Archives: Job Postings

Credit Card Product Manager – Saskatoon or Regina

af-fin-i-ty (noun):

  1. a natural compatibility
  2. the name on our doors

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

At Affinity, we foster a culture that promotes continuous improvement, collaboration and innovation. The banking industry is constantly changing and evolving, as are we as we anticipate and deliver a remarkable experience to our Affinity members!

We’re seeking an innovative expert to provide leadership and strategic direction in driving the development and delivery of credit card management under Affinity’s umbrella. This new role focuses on driving sales and growth of Affinity’s credit cards and will serve as the main contact for anything credit card related, including optimizing sales, marketing and operations of the credit card portfolio.

What You’ll Do:

If you’re looking for a role where no two days will be the same – you’ve come to the right place! In this position, you’ll manage and oversee the continued success and growth of the credit card portfolio, including profit and loss accountability and business direction. You’ll ensure KPI metrics are met and opportunities for performance optimization are identified and implemented. On top of that, you’ll coordinate and oversee product development, marketing, processing systems, operations, financial elements, underwriting and other strategies related to the portfolio.

You’ll be responsible for all initiatives that impact business, as well as relationship management responsibility for partner relationships and serves as the liaison and primary contact between Affinity and suppliers/vendors. You’ll lead a talented team that you’ll provide mentorship to, as well as across the organization to maintain and grow the credit card business line. Developing and assessing acquisition strategies and campaign growth strategies is the name of your game, while overseeing development and implementation of programs intended to increase profit, sales, brand consistency and/or growth.

In this new and innovative role, you’ll provide direction, coaching, mentoring and feedback to other units across the organization on the credit card portfolio, including providing sales and operational coaching. Reporting will come secondhand to you as you provide regular and ongoing reporting on the status of new initiatives, while proactively anticipating and highlighting risks and developing contingency plans. This position will keep you and your team moving!

What You’ve Got:

  • Post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
  • Advanced knowledge and experience of business management, including profitability, operations, finance and marketing
  • Industry leading sales ability in growing a book of business, achieving targets and building a pipeline using a member centric approach
  • Ability to coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable

What You’ll Get:

Working at the largest credit union in Saskatchewan and 8th largest in Canada has its perks! Affinity is proud of our remarkable employee experience; working in a vibrant learning organization where employees thrive, do what they love, and can be their whole selves at work! On top of the contractual connection (your pay and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve. A few more perks include:

  • A competitive salary with commission plus bonuses for your hard work
  • A total rewards package, including health and dental benefits, pension and health spending account
  • A focus on a healthy work/life balance that includes vacation time starting at 4 weeks, 8 personal days off, a paid volunteer day per year and so much more

How to throw your hat in the ring:

Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

We can’t wait for you to fully unbank yourself and join the Affinity team!

Posting Close Date: November 13, 2022

Director of Enterprise Risk Management

Job Function:

The Director Enterprise Risk Management (ERM) will develop and manage a framework to identify, assess, mitigate, and monitor business risks across the organization. This position will manage, monitor, and maintain the overall ERM framework and reporting through the application of effective risk identification methods along with oversight and coordination of mitigation strategies throughout the credit union. The primary functions are related to member information security, business continuity and recovery, critical & non-critical third-party relationships, anti-money laundering compliance and both current and pending regulatory requirements as related to the management of the Enterprise Risk Program. Secondary functions include monitoring of any new procedures by other departments, litigation matters, insurance, information and coordination of compliance/regulatory audits.

The Director ERM will be responsible for ensuring Mainstreet’s operations and procedures comply with legal regulations and internal policies. Duties will include evaluating all current and new compliance regulations, reviewing credit union processes, and assist with implementation of changes, if required. He/she will be a resource for compliance issues that arise at the credit union. This will involve being the facilitator to outside resources for more complex compliance matters.

Due to the nature of the oversight responsibilities associated with this position, strong skills in partnering and coordinating with executive and other director level positions throughout the credit union to facilitate the assessment of appropriate risk, mitigation procedures and resolution strategies cross-functionally is critical in the effective management of this program.  This position supports the culture of informed risk-taking, heightening awareness and use of appropriate risk management practices through educational programs, training process and mentoring employees.

