Occupation Types: Treasury

Deposit Services Supervisor

PRIMARY PURPOSE OF POSITION

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

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

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

KEY RESPONSIBILITY AREAS

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

 Member Service

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

Human Resources and Leadership

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

Maintains Deposit Processes and Procedures

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

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

 Sales, Marketing and Promotion

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

DECISION MAKING AND FREEDOM TO ACT:

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

CONTACTS:

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

 EXPERIENCE, KNOWLEDGE, SKILLS, AND ATTRIBUTES REQUIRED

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

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

 

 Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Holly Matias, Office Manager at Holly.Matias@turtlefordcu.ca.

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

 

 

Treasury Analyst

About this Opportunity

The Treasury Analyst specializes in monitoring and managing the financial resources of the credit union. As a seasoned financial professional, you are responsible for the administration of treasury rates, cash and liquidity management, investments, and loan syndications, as well as the maintenance of the loan loss model. The Treasury Analyst analyzes, reports on, and shares insights regarding the operational and financial performance of the credit union while contributing to broader accounting and finance functions and providing support and back-up to the Manager of Finance & Accounting as required.

Working closely with the Manager of Finance & Accounting, and in compliance with policy, procedure, and regulatory requirements, this position is responsible to:

  • Monitor and manage liquidity, foreign currency requirements, and cash flow, and manage the purchase and maturity of credit union investments,
  • Monitor market interest rates and recommend strategies for product pricing,
  • Develop and implement investment strategies including the use of syndication loans, leases, credit pools, and securitization,
  • Update & maintain BankBI: Complete daily updates, manage data feeds and accounts, and analyze data within the software,
  • Perform accounting functions for loan and lease portfolios, prepare financial statements, and manage reporting and monthly remittances for off-balance sheet sold loans and brokered deposits,

The Treasury Analyst assists with:

  • Management of the credit union securitization program,
  • Reporting and data gathering for the quarterly interest rate risk simulation process,
  • Maintenance of the loan loss model including validation, data cleaning, and analysis to identify emerging risks,
  • Cyclical reporting such as PST/GST, CUDGC, Stats Canada, and CMHC reporting and the Annual Information Return for Selected Listed Financial Institutions, and
  • Assist internal/external auditors with interim and year end review.

Your Qualifications

You have a degree in accounting, finance, or economics, or a professional accounting designation with three to five years of related experience. Equivalencies considered. Preference to individuals with treasury and/or risk analysis experience. The successful candidate will be proficient in BankBI software and have expert skill in MS Excel including analysis, modelling, forecasting, and reporting. Report writing experience is required. Must have a demonstrated, on-going commitment to continuous learning and development.

Are you a highly detailed and accurate financial professional with critical thinking, insightful analysis, and collaboration at the centre of everything you do? We want to hear from you! Submit your cover letter and resume to careers@synergycu.ca by July 14, 2024. Please quote competition #242401 in the subject line.

More details

  • Status: Permanent, full-time
  • Hours: 75 hours Biweekly
  • Location: Hybrid: This position is enabled to work remotely and from the Lloydminster Synergy Centre. For the right candidate, working out of another Synergy branch location may be considered. Travel is required.
  • Salary: $77,400 – $96,800 annually

What do we offer?

  • Competitive salary
  • Benefits and pension (from day 1), and fabulous perks like preferred rates
  • Work/life balance
  • Investment in your professional development
  • Leadership development and mentorship programs
  • Community involvement opportunities

A little more about us

We’ve been named one of Saskatchewan’s Top Employers for the 7th consecutive year. This reflects our workplace culture and commitment to building relationships beyond banking with our members, and our team.

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 from 12 communities in west-central Saskatchewan and have reached over $2.5 billion in assets.

The Location

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis.

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

www.synergycu.ca

 

Director of Finance (Full-time; Hybrid)

About You

Are you a strong leader with confidence in driving forward thinking strategies?

Do you have the proven ability to lead our team in all things Finance related?

If you are a well-rounded financial professional who is looking for a great opportunity, we have the role for you!

Mainstreet Credit Union is actively recruiting for a Director of Finance to join our team!

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. If you are an experienced financial professional with values that align with ours and want a new opportunity at a cooperative organization where employees, clients, and our communities’ matter, we would like to hear from you!


