Archives: Job Postings
Director, Regulatory Policy & Prevention
Who are we?
Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.
We are seeking a confident, highly motivated professional to join our Regulatory Policy and Prevention team. This team is vital in fulfilling the Corporation’s vision of instilling confidence in PRIFs. Employees in this position gain diverse experience across various facets of the financial services industry.
What you’ll do:
Reporting to the Associate Vice-President of Regulatory Policy & Prevention, you will collaborate with a dedicated team of professionals working closely with both internal and external system partners to uphold our mandate of fostering confidence in PRFIs.
Key responsibilities include:
- Research, develop, and implement regulatory policy initiatives for credit unions, including inputs to the Corporation’s deposit guarantee fund initiatives
- Monitor, analyze, and prepare written reports on consolidated PRFI financial and non-financial performance/risk trends
- Conduct ongoing research and analysis of the financial services industry, Saskatchewan credit union system, and the regulatory and economic environment
- Build and maintain effective relationships that support achievement of the Corporation’s objectives, such as proactive loss prevention and PRFI self-regulation
- Provide operational leadership to department activities to ensure corporate goals and objectives are achieved
What you’ll need:
- Undergraduate degree in business administration or commerce; ideally supplemented with a graduate degree or professional designation (or an equivalent combination of education and experience)
- Five to ten years of experience in the financial services industry, regulatory environment, crisis management, or a finance-related field
- Knowledge and experience with areas such as: policy development, financial analysis, management reporting, and project management
- The ability to interpret and apply legislation, policy, and regulatory standards; strong research, communication, and writing skills are key requirements for this position
- Demonstrated ability in presenting information and facilitating discussions with key stakeholders, along with previous leadership experience, would be considered an asset
Core competencies include communication, innovation, teamwork, problem solving and decision making, accountability, service excellence, and building relationships.
What we offer:
The salary range for this position is $110,700 to $138,375.
We are committed to the success of our employees, that’s why we offer:
- Comprehensive benefits
- Health and dental coverage upon commencement
- Matched pension contributions
- Employee wellness program
- Maternity/parental benefits; top-up program
- Education, training, and development opportunities
Our hybrid work model offers flexibility of partial remote work upon agreement. For more information on the Corporation, please visit our website www.cudgc.sk.ca.
Ready to Apply:
Please submit your cover letter and resume stating competition number RPP-DIR by November 6, 2024, to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.
The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives makes our corporation stronger.
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.
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 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 25th, 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 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 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
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 25th, 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/