Duties and Responsibilities:

Risk

  • Establish and maintain a detailed ERM program plan using internal and external resources to support the development of a framework to properly identify all risks to the organization, assess exposure, develop, and implement mitigation procedures with monitoring and follow-up established.
  • Develop a reporting process and scorecard of key performance indicators to monitor / audit compliance and timely implementation of risk mitigation strategies and procedures along with effective and timely reporting standard for both executive leadership and the Board of Directors.
  • Review and address the findings of the auditors and regulators as they apply to exposures in managing risks (market, credit, operational, structural, liquidity, strategic) with direct access to the Chair of the Audit & Risk committee.
  • Develop and review risk policies to ensure consistency with the internal control systems and control framework.
  • Ensure reporting for Capital Management, Liquidity Risk, Market Risk and Credit Risk are performed regularly, applied to items in the risk inventory and present recommendations made to the Audit & Risk Committee for risk mitigation.
  • Develop and administer the Business Continuity, Disaster Recovery and Pandemic plans along with test schedules.
  • Review all Credit Union contracts to ensure risk is controlled.
    Review, administer and maintain all Credit Union insurance (CUPAC & Credit Union Bonding)
  • Work with all levels of management throughout the Credit Union to ensure and enhance the security of member information
  • Monitor areas where risk exposure has been identified through either internal or external reviews to ensure the implementation of mitigation strategies as recommended.
  • Oversee internal audit regime and regularly review internal auditors.
  • Make recommendations and presentations to the board and senior management as required.

Compliance

  • Lead the implementation and monitoring of effective risk management practices and ensure operating policies are complied with throughout the organization.
  • Monitor and report on internal controls to address policy breaches and recommend effective improvements.
  • Collaborating with multiple departments, consultants, and industry peers on compliance matters.
  • Performing periodic audits/reviews on policy, procedures, and regulations.
  • Oversee audits with FSRA, FINTRAC, or other regulators.
  • Review all credit Union contracts to ensure risk is controlled.
    Review, administer and maintain all credit Union insurance (CUPAC & Credit Union Bonding)
  • Fulfil the role of Chief Anti – Money Laundering Officer, Privacy Officer and Chief Compliance Officer
  • Work on special projects as required.

Qualifications:

  • At least 7 years of ERM/Compliance, Management or Audit experience in financial services.
  • Bachelor’s Degree in Business, Accounting / Audit or related area or equivalent experience. Postgraduate qualification and professional risk qualification will be an added advantage.
  • Auditing/lending experience/background; BSA/AML Program knowledge/experience
  • Specific Studies: Risk Management Designation with continuing education requirements, Anti-Money Laundering Compliance and Privacy Officer training

Knowledge and Skills:

Credit union internal audit cycle, credit union internal control systems, policies & operational procedures, statutory requirements of credit unions, Credit Union Act and Regulations, credit union computer systems, policies and procedures specific to Risk Management and Money Laundering, credit union philosophies and principles.

Credit union integrated banking systems, computer software (spreadsheet and graphics), reporting and analysis, analytical problem solving and decision making, goal setting, interpersonal skills, verbal and written communication skills, organization and planning, time management and ability to prioritize.

Working Conditions:

Travel to Branches and Administration offices may be required.

 

Mainstreet Credit Union welcomes diversity in applicants.  Accommodations are available upon request for candidates taking part in all aspects of the selection process.

Compliance Audit Analyst

**Posting Deadline: Please submit your application by 11:59 PM PST, November 1, 2022**

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Compliance Audit Analyst to join our operations team. The Compliance Audit Analyst is a key role in our defense against anti-money laundering/anti-terrorist financing risk, controls, and ongoing compliance of regulatory requirements.

This role is a remote position and is open to candidates throughout British Columbia.

What’s the role?