Why Join Our Team?

At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members.

Mainstreet offers its employees:

  • Work-life balance and flexible work arrangements
  • Opportunities for training and advancement
  • Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
  • Opportunity to work at a values-based cooperative

Our Values:

Personalized: High quality personalized advice with flexible solutions.

Supported: Highly responsive through empowered professionals.

Known: Meaningful impact and connected to community.

Easy: Easy and in the way our members prefer.

 

The Role

Salary: $98, 654.00 – $123,318.00

Job Function:
Reporting directly to the CFO, the Director of Finance participates in the support of corporate strategies and provides leadership and advice on all matters related to finance. This role develops and drives forward-thinking strategies for finance that protect members and Mainstreet’s interests through creative problem-solving, teamwork, innovation, and continuous improvement. This role provides leadership to Finance, Treasury and Accounting functions, including financial operations, internal and external financial reporting, policy and procedure enhancements, budget and forecast preparation, asset liability management, liquidity and capital management, treasury management and internal controls. With a strong commitment to growth and sustainability, we are seeking a talented Director of Finance who will play a key role in driving our financial success.
Key Duties & Responsibilities:
Leadership & Communication
Provide strong leadership for the finance and accounting team, including setting team goals, evaluating performance, providing mentoring, coaching and feedback, and promoting team effectiveness. Ensure operating procedures and structures are appropriate, integrated, and seamless to create the best member experience.
Accounting
  • Prepare and publish timely monthly financial statements, follow up on discrepancies and implement solutions to ensure accurate reporting. Support month-end and year-end close process.
  • Coordinate and direct the preparation of the budget and financial forecasts and report variances.
  • Manage all accounting operations including Billing, A/R, A/P, General Ledger, Cost Accounting, Inventory Accounting and Revenue Recognition.
  • Analyze accounting and financial records and systems to ensure compliance with established accounting standards, regulations, procedures, and internal controls.
  • Ensure quality control over financial transactions and financial reporting and assess all credit union activity to ensure financial accounting compliance with IFRS.
  • Develop, recommend, and implement financial policies, procedures, and controls to ensure compliance to regulatory requirements and industry best practices.
  • Develop and document business processes and accounting policies to maintain and strengthen internal controls.
  • Manage the IFRS 9 Expected Credit Losses model and provide recommendation on appropriate loss estimates.
  • Provide reporting, analysis, and recommendations on various issues, communicate resolution of compliance issues and other complex reporting figures.
  • Monitor and evaluate the financial performance of the credit union, identify areas for improvement and implement corrective actions as needed.

 

Financial Reporting & Audit Management
  • Manage the preparation of financial statements, reports, and presentations for executive management, the board of directors, and regulatory bodies.
  • Develop and provide quality assurance for all monthly, quarterly, and annual reports submitted to regulators (ICAAP, ILAAP, MIR/AMIR) and/or external parties (CMHC, PICUZ)
  • Stay abreast of industry trends, market developments, and regulatory changes that may impact the credit union’s financial position.
  • Coordinate the preparation of the external financial statements and external audit.
  • Coordinate timing on all external audit work, discuss in depth process issues and audit findings and implement analysis for audit conclusion and implement corrective actions.

 

Other Finance Activites

  • Manage all financial activities of the company, including financial planning, budgeting, forecasting, and reporting.
  • Lead the finance team in analyzing financial data, identifying trends, and providing insights to support strategic decision-making.
  • Collaborate with other departments to optimize financial performance, drive efficiencies, and support business objectives.
  • Manage relationships with external stakeholders, including auditors, investors, and financial institutions.
  • Prepare presentations and reports for senior management and board meetings, highlighting key financial metrics and performance indicators.
  • Stay abreast of industry trends, market developments, and regulatory changes that may impact the company’s financial position. Lead the development, implementation and monitoring of policies, procedures, and practices for Mainstreet’s liquidity and funding management, cash and investment portfolio management, asset-liability management, capital management interest rate management, and financial profitability modeling and analysis.
  • Deliver appropriate key performance indicators (KPI’s), required metrics, budgets and forecasting, financial reporting, and analytics to support business units, executives and board level committees as required.
  • Contribute and assist where required with committees and project teams to contribute to knowledge sharing and development.
  • Collaborate with the manager of treasury to administer the credit union’s liquidity, investments, and funding endeavors with the aim of maximizing returns.
  • Learn appropriate systems and tools to engage in leading, reporting and executing responsibilities such as Vantage, Prologue, ALM system, etc.
  • Other duties as assigned.

