Occupation Types: Sales

Manager Retail Advisory

Manager Retail Advisory

Location: Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Manager Retail Advisory in our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Manager, Retail Advisory leads and manages Financial Advisors and Member Advisors located across all branches, who are responsible for relationship building and sales of a full range of personal deposit and lending products and services, quickly and efficiently probing to uncover and assess overall needs of all members  and identify opportunities to deepen the engagement with the member.  Through managing, coaching and inspiring employees, the Manager, Retail Advisory meets team objectives by engaging in activities to achieve superior member experiences, optimal business retention, growth and productivity.

The Manager Retail Advisory will work closely with the Senior Manager, Retail Advisory as a leader who is passionate about building lasting relationships. The successful candidate will be creative, energetic, and have proven abilities business development and strong financial acumen and a strong commitment to service and clear understanding of the competitive environment in which North Peace Savings and Credit Union operates. To apply, please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

Fax: 250-787-9191 or 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.

Consumer Advisor

Flexible hours, career development opportunities,
exceptional benefits and pension plan!


Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

THE POSITION: Reporting to the VP Consumer Advisors, the Consumer Advisor will develop and maintain a loan and deposit portfolio, and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union. How does one do this? Glad you asked!

A Consumer Advisor does the following:

  • Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
  • Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union
  • Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures
  • Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole
  • Support regional advice centers as needed

This is a tremendous opportunity to build a successful career within the credit union system, providing an opportunity to advance to higher levels with the organization

Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Visit the CAREERS page or our website to learn more about this position and to apply.  www.innovationcu.ca  Only those applications received through our job board will be considered.

 

VP, Business Development & Retention

VP, Business Development & Retention

For 78 years, Lake View Credit Union and its members have been helping build a vibrant Peace region community.  Lake View Credit Union is a prominent, reputable, long- tenured, full-service financial institution with assets exceeding….million, and serving ….. plus members.

Lake View Credit Union currently has branches in Dawson Creek, Chetwynd, and Tumbler Ridge and serves every corner of the Peace Region through various digital solutions.

In addition to being a full-service financial institution catering to all personal and commercial needs, its staff and board are proud to call the Peace Region their home.

 Lake View Credit Union is seeking a VP, Business Development & Retention to be responsible for the overall management of the sales and service functions of the Credit Union by leading the development and achievement of sales objectives, superioer member experiences, optimal business retention, growth, the productivity of profitability goals.

The VP, Business Development & Retention leads and manages the retail and commercial lending teams, who are responsible for relationship building and sales of a full range of deposit and lending products and services. Through managing, coaching, and inspiring employees, the VP, Business Development & Retention will be responsible for all credit union sales and service goals, and develops the business by proactively recognizing and acting upon potential new sales opportunities that attract profitable new business and builds strong member relationships.

This role requires a deep and thorough understanding of the Credit Union’s business strategies and the competitive environment in which Lake View Credit Union operates.

 Key Areas of Responsibility

Operations

  • Manage and control all lending portfolios and communicate directives to maximize profits within an established mix of loans.
  • Oversee the Commercial and Retail departments (supervise and monitor) operations and service delivery systems.
  • Assist in the establishment of overall corporate loan growth targets. Establish branch budgets that support the corporate goals. Monitor budgets and take remedial action as required.
  • Develop strategies to promote the sale of all of the Credit Union’s products and services with a goal of expanding the existing member book of business, wallet share, and new profitable member relationships
  • Provide direction and assistance in establishing sales targets; ensures that the teams meet sales and service goals.
  • Ensure that sales processes favour and respect member objectives over sales targets
  • Promote all the credit union’s products and services with a goal of attracting profitable new business, expanding the existing member book of business, increase wallet share and build new and strong member relationships
  • Create and sustain a relationship management environment ensuring that the reputation of the Credit Union is not compromised through the behaviour/activities of the staff
  • Provide guidance and direction in matters concerning the interpretation and application of sales and service practices
  • Actively contributes to the strategic planning process for the credit union; identifies short- and long-term goals and objectives. Contributes to the design and development of the business plan, policies, and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs to all levels of the branch staff is maintained.
  • Ensures maximum utilization of staff and resources within budgetary and policy constraints
  • Ensures adherence of branch staff to all operating policies, procedures, and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiating action to rectify problem areas
  • Provides input concerning the effectiveness of all branch programs, marketing strategies, and short- and long-term planning activities to encourage and promote branch growth, consulting with senior specialists and external consultants as required to identify and capitalize on the potential for growth opportunities

Credit Union Support

  • Support CEO in setting short and long-term credit union goals; implement plans to achieve goals.
  • Support CEO in the development and achievement of sales targets and marketing plans.
  • In conjunction with the Executive Team, provide recommendations regarding service delivery channels and opportunities that may enhance sales and service.
  • Works together with other sales and service leaders to deliver consistent information and programs to teams through collaboration and joint meetings as needed, working effectively together to ensure member needs are met through all delivery systems across the service centers.
  • Prepare various reports for review by the CEO, Executive Management, and Board of Directors.
  • Support and participate as required in community events that promote the credit union.

