Job Postings – Page 102 – Credit Union Careers

nCino Officer

Sunrise Credit Union is recruiting the best and the brightest.

Positions Available: nCino Officer

Sunrise Credit Union is a rapidly growing financial institution that retains the values and traditions of the past while embracing a dynamic, progressive future. We’re proud of our friendly, down-to-earth culture that fosters innovation, creativity and confidence among our staff. Due to increased growth we have created a new position to support this new initiative.

At Sunrise our beliefs are simple, we believe supporting our communities, developing and educating our team and being there for our members. At Sunrise we proudly boast over 220 staff members in 20 branches and a rapidly growing asset base of over $1.6 billion. Currently we have $ 1.17 Billion in loans to our surrounding communities.

Our newly created nCino Officer position acts as the intermediary between the credit union employees and IT, using a deep understanding of business processes and technology to help business partners achieve their desired outcomes. The officer plays a critical role in enhancing Sunrise Credit Union’s ability to deliver exceptional service and solutions for members through leveraging the capability of the nCino Platform. The nCino Officer will consistently apply teamwork and leverage technology to solve business challenges.

Preference will be given to those with industry related education including CUIC Studies and a proven track record in a credit union or other financial institution management environment.

If you are an enthusiastic team player, honest as the day is long and possessing a desire to serve Sunrise Credit Union members in this vibrant community, then we want to hear from you!! Please visit our website (www.sunrisecu.mb.ca) for more information and to apply on-line by February 9, 2021 or submit your resume to:

Janice Demers

HR Manager

Sunrise Credit Union

2305 Victoria Avenue, Brandon R7B 4H7

Innovative Solutions & Design Manager

SaskCentral is owned by Saskatchewan credit unions to serve and represent their collective interests. We add value through the sound investment of credit union funds on deposit, as well as providing a wide range of products and services to maintain credit union leadership in the marketplace.

We are seeking an innovative, highly motivated individual to manage a portfolio of services designed to create efficiencies for credit unions. Accountabilities include identifying potential products/services, business case development, financial forecasting and contract negotiation/management. If you are a seasoned professional with proven analytical, business systems design and relationship management skills this may be the position for you.

The Job

Reporting to the Associate Vice-President, Professional Services & Solutions, you will lead SaskCentral’s procurement services portfolio. You will manage vendor relationships, negotiate contracts and maintain accountability for the overall financial performance of the business line. You will also provide strategic leadership to the development of innovative products and services that offer credit unions value and efficiencies. You will analyze the marketability and financial stability of these solutions, lead business case development, negotiate with vendors and design business process reviews. In this role, you will build relationships with strategic suppliers to increase the value produced by our services for the benefit of the credit unions.

The Candidate

You will have a degree in Technology or Commerce/Business Administration, combined with five years of experience in systems design or business analysis. You will have strong analytical, organizational, negotiation and relationship management skills. Your financial acumen will help you develop budgets and report on progress. Excellent communication skills will allow you to understand and articulate complex technical and business requirements in a way that is easily understood by others. You will have knowledge of change management processes and the ability to lead change. The position requires some travel. Familiarity with the credit union system would be an asset.

Please include in your cover letter examples of how you meet the qualifications for this position. Interested applicants should submit a resume in confidence by February 12.

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 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.

Chief Financial Officer

The Organization: Integris Credit Union

Integris Credit Union was established in 2005 after the Nechako Valley Credit Union, the Prince George Savings Credit Union, and the Quesnel and District Credit Union amalgamation. Since then, Integris has grown to be the financial heart of northern British Columbia with over $1.6 billion in assets under administration, including over $200M off-balance-sheet assets administered by Integris’ Wealth Management Services division.

To learn more, please visit Integris Credit Union’s website.

The Opportunity: Chief Financial Officer

As an integral member of the Integris Credit Union (“Integris”) Executive team, the Chief Financial Officer (“CFO”) is directly involved in setting the strategic direction of the organization, including by developing and overseeing the budget process, reviewing and providing input into corporate strategies, and ensuring tactical plans are aligned with strategic objectives.