As the Compliance Audit Analyst you are accountable to plan, manage and execute internal audit for anti-money laundering (AML) related policies in all areas of CCCU. Your role focuses on improving the internal control environment by addressing risks associated with business objectives and evaluates the controls in place to mitigate those risks. As Compliance Audit Analyst you also develop the Credit Union audit plans and self-assessments, provide value-added advice and support to business partners on the creation or modification of policies, procedures, processes, products, or services to ensure an appropriate level of internal control and compliance is maintained.

Your duties will include:

  • Executing the creation of and performing ongoing maintenance of the Compliance Internal Audit Manual, documenting the auditing procedures and examination techniques to be applied.
  • Performing internal audit and risk assessments to ensure compliance with organizational controls, identifying gaps and recommending controls and other countermeasures.
  • Planning the scope of audit, preparing the audit program, and determining the appropriate auditing procedures and examination techniques to be applied (e.g., computer extracts, statistical sampling, etc.) for each audit assignment.
  • Facilitating audit engagement meetings with stakeholders to explain the scope and objectives prior to fieldwork commencing, as well as closing meetings to provide clear explanations of results and actions required.
  • Preparing working papers and audit finding reports in accordance with established guidelines within the Compliance Internal Audit manual
  • Establishing and maintaining relationships with Management and Stakeholders for each audit assignment; planning and participating in report presentation, reviews and follow-up engagements as required.
  • Performing research and analysis of the relevant policy and procedures, and an evaluation of audit related documentation as a basis for an objective opinion on the effectiveness and efficiency of operations and the adequacy of internal control.
  • Providing recommendations relative to the design and effective operation of internal compliance controls.
  • Conducting other compliance reviews, on-site reviews, etc. as needed; and assist as required with the development of action plans for any issues, deficiencies or questions that require remediation.
  • Compiling audit information for periodic dashboard and/or Board of Director reporting.
  • Supporting the compliance team in responding to various regulatory body inquiries, audits, and reviews.

What are we looking for?

  • Bachelor’s Degree or Designation in Finance/Accounting/Auditing requiring 4 years of full-time study or have an equivalent combination of education and experience.
  • Certified Internal Auditor designation is an asset

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

  • A minimum of 5 years progressive financial experience or an equivalent combination of education and experience.
  • Minimum 3 years’ experience in internal audit, multi-functional banking operations, AML/ Fraud and/or risk management in the Banking or Credit Union industry preferred.
  • Advanced proficiency with Microsoft Office products, including Word, Excel, and Access.
  • Proficiency with the DNA Banking System and Doxim Loans Origination System.
  • Proven experience in providing detailed and accurate information to third parties.
  • Previous experience working on/leading large projects.
  • Previous experience conducting research and preparing reports.
  • Advanced knowledge of PCMLTFA, FATCA and CRS legislation, fraud mitigation, and loss prevention
  • Advanced understanding of internal control concepts and experience in applying them to plan, perform, manage, and report on the evaluation of various business processes/ areas/ functions.
  • Knowledge of internal auditing standards, and risk assessment practices.
  • Knowledge of how to gather, clarify and apply information transmitted in various formats.

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

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

  • We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centers, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

 

Associate Manager, Corporate Services

 

Associate Manager, Corporate Services

Credit Union Deposit Guarantee Corporation

 

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced co-operative environment to join our Corporate Services department.

 

What you’ll do:

As Associate Manager, Corporate Services, you will contribute to the development, delivery and maintenance of the Corporation’s support requirements and governance and risk management frameworks. You will support the development of the Corporation’s business plan, and corporate compliance reporting. This position is responsible to:

  • Support human resources, including benefits, payroll, job evaluation, recruitment, compensation, and HR policies/procedures
  • Support corporate communications, including the development and execution of communication strategies, and the production of corporate publications
  • Develop and maintain the corporate records and information management program
  • Provide backup support to the finance and accounting function

 

What you’ll need:

  • A degree in business administration/commerce with three years related experience or an equivalent combination of education and experience.
  • Knowledge of Human Resources principles and best practices, Records Information Management principles, and the financial services industry
  • A professional designation or enrolment in CPHR would be considered an asset
  • Knowledge, experience and/or education in communication, operations management, finance, and accounting would be considered an asset
  • Ability to set priorities and manage multiple assignments within deadlines
  • Excellent communication, relationship management, and conflict resolution skills

 

The core competencies for these positions focus on teamwork, communication, relationship management, conflict resolution and problem solving.