Human Resource Management of Sales team

  • Lead and mentor employees; promote a coaching environment; develop direct reports to their highest potential.
  • Establishing performance and service standards, conduct performance appraisals, identify training and development needs of staff; if necessary, initiate appropriate disciplinary action.
  • Ensures the teams meet sales and service goals as established by the Credit Union.
  • Demonstrate enthusiastic support of the corporate mission, vision, and values, and long-term objectives.
  • Use effective change management and internal communications to introduce changes
  • Interview prospective employees and make hiring decisions.
  • Organize, schedule, and monitor activities to ensure maximum service levels are being provided to members and that work flows smoothly.
  • Understand the vision, values, and strategic direction and model behaviours consistent with the identified values and image of the credit union.
  • Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
  • The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
  • Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
  • Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
  • Strong team player with a collaborative working style;
  • Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
  • A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Knowledge, Skills, and Abilities

  • Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
  • The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
  • Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
  • Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
  • Strong team player with a collaborative working style;
  • Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
  • A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Education and Experience

The ideal candidate will bring to the role:

  • Post-secondary education in business, finance, and/or accounting, supported by role-specific formal training, or a combination of education, experience, and proven success.
  • 10+ years of progressive financial services leadership experience in a Credit Union, a financial institution, or in a related field
  • Thorough knowledge of the Canadian Credit Union System and the cooperative principles
  • In-depth and hands-on experience in loan portfolio management including products, functions, and processes
  • Demonstrated success in business development activities that have resulted in business growth

Credit Union Location

Dawson Creek is located in the Peace Region is located in the northeast of the province, between the Rocky Mountain Foothills on the west and the Alberta Plains on the east, this is a land of diverse and fantastic beauty.

To learn more about Dawson Creek and surrounding communities, please visit https://www.dawsoncreek.ca

To learn more about Lake View Credit Union, please visit our website at https://www.lakeviewcreditunion.com

We encourage all interested applicants to send a resume and cover letter to:

Gail Pearce at Gail Pearce Recruiting

Email                          gail@gailpearcerecruiting.com

Email subject:           Lake View Credit Union VP, Business Development & Retention

 

Member Service Representative 2 – RC – Union

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We  are looking for a Member Service Representative 2 in our Relationship Centre who is and is eager to help members and clients meet their financial needs through a variety of emerging channels. We are not your average call centre! We are passionate about building relationships with our members. It’s so important to us, it’s in our name! So if you’re an individual who is passionate about providing superior member service, and excited about being a part of the Relationship Centre success, we’d like to hear from you!

Hours

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products) through a variety of emerging channels. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is your responsibility as the Member Service Representative 2 in this emerging member service position to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

  1. Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
  2. Identifying and actively pursue internal referral opportunities to develop business through a variety of alternative channels; as well as work to achieve sales objectives.
  3. Completing member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.
  4. Initiating/completing and forward for approval and signing, member applications for a variety of products including but not limited to registered and non-registered products, Mastercards and campaign Quick Loans.
  5. Handling member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.
  6. Inquiring as to what the member’s request is; for transactions that cannot be completed within the primary work area, inform the member of the documentation required in branch to complete the request.
  7. As required, authorizing transactions of other employees within own signing limits and provide guidance to same.
  8. Performing other related duties as required.

What are we looking for?

  • 1–3 years financial experience or an equivalent combination of education and experience
  • The incumbent will have completed CUIC 185 or CUIC 200 and be actively pursuing further education
  • Enrolled in and/or completed a recognized public speaking course
  • Successfully completed the Level II exam
  • Completed or actively working on all required annual courses.
  • A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required
  • Previous call centre experience an asset.

Ideally, you are a flexible, collaborative team player with:

  • Working knowledge of credit union products and services, the DNA Banking System, administration procedures and accounting. You must effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
  • Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
  • Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.
  • The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

  • We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
  • We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
  • We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Manager Retail Advisory

Manager Retail Advisory

Location: Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Manager Retail Advisory in our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Manager, Retail Advisory leads and manages Financial Advisors and Member Advisors located across all branches, who are responsible for relationship building and sales of a full range of personal deposit and lending products and services, quickly and efficiently probing to uncover and assess overall needs of all members  and identify opportunities to deepen the engagement with the member.  Through managing, coaching and inspiring employees, the Manager, Retail Advisory meets team objectives by engaging in activities to achieve superior member experiences, optimal business retention, growth and productivity.

