Job Postings – Page 20 – Credit Union Careers

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

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/

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.

Chief Compliance Officer

WE’RE HIRING!

Chief Compliance Officer

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 67% Indigenous employees working at locations across Canada.

About The Role
Reporting to the President & CEO, the Chief Compliance Officer will join the Executive team at our Head Office in Saskatoon. As Chief Compliance Officer you will be responsible for overseeing compliance management, ensuring regulatory compliance, utilizing analytical skills, effective communication, and financial expertise in managing compliance -related tasks on a day-to-day basis. This role is permanent full-time.

Here’s What You’ll Be Doing:
• Supervision of all activities that are directed towards compliance with applicable regulatory bodies and legislation; maintain regulatory approval/registration as CCO.
• Lead the evolution of the Bank’s compliance and supervision framework to ensure that it meets all regulatory and legislative requirements and identify and prevent violations of regulatory requirements by the Bank, employees, and clients through risk assessments and supervision.
• Effectively manage relationships with external regulatory bodies, support to all regulatory audits and timely remediation of compliance issues identified.
• Serve as the designated privacy officer and Chief Anti-Money Laundering Officer and act as primary point of contact for the biennial independent reviews of the anti-money laundering program in accordance with FINTRAC requirements.
• Supervision of registered individuals including oversight of registration and jurisdiction categories.
• Focusing on the client’s best interests, lead and oversee daily supervision of account opening and updates (including adherence to Know Your Client, Know Your Product, and suitability), supervision and monitoring of trading and portfolio management, personal account dealing approval procedures and policies linked to market abuse controls, and ongoing assessment and management of conflicts of interests.
• Act as a knowledge resource to client facing team to ensure products and services are delivered in a compliant manner.
• Timely submission of accurate regulatory reporting and coordinating registrations.
• Identify compliance training needs, develop, and deliver compliance training, including ensuring registered and unregistered client-facing employees have the appropriate training.
• Partnering with the business to review the design and structuring of specific transactions, new products, services, operational procedures, operational change, and initiatives.

• Managing relationships with custodians, brokers, data providers, and other operational and compliance service providers.
• Create and deliver an annual Compliance Plan and oversee and support monitoring activities in line with the Compliance Plan ensuring that remedial action is taken, and that material issues, incidents, and breaches are escalated to relevant stakeholders.
• Submit an annual report to the Board of Directors for the purpose of assessing compliance by the Bank and individuals acting on its behalf, with securities legislation.
• Champion compliance, align the department’s activities and responsibilities with the Bank’s strategic direction, support and provide pragmatic risk-based advice, and counsel to all
appropriate stakeholders.
• Provide guidance and advice to business management in developing appropriate ‘tone from the top’ and awareness of required business conduct and ethical standards.
• Support the Boards, and Governance Committees via compliance management information reporting, ad hoc communications, and guidance as necessary.
• Maintain a trusted environment where employees can report risk and compliance issues and concerns to the CCO.

About You
• Deep knowledge and understanding of Compliance/AML/ATF methodologies and programs
• Knowledge and experience with OSFI and FINTRAC reporting requirements
• Knowledge and experience in a regulated financial services environment and different jurisdictions
• Ability to coach business units on compliance matters
• Detail oriented and the ability to work on various projects at the same time under timeconstraints
• Experience with regulatory compliance tools and systems (i.e. Verifin, Ethidex)

Qualifications:
• 10+ years of relevant financial industry and professional experience, including senior compliance and risk management roles and experience dealing with regulators.
• Strong knowledge of financial industry’s regulatory compliance practices, procedures and principles applicable to legislation and regulation.
• Strong digital skills, including advanced Excel, comfort with remote technologies, and experience using a variety of third-party software.
• University degree in a related field of finance or economics, Law degree or professional designation (e.g., CFA, Chartered Accountant, or CIM)
• Ability to establish credibility, and partner and collaborate with, and influence stakeholders to extract time and resource commitments, with and without authority, across the organization.
• Ability to thrive in a dynamic, fast-paced environment, and take on a variety of tasks and challenges
• Diligent, organized, and with a strong attention to details.
• Ability to work under minimal supervision.
• Team player with strong written and verbal communication skill.
• Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff. We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

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

Wealth Advisor

We’re seeking people who are deeply motivated to learn about our customers (members), help them articulate and achieve their goals, and celebrate alongside them when goals are reached. We want only the most generous of heart, with a deep technical savvy to help our members establish a solid financial foundation, build a strong financial future, grow it and nurture it.

