Job Postings – Page 17 – Credit Union Careers

Syndication Manager

Are you someone who has a penchant for building enhanced relationships with Credit Unions and industry partners? Do you appreciate the value of portfolio management when it comes to making sound, risk-based credit decisions? If so, we may have a position for you! Cornerstone Credit Union is expanding its Credit Risk department and is looking for a subject area expert in syndication financing to join its team.

As a Syndication Manager you will be responsible for leading the development and execution of non-administered credit lending strategies for the credit union and actively manage the relationships within the syndication loans portfolio while supporting and maintaining profitable growth for the credit union

As part of the Credit Risk Management team, you may be required to provide approval support to the Manager of Adjudication on occasion.

A degree in Finance, Business or related filed and a minimum of 4 to 6 years of progressive experience in commercial real estate financing and large market commercial banking is required. An equivalent combination of education and experience may be considered. If you pride yourself in underwriting and managing commercial credit with a high/acute degree of complexity, then you have what we are looking for. If you already know about the features and benefits of a credit union that is an extra bonus!

You will receive competitive compensation based upon your level of experience and qualifications, great benefits, and matched pension contributions along with other performance incentives and wellness perks. This position considers a flexible work arrangement including any one of our branch locations, hybrid or fully remote.

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

Choose a rewarding career at Cornerstone Credit Union.

Manager, Farm & Business

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

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

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

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

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

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

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

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

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

Choose a rewarding career at Cornerstone Credit Union.

Manager, Financial Services

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s about more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making.

We prioritize growth and efficiency while never compromising on the financial well-being of our members. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, courageous, curious and committed. 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 a dynamic leader who loves to coach and help others succeed to come on board as a Manager, Financial Services (MFS) supporting both Cudworth and Wakaw branches.

How you’ll be spending your time

Leading your team to ensure our members receive needs based financial solutions to meet their financial goals
Coaching and supporting your team to achieve individual and organizational goals
Empowering your team to build meaningful, supportive relationships with their members
Provide informal and formal developmental and technical guidance to direct reports
Collaborating with leadership peers to achieve objectives and targets specific to your branch
Ensuring compliance with operational policies and procedures and industry regulations

The way people describe you

A motivator who supports individuals, teams, projects, and initiatives within their department and the organization
A collaborator who continuously seeks, identifies, and shares ideas for improvement to increase efficiency
A strategic thinker with strong technical knowledge in Conexus products and services.
A strong facilitator who demonstrates an ability to communicate effectively and build relationships with others.

The experience you bring

Direct experience with consumer lending and investments; mutual fund experience is not required, but is an asset
Formal or informal leadership exposure
Demonstrated ability to handle complex issues, such as resolving member complaints or system errors
Experience with branch operations and retail compliance requirements
Must be comfortable in establishing and evaluating performance standards, making independent decisions, and coaching others to solve problems.

Salary Range

$68,110 – $85,140 with a 10% Short Term Incentive Target

Benefits & Perks

Our employees’ performance and achievements are critical to the success of our members’ credit union. It’s the reason we ensure that our employees have access to various perks and benefits that support them in bringing and being at their best. Not just at work, but in life. Some of these extra’s include, but are not limited to, the following:

Preferred rates for all your banking needs helping to make life more affordable
Generous vacation benefits with 10 additional paid days off giving you time to spend on what’s most important to you
Competitive benefit package options covering off all aspects of personal wellness
7% pension matching after 1 year of employment to support you towards retirement
Being part of the vibrant communities of Cudworth and Wakaw! To learn more about these awesome communities, visit the links below:

- Cudworth Community Site Here
- Cudworth Facebook
- Cudworth Google Maps
- Wakaw Community Site Here
- Wakaw Facebook
- Wakaw Google Maps

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 November 11, 2024 so apply now! If you have questions about this position, please contact Shaulen Lang jobs@conexus.ca

Senior Manager Enterprise Risk Management

LOCATION: Trail, BC (Remote work options may be considered)

Are you seeking an opportunity to build a satisfying career with an organization that puts their community and employees first? If you have a proven track record of success in developing and executing strategic risk management frameworks that align with organizational goals, we encourage you to read on!

