Job Postings – Page 59 – Credit Union Careers

Information Governance Lead

The Information Governance Lead is accountable the operation of the Information Governance function, overseeing information governance and management functions.

An Information Governance Lead does the following:

Data Definitions and Rules Management
- Maintains a deep understanding of the business and its data needs to assist with change impact analysis and to ensure data definitions and rules accurately reflects the business needs.
Data Controls and Metrics Management
- Ensures the appropriate system and process data controls are in place or gaps identified to ensure the level of data quality expected by the business.
- Ensures appropriate metrics are identified to assess data health and identify the risks when these controls are not being effective or are missing.
DTGC Support and Reporting
Responsible for escalating data risks and issues to the DTGC and ensure decisions are documented and communicated.
Acts as a liaison between DTGC and Information Governance Agile team as required.

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.

Dealer Finance Relationship Manager

DEALER FINANCE RELATIONSHIP MANAGER

Rosetown Administration

Are you highly organized with exceptional prioritization abilities to adapt to competing 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 Dealer Finance Relationship Manager opportunity available. The successful candidate will be detail-oriented, thorough, and well-organized to ensure sound decision-making in the analysis and recommendation of Dealer Finance credit. Reporting to the Vice President Credit, the Dealer Finance Relationship Manager will assist in overseeing the Dealer Finance loan portfolio while building positive relationships with customers and providing exceptional service as a first point of contact.

Responsibilities:

Assist in managing the Dealer Finance loan portfolio and in achieving loan growth targets as set out by corporate strategy
Build and foster strong relationships with the dealer partners to ensure ongoing growth
Work collaboratively with dealerships and customers to make recommendations of credit and appropriate solutions, based on the customer needs
Complete financial analysis (commercial, agriculture, and consumer) for vehicle loans
Maintain open, two-way communication with internal stakeholders to determine the best solution for the customer
Identify problem accounts and work with customers to find an appropriate solution
Perform collections on all defaulted accounts, in accordance with corporate policies and procedures
Flexible work hours are required, including rotational coverage for Saturdays

Qualifications:

Lending experience in consumer, commercial, and agriculture preferred, but will consider education and/or a combination of education and experience
Experience interpreting financial statements
Strong analytical skills with attention to detail
Ability to prioritize work requirements to meet deadlines and work within time constraints
Excellent interpersonal, oral, and written communication skills with an aptitude for relationship-building
Ability to work both independently and as part of a team

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, and a matched superannuation plan.

For additional information on this opportunity, please contact Dallas McDonald, Vice President Credit, at 306-882-5575. To apply, please submit an electronic copy of your cover letter and resume on or before Friday, June 10^th, 2022, to: Cara.Nisbet@pccu.ca.

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

Relationship Manager

RELATIONSHIP MANAGER

Rosetown Branch

Term position for approximately 18 months

Are you a people person who can easily build positive relationships with your team and those you serve? Do you have experience in team collaboration to achieve extraordinary results? Would you thrive in an advice-based environment focused on providing exceptional service?

______________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a temporary full-time Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in the overall success of the Rosetown region. Reporting to the Senior Relationship Manager, the Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will assist in the implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

Build value-based relationships with regional team and members
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Participate in business development, growth, and community engagement strategies
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
Ability to take initiative with demonstrated experience in achieving sales/growth targets
Knowledge of deposit and loan products and services is an asset
Well-developed organizational and interpersonal skills

For additional information on this opportunity, please contact Lisa Moss, Senior Relationship Manager, at 306-882-5646. To apply, please submit an electronic copy of your cover letter and resume on or before June 10, 2022 to: careers@pccu.ca.

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

Credit Analyst

CREDIT ANALYST

Location: Rosetown Administration

_______________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Credit Analyst opportunity available. The successful candidate will be detail-oriented, thorough, and well-organized to ensure sound decision-making in the analysis of data for the recommendation of credit. Reporting to the Vice President Credit, the Credit Analyst will be responsible for fostering internal relationships by providing exceptional service in retail lending through the provision of loan analysis and administrative support, to achieve overall growth.