 

What we Offer:

The salary range for this position is $75,000 – $93,749. We offer competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, and education, training, and development opportunities. For more information on the Corporation, please visit our website: www.cudgc.sk.ca.

 

To Apply:

Please submit your resume and cover letter stating competition AMCS-CUDGC by November 4, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

 

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.

 

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Agriculture Specialist

Are you a strategic thinker who loves Business Banking?  Are you a team champion who best utilizes their skills to maintain relationships at all levels within an organization? Are you familiar with loan files, documentation, soliciting new members, potential members, and existing members with a view of expanding support to the entire Business Banking team?

If so, look no further, Westoba Credit Union is looking for an Agriculture Specialist just like you!

A day in the life as an Agriculture Specialist:

  • You will manage a portfolio primarily consisting of mid to large size Agriculture accounts with no specific regions.
  •  You will assist branches to achieve growth and profit of the agricultural loan base. Recommend and or implement approved programs designed to achieve these objectives.
  • You will ensure consistent account manager coverage and support the entire business banking team
  • You will support sales team to spend more time with their members to build fuller relationships
  • You will review proposed loan terms and interest rates to ensure they are within policy and in accordance with risk rating
  • You will ensure instructions outlining conditions of loan are clearly laid out in the approval for appropriate loan documentation to be prepared by branch personnel

What you bring to the table:

  • Post-secondary education is required; a diploma in Business Administration/Agribusiness is preferred
  • Three to five years of equivalent experience is preferred
  • A combination of education and experience may be considered assets
  • A forward-thinker with a can-do attitude who can adapt to any situation
  • A go-getter who is not afraid to take on new challenges
  • A high-energy individual who likes variety and who can get things done

What Westoba has to offer:

  • Competitive compensation and benefits
  • Company-matched pension program
  • Results-orientated bonus program
  • Dollars invested in your education
  • Discounted rates on your annual GoodLife Fitness membership
  • Plus awesome financial perks including:
    • No-fee chequing and savings accounts
    • Preferred rates on deposits
    • Discounted rates on loans

Compensation:

Westoba Credit Union offers competitive salaries, exceptional benefits packages as well as variable compensation. The compensation for the Agriculture Specialist will be $78,784.41 – $100,451.37 annually.

Job location: Manitoba

If this is you, please submit your cover letter and resume by clicking the Agriculture Specialist | Westoba Career Opportunities (ultipro.ca) If this role is not right for you, referrals are always welcome!

We thank all applicants; however, only those who are shortlisted will be contacted.

*Close date – November 4, 2022*

Agricultural Specialist – CUCM

 

Marketing Community Lead

This is a great opportunity to join a creative and well-established team of marketing professionals!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Shuswap community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive compensation plan, and perks such as reduced banking fees, comprehensive benefits, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As SASCU’s Community Lead, you will develop, support, and monitor SASCU’s social and environmental programs and community partnerships. You will be fundamental in nurturing SASCU’s position in the region as a community leader, a desired community partner, and a valuable community contributor. You will promote SASCU’s reputation, story, and image through coordination of internal and external programs and events, and you will be instrumental in engaging staff and the public with SASCU’s social purpose.

 

What you’ll do:

  • Provide recommendations for the development and implementation of community relations and communication programs that advance SASCU’s reputational and strategic goals.
  • Lead and promote SASCU’s employee volunteer program.
  • Promote, coordinate, and support scholarship, donation, and sponsorship processes.
  • Manage SASCU’s social media channels, including content creation and coordination.
  • Use story-telling best practices to create meaningful content to generate internal and external awareness of and emotional connection to SASCU initiatives.
  • Build community presence in SASCU’s markets, including serving on association boards as requested.
  • Seek sponsorships, including partnerships, with organizations that align with SASCU’s desired impact.
  • Enhance SASCU’s visibility and appropriate participation in projects, activities, events, and other supported initiatives.
  • Prepare submission packages for Board presentations and participate in Community Relations and Sponsorship Committee meetings.
  • Work closely with the Manager, Brand & Community to develop and execute department strategies and goals related to SASCU’s underserved communities, Indigenous, and new Canadians.