We’re seeking an experienced professional to join the KSCU team as our Senior Manager Enterprise Risk Management. As Senior Manager Enterprise Risk Management, you will play a key role in supporting the Chief Risk Officer in the development, implementation, and management of enterprise-wide, integrated risk management frameworks. This includes overseeing operational and compliance risk initiatives across the organization. You will also provide independent oversight and ensure the effective management, control, and reporting of all risk and compliance-related matters, contributing to the organization’s overall risk governance and mitigation strategies.

Some of your key responsibilities will include:

Development and maintenance of activities to meet BC Financial Service Authority’s (BCFSA’s) risk management requirements.
Reporting results of risk monitoring to senior management and the board.
Establishing policies, practices, and other control mechanisms to manage risks.
Developing risk tolerance limits for senior management and board approval.
Acting as the Chief Anti-Money Laundering Officer, ensuring the organization complies with all regulations under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA).
Acting as the Privacy Officer ensuring the organization complies with the privacy act and regulations.

We are looking for someone with:

Bachelor’s Degree in a related field
Successful completion of CU Training COM600: AML for CAMLO and Compliance Officers 2023 or relevant courses in AML and compliance
Minimum 10+ years in senior leadership roles
Minimum 4-8 years in the financial institution industry, including experience developing and implementing ERM, ORM and RCM frameworks and practices
Advanced knowledge of the financial services industry, including products and operations; risk management and risk mitigation techniques in the form of internal controls; credit, market, corporate risk, and operational risk for financial institutions
Advanced knowledge of internal audit methodology and techniques and standards of the Institute of Internal Auditors
Advanced understanding of the regulatory environment surrounding financial services institutions including the BCFSA and OSFI Supervisory frameworks, MFDA/IDA compliance, and regulations and COSO control model
Advanced analytical, research and problem-solving skills
Ability to consult effectively in the areas of system, process, and product development
Ability to effectively manage multiple assignments and meet deliverables
Demonstrated leadership, planning and communication skills
Demonstrated ability to translate strategies into tactical plans
Solid knowledge of human resource policies, practices, and programs
Advanced negotiation, mediation, and facilitation skills

Why work for us?

We know our dedicated employees are the key to our success; in return, we offer a total rewards package that includes:

Competitive salary of $113K – $141K based on skills and experience
Competitive benefits including extended health, dental and vision coverage
Health care & Personal spending account
Paid vacation, sick time and floating holidays
Continual training, development and coaching
Staff benefits on products such as bank accounts, loans & mortgages
The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
Being part of an organization that puts their community and employees first

If you are a team player ready to take on an exciting challenge in a progressive, employee-focused environment, we’d like to hear from you!

KOOTENAY SAVINGS CREDIT UNION

We are the region’s leading credit union with over $1.6 billion in assets, over 30,000 members and over 200 employees. Our Corporate Office is in Trail, BC along with our Member Service Centre and we have eleven branches throughout the East & West Kootenays offering retail and commercial banking services. We’re community-minded, we donate back to the community, support local non-profits, and provide sponsorships and bursaries for students to help them grow. It’s part of who we are as Kootenay Savings Credit Union and, together as a team, we can make a real difference. For more information about Kootenay Savings, please visit kscu.com. For more information about the Kootenay regions, please visit imaginekootenay.com.

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date: October 30, 2024

We thank all applicants for their interest; however, only short-listed applicants will be contacted.