Responsibilities:

Work collaboratively with internal stakeholders to make recommendations of credit and provide appropriate solutions based on member needs
Complete financial analysis and data input for commercial, agriculture, and consumer loans
Utilize internal systems for data entry of financial statement and member information
Maintain open, two-way communication with internal stakeholders to determine the best solution for the member
Conduct loan portfolio analysis support for the Credit Department
Identify additional member solutions that create cross-selling opportunities

Qualifications:

Lending experience in consumer, commercial, and agriculture preferred, but will consider education and/or a combination of education and experience
Agriculture industry knowledge and/or agriculture education is an asset
Experience interpreting financial statements
Strong analytical skills with attention to detail
Ability to prioritize work requirements to meet deadlines and work within time constraints
Excellent interpersonal, oral, and written communication skills with an aptitude for relationship-building
Ability to work both independently and as part of a team

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

Senior Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a senior-level Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

Experience working in the financial industry
Experience working in a customer care/customer service role
Experience in portfolio management
Licensed to sell, and experience in selling, Mutual Funds is required
Genworth/CMHC online training
First Canadian Title Training
Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

Competitive compensation and benefits package
Industry leading work-life balance and rewards
Formal and informal employee development
Meaningful work that makes a real difference in our members’ lives

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus? If you do, and you have the qualifications outlined above, then we encourage you to apply now online. If you have questions about this position, please contact Natasha at natasha.hudy@conexus.ca. But act fast, the opportunity closes on June 5, 2022.

Executive Assistant

Open to Any Location in Saskatchewan
(ability to work remotely from your home office)

Annual Salary: $67,013 – $83,766

THE COMPANY: Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Innovation Credit Union has a bold ambition – to be the most digital, member-centric organization in our industry. We are on a journey to fully leverage the efficiencies available in the Microsoft O365 Suite of products. To ensure our success, we are looking for an Executive Assistant to join our team. This individual will partner with the Executive leadership team and will be relied upon to support, research, analysis, presentation development and project work.

Reporting to the Chief People and Governance Officer this position provides an advanced level of complex and confidential administrative, communication, digital and analytical support to the Board of Directors, Executive Leadership Team and other areas of the organization where required.

At Innovation Credit Union an Executive Assistant does the following:

Provide accurate, timely and efficient admirative support to the Executive and Senior Leadership Team.
Prioritize and perform moderately complex and confidential support and analysis functions to produce a variety of documents such as correspondence, research, presentations, meeting preparation and minutes and maintenance electronic files.
With high attention to detail and accuracy, you will be responsible for proofreading and/or editing management reports to ensure quality and professionalism.
Advanced knowledge in the use of Microsoft 365 suite of products with special attention on Teams, SharePoint, PowerPoint, Planner, Forms & Stream.
Ability to demonstrate leadership through identifying and creating efficiencies in processes through digitalization, elimination and or improved process.
Familiar with principles and practices of Agile.
Responsible to work with assigned Leads for co-ordination, agenda building, distribution and minutes for all Management Committee Meetings.
Partner with the Governance Specialist to provide quality and timely administrative support to the Board of Directors.
Efficient in event and travel management.
Responsible for administration of the Government Lobby Registries.
In partnership with Marketing and Retail teams, identify and facilitate opportunities for Executive to build relationships with members and community.

What do you need to have to apply?

Grade 12 Diploma plus formal diploma or degree in administration, business or related.
Certification in Microsoft 365 or equivalent experience.
Knowledge of the organization, the credit union system and co-operative and principles required.
You have professional written and interpersonal skills when communicating with team members.

And most importantly, you are a curious and dedicated team player, with a high level of accountability and attention to detail, who is looking for a high-paced career in one of Canada’s most exciting Credit Unions!

Farm & Business Advisor

Farm and Business Advisor – Tisdale Branch

Join the Cornerstone Crew!

Be Part of Something . . . . .

Are you an outgoing individual who is great with numbers, and even better at building relationships? We’re looking for a dedicated Farm & Business Advisor who thrives in a fast-paced work environment and prides yourself on helping others 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 sales people who share a genuine commitment to partner with our members to achieve their financial goals. This advisor position would assume a leadership role in the Farm & Business department helping to coach, mentor, develop and motivate employees, peers, department members and external groups.

Reporting to the Manager, Farm & 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 sales and services. Through the management of complex accounts, you will manage an assigned Farm & Business portfolio consisting of large market enterprise accounts that have a high/acute degree of complexity and value.

What We Are Looking For . . . . .

To be considered for a Farm & Business Advisor at this level you must have a minimum of 3 years of progressive experience in sales and service managing a diverse portfolio in a farm and business banking environment along with professional qualifications by degree or combination of education and experience.