 

What you’ll bring:

  • Degree or diploma in Marketing, Digital Marketing, Public Relations, Communications, or a related field.
  • 2-3 years’ experience in community engagement, outreach, event planning, and working in partnership with community organizations; or an equivalent combination of education and experience.

 

You’re perfect for this role if you have:

  • Solid knowledge of social media, and a working knowledge of audio-visual equipment (DSLR cameras, video/audio recorder, microphones).
  • The ability to build relationships, generate enthusiasm, and work with diverse populations.
  • Proven ability to coordinate a variety of work under deadlines and adapt easily to changing priorities and business needs.
  • Excellent verbal and written communication skills.
  • A valid driver’s license and access to reliable transportation is required.

 

This is a full-time, Monday to Friday position, requiring the ability to work flexible hours, including evening and weekends as needed for community events. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

Flexible Work Arrangements

Consideration will be given to a partial remote work arrangement for the successful candidate. A regular in-branch/community presence is required.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed so supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Manager, Credit Risk & Adjudication

Are you an expert in interpreting lending policies and procedures and recommends alternative approaches to minimize risk to a credit union? Are you a strategic thinker who loves to improve business processes? Are you a change champion who best utilizes their coaching skills to do things easier, better, and faster and to gain buy-in from all levels within an organization? Are you familiar with managing and providing support to matters related to Credit Adjudication of Commercial, Agriculture and Retail banking?

If so, look no further, Westoba Credit Union is looking for a Manager, Credit Risk & Adjudication just like you!

A day in the life as a Manager, Credit Risk & Adjudication:

  • You will be responsible for managing the credit adjudication department and team. Ensuring credit approvals are provided in a timely fashion or escalated where necessary, service delivery is per agreed Service Level Agreement and Westoba’s interest is protected
  • You will provide feedback to the retail and business banking teams on the viability of retail and commercial/agricultural credit applications, as well the associated credit risks
  • You will participate in development of policies and procedures and act as an agent of change
  • You will support the credit union’s Enterprise Risk Management by reporting key risk indicators and communicating emerging trends
  • You will collaborate with executives and other senior leaders in areas including budgeting, spending, and evaluation
  • You will develop and evaluate performance standards with direct reports to build a team of qualified, professional, and capable employees through training, coaching, and mentoring
  • You will translate organizational objectives into achievable operational goals and facilitate the process of goal setting, monitoring and evaluation with direct reports
  • You will ensure areas of responsibility meet the requirements of the DGCM, as well applicable legislation, regulations, and the credit union’s policies and procedures
  • You will support the VP Risk management in achieving organizational goals & objectives

What you will bring to the table:

  • Post-secondary education such as a bachelor’s degree in business administration/commerce is expected; a master’s degree is preferred
  • A professional designation such as CFA, FRM preferred
  • Five to Seven years’ experience in a leadership role and overall, fifteen years experience is expected; experience supporting the development and execution of corporate strategy, as well leading credit risk and adjudication efforts is preferred; Previous financial institution experience within a leadership capacity is required.
  • A combination of education and experience may be considered

What Westoba has to offer:

  • Competitive compensation and benefits
  • Company-matched pension program
  • Results-orientated bonus program
  • Dollars invested in your education
  • Discounted rates on your annual GoodLife Fitness membership
  • Plus, awesome financial perks including:
    • No-fee chequing and savings accounts
    • Preferred rates on deposits
    • Discounted rates on loans

If this is you, please submit your cover letter and resume by clicking on the link below:

Manager, Credit Risk & Adjudication | Westoba Career Opportunities (ultipro.ca)

If this role is not right for you, referrals are always welcome! 

We thank all applicants; however, only those who are short-listed will be contacted.