Director, Enterprise Strategy

About Vancity https://www.vancity.com

Vancity is Canada’s largest community credit union, a financial co-operative that operates within the territories of the Coast Salish and Kwakwaka’wakw people. Vancity is a member-owned, community-based, full-service financial institution with more than 50 branches in Metro Vancouver, the Fraser Valley, Victoria, Squamish, and Alert Bay. Founded in 1946 by fourteen motivated change-makers who felt underserved by traditional banks that wouldn’t lend East of Cambie, Vancity is a place where the people who bank here also own the place. As a financial co-operative, Vancity exists for the sole benefit of members and their communities and, as a result, Vancity acts in their best interest. This often means taking risks and breaking norms. Vancity has a relentless commitment to the values that have helped challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

With a team of 2,700 diverse individuals, Vancity develops products that make choosing a sustainable lifestyle easier, breaking down barriers and changing the status quo to allow change to happen in areas like affordable housing and financial inclusion. Every year 30% of Vancity’s profit goes back to members and to initiatives that create long-term gains in things like climate change, reconciliation, and financial literacy. This Shared Success profit-sharing program is just one part of the multi-million-dollar impact that Vancity members make together. Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada.

The Role: Director, Enterprise Strategy
Reporting to the VP Strategy, Innovation, and CEO’s Office, the Director, Enterprise Strategy leads the development of the enterprise strategy and business plan each year, working closely with key leadership across the organization. Once the strategy and plan are approved by the Board of Directors, this role takes the lead on monitoring and tracking progress against the enterprise plan for the audience of ELT and the Board. The role is also responsible for Vancity’s Mergers and Acquisitions, alongside a portfolio of Innovation.

Leading a small but mighty team of 2 (a Manager and an Analyst), the Director, Enterprise Strategy will advance the strategic thinking and position of the organization through insights, research, and communications, strengthening Vancity’s competitive position across the industry. They will synthesize ELT and the Board of Directors’ thinking and perspective to develop the annual business plan and the three-year plan resulting in greater clarity and direction to drive business execution that results in achievement of key priorities.

Key Accountabilities
The key areas of accountability are:

Oversee the annual strategy and business planning process with the Executive Leadership Team and Board of Directors and build the annual and three-year strategic plans in collaboration with key internal partners including Finance and Communications.
Manage critical strategic planning processes, aligning the three-year business plan to annual operating plans and budgets in order to bring strategies to life.
Collaborate with cross divisional leaders on the development and cascade of annual growth and operational plans.
Continuously track the progress of Vancity’s strategic plan, developing monitoring tools such as dashboards to assess the execution of the plan, KPIs and key metrics to facilitate continuous improvement and accountability.
Implement monitoring tools and dashboards to gauge organization-wide progress on the execution of the plan, KPIs and key metrics.
Serve as a thought partner and project liaison at all levels, helping to proactively identify and communicate business issues, streamline strategy approaches, and share best practices.
Facilitate regular strategy reviews with the ELT, identifying potential issues and suggesting alternatives and data-driven solutions.
Leverage external expertise to strengthen Vancity’s business development function to evaluate and execute potential mergers, acquisitions, joint ventures, and other strategic initiatives for the Vancity Group, including filters to evaluate finance, valuation, legal and commercialization potential of the initiative.
Research, analyze and recommend emerging industry and technology trends, competitive threats, and viability of new business opportunities. Develop projections based on emerging competitive dynamics, market trends and consumer behaviours, and proactively share relevant research, market insights and recommendations within and across the organization where accountabilities are housed.

The Person

Formal education with a focus on business. Graduate degree preferred, or equivalent progressive and relevant experience.
Proven ability in exercising agile leadership in a strategic role. Several years of progressively senior level leadership experience in a complex organization. Experience in financial services considered an asset. Experience in strategic planning and execution; strong strategic and business mindset; business acumen.
Experience leading/building a team of increasingly capable direct reports; ensuring quality leadership is being practiced by direct report managers.
Excellent communication skills; ability to communicate cross-functionally across all levels of the organization.
Mindset of continuous improvement and innovation.
Demonstrated experience utilizing monitoring tools/dashboards/analytics.
Solutions-focused and organized with the ability to adapt well to change and willingness to keep learning.
Exceptional time and self-management skills, effective at meeting deadlines, balancing priorities, multi-tasking, and getting the job done.

Compensation
The salary range for the role is $121,000 to $181,000 and a candidate’s offer is likely to be up to the mid-point of the role ($151,000) plus a competitive annual bonus. The upper half of the salary range is typically reserved for individuals who have demonstrated consistent strong performance in the role and possess a high level of job knowledge and skill.