 

Education & Experience
  • Bachelor’s Degree in Finance, Accounting, Economics, or related field; CPA required.
  • Minimum work experience of 5 years financial services industry; with at least 3 years in a leadership position.
  • Thorough understanding of financial principles, practices, and regulations specific to credit unions or financial institutions, including experience with regulatory bodies such as the Financial Services Regulatory Authority (FSRA).
  • Proven track record of strategic financial management, including budgeting, forecasting, and financial analysis, with a focus on optimizing financial performance and ensuring regulatory compliance.
  • Experience in developing and implementing financial policies, procedures, and controls to uphold compliance with regulatory requirements and industry best practices. In-depth knowledge/experience with IFRS accounting standards is required.
  • Experience with FSRAO Regulations considered an asset.

 

Requirements

  • Strong leadership abilities with a demonstrated aptitude for building and managing high-performing teams, fostering a culture of accountability, collaboration, and professional development.
  • Excellent communication and interpersonal skills, with the ability to effectively engage and influence stakeholders at all levels, including senior management, board members, regulators, and external partners.
  • Ability to thrive in a dynamic, fast-paced environment and adapt to changing priorities while maintaining a focus on delivering results and driving continuous improvement.
  • Strategic thinker with the ability to anticipate challenges, identify opportunities, and develop innovative solutions to support Mainstreet Credit Union’s growth and success.
  • Commitment to personal and professional growth, with a strong desire to advance into the role of Chief Financial Officer (CFO) within Mainstreet Credit Union and contribute to its long-term strategic objectives.

 

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

Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.

Portfolio Manager

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for an action-oriented individual with investment management experience to come on board as our Portfolio Manager on our Treasury Team. In this role, you will provide dedicated expertise to managing the credit union’s investment portfolio by developing and executing investment strategies, building capital market relationships, and adhering to corporate risk tolerance thresholds in order to enhance margin and ensure effective risk adjusted return on capital.

How you’ll be spending your time

  •  Developing and executing investment management strategies that align with the corporate strategy, investment objectives, established risk tolerances, and policy.
  •  Protecting and growing member equity through responsible management of Conexus’ investment portfolio and capital market functions.
  •  Monitoring, benchmarking, and reporting on the investment portfolio performance.
  •  Establishing, maintaining, and fostering relationships with capital market participants, pertinent to investment management, derivative management, and other capital market functions.
  •  Becoming the subject matter expert on Canadian capital markets at Conexus to make sound and informed investment decisions and relay relevant news, opportunities, and analysis across the organization.
  •  Building and maintaining relationships with a large network of dealers across Canadian capital markets to ensure efficient and effective trade execution
  •  Ensuring that existing and emerging risks and opportunities are raised to the appropriate level and strategies are presented where applicable.
  •  Collaboratively support all individuals, teams, projects and initiatives within the organization by providing input, knowledge and feedback within areas of expertise.
  •  Providing support to the Treasury capital markets team in areas of structured finance funding and loan syndication as required.

The way people describe you

  • You are committed to innovation driven by curiosity.
  • You demonstrate self-awareness and acknowledgement of personal biases to mitigate potential influence in business activities and decisions.
  • You have an advanced level of emotional intelligence and agility demonstrated by the quality of interpersonal relationship with key stakeholders.
  •  You are action-oriented and have ability to operate effectively as part of a team, challenging in a manner that facilitates growth and learning for those involved.
  •  You have the ability to lead self and to effectively prioritize work supported through efficient levels of time management and organizational skills.

The experience you bring

  •  Minimum 5 years experience in investment management and/or capital markets
  •  Professional financial designation (CFA) or equivalent in the finance field of study (e.g. – MSc)
  •  Knowledge and experience with investment portfolio management
  •  Knowledge and experience with Canadian capital markets
  •  Knowledge and experience with derivative instruments
  •  Knowledge of regulatory environment
  •  Knowledge of investment settlement processes and financial systems and software.
  •  Knowledge of Bloomberg, analytic and research skills

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on March 19, 2023 so apply now! If you have questions about this position, please contact Sola Odufuwa at sola.odufuwa@conexus.ca.