Manager Credit Risk Adjudication Position

Director-Core Banking

*This position is open to applicants across Canada*

About Celero
Celero is a leading provider of IT solutions to financial institutions across Canada. A full-service IT shop, Celero provides complete banking solutions, IT planning, systems integration, hosting, support, maintenance and professional services to meet the unique needs of financial institutions of all sizes and delivers world-class reliability through our Canadian-based data centres, employees and operations.

Celero is consistently ranked among the world’s top financial technology companies on the annual FinTech 100 list.

Your Opportunity

As Director, Core Banking you will be responsible for delivery of Celero’s current premier core banking system to existing and new clients that today represents over 80 credit unions and financial institutions in Canada.  Responsibility areas include day to day operations; enhancements; release management; conversions and mergers.  In addition, you will be accountable for working with Celero’s Architectural Team and Core Banking’s Technical Director,  Celero’s customers, industry peers and internal stakeholders to shape Celero’s future Core Banking Strategy. This role will contribute to other strategic initiatives such as Open Banking and Payments Modernization to ensure coordinated delivery with the Core Banking suite of products.

A Day in the Life

Reporting to the Vice President, Core Banking, Payments & Cards, you will be responsible for defining Celero’s future customer experience, service development functions and ensuring a consistent approach to the market while collaborating with internal and external stakeholders.

You will be responsible to ensure stability of the core banking system by meeting customer expectations and SLA’s through continuous improvement initiatives.  You will also be the sponsors of varied projects focused on delivering new features and capabilities onto the platform.

On an ongoing basis you will meet with clients, vendor partners, internal stakeholders and investigate best practices and new ideas in the financial services area. You will actively research related technology and market trends and financial sector solution developments. From these discussions, and your knowledge, you will define the vision for Celero’s future product and service portfolio of the core banking area and provide customers a vision of what that future would look like and how it will enable their success. You will work with the product management team to translate future plans into product development priorities and drive development projects through internal gating processes. In addition to market research, you will monitor competition, follow market trends and generate market insights. You are forward looking with a focus on greater customer enablement and profitable growth.

Your experience in leading teams providing operational delivery of core banking products and services with a view on the future; and your ability to act as a knowledge expert in new areas of financial services will provide leadership to Celero and our customers.

In terms of aligning your role and responsibilities with Celero’s business strategy and plan, you will act as a collaborative partner with the leads for each of the other initiatives in the company’s business plan. In this capacity, you will be the central point within Celero to identify dependencies and ensure alignment among the various teams to effectively prioritize work to advance the business plan, while ensuring effective use of time and resources and the achievement of key measures of success.

You will have Profit & Loss responsibility for the Core Banking Line of Business, contributing to Celero’s annual strategic and budget planning cycle.  Monitoring and reporting of same on a monthly basis.

 Your Resume

  • Experience working with C-suite customers and understanding their business strategies/problems.
  • Track record of delivering measurable results through product growth and development initiatives.
  • Strategic thinker, with exposure to industry strategy development.
  • Experience working in the financial services industry with a focus on core banking systems; products and services.
  • Exceptional written and oral communications skills.
  • The ideal candidate will have a combination of continuous education and 10+ years of experience in Financial Services.
  • Experience in operational delivery of core banking suite of products and services.
  • Demonstrated success leveraging partners to deliver new solutions.
  • Previous success developing strategies and working with stakeholders to execute.
  • Facilitator of needs analysis and with a large number of stakeholders.
  • Leading large teams of experienced professionals, ability to build a strong cohesive team with focus on client satisfaction.
  • P&L responsibility for a large portfolio.
  • Vendor management experience an asset.

Our Expectations

We have high expectations of all Celero employees and strive to recruit applicants with the following characteristics:

  • Strong analytic skills coupled with innovative thinking, and a bias for action.
  • Ability to drive clarity out of ambiguous situations.
  • An ability to build strong professional relationships with peers, leaders and clients.
  • Excellent leadership and communication skills resulting in the ability to work effectively with both technical and business professionals.
  • Self-starter who drives positive change and can drive clarity out of confusion.
  • Ability to lead in a matrixed environment.