Express Your Enthusiasm
This position in a hybrid position based in Vancouver, British Columbia. You must be located in Canada with a valid work permit. Email a convincing cover letter and resume indicating the job title in the subject line of the email to Shalini Bhatty or Greg Longster at vancouver@leadersinternational.com.

Internal Solutions Specialist

At Conexus, we are focused on supporting our members with their needs of today, while also helping them work towards their goals for the future. It’s more than conducting a banking transaction, it’s about providing our members with insightful content, tools, expert advice, and a full suite of products to empower them and inspire confidence in their financial decision-making. We prioritize growth and efficiency and are champions of every members success for a thriving Saskatchewan. We do this by lending an ear to each member’s unique needs throughout Saskatchewan, ensuring personalized solutions.

Our employees are confident, curious, courageous and committed. 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.

The bigger picture

We’re looking for an agile team player who thrives in a fast-paced environment to come on board as our temporary Internal Solutions Specialist for up to an 18 month term. You will provide exceptional customer service ensuring policies and procedures are within the guidelines set by our service providers while actively responding to questions as they relate to Registered Products and functions completed in our Internal Solutions Center (ISC).

How you’ll be spending your time

Supporting our ISC team with understanding, troubleshooting and research assistance of member transactions
Playing a key role in proactively identifying and handling risks
Administering GL reconciliations, remittances report views and balancing
Interacting with team members, retail branches, and other corporate services departments to provide support, input , knowledge and feedback
Proactively identifying and researching the best solutions that meet our members’ needs and improve their financial well-being
Yearend submissions for CRA
Assist with special projects as assigned

The way people describe you

You are passionate about financial wellness and providing an exceptional customer experience every time. You are curious and take initiative to seek and identify opportunities for improvements. You are a talented multitasker that can prioritize and manage your time effectively. You take pride in your attention to even the smallest details and display a strong personal commitment to successfully get the job done. You are dedicated to personal improvement and are eager to learn and develop your skills.

The experience you bring

In depth understanding of Registered Products. Applicants currently obtaining this knowledge will be considered.
Proficient with Microsoft Office applications
Experience working in a fast-paced environment
Customer service orientation communication and organizational skills

Salary Range

$51,710 – $64,640 with 7% Short Term Incentive

Benefits and Perks

The success of our members relies heavily on the performance and accomplishments of our employees. That’s why we prioritize offering our team a variety of perks and benefits designed to support their success and well-being both at work and in their personal lives. Some of these additional benefits may include, but are not limited to:

Preferred rates for all your banking needs helping to make life more affordable.
Generous vacation benefits with additional paid days off giving you time to spend on what’s most important to you.
Competitive benefit package options covering off all aspects of personal wellness.
7% pension matching after one year of employment to support you towards retirement.

This position is ineligible for support under the Saskatchewan Immigrant Nominee Program.

We are excited to welcome candidates who bring a blend of academic, professional and volunteer experience that sets them apart. Research shows that many applicants tend to apply only when they meet every qualification of the role. However, we encourage you to explore opportunities that closely match your skillset and experience. We truly value diverse backgrounds and varied experiences, as we are dedicated to creating inclusive and diverse workplaces. You might just be the ideal addition to our team that we’ve been searching for! This opportunity closes on October 27th, 2024 so apply now! If you have questions about this position, please contact Shaulen Lang at jobs@conexus.ca.

Financial Services Officer (FSO) – Ottawa, Ontario

We are a thriving credit union, known for extraordinary Member service that has deep roots in the community. Ukrainian Credit Union Limited (UCU) serves its individual, organizational and business-based members with high integrity, sound stewardship and competitiveness.