This position requires exceptional communication skills, problem solving skills and the ability to develop and maintain strong working relationships. Proven success working in a sales, service and goal oriented environment and superior ability to analyze loans, interpret financial statements and assess risk. A solid background within the credit union system or a financial institution is an asset and a commitment to continuous learning and development is necessary.

What You will Receive . . . . .

Our employees enjoy a competitive compensation and benefit package that includes matched pension contributions and wellness and employment perks that contribute to a healthy work-life balance!

On top of earning a bi-weekly pay cheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!

This is an in-scope position and membership in the UFCW is required.

Formal & informal development opportunities offering challenge and growth.

The opportunity to be an integral member of a team of professionals in a supportive and collaborative environment motivated to do the best for their team and their members.

We Say We Care, and We Mean It ♥

Cornerstone Credit Union has been named one of Saskatchewan’s Top employers for 2022! This is the 6th consecutive year we have received this recognition.

We serve approximately 39,000 members, employ about 280 people and manage assets of about 2.1 billion.

We are a Cornerstone family; fun, inclusive, supportive and respectful.

Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com.

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/213946-37571.html

Wealth Management Advisor

The Wealth Management Advisor’s primary focus is to provide holistic planning advice and financial guidance to new, and self-sourced Mainstreet members utilizing mutual fund investment solutions. Sales efforts must be consistent with corporate vision, mission and strategic plan.

Internally the Wealth Management Advisor works in collaboration with the retail branch network and commercial lending division to ensure a team approach to member advice conversations, including providing appropriate mentoring/coaching on all wealth management products, services, and strategies –– leading to a steady stream of member referrals.

Externally, the Wealth Management Advisor will have an active community presence, building Mainstreet’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise — leading to new wealth management and banking relationships.

This position requires a deep and thorough understanding of financial planning, mutual funds, the external markets, and the competition within their market.

Major Duties and Responsibilities:

Analyze and identify the needs of members and develop recommendations, supported by financial planning tools to assist members achieve their financial goals with an emphasis on holistic advice and mutual fund sales.
Actively engage in member conversations to uncover other product and service opportunities and refer members, when appropriate, to other departments with a goal of expanding existing member base, wallet share, and development of new profitable member relationships
Collaborate with retail and commercial advice staff in order to achieve growth targets as set out in the credit union strategic plan
Ensure sales processes favour and respect member objectives over sales targets
Seek out and capitalize on referrals from all Mainstreet staff, existing members, and outside referral sources
Assist in preparation of plans for business development within the community and drive the sales management process through programs of outside calls, in-branch promotions and other activities designed to expand the existing member base
Recommend and host financial planning seminars, provide content for Blog and Vlog posts
Ensure policies and procedures are followed according to established guidelines and carry out responsibilities in an ethical manner
Perform other duties as assigned

Skills & Qualifications:

Certified Financial Planner (CFP®), Qualified Associate Financial Planner (QAFP™), or Personal Financial Planner (PFP®) designation
MFDA licensed or licensable
Post-secondary diploma/degree, ideally in Commerce or Business Administration would be an asset
Display exceptional interpersonal skills by demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
Proven relationship management and sales effectiveness skills, able to identify member needs and match appropriate solutions
Understanding of investment industry trends, markets and investment products
Demonstrate results orientation in both sales and service
Use technology to enhance productivity
Proven networking, relationship building, client acquisition and asset gathering abilities
Superior sales abilities (active listening, identifying business opportunities, influencing & negotiating, asking for the business)
Outstanding communication and presentation skills
Ability to work with minimal supervision
Commitment to continuous education (CE credits)
Proven organizational and time management abilities

Mainstreet Credit Union welcomes applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

Senior Relationship Manager

SENIOR RELATIONSHIP MANAGER

Delisle/Harris

Do you have experience in leading a team and achieving extraordinary results? Are you a people person who can easily build positive relationships with your team and those you serve? Would you thrive in an advice-based environment focused on providing exceptional service?______________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Senior Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in leading the regional team, consisting of the Delisle and Harris branches. Reporting to the Vice President Retail Relationships, the Senior Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will oversee the development and implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

Build value-based relationships with regional team and members
Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products
Be an active member of the region’s leadership team, support branch operations, and provide regional coverage

Qualifications:

Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
Leadership, management, and supervision at a senior level with proven results
Ability to take initiative with demonstrated experience in achieving sales/growth targets
Well-developed organizational and interpersonal skills

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before June 6, 2022 to: careers@pccu.ca.

