book of business.

We are looking for someone who:

Has a minimum of 3 years of experience in commercial account management, ideally in a credit union or other financial institution.
Has completed a University degree in Business, Economics, Finance, Commerce or a related program, or equivalent work experience.
Has a proven track record in commercial sales and business development with a diversified portfolio; exposure to syndication deals is considered an asset.
Is an expert at financial analysis, assessing risk and credit structuring as well as presentation of deals – preference will be given to those with a financial designation such as CFA / CPA.
Can demonstrate their new member acquisition skills, is at ease when presenting the Credit Union’s value proposition, likes actively pursuing lead generation, and enjoys initial contact with members, cold calling and asking for referrals.
Has proven through their previous commercial experience that they have exceptional relationship management skills.
Is comfortable working full-time hours and with deadline and time constraints with an understanding that hours of work may extend beyond the normal work week.
Is motivated by a variable pay / commission-style bonus structure and is comfortable with travel in and around the local area.
Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

Senior Commercial Advisor

Senior Commercial Advisor – Emerald Park Branch

Join the Cornerstone Crew!

Be Part of Something . . . . .

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story? At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor you will be a champion for our members’ businesses, you will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short and long term goals. You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve. No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

What We Are Looking For . . . . .

A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
In-depth knowledge with lending and progressive experience in a sales and service industry 7 to 10 years would be an asset.
Experience in managing an assigned portfolio consisting of large market enterprise accounts.
The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

What You Will Receive . . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!
On top of earning a bi-weekly paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!
Formal & Informal development opportunities offering challenge and growth.
An integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.
Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It . . . . .

Cornerstone Credit Union has been one of Saskatchewan’s Top Employers for 5 consecutive years. Wouldn’t you want to be a part of that!

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/181268-37571.html

Manager, Financial Services

Help Improve our Member Centricity and Grow our business!

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

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

What You’ll Do

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

What Does the Ideal Candidate Bring?

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

About Sunshine Coast Credit Union (SCCU)

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

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

Senior Commercial Service Advisor

Senior Commercial Service Advisor

Help Improve our Member Centricity and Grow our business!

We have an exciting opportunity to work with our business members and grow our commercial portfolio.

We offer a highly competitive wage, career progression, ongoing learning and development, and an impact on our local community. We are open to a remote work arrangement, with travel to the Sunshine Cost as business needs require or join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

What You’ll Do

Reporting to the Commercial Department leader, the Commercial Services Advisor contributes to enriching member’s lives by enhancing the member’s business value, by providing the appropriate products and excellent advice and service to help the member operate a financially profitable and successful business. This position is responsible for business development, managing a portfolio of accounts and providing lending services to commercial/ business clients and potential business clients. This position requires a results-oriented individual with strong communication, problem solving, time management and prioritizing skills.

What Does the Ideal Candidate Bring?

The preferred candidate has completed two years of post-secondary in a general business program with three to six years of experience in the financial industry is required. The incumbent will be required to enroll or have completed the CUIC Accredited Business Lending program.

About Sunshine Coast Credit Union (SCCU)

Financial Services Officer

Opportunity: Full-Time Financial Services Officer

Osoyoos Credit Union (OCU) is seeking to fill a position for a full-time Financial Services Officer at our Osoyoos/Rock Creek location. Applications will be accepted until filled.

Why Us

Working at OCU is different than working anywhere else, and we are proud of it. We do not just say it, we live it. We are a co-operative organization owned by our members, so our customers are our owners. We treat our members and our staff like a family. In fact, community is so important that we consider it one of our core values and here is how we show it:

Annually supporting non-profit organizations through our Community giving fund.
Presentation of 3 scholarships and 1 bursary each year to deserving local students.
A staff volunteer
We are a living wage employer.
75 years of legacy in our community.

Qualifications:

Enjoy meeting new people and are at ease getting to know
Understand the importance of community and regularly demonstrating it.
Enjoy learning and experimenting to find simpler processes to accomplish tasks in less
Can make quick and informed
Independent, professional leader with strong problem-solving
Ability to focus on needs, while remaining calm and
Eye for detail while keeping the big picture in
Previous work experience in lending and investing.

Submit your cover letter and resume to Greg Sol, CEO: gsol@ocubc.com

Please include “Full-time FSO” in the subject line. We thank all applicants for their interest; however only those selected for an interview will be contacted.

Fulltime FSO 2021-08-23 OCU Job Description – Financial Services Officer