The Manager Retail Advisory will work closely with the Senior Manager, Retail Advisory as a leader who is passionate about building lasting relationships. The successful candidate will be creative, energetic, and have proven abilities business development and strong financial acumen and a strong commitment to service and clear understanding of the competitive environment in which North Peace Savings and Credit Union operates. To apply, please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

Fax: 250-787-9191 or 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.

Mortgage Specialist

Mortgage Specialist

Location – Fort St. John

Looking for a career change? If you are working in the automotive or real-estate market and are looking for a change, North Peace Savings is looking for a sales driven individual to join our team of retail advisory professionals.

The Mortgage Specialist is a residential lending expert with proven sales and service experience within the financial industry generating their own leads for the sale of mortgages and related mortgage life and disability insurance.  You will be responsible to build and maintain a solid referral network within the community, Realtors, Brokers, Builders, Lawyers and Financial Planners.  You will be a highly motivated, dynamic individual that is results orientated with expert follow up skills and the ability to work through various unique applications.

If you are a proven business developer with excellent sales, service and marketing skills, have an expert knowledge of mortgage underwriting including proven expertise in construction mortgage financing, excel in relationship building and negotiations and have the ability to work independently with confidence, we are interested in hearing from you.  Please provide a cover letter and résumé in confidence to:

Olivia Young, Senior 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.

Senior Commercial Advisor

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 . . . . .

We are looking for you if you have:

  • 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!

Check out “Who We Are” and more about this position and application process on our Careers page at www.cornerstonecu.com.  

VP Commercial and Retail Credit

Help Improve our Member Centricity and Grow our business!

 

We have an exciting opportunity for someone to oversee the strategic management of our commercial and retail lending 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

Under executive direction, this role provides the vision and strategic leadership to facilitate the growth and sustainability of SCCU’s credit services with a focus on commercial and small business operations through all business channels. This position is responsible for leading and managing the credit operations to improve commercial and the retail member’s financial wellbeing while providing a rewarding member experience. This role supports the development and implementation of transformational service and drives the achievement of sales and performance targets in the Commercial and Retail team’s credit and investment operations to support the growth and sustainability of the credit union. As a member of the executive team the position has shared accountability for the overall health and effectiveness of the organization.

 

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 10 years of progressive experience in the financial industry including a minimum of 4 years in a senior leadership role, with a minimum of 6 years commercial/sales management.    We are looking for an individual who would like to grow their financial services career with us. The successful candidate will be someone with proven strong leadership and strategic vision.

 

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.

Financial Planner

This is a great opportunity to join and established and well-respected wealth management team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As a Financial Planner, you will deliver professional financial advice, primarily in the form of investment, retirement, and estate planning, to SASCU members and clients. The Financial Planner demonstrates the SASCU Member Experience by identifying member needs, building sound financial plans, and partnering to actively promote the growth of all SASCU products and services..

 

What you’ll do:

  • Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing member and community relationships.
  • Set and meet sales, growth, and professional development targets.
  • Prepare and present financial strategies appropriate for the achievement of clients’ specific goals and objectives.
  • Provide comprehensive investment, insurance, and financial advice to educate the client and enable them to make sound financial choices.
  • Sell investment, insured investment, and life insurance products.
  • Provision of ongoing client service, financial plan review, needs analysis, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
  • Build high-trust member relationships by consistently following through on commitments, being proactive with client contact efforts, and providing value-added financial advice that enables the client to improve their financial position over time.
  • Partner with credit union peers through referral or joint client meetings to consolidate business held elsewhere and provide the right product at the right time.
  • Support branch initiatives to build membership base, attract new business and have a positive impact on the community.
  • Ensure accurate and timely processing of all financial and non-financial transaction forms, records, and reports.
  • Understand and apply all internal and regulatory policy, procedures, and controls to meet compliance requirements and mitigate risk.

 What you’ll bring:

  • A post-secondary education.
  • At least 5 years of financial industry experience in a fast-paced professional sales role.
  • CFP, IFIC, and LLQP qualifications (or equivalent). Additional industry designations or specializations are an asset.
  • Professional level knowledge of Canadian investment, insurance, and financial planning products, strategies, and concepts.

You’re perfect for this role if you have:

  • A proven record of achieving and exceeding sales objectives.
  • Understanding of regulatory and compliance policies and procedures.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High levels of ownership, accountability, and initiative.

 

This is a full-time Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. In addition, SASCU stewards $235 million in client investments. Learn more at www.sascu.com

 

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

 

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

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