As a Wealth Advisor, your role is to support members in developing a financial plan. Think of yourself as their financial coach! Your goal is to enhance their financial fitness and promote their overall financial well-being. You’ll assess their circumstances, prioritize their needs, implement investment strategies, and regularly monitor their progress. Additionally, you’ll be proactive in supporting them through life changes and celebrating significant milestones.

As a Wealth Advisor, you will:

Conduct personal interviews with members, identify member needs and goals, develop an appropriate financial plan, and make appropriate recommendations.
Provide our members with a holistic wealth approach that focuses on members unique, personal situations. Holistic planning includes financial, retirement, investment, estate, insurance, and tax planning.
Create and maintain client files adhering to compliance requirements, and reports on activities.
Conduct client seminars on wealth management and attend business development opportunities as required.
Provide support on wealth management products.
Develop own personal business plan.
Identify opportunities that successfully meet the members needs and planting seeds for future product/services and follow-ups.

What you need for this role:

High School Diploma
Mutual Fund License
Financial Planning Designation (i.e. CFP, PFP)
Minimum 2 years of industry experience as a financial planner.
General investment and insurance industry knowledge and awareness of the Canadian credit union system are highly desirable.
Must keep informed to the latest trends in financial markets, industry competitors, current issues and strategies.
Using sound judgement to make timely and effective decisions, considering both short- and long-term outcomes, risks, and impacts.
Demonstrated skills include, the ability to develop relationships along with strong sales and presentation skills, strong oral and written communication skills, and strong organizational skills. Must be able to work independently in a fast-paced, team-oriented and collaborative environment.
Engage in business development activities, and volunteerism.

What do we offer?

Preferred rates on our products and services
Benefits and Pension, from day one
Competitive salary
Investment in your professional development
Community involvement

If the above describes you, we want to hear from you. Submit your cover letter and resume to careers@synergycu.ca, by end of day on October 9, 2024, referencing competition #244503 in the Subject Line.

More details:

Permanent full-time.
Hours: 37.5 hours weekly. Currently Monday to Friday, 8:30 a.m. to 5:00 p.m., and flexibility to work outside various hours is required for travel, events, and member meetings.
Salary: $65,600 – $85,800

A little more about us:

Synergy Credit Union is a people-inspired Credit Union with ambitious goals. We endeavour to deliver amazing financial experiences, earn our customers (members) trust, grow our relationships, and build sustainable communities.

We exist to help our members achieve their financial goals by understanding their needs and delivering exceptional service in modern, convenient, and secure ways. We empower our members by sharing our experience and tools, so they can make robust plans through each stage of life.

We also live in the communities we serve. This matters to us. We invest locally by offering sponsorships, donations, and scholarships, and through volunteerism. We connect with groups looking to improve overall financial literacy by providing presentations and tailoring them for educational opportunities – for families, schools, youth groups – you name it. We are proud to serve more than 27,000 members and have reached over $2.5 billion in assets.

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

Synergy operates on the lands referred to as Treaty 6 Territory, which encompasses the unceded lands of Indigenous Nations and Peoples, including the Plains Cree, Woodland Cree, Saulteaux, Nakota, Dene, and Metis. Inclusive of Saskatoon, Lloydminster, Kindersley, Macklin, Denzil, Lashburn, Marshall, Maidstone, Neilburg, Marsden, St. Walburg and Paradise Hill.

We thank all applicants in advance for their interest. Only those under consideration will be contacted. The successful applicant will be required to undergo a bonding process that includes a criminal record check and credit check.

Synergy Credit Union aspires to have a workforce that is representative of the diversity of our country and encourages applications from everyone.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Chief Operating Officer

Bulkley Valley Credit Union, serving over 14,500 members from the Hazeltons to Burns Lake, prides itself on employing empowered staff committed to delivering high quality personalized service.

This is an exciting opportunity for the right candidate to meet their career goals while balancing their lifestyle with the many amenities our community and the Bulkley Valley has to offer.