The ideal candidate will possess the following qualifications and experience:

A demonstrated understanding of Enterprise Risk Management and risk management principles.
Knowledge and awareness of current deposit, lending services, operations, marketing and personnel-related policies.
A thorough understanding of major business processes and their impact on financial reporting
Strong understanding of International Financial Reporting standards, auditing, financial reporting controls.
Developed skills in influencing management across an organization to help deliver strategic initiatives relating to the continued implementation of finance and accounting disclosure requirements
Demonstrated ability to gather, analyze and prepare reports related to branch efficiencies for committee and board meetings and related regulatory compliance.

The complete opportunity profile can be viewed: Here

Contact: James Laing or Greg Longster
Leaders International Executive Search
#880 – 609 Granville Street
Vancouver, BC V7Y 1G5
Phone: (604) 688-8422
Email: vancouver@leadersinternational.com

VICE-PRESIDENT, BUSINESS SOLUTIONS

VICE-PRESIDENT, BUSINESS SOLUTIONS

Caisse Financial Group with assets of $1.7 billion is a bilingual co-operative financial institution offering comprehensive financial products and services through a network of 19 branches in Manitoba.

Classification: Permanent; Full time

Work Location: Winnipeg (400 – 205 Provencher Boulevard)

Responsibilities:

Reporting to the Chief Executive Officer, the Vice-President, Business Solutions provides strategic leadership to the commercial and agricultural sectors. Driving business development while ensuring a superior member experience are key priorities for this position.

Key responsibility areas are:

· Lead short and long-term business planning with an emphasis on business development and capitalizing on identified growth opportunities in the commercial and agricultural sectors.

· Work with outside providers to develop partnerships and provide complementary ancillary products generating/increasing non-interest revenues when possible

· Oversee and monitor the effectiveness of commercial / agricultural lending and deposit programs, marketing strategies to encourage and promote Caisse growth

· Supervise direct reports and ensure the efficient administration of the commercial / agricultural sector; hire employees; schedule work; establish work standards, conduct performance appraisals, and provide ongoing training and development to staff.

· As a full member of the executive team, participate in strategic and operational planning activities related to Caisse’s. operation.

Skills & Qualifications

· Bachelor of Commerce or Business Administration degreeor an equivalent combination of education and experience

· Minimum 10 years of senior leadership experience in a commercial and/or agricultural lending environment, preferably in the financial services industry

· Strong knowledge of credit, financial, legal and regulatory principles as well as financial products and services

· Proven ability to lead business development activities

· Excellent analytical, judgment, problem solving and decision making skills

· A proven ability to promote and embrace the values and cultural identity of the Caisse

· Good knowledge of Microsoft Office products

· Strong communication skills and high proficiency in both French and English, written and verbal, are required

Compensation

· Salary according to experience, qualifications and current pay scale

· Comprehensive benefits package and incentive plan included

Closing Date: January 31, 2021

Please submit your resume with cover letter to:

Human Resources

Caisse Financial Group

400 – 205 Provencher Boulevard

Winnipeg, Manitoba R2H 0G4

emplois@caisse.biz

www.caisse.biz/en/careers

We thank all applicants however only those candidates selected for an interview will be contacted.

Mobile Mortgage Specialists – Various locations

Join one of Canada’s Best Managed Companies as a Mobile Mortgage Specialist and be part of a passionate team that is reshaping a $6-billion residential mortgage business. We are looking for highly motivated individuals with proven experience and an entrepreneurial spirit to join our teams in British Columbia to cover the Vancouver region (North & West Vancouver; Kamloops and Kelowna) and in Ontario to cover the Southern region (Windsor, London, Niagara, St. Catharines and Guelph) and Ottawa and the surrounding areas.

The Opportunity

We are searching for experienced Mobile Mortgage Specialists who can hit the ground running from day one! If you are looking to take your career to the next level, this position offers a unique opportunity for you to influence change and achieve your professional goals. Relying on your demonstrated experience in the Canadian mortgage industry, you will learn our business quickly. We pride ourselves on meeting our customers where and when they need us, and on developing strong relationships with them so they continue to recommend and bank with us. You will also build your centres of influence to help you gain referrals.

We will reward your effort with a competitive compensation package that includes a continuous base salary and a commission structure with significant earning potential. We offer a comprehensive benefits program, a great company culture, and a flexible work environment that includes setting you up in your own home office. Concentra is committed to providing you the tools, support and competitive rates to ensure your success and meaningful opportunities for learning and development.