We are currently looking for a Financial Services Officer with our Ottawa branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
Open new Memberships and provide a full suite of banking solutions to meet Member needs.
Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
Processes all appropriate documents associated with the sale of savings and investment products.
Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
Must support the front line as needed at all times.
Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
One year experience in financial services sales environment with a proven track record in sales
One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
Experience working with or knowledge of a range of credit and investment products.
Excellent analytical and problem solving skills
Strong attention to detail and time management skills
This role will require working on the front line for first six months.
Computer literate – Word, Excel; Comfortable embracing new technologies
Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
Advanced written and verbal communication skills
Bilingual – English; Ukrainian preferred; Polish an asset

UCU is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please let us know.

Qualified applicants are encouraged to submit both a resume and cover letter by email to Andrew Rozanec, Human Resources Manager, careers@ukrainiancu.com no later than 4:00pm October 25^th, 2024.

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Financial Services Officer (FSO) – London, Ontario

We are currently looking for a Financial Services Officer with our London branch location. You will report directly to the Branch Manager. As the Financial Services Officer, you will be primarily responsible for generating business volumes and revenues. This includes increasing the credit and deposit portfolio.

As a key member of the Branch team, the Financial Services Officer will:

Proactively identify sales opportunities based on the need of the Member, cross selling a full range of lending and investment deposit products.
Actively solicit new sales opportunities through warm calls and proactive outbound calling to existing and potential Members, Community Organizations and businesses; contacting all staff referral opportunities identified.
Maintain a high profile within the branch and community and actively seek out opportunities to build and foster relationships with Members, non-Members and business contacts.
Champions the Credit Unions sales culture by demonstrating exemplary sales skills, especially during all branch campaigns and promotions, while striving to exceed the Member experience at every point of interaction.

Key Accountabilities and Duties:

Provides sound financial advice by identifying products and services our Members need Identify opportunities to develop business within the community and attract new Members to UCU through networking and participating in community and branch events as a representative of UCU.
Identifies opportunities to promote, up sell and cross sell Credit Union deposit and investment products including, chequing/savings accounts, term deposits, registered plans, insurance (credit & travel), safety deposit boxes; if licensed, mutual funds (subject to approval)
Identifies opportunities to promote, up sell and cross sell Credit Union lending products including consumer loans, mortgages, lines of credit and credit cards; assists with appropriate application process.
Open new Memberships and provide a full suite of banking solutions to meet Member needs.
Qualifies all loan and mortgage opportunities by conducting Member interviews, analyzing relevant financial information, verifying loan application information, and investigating other variables affecting loan viability, with a common sense view on if the lending request makes sense.
Approves/declines loans and mortgages within discretionary limits; makes recommendations for approvals/declines to next level of management if outside discretionary limits.
Processes all appropriate documents associated with the sale of savings and investment products.
Processes all appropriate documents associated with loans and mortgage approval including, insurance and cheque disbursements; liaises with all relevant agents such as home inspectors and lawyers.
Follows a procedure to identify investment, loan and mortgage renewals; initiates contact with Member to maintain accounts and relationships.
Contributes to the overall business objectives of the Credit Union by executing the branch marketing program to attain loan, deposit, sundry product, and Member growth within the objectives set out in the business plan; keeps up to date on target status. Ensures branch staff is kept up to date and well informed on products and services as well as all aspects of cross selling, relationship building, sales and service standards.
Must support the front line as needed at all times.
Represents the Credit Union in the community by participating in local business activities and community functions, as required by management and for business development purposes.
Maintains strict adherence to Credit Union and branch operating procedures, lending policies and security procedures with respect to assigned authorities and responsibilities; reports any unusual occurrences or fraudulent activity to next level management upon discovery.