If you want to join a dynamic management group dedicated to credit union values and member service, this is the right career move for you. You will report directly to the CEO and, as a member of the senior management team, you will be responsible for providing overall management, direction and coordination of all retail banking activities, including sales and service, within our multi-branch credit union. This role also liaises with the General Manager Insurance and Senior Financial Planners to tie subsidiary operations to the credit union.

You will be responsible for participating in the development of corporate strategies and policies, identifying short and long-term objectives, and contributing to the design and development of policies and programs for branch operations. You will provide direction to branches, call centre, commercial, operations and learning & development teams. You will provide leadership and coaching to reporting staff; and approve loan applications within a delegated lending authority. You will develop, implement and coordinate strategies related to all aspects of operations including premise development, marketing campaigns, banking system conversions and upgrades, and cash handling management. You will ensure consistency amongst all branches, call centre and commercial with regards to policies and procedures; assist in the development of new deposit and loan products and services; ensure coordination and availability of training for all staff both internally and externally; and coordinate the activities of the internal audit to ensure that they are scheduled and results are reviewed, responded to and then corrected where necessary.

You will be responsible for creating an environment where operations staff are encouraged to provide high quality service to our staff in a professional manner. You will lead operations staff to ensure effective performance and results through coaching and development. This role acts as the Alternate Compliance Officer with regards to Anti-Money Laundering / Counter Terrorist Financing Prevention & Detection Legislation.

Bulkley Valley Credit Union has a competitive compensation package including an attractive base salary and an excellent benefit and pension package.

Qualifications

The successful candidate will have a business degree or diploma and a minimum of 10+ years of in-depth knowledge in the areas of retail and commercial products and services, financial management, compliance, or related field, with professional experience in progressive senior leadership roles. An individual with experience plus education and/or training equivalent to 10+ years will also be considered.

Bulkley Valley Credit Union encourages all qualified persons to apply. However, only those who are being considered for an interview will be contacted.

Credit Underwriter

Are you someone who enjoys challenging decision making and has a solution driven attitude when it comes to solving problems?

Do you have a knack for understanding the power of numbers when it comes to assessing risk? Are you enthusiastic about helping internal and external members navigate the complexities of the lending process? We are expanding our Farm & Business team and looking for an experienced and efficient Credit Underwriter to join our team.

As a Credit Underwriter you will be responsible for assessing members financial records, complete financial analysis, initiate and complete credit submissions, loan data reviews, security analysis and provide the information necessary to offer the most suitable credit option that helps the member achieve their financial goals. You will work closely, supporting and collaborating with the advisor team, gathering information, and submitting credit packages for decisioning with speed and accuracy to provide the best member experience.

A degree in Business, Finance, or Accounting and 4 to 6 years of progressive experience in credit structuring agriculture and commercial applications or equivalent combination of education and experience is the minimum requirement for this position. You will have a leg up if you have an additional designation in a professional business or accounting designation and experience and understanding of complex ag and commercial sectors. If you have experience in analyzing and writing credit with a high/acute degree of complexity and value for both agricultural and commercial borrowers, 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. We also offer performance incentives and wellness and employment perks. This position may be staffed at any of Cornerstone Credit Union’s 15 branches, depending upon office space availability. Depending upon location of work, union membership may be required.

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.

Deposit Services Supervisor

PRIMARY PURPOSE OF POSITION

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

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

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

KEY RESPONSIBILITY AREAS

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

Member Service

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

Human Resources and Leadership

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

Maintains Deposit Processes and Procedures

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

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

Sales, Marketing and Promotion

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

DECISION MAKING AND FREEDOM TO ACT:

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

CONTACTS:

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

EXPERIENCE, KNOWLEDGE, SKILLS, AND ATTRIBUTES REQUIRED

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

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

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

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

Branch Manager

As the key banking alternative in Southern Alberta, 1^st Choice Savings serves approximately 18,500 members through a network of 5 branch locations. 1^st Choice Savings is a financially strong Credit Union with assets under administration exceeding $950 million and is poised for continued growth. For further information, please check out their website at www.1stchoicesavings.ca

The Position – Branch Manager

Location – Westgate

As a Branch Manager, you would be responsible for the management of the branch operations. While ensuring the members’ financial needs are met, this includes attaining the sales goals in members, loans, deposits, and profitability.