The Role

As a Mobile Mortgage Specialist, you will know how to develop business from a variety of sources to generate new leads and build a pipeline of mortgage referrals. As an expert in this business, you understand the local market and your customers’ needs; you have built a reputation by providing exceptional customer service and financial solutions. You are familiar with current mortgage offers around technology, processes, and customer touchpoints and you know how to manage your time efficiently while balancing a strong focus on customer service excellence. You will have access to marketing, sales and social media support as well as dedicated coaching and leadership support from the Director of Sales.

Qualifications

· Successful completion of a business degree or an equivalent combination of education and experience in a related field

· 3-5 years of proven sales experience in the Canadian mortgage industry

· Banking experience is an asset

· Accredited Mortgage Professional (AMP, preferred) or courses to satisfy provincial regulatory requirements

· Strong communication and negotiation skills

· Proven exceptional relationship building and networking capabilities

· Established centre of influence for referral purposes

· Experience with technology and use of digital channels and devices

To apply, please visit our Career page at www.concentra.ca.

Concentra’s goal is to achieve a workforce as diverse as the people with whom we partner. We encourage all members of the designated groups: aboriginal people, persons with disabilities, women, visible minorities, and others to join our team. We strive to provide a safe and respectful work environment, free of discrimination and harassment. We are committed to an inclusive, barrier-free recruitment and selection process. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Associate Vice President, Finance – Remote

Together, Let’s Do Great Things!

Are you a leader in the Financial Industry looking for an exciting opportunity? Are you looking to work for a British Columbia based award-winning organization? We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you.

We are seeking an Associate Vice President (AVP), Finance to lead our Finance team. If you are passionate about leadership, accounting, strategic finance operations and audit management, we want to hear from you! This opportunity has remote options and candidates from across British Columbia are welcomed!

What’s the role?

As the AVP, Finance, you have comprehensive accounting experience and are responsible to direct all aspects of accounting operations, including overseeing all transactions related to general ledger, receivables, payables, payroll and subsidiary accounting. You are responsible to make decisions based on sound financial principles, ethical standards and acceptable accounting and auditing principles. Furthermore, as the AVP, Finance you ensure timely and accurate monthly and year-to-date financial statements and year ended audit reports.

What are we looking for?

CPA professional accounting designation
Experience in accounting, auditing, budgeting, financial planning, payroll, treasury management, financial analysis or other financial activities as required

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

Minimum of six (6) years of directly related experience.
Minimum two (2) years’ experience working in public practice.
Minimum three (3) years’ supervisory experience.
Working knowledge of FMS (Financial Management System) programs.
Working knowledge of Acumatica (Financial Accounting System) program.
Working knowledge of Excel, Caseware, Word, Access and Outlook.
Expert knowledge expert regarding the development, review, and implementation of accounting policies and processes in areas of financial management to ensure compliance with GAAP, IFRS and any accounting changes.
Expert knowledge for all statutory reports with the BC Financial Services Authority (BCFSA), including the Capital Adequacy reporting.
Expert knowledge of accounting and reporting techniques, including costing and charge back mechanisms.
Working knowledge of the Credit Union’s financial reporting systems and processes.
Proven experience with Regulatory Filings would be considered an asset.
Knowledge of treasury, including swap, derivatives and hedge accounting.
Knowledge of enterprise risk management and its process.
Knowledge of payroll accounting, functions and regulatory requirements

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

What we offer you:

Competitive salary
A comprehensive benefits package including MSP, dental, and extended healthcare
Employer paid RRSP benefit
Ongoing support for education and career development

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 of Lending Services

Have a background in agriculture, business or commerce? Looking for a challenging career in a growing organization?

Radius Credit Union requires a Manager of Lending Services; this position will be a part of the Retail Management Team and will report to Executive Management. Key responsibilities of the position include:

oversee all credit approvals including audit and adjudication of credit applications,
manage and lead delinquency and collections processes
mentoring and coaching of all lending staff, direct supervision of lending administrative staff
monthly and quarterly reporting to various parties
working with the human resources department to create and develop lending training plans
working with marketing department to create and coach new and ongoing loan campaigns
business development and growth

Required qualifications may include a combination of lending experience, management experience and post-secondary education in the fields of agriculture, business or commerce. The successful candidate must believe in teamwork, possess strong people skills & emotional intelligence, attention to detail and excellent communication skills.