Treasury Analyst

Treasury Analyst
1 year Term Position
Location: Canadian home office or Regina corporate office

SaskCentral provides a balance of energy and support to employees and is on a multi-year enterprise-wide transformational journey with continued focus on ensuring the success and financial viability of Saskatchewan credit unions. The role of the Treasury Analyst in this journey is to provide subject-matter expertise on several strategic projects to deliver exceptional liquidity management services to credit unions.

The Job:
Working in a project team setting, the Treasury Analyst will support the scoping, planning, testing, and implementation of workflow requirements related to products and services provided to credit unions. You will collaborate with Front, Middle and Back Office workgroups to complete required testing associated with international wire payments and to identify, stage, and report on a variety of capital markets transactions. As someone with a thorough understanding of capital markets transactions, asset types, and settlement procedures you will apply this knowledge to ensure all operational workflows follow industry best practices and contribute to the success of the projects.

The Candidate:

You will have a degree in business/commerce and/or solid experience with these functions and have or are working towards the completion of a professional financial designation (i.e. CFA, CA/CPA, CIM). You have a minimum of 5 years’ experience within banking and/or financial reporting and analysis, policies and practices and advanced knowledge of balance sheet, capital, liquidity and risk management concepts and practices. To be successful in the role, you will have experience in the structure and settlement of secured lending and/or loan products and strong knowledge of banking systems and related deposit products. Previous Credit Union experience is an asset.

Interested applicants are invited to submit their cover letter and resume in confidence by Friday February 3, 2023 on our career page Recruitment (adp.com)

We thank all applicants for their interest; however, only those selected for an interview will be contacted. Please be advised that SaskCentral will be using virtual and in-person methods to connect with candidates and conduct interviews during the recruitment process.

Our employees tell us SaskCentral is a great place to work. It’s more than the competitive salaries and excellent benefits we offer. We believe you can have a challenging, rewarding career and work life balance, too. We value and support workplace diversity.

 

MSR Supervisor

MSR Supervisor – Langenburg Branch

Full Time

Are you looking for a career that offers endless personal potential and makes a difference in the community? Look no further! Churchbridge Credit Union is looking for a leader who is driven, passionate, community minded and ready to join our team as a MSR Supervisor.  At Churchbridge Credit Union it’s about more than conducting a transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs.

Reporting to the Member Service Manager your key responsibilities will be to:

  • Supervise, coach, and train assigned employees
  • Administer estates
  • Open accounts and new memberships
  • Balance treasury and ATM
  • Work closely with the Member Service Manager, developing a strategic plan for your department and working within your budget

Qualifications:

The ideal candidate will have successfully completed post-secondary training in business plus has supervisory experience; however, we are willing to train the right candidate.  We are excited to consider candidates with combined academic, professional, and volunteer experience unique to them.  Successful candidates will have excellent communication, interpersonal, time management, and organizational skills. We seek a flexible team player who is comfortable with a changing environment while remaining focused on our goal of improving the financial wellbeing of every member.

 What you get in return:

Our team works tirelessly to ensure the financial success of each of our members. Churchbridge Credit Union offers competitive compensation and benefits package, formal and informal employee development, and meaningful work that makes a real difference in our members’ lives.

Our Organization:

Churchbridge Credit Union is a rural based, community focused credit union with 2 branches, assets over $210 million, and over 30 employees serving 3070 members.  Churchbridge Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there is ample opportunity for growth for career-minded individuals.  Our organization has branches in Churchbridge and Langenburg, while also serving many surrounding communities.

If this opportunity piques your interest, you may be the new team member we’ve been looking for!  The application deadline is November 30, 2022, so apply now! 

Please submit your resume, in confidence via email or mail to:

Churchbridge Credit Union

Attn: Gaylene Putland, Member Service Manager

Box 260

Churchbridge SK S0A 0M0

gputland@churchbridgecu.ca

MEMBER SERVICE REPRESENTATIVE – POSITION AVAILABLE

We are looking for a new team member!