 

To Apply

Please visit our career board at https://celero.applicantpro.com/jobs no later than October 28, 2022.

 

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

MEMBER SERVICE REPRESENTATIVE – POSITION AVAILABLE

We are looking for a new team member!

 

PRIMARY PURPOSE OF POSITION

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

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

 

KEY RESPONSIBILITY AREA(S)

Trainee

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

Member Service Representative

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

With advanced learning:

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

 

SENIOR MEMBER SERVICE REPRESENTATIVE

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

 

OWNERSHIP OF POSITION

 

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

 

DECISION MAKING AND FREEDOM TO ACT

 

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

 

CORE SKILLS FOR POSITION

 

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

 

 

 

 

 

 

BEHAVIOURS

 

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

Team Player: Works well as a member of a group

Enthusiastic: Shows intense and eager enjoyment and interest

:

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

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

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

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

 

BENCHMARKS

LEVEL ONE MSR

–       Year of Learning

–       ATM Balancing

–       Night Depository

–       Cash Holdings

–       Initial Courses

–       Products and Services

–       Tracking of Development

–       Opening and Closing Accounts

–       Member Direct

–       Card Services

–       Online Banking

–       Balancing

–       Outage Review and Searching

–       Phone Etiquette

–       Service Delivery

–       Timelines

–       Confidence Building

–       Success of Follow up

–       Learning about Referrals

–       Art of conversation

–       Understanding Needs

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 LEVEL TWO MSR

–       Continued Development

–       Support of Junior / Learning Team Members

–       Learning Daily Duties / Reports and requirements

–       Cross Training on duties Senior MSR Preforms

–       Investment Learning

–       Advanced inquiries learning, to help the membership

–       Problem Solving

–       Confidence Evolving

–       Follow up requirements

–       Cold Calls

–       Monthly reporting

–       Clean Up / System Requirements

–       Advanced Product Knowledge

–       Referrals to Investment Team

–       Selling / Business Development

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

–       Ordering Introduction

 SENIOR MSR

–       Advanced Training

–       Development of Team

–       Training of Team

–       Implementation of new requirements

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

–       Introduction to Coaching

–       Advanced Problem Solving

–       Treasury

–       Cash Holdings

–       Ordering

–       Maintaining Member Service Standards

–       Advanced Problem Solving

–       High Level Member Service

–       Setting the service standard

–       Holding team accountable for their actions

–       Maintaining a positive work environment

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 

 

Manager Lending Support

Do you have strong organizational and prioritization skills, and can easily adapt to changing work demands?  Do you have strong analytical skills with a solution-focus approach?  Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

_____________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Manager Lending Support opportunity available. Reporting to the Vice President Retail Service & Support, the Manager Lending Support is responsible for promoting exceptional member relationships, products, services, and delivery of retail and syndicated lending through administrative support.

Responsibilities:

  • Manage lending products including loan creation, user acceptance testing, deployment, and issue resolution
  • Manage all loan administration processes
  • Provide banking system administration and support in relation to lending products
  • Administer, maintain, monitor, and report on PCCU, federal, and provincial lending programs and assist in the development and technical direction of lending administration programs
  • Oversee the administration of syndicated loan files
  • Coach, develop, mentor, and motivate direct reports
  • Develop and recommend policies and procedures in the lending function and act as a corporate resource on interpretation, application, and implementation
  • Research and develop lending related pricing recommendations
  • Manage the second file check process and report findings
  • Comply with PCCU policies and procedures, and identify opportunities for department/organizational efficiencies

Qualifications:

  • Relevant degree, or a combination of education and experience within the financial services industry
  • Consumer and basic agriculture lending experience preferred
  • Management level experience with an aptitude for team building and providing top-notch customer service
  • Demonstrated analytical and numeric reasonability, with exceptional attention to detail, time management, planning, and organizational skills
  • Excellent interpersonal, oral, and written communication skills
  • Demonstrate integrity, confidentiality, and initiative

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Karen McFaull, Vice President Retail Service & Support, at 306-882-5567. To apply, please submit an electronic copy of your cover letter and resume on or before October 31, 2022 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

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