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $420 million and nearly 50 employees serving 4700 members. Radius 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 Avonlea, Ceylon, Ogema, Pangman, Radville, Tribune and Torquay

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team please submit your resume, in confidence, on or before February 24, 2021. This career posting will remain open until a suitable candidate is hired. Please submit application via email or mail to:

Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radius.cu.sk.ca

We appreciate the interest of all applicants; however only those under consideration will be contacted.

Business Relationship Advisor

Full Time Business Relationship Advisor Opportunity
BRANCH OR DEPARTMENT: Member Relations
Do you love providing Member’s with the financial confidence they need to succeed in any direction they choose? Do you know your individual contributions make a difference and do you love removing complexity and frustration from people’s lives? We are seeking a motivated individual who has an energetic and exciting approach to life, that works independently, as well as part of a team, and demonstrates these qualities:
• Strong focus on members
• Love to goal set, and feel a sense of ownership for projects from beginning to end
• Curiosity and the ability to question the status quo
• Creative and open minded when looking for solutions
• Loves to collaborate with diverse teams to solve complex problems
• Passionate about efficient execution
• Communication – Build constructive relationships, communicate effectively with internal and external members, and have a great time doing it

Crossroads Credit Union was founded on understanding the real needs of our member-owners, this has been at our core, so our purpose and our value proposition have been developed based on our member-owners voice. Our members are the center and their needs drive everything we do. We want to help our members make decisions at each of their personal and financial “CROSSROADS” and help them chapter by chapter.

The Business Relationship Advisor is accountable for the overall management of a sizable portfolio of business (agricultural and commercial) accounts that exhibit a high/acute degree of complexity and value to Crossroads Credit Union. The focus of the position will be on member relationship activities, cross-sell, up-sell, and retention of existing business members and on qualifying and converting new members and prospects and deposit gathering.
Some of the key responsibility areas are to actively monitor and manage the profitability of business relationship with members with the intent of building a long-term mutually beneficial relationship by fully understanding the goals, objectives, and status of the member’s business(es). We would also expect you to use an excellent degree of financial, industry knowledge and expertise to proactively assess and anticipate member’s needs to suggest and recommend and/or propose products/solutions to meet those needs and the member’s broader business objectives. You should be able to ensure that the member continues to be aware of the benefits of using these products, as well as new products available to them. You will need to continuously update your knowledge on new products that may be of value to members. You would be required to minimize loan risks through diligent, timely and proactive financial reviews and awareness of changing economic/marketplace influences and applicable industry trends/data.
We pledge to know our members better than anyone else to provide the best possible service and advice. We achieve this through developing meaningful relationships. We want to ensure our member-owners’ financial lives are better because they entrusted us.

Building relationships with members in our West Region, this position will allow the successful candidate to work remotely not only in the Wadena area but in all our regions as the business needs of our members may require.

To be considered for this role, we are looking for someone with:
Experience
• Minimum 7 – 10 years progressive experience in sales/service and managing a diverse portfolio in a business banking environment
Education
▪ Post-secondary education in agriculture, accounting, finance, commerce, business administration, or equivalent work experience
Skills
▪ Works collaboratively with peers and colleagues throughout the delivery system by sharing best practices and learning’s, where appropriate
▪ Participate and be involved in community activities or events, promoting Crossroads Credit Union and demonstrating the company values

Does it sound like I’m describing you? If you are not already with us in Crossroads Country, then you need to join us! To us Crossroads Country is not just a place, it’s a feeling. A close-knit community of people, regardless of physical location, who through all seasons are united by prairie values. It’s about grassroots, hometowns, and cooperation. This feeling of belonging to a family that is always willing to lend a helping hand is part of what makes Crossroads a direction worth choosing.

At Crossroads Credit Union, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary, medical/dental/vision plan, and one of the best matching pension plans, we will provide you with perks, including:
• Vacation that increases beyond legislated requirements
• Wellness program
• Work / Life Balance
• Flex Time
• Sick Leave – Duty of Care
• Volunteer Time
• Training & development
• Education Day / Paid Education
• Credit unions perks / free accounts
• Service awards and recognition
• Crossroads Clothing
• Annual bonus based on your results

We want to hear from you!
Please don’t delay in submitting your resume to Human Resources. We will begin reviewing submissions immediately and continue until we find the right hire. Our employees are very important to us; our staff work hard, and we are committed to making first-rate hires (just like them)

Please include any relevant certification with your application.