Our Ideal Candidate:

Completion of a post-secondary education; concentration in Finance, Commerce, or Accounting is an asset, or has equivalent work experience
One year experience in financial services sales environment with a proven track record in sales
One year experience underwriting; able to demonstrate: knowledge of Member life cycle needs; knowledge of features and benefits of lending, investment, and deposit products; knowledge of interviewing solicitation and telemarketing skills
Mutual funds license (e.g. IFIC), or working towards obtaining a mutual funds license, would be an asset
Experience working with or knowledge of a range of credit and investment products.
Excellent analytical and problem solving skills
Strong attention to detail and time management skills
This role will require working on the front line for first six months.
Computer literate – Word, Excel; Comfortable embracing new technologies
Comfortable working with digital financial services and providing seamless service in this type of Service Anywhere environment
Advanced written and verbal communication skills
Bilingual – English; Ukrainian preferred; Polish an asset

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Head of Brand, Marketing and Communications

Branch Department: Corporate

Responsible to: C-level position

About UCU

Ukrainian Credit Union Limited (UCU) is a Canadian financial institution providing a full range of products and services to its members. We are among the largest credit unions in Ontario and 16 branch and service locations. For 80 years, UCU has served its broader community by supporting the growth of Ukrainian cultural, educational, and community life in Canada.

Position Summary

The Head of Brand, Marketing and Communications is a senior leadership position responsible for developing, implementing, and overseeing a comprehensive marketing, communications, sponsorship and member strategies that align with the organization’s overall goals and objectives. The role is also responsible for defining and communicating the vision, mission and values as well as its positioning and value proposition in the marketplace. Lead cross-functional teams to innovate and develop products from conception to launch, while also managing the product lifecycle and making critical decisions on product features and enhancements. This role is a strategic blend of technical expertise, market foresight, and leadership, aimed at delivering products that resonate with customers and stand out in the competitive landscape. This role requires a strategic thinker with exceptional communication skills and a deep understanding of current marketing and communication trends within the banking sector. The goal is to build a client-focused culture, engage and enable leaders and employees, and build and protect the brand.

The Head of Brand, Marketing and Communications will oversee the following:

Corporate Branding and Governance
Product Development and Management
Marketing and Communications
Internal Communications
Design of all corporate assets including digital, print, website and social media
Marketing technologies including website, email marketing, Google analytics
Media relations, and special events

Main Job Duties and Responsibilities

Build, mentor, and lead a high-performing brand and integrated marketing team, fostering a culture of excellence, creativity, and collaboration.
Lead brand strategy & vision. Develop and execute a comprehensive, customer centric, and forward-thinking brand strategy that aligns with UCU’s mission and long-term goals.
Act as a senior advisor and thought leader within the organization, providing strategic guidance on brand, product and marketing initiatives.
Lead the development and execution of high-impact integrated marketing campaigns that drive brand awareness, consideration, and preference.
Oversee the development and management of the organization’s brand identity, including brand voice, messaging, and visual guidelines including website and all external facing channels.
Define the product vision and strategy in alignment with the company’s goals and market opportunities.

Conduct market research to identify customer needs and emerging industry trends
Establish metrics and key performance indicators (KPIs) to measure product performance and inform future development

Manage the product roadmap and prioritizing features based on business impact and customer value
Manage and cultivate relationships with external agencies and partners to deliver best-in-class creative and media strategies.
Stay abreast of industry trends, competitive landscape, and emerging technologies to identify opportunities for brand differentiation and growth.
Present regular updates and strategic recommendations to the executive team and key stakeholders.
Provide thought leadership to develop, recommend, integrate and implement new product/strategic solutions that drive incremental business, improve competitive positioning, and support UCU’s brand purpose while making a positive member impact.
Ability to inspire and influence across the organizations to gain alignment and support. Strength in integration, facilitation, situational awareness, continual improvement, empowerment, and increasing transparency. Must be comfortable speaking and communicating with a Senior Executive audience
Build and maintain effective working relationships with executives, internal teams, other UCU business units and external partners.
Use consumer insights, demographic, economic, industry, regulatory and technology information and trends as well as competitive intelligence, and marketing best practices, performance insights to identify and action opportunities. Apply analytical and integration skills to produce data-driven insights, business cases, operational and risk assessments to support strategies and recommendations.