 

PRIMARY PURPOSE OF POSITION

The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting the products and services of the credit union.

Understanding that the development of the Member Service Representative (MSR) will transition through Trainee to Senior Member Service Representative.  Key Responsibility areas, requirements and expectations will differ depending on the time in position, learning and development of the MSR.

 

KEY RESPONSIBILITY AREA(S)

Trainee

  • Routine transactional services
  • Identifies basic member needs
  • Promotes products and services to meet needs
  • Responds to enquiries to others as appropriate
  • Practices and follows procedures until standard
  • Continued learning
  • Basic skill knowledge and development
  • Balances cash and daily transactions
  • Under direct supervision
  • Other duties and learning as assigned

Member Service Representative

  • Support the credit union’s business strategy through the provision of personal service to members
  • Develop and maintain effective member relationships.
  • Under direct and general supervision.
  • Provide routine transactional services and responds as learning permits to more complex matters and service requirements.
  • Recognizes member needs and promotes and cross sells credit union deposit services to members.
  • Continued learning

With advanced learning:

  • Performs a variety of duties relating to the promotion and sale of deposit products and services, such as registered products, term deposits, safety deposit boxes and card products.
  • Processes new accounts and account closure requests.
  • Continues with processing member transactions, learns and understands money orders, certified Cheques, managers trust Cheques, foreign and domestic exchange and Cheque cashing.
  • Other duties and learning as assigned.

 

SENIOR MEMBER SERVICE REPRESENTATIVE

  • General and minimal supervision
  • Acts as work leader to team engaged in similar functions
  • Provides training and orientation to new MSR’s in accordance with established training guidelines
  • Provides updates to team of new and revised procedures and policies.
  • Resolves non routine problems, enquiries and member complaints referred by team members.
  • Provides some input when asked into appraisals and performance of staff.
  • Organizes and schedules teller activities to ensure a smooth flow of work and frontline services delivery.
  • Assists with a variety of administrative activities including maintenance of dormant accounts and production of month end reports.
  • Orders and maintains cash supplies, balances and reconciles general ledger accounts.
  • May perform a variety of routine administrative and branch support activities.
  • Recognizes member needs and promotes and cross sells credit union deposit services to members by explaining basic credit union products and services, refers more complex requests for information and assistance to appropriate branch staff.
  • Other duties and learning as assigned.

 

OWNERSHIP OF POSITION

 

  • To Train, support and provide relief, when needed within organization.
  • To participate and provide input on position to all levels of meetings held.
  • To NOT perform functions for immediate family and close relations.
  • To work as a team player for Turtleford Credit Union.
  • To accept and be willing to take on duties as assigned by management.

 

DECISION MAKING AND FREEDOM TO ACT

 

Under general supervision, guided by established standards and procedures. To have the use of good judgement for normal decision making.

 

CORE SKILLS FOR POSITION

 

  • Flexibility
  • Interpersonal Skills
  • Computer/Technical Literacy
  • Adaptability
  • Communication Skills

 

 

 

 

 

 

BEHAVIOURS

 

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

Team Player: Works well as a member of a group

Enthusiastic: Shows intense and eager enjoyment and interest

:

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

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

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

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

 

BENCHMARKS

LEVEL ONE MSR

–       Year of Learning

–       ATM Balancing

–       Night Depository

–       Cash Holdings

–       Initial Courses

–       Products and Services

–       Tracking of Development

–       Opening and Closing Accounts

–       Member Direct

–       Card Services

–       Online Banking

–       Balancing

–       Outage Review and Searching

–       Phone Etiquette

–       Service Delivery

–       Timelines

–       Confidence Building

–       Success of Follow up

–       Learning about Referrals

–       Art of conversation

–       Understanding Needs

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 LEVEL TWO MSR

–       Continued Development

–       Support of Junior / Learning Team Members

–       Learning Daily Duties / Reports and requirements

–       Cross Training on duties Senior MSR Preforms

–       Investment Learning

–       Advanced inquiries learning, to help the membership

–       Problem Solving

–       Confidence Evolving

–       Follow up requirements

–       Cold Calls

–       Monthly reporting

–       Clean Up / System Requirements

–       Advanced Product Knowledge

–       Referrals to Investment Team

–       Selling / Business Development

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

–       Ordering Introduction

 SENIOR MSR

–       Advanced Training

–       Development of Team

–       Training of Team

–       Implementation of new requirements

–       Learning and cross training with Team Lead to ensure cross training and development continues for themselves, team and succession planning for Team Lead position.