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

Assistant Branch Manager

The Assistant Branch Manager will provide leadership and guidance to the Member Experience Representative, Sr. Member Experience Representative and Member Service Representatives through identification of opportunities, coordination of activities, and the achievement of objectives through use of the Advice Based model. The Assistant Branch Manager will ensure a team approach to advice and member service, share and translate organizational goals into measurable actions, and provide appropriate mentoring/coaching on the advice based process.

The Assistant Branch Manager will assist with branch operations, scheduling and training branch staff; meeting growth targets; implementing marketing plans for product and service promotion. Will encourage a needs based sales approach within a culture of service excellence, consistent with our corporate vision, mission and strategic plan.

The Assistant Branch Manager is responsible for growth of the branch portfolio attained through increasing business with current members, referrals and proactive business development activities. Responsibilities include providing quality member service and providing value added advice to members and planning activities to ensure accomplishment of annual goals. Ensure close contact with Branch Manager to maintain branch functionality.

Duties and Responsibilities:

Responsible for the supervision of front line employees (MER, Sr. MSR, MSR’s) by providing coaching, training, assistance and direction to the employee as required; responsible for performance management process and conducting performance appraisals
As a manager, promotes sales & service excellence, motivation and enthusiasm, product knowledge and professionalism; adheres to performance standards
Using the Advice Based model approach proactively market the organization’s products and services by promoting, upselling and cross selling the full range of lending and investment vehicles with emphasis on retail loans, mortgages, credit card products, lines of credit, registered and non-registered deposit and investment vehicles and sundry services
Meet set objectives for investment and lending growth targets
Working closely with the Branch Manager provide day-to-day branch operation leadership. Monitor the performance of the branch and report both successes and challenges to Branch Manager
Ensure all lending follows policy and maintains second highest lending authority in the branches. Ensure overall compliance of all administration. Help to ensure staff follow risk management, security and cash management activities
Under direction from the Branch Manager, assist with management of the facilities and functioning of the branches during the Branch Manager’s absence
In concert with the Branch Manager, assist with the execution of the branch marketing program to attain loan, deposit, sundry products and member growth within set objectives
Refer members to Commercial & Agricultural Account Manager and Wealth Management Advisor as opportunities are identified
Represent the Credit Union in the community by participating in local business activities and community functions
Maintain a high level of education with respect to Credit Union products, services and marketing programs/strategies
Enter all information into “ACE” (sales, referrals, member interactions, information) that provides information to enhance the Credit Union’s opportunity to better serve the membership
Review and audit credit files on a regular basis; prepare and submits branch reports
Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to
Ensure daily monitoring of the Delinquency Report. Follow up on delinquent accounts up to 30 days, contact members as required and maintain records of action taken in ACE
Handle member complaints in a courteous, professional manner
May be licensed Mutual Fund representative depending on needs of location
Perform other duties as assigned

Qualifications:

Post-Secondary Degree/Diploma or work equivalency
8+ years working in financial services (including credit management)
CFP or PFP or working towards
Demonstrated leadership ability (solid training & coaching experience an asset)
Displays exceptional interpersonal skills by demonstrating approachability, trustworthiness, flexibility and a strong work and service ethic
Proven relationship management and sales effectiveness skills, able to identify member needs and match appropriate solutions
Understanding of markets and trends in the industry
Demonstrates results orientation in both sales and service
Uses technology to enhance productivity
Committed to continuous personal improvement

The Information Governance Lead is accountable the operation of the Information Governance function, overseeing information governance and management functions.

An Information Governance Lead does the following:

Data Definitions and Rules Management

Maintains a deep understanding of the business and its data needs to assist with change impact analysis and to ensure data definitions and rules accurately reflects the business needs.

Data Controls and Metrics Management

Ensures the appropriate system and process data controls are in place or gaps identified to ensure the level of data quality expected by the business.

Ensures appropriate metrics are identified to assess data health and identify the risks when these controls are not being effective or are missing.

DTGC Support and Reporting

Responsible for escalating data risks and issues to the DTGC and ensure decisions are documented and communicated.

Acts as a liaison between DTGC and Information Governance Agile team as required.

Visit the CAREERS page or our website to learn more about this position and to apply. www.innovationcu.ca Only those applications received through our job board will be considered.