In this role, you would be expected to:

Demonstrate the capacity to lead, coach and motivate a team to successfully achieve results.
Develop and execute a business unit plan to maximize business growth, share of wallet, and achieve member retention and acquisition objectives.
Monitor branch performance plans to identify gaps and issues and develop action plans that close performance gaps and resolves issues.
Contribute to the achievement of business objectives by conducting sales calls, establishing a personal referral network, and other business development activities.
Develop and maintain a network in the community to enhance the credit union’s visibility and build a strong referral source for new potential business.
Build and cultivate a high performing team by using their talent optimally and driving a member experience culture.
Serve as a point of escalation to resolve raised issues.
Ensuring proper internal controls and risk management procedures are adhered to. members and avoid losses to the Credit Union.

Skills and Qualifications:

Relevant undergraduate degree with over 4 years of relevant experience.
Strong communication skills to liaise with members, employees, and cross functional teams.
Have a strong desire and personal ethics towards obtaining top results and to achieve a high standard of excellence.
Has strong Business and Digital acumen.
Experience as a people manager and the ability to engage a team.
Solid sales management and the ability to market 1^st Choice Savings.
5-7 years’ experience in consumer lending/credit or investment.
Personal Financial Planning (PFP) or Certified Financial Planner (CFP) designation.

For further information or to submit a resume, please contact:

Lily Harms

Associate People Development

(403) 320-4600

Lharms@1stchoicesavings.ca

Manager, Advisory Services

af·fin·i·ty (noun):

a natural compatibility
the name on our doors

We want our employees to feel great coming to work. After all, an exceptional employee experience leads to extraordinary member experiences. If you have an affinity for working where your achievements are celebrated, then a career with us might be the perfect fit.

Lead a team of advisors as a Manager of Advisory Services (Branch Manager) at one or more of our Saskatoon locations. You’ll coach talent that delivers exceptional service & professional advice to our personal, commercial & agricultural members. Fuel your passion for growing relationships at Affinity, where our hearts, business and profits live in Saskatchewan.

What you’ll do:

Manage all aspects of the advice centre(s) under a regional staffing model
Use metrics, performance indicators and CRM tools to deliver a seamless member experience
Collaborate across regions to champion a member-centric culture focusing on sales, service, advice-giving & operational excellence
Fulfill reporting requirements and recommend improvements relating to performance, capacity, and risk management

What you’ll get:

The support to grow in your career with opportunities to advance
A competitive salary plus bonuses for your hard work
A total rewards package with health & dental benefits, pension & health spending account
Vacation time, personal days off & a paid volunteer day to maintain a healthy life/work balance
A referral bonus when you scout great talent & they join our team

What you’ve got:

A post-secondary diploma or degree in a related field plus 7 years of related experience or an equivalent combination of education & experience
Advanced knowledge of advice centre operations and financial products and services
Ability to successfully build, empower & focus a team to achieve results
Ability to lead, engage, and coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable to achieve member centric outcomes

Farm & Business Advisor

Farm & Business Advisor – Tisdale Branch

Are you a motivated and outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a proactive Farm & Business Advisor who thrives working in a fast-paced work environment and is intent on helping others reach their goals, to join our team at the Tisdale branch of Cornerstone Credit Union!

As a Farm & Business Advisor you’ll be an important part of a team of knowledgeable salespeople who share a genuine commitment in partnering with our farm and business members to achieve their financial goals by helping them build their business. You will create exceptional member experiences for both new and existing members by delivering smart financial advice, solutions and alternatives through proactive needs-based farm and business financial products sales and services. Through the management of diverse accounts, you will manage an assigned Farm & Business portfolio consisting of large market enterprise accounts (predominately agriculture).

Post-secondary education in Business, Agriculture or a related discipline with at least 2 to 10 years lending or progressive sales and service experience is the minimum requirement for this position. Experience with actual commercial or agricultural lending experience and have managed a diverse portfolio within a farm and business banking environment, specializing in agriculture will be a key to success in the position. If you know what makes Cornerstone Credit Union different and the products and services we provide, that’s even better! Plus, this position offers plenty of opportunity for on-the-job learning and career development.

You’ll receive competitive compensation, great benefits, and matched pension contributions. We also offer performance incentives and wellness and employment perks. This is an in-scope position and union membership is required.

Choose a rewarding career at Cornerstone Credit Union.