–       Introduction to Coaching

–       Advanced Problem Solving

–       Treasury

–       Cash Holdings

–       Ordering

–       Maintaining Member Service Standards

–       Advanced Problem Solving

–       High Level Member Service

–       Setting the service standard

–       Holding team accountable for their actions

–       Maintaining a positive work environment

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 

 

Senior Financial Analyst

You’re invited to make a difference… as a Senior Financial Analyst.

At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities.

Reporting to the Director, Finance, the primary focus of this full time role is to interpret and apply legislative and regulatory requirements to ensure the credit union maintains compliance within the areas related to Finance.  The application of this legislation and regulatory requirements is in the form of the calculation of key financial metrics (capital, liquidity, and securitization ratios) and preparation of monthly and annual reporting to the Financial Services Regulatory Authority (FSRA), Kindred’s provincial regulator.  In addition, to contribute expertise and analysis to support finance department responsibilities relating to budget, treasury, and financial/cost analysis.

Key Responsibilities

  • Prepares monthly and annual reporting to regulator (FSRA), including calculation of key financial ratios including capital, liquidity, and securitization.
  • Performs complex accounting analysis (i.e. IFRS9 ECL analysis).
  • Provides support for Foreign Exchange relating to the Treasury function
  • Supports the annual budget with analysis, in collaboration with the Director, Finance.
  • Contributes expertise in financial analysis in support of project work and business cases.
  • Leads response to requests for data from regulators on behalf of the credit union.

What to bring

With an accounting designation and industry experience, you bring your analytical mind and attention to detail to your work. A strong collaborator, you possess strong communication and relationship building skills and enjoy partnering with others to build solutions and address emerging needs.  Finally, you bring an active commitment to Kindred’s shared values and purpose.

 Plus, you bring your qualifications and experience:

  • An undergraduate degree in Accounting or Finance
  • A professional accounting designation
  • 4-6 years of experience in a similar role, preferably within financial services
  • Experience with regulatory bodies is a definite asset

Why Kindred

You will be part of a collaborative workplace where you’ll be asked to participate in the business and share your voice. You’ll be expected to continually grow your skills and abilities and to share your expertise and experience with colleagues. For many roles, we offer flexible and remote options that we can discuss with you.

We believe that your life is bigger than any job, so we’ll work together to achieve work-life quality and to care for your overall wellness. And of course, your rewards package includes competitive total compensation plus an array of financial products and services at preferred rates for staff. When you choose Kindred to further your career, you’re joining an engaged workforce at a certified B Corp™ that is committed to using business as a force for good™ and acting as an advocate for a Living Wage.

RSVP

Ready to choose Kindred?  Apply with your resume and cover letter explaining why you want to work for Kindred.  Next onboarding is scheduled for August.  We look forward to connecting with you!

Treasury Analyst

Williams Lake and District Credit Union

Williams Lake, BC

 

Treasury Analyst

Williams Lake Administration Branch

 

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Treasury Analyst to work out of the Williams Lake Branch.

 

The Community

 

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

 

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

 

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

 

The Opportunity

 

Reporting to the Manager Accounting and Centralized Services, you will have four to six years’ experience in administration ideally in a Credit Union or Banking environment.

 

You will provide prompt, professional, courteous and accurate services to internal and external members performing, overseeing and reporting on a variety of treasury and finance duties, procedures and analysis relating to the Credit Union; executing day-to-day cash forecasting processes; and making investments and maintaining financial processes and reporting.

 

As the ideal candidate you have completed a business degree or diploma with a specialization in Finance or Economics, CFA, or a professional accounting designation. One year experience in treasury, preferably in the financial services industry; knowledge of both treasury management principles and practices; asset and liability management and liquidity concepts will be a recommendation.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, July 22, 2022 to:

 

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted. For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

 

Back to Top