Please forward your Letter of Interest as soon as possible to:
Human Resources
Crossroads Credit Union
P.O. Box 2006
Canora, SK S0A 0L0
E: hr@crossroadscu.ca
F: 306.563.6715

Business Intelligence Analyst

Interior Savings is a locally-based financial institution serving the Interior Region of British Columbia; we are one of the largest credit unions in the province. Our customers are our members, our members are our owners, and our success begins and ends with you. Our Way Forward is to make a positive difference in people’s lives and enrich each member’s life journey while keeping the human touch in a digital world. Interior Savings takes pride in the fact that we operate in a socially responsible manner and are highly visible supporters of the communities we serve. That’s local money for local good.

If you would like to be part of a team that makes a positive difference in people’s lives, we have a great Full Time opportunity in Kelowna, British Columbia.

The Business Intelligence Analyst supports Interior Savings’ vision of sales & service excellence by enabling continuous improvement through data-driven reporting and business intelligence solutions that align with corporate Balanced Scorecard. Under Finance, this position maintains a holistic view of the business with focus on high-level strategic priorities and business opportunities. This position works with all areas of the organization for the betterment of our members and the Credit Union. Primary responsibility include, but are not limited to:

Development
- Work with end-users from all areas of the business to gather, analyze, and interpret reporting requirements into detailed design specifications.
- Collaborate with the data warehouse development team to design, develop, and enhance our enterprise data warehouse.
- Conduct thorough User Acceptance Testing (UAT) in the development and quality assurance environments prior to deployment into the production environment.
Reporting
- Work with all areas of business to develop, enhance, and automate ongoing reports and dashboards including regulatory and compliance reporting.
- Transition reporting knowledge to support other members of the Reporting & Analytics team.
- Provide level two support to end users by resolving complex issues.
- Prepare ad hoc reports and data extracts as requested.
Business Intelligence
- Develop, test, and enhance statistical, machine learning, AI and other BI solutions to discover new insights. Work with service partners as necessary.
- Curiously investigate value-added opportunities and hypothesis.
- Produce BI reports and dashboards that effectively communicate business insights to aid in data-driven and actionable outcomes.
- Utilize internal and external data sources fully to better serve our members and improve our business operations.
Deployment
- Work with stakeholders to deploy reports and business intelligence solutions to promote a high adoption rate.
- Provide initial post-deployment support for end-users.
Maintenance and Support
- Assist in the ongoing maintenance of our data warehouse, BI models, and business intelligence solutions.
- Provide technical support to other Analysts and Assistants and provide level-2 support to end users.
- Maintain a centralized repository of reports and business insights to continually improve by eliminating wastes and fostering incremental improvements and innovation.
- Seek opportunities to continuously improve our reporting and business intelligence capabilities

Education

Bachelor’s degree in a related field of study, or a recognized accounting or finance designation. (CPA, CFA).

Experience/Knowledge

4-6 years finance or data analytics experience with 3-5 years of specific job-related experience in the financial analysis/cost accounting fields.

“For more information or to apply for this position please visit our website: www.interiorsavings.com”

We thank all applicants for their interest and will contact short-listed candidates only.

Investment Specialist

Investment Specialist

Williams Lake Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, member-focused Investment Specialist 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 can’t 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 of Financial Planning internally and the Provincial Branch Manager of the Wealth Management Business partner externally, the ideal candidate will have at least three years’ experience as an advisory representative at a Canadian Financial Institution providing clients or members with investment and retirement planning products and solutions.

As the ideal candidate you will possess excellent communication skills, have a commitment to delivering outstanding service, hold a mutual fund license or be IIROC licensed and hold the RIS (Responsible Investment Specialist) designation.

If you are not currently licensed, you must be willing and able to acquire the necessary licensing within 3 months of hire date and it is expected that you will acquire a professional financial planning designation within 36 months of license date.

Investment Specialists are expected to work towards acquiring the Personal Financial Planning Designation (PFP) or the Certified Financial Planning Designation (CFP).

Please ensure that the Job description is reviewed in its entirety prior to any expression of interest.

Investment Specialist Job Description

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, March 31, 2021 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.