Education and Experience

Business or marketing-related degree or equivalent professional qualification
Excellent written and verbal communication skills (English) and basic level of Ukrainian language proficiency
Cross-Functional Leadership: Extensive experience working with Directors and VPs across various functions, with a strong ability to influence and drive alignment
Value Creation: Demonstrated ability to drive value creation and identify new opportunities to grow market segments
Complex Business Acumen: Proven experience in complex business environments, bringing people together to evaluate risks and focus on delivering results
Strategic Communication: Exceptional ability to communicate a strategic vision and roadmap, gaining support and sharing a compelling story in a clear and simple manner
Persuasive Influence: A trusted advisor who listens, learns, and applies facts and data to articulate a compelling narrative
Customer Focus: Relentlessly focused on our customers, anticipating their needs, and creating value through our products and services
Insightful Analysis: Summarize insights in a way that facilitates decision-making and demonstrates critical thinking skills in complex analysis
Relationship Building: Take a proactive approach to building relationships with stakeholders, showing good judgment in handling commercially sensitive information
Program/Project Management: Proven experience in managing programs and projects, ensuring timely and successful delivery of key initiatives

Job Specifications

Experience and Skills

Minimum ten years in progressively senior positions in credit and administration with five years at the senior management level. Experience in a financial cooperative or credit union environment preferred.
Well-developed management skills particularly in the areas of planning, budgeting, communications and human resources management and development.
Computer literate – working knowledge of Word, Outlook, PowerPoint with proficiency in Excel and Access and other applications typically used in a lending environment
In-depth knowledge of credit union lending policies and procedures along with all applicable legislation and corporate bylaws.
Bachelor’s degree or similar post-secondary designation.
Bilingual – English and Ukrainian an asset.
Travel to various credit union and meeting locations within the province is required

We thank all applicants but only those considered for an interview will be contacted.

To learn more about UCU, please visit our website at https://www.ukrainiancu.com/

Mobile Mortgage Specialist

Closes October 17

Saskatoon, SK and surrounding area (ability to work remotely from home office)

Annual Salary: Approx. $90,000+
*Compensation structure is a commission-based salary with greater earning potential. Finalized compensation structure will be communicated during interview process.

The Mobile Mortgage Specialist will promote and maximize the development and growth of a residential mortgage portfolio for Innovation Federal Credit Union in and around Saskatoon! This position provides high quality advice on loan options, terms, and conditions, and helps members understand and evaluate their options.

WIIFY (what’s in it for you):

Competitive compensation
Diverse and Inclusive Culture that continues to evolve
Flexible work arrangement options
Strong benefit package
7% Superannuation matched contribution program
Wellness Days to create appropriate work/life balance
Paid Education opportunities to ensure our members have the most equipped staff helping them
A purpose driven organization that focuses on the values of Accountability, Integrity and Respect
And lots more reasons to love where you work and what you do!

What will you do?

Craft and implement comprehensive mortgage acquisition strategies aligned with our member needs.
Grow your network and create lasting connections with realtors, brokers, and others who will refer opportunities back to you.
Develop solutions and make recommendations based on an understanding of the members’ needs and business strategy.
Be an independent, self-managed professional who enjoys developing new business in a fast-paced, competitive market.
Leverage existing relationships to demonstrate a strong understanding of the market and be able to translate those relationships into results.
Foster community interaction and engagement through effective communication and relationship-building.
Have the flexibility to meet your member’s lifestyle when and where it is convenient for them.

Some things that would impress us:

Completion of some post-secondary education in Commerce, Business Administration, or a related discipline is preferred but not required.
Two years’ mortgage lending experience and/or three years’ consumer lending and underwriting (or an equivalent combination of education and experience).
Ability to analyze financial data, credit reports, and property values in order to evaluate eligibility, risk factors, and affordability.
Excellent customer service and attention to detail skills to guide members through the mortgage process, addressing inquiries, explaining options, and ensuring satisfaction. Building trust and rapport is essential.

Interested?

Click the ‘Apply now’ button!

Innovation Federal Credit Union acknowledges that Indigenous peoples are the traditional guardians of this land that we call Canada. In Saskatchewan we are on treaty lands and these treaties serve to govern our relationships with Indigenous people. We are dedicated to ensuring that the spirit of Reconciliation and treaties are honoured and respected.