Senior Commercial Advisor

Senior Commercial Advisor – Emerald Park Branch

Join the Cornerstone Crew!

Be Part of Something . . . . .

Do you want to be a part of an organization where you can empower your members to succeed in life and business? Do you want to work somewhere where you can take the time to listen and understand each person’s story? At Cornerstone Credit Union we are looking for a proactive Senior Commercial Advisor who will identify an opportunity and know how to run with it.

As a Senior Commercial Advisor you will be a champion for our members’ businesses, you will be committed to delivering flexible business solutions, providing professional business expertise and presenting timely business advice to help our members realize their short and long term goals. You will have the opportunity to grow the commercial lending portfolio, by creating your own sales pipeline by building relationships within the communities we serve. No day is ever the same! Whether it’s providing proactive client solutions, stellar service and support, consultation sessions or financial advice, putting our members first is what we are all about.

What We Are Looking For . . . . .

  • A subject matter expert in the area of commercial business; providing innovative and creative solutions and being there every step of the way for our members to ensure they reach their business and personal dreams.
  • In-depth knowledge with lending and progressive experience in a sales and service industry 7 to 10 years would be an asset.
  • Experience in managing an assigned portfolio consisting of large market enterprise accounts.
  • The ability and confidence to anticipate opportunities, turn them into an action plan and then into reality.
  • A self-motivated and driven individual able to take on challenges that are a stretch but not unrealistic.
  • A track record of dealing with high complex business developing situations ensuring a healthy balance between opportunity and risk, growth and profitability while guiding our members along in their decision making and being open to what they have to say.
  • Going above and beyond in providing exceptional member service; members will want to tell their family and friends all about you!

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 paycheque, you will also be eligible to receive additional pay for outstanding individual performance through our incentive pay program!
  • Formal & Informal development opportunities offering challenge and growth.
  • 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.
  • Opportunity to create connections that will establish you as the go-to-expert in the community.

We Say We Care, and We Mean It . . . . .

Cornerstone Credit Union has been one of Saskatchewan’s Top Employers for 5 consecutive years. We have 23 branch locations in Saskatchewan serving 35,000 members, employing 280 people and managing assets over $2 billion. 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/191044-37571.html

Commercial/Agriculture Lending Account Manager

The Person: You are the special teams coach juggling expertise and specialties depending on what is required for the situation and member.  You are quick and ready to act because delays cost time and money.  You are prepared to tackle whatever lending challenge you encounter to help the farmer or business owner grow and improve their operation.  You have no problem running out to meet your members at their farm or office.  When requests for help are received you are quick to run with them and punt preconceived notions out of the way to really understand the request and focus on addressing it.  Crop grower, cattle producer, small business enterprise, medium business owner/manager – each is important to you and you strive to help them succeed.

 

The Position:  The Comm/Ag Account Manager is a full-time permanent position.  Experience in Commercial and/or Agricultural lending is strongly preferred, and salary will be commensurate with experience and qualifications. Unity Credit Union offers a competitive total compensation package including attractive employee benefits with matched pension contributions.   Relevant education and financial work experience are required.

Reporting to the Manager of Lending Services, the Comm/Ag Account Manager:

  • Takes a proactive approach to growing the loan portfolio, nurturing member relationships, and anticipating financial needs and offering solutions.
  • Grants retail, commercial or agricultural loans, mortgages, and operating lines of credit for business purposes within lending limits including completion of all required lending documentation for the lifetime of the loan; submits recommendations for credit to appropriate approval level; conducts regular portfolio reviews with members.
  • Promotes Unity Credit Union and maintains active involvement in the organization and community.

 

The Credit Union: Unity Credit Union is a successful rural-based credit union with assets over $300 million and 33 employees serving 5000 members.  Unity Credit Union is dedicated to finding and developing the right people and achieving our strategic intent of being an employer of choice and as such, will consider training the right applicant.

 

The Community: Unity is a progressive community of approximately 2500 people located in West – Central Saskatchewan. Services include K-12 schools, full health center facility, skating and curling rinks with artificial ice, a regional park with a 9-hole grass green golf course, camping, new swimming pool.  Economic drivers include salt mining, manufacturing, agriculture, inland grain terminals, oil and gas industry and an ethanol plant. For more information on the town of Unity, visit www.townofunity.com.

 

 

We would like to hear from you.   Competition closes December 31, 2021.

Inquries may be directed to:

Shauna Hammer, Human Resources Advisor
Phone: (306) 228-4515 ext. 222
Email: shauna.hammer@unitycu.ca

Branch Manager, Brandon Branch

Sunrise Credit Union is recruiting the best and the brightest.

Positions Available: Branch Manager in Brandon, Manitoba

Due to an internal retirement we are pleased to be able to share this opportunity with you:
 

Sunrise Credit Union is a rapidly growing financial institution that retains the values and traditions of the past while embracing a dynamic, progressive future.  We’re proud of our friendly, down-to-earth culture that fosters innovation, creativity and confidence among our staff.

At Sunrise our beliefs are simple, we believe supporting our communities, developing and educating our team and being there for our members.  At Sunrise we proudly boast over 220 staff members in 20 branches and a rapidly growing asset base of over $1.6 billion.  Currently we have $ 1.22 Billion in loans to our surrounding communities.  Brandon currently has 18 employees and a loan portfolio of over $ 263 Million and deposits exceeding $ 94 Million.

As a Branch Manager, you will guide and develop the staff who report to you.  We believe in a philosophy of providing our members with the products and services that will best suit their needs and equipping our staff with the ability to recognize those needs.  We value relationship banking where the successful applicant will have a vision of mutually beneficial long-term relationships.  You will be a community minded individual, encouraged to be involved in community activities and initiatives.

Preference will be given to those with industry related education including CUIC Studies and a proven track record in a credit union or other financial institution management environment.

Brandon is in an enviable position of offering the best of both worlds, opportunities of metropolitan life within a stone’s throw of quiet country living.  The City of Brandon is a full-service centre offering amenities and conveniences generally found in larger centers including daily air service to and from Calgary via WestJet.

Brandon is a sports-oriented city full of quality recreation facilities ranging from Hockey to Equestrian sports.  The city hosts a vast selection of team-oriented individuals with a hometown community spirit.

Brandon is the regional center of Western Manitoba with a population over 48,000 and a trading area of 180,000. Situated in the southwest corner of the province of Manitoba, Brandon covers approximately 74 sq. km and is located 197 km west of Winnipeg, 365 km east of Regina and 100 km north of the United States border.

If you are an enthusiastic team player, honest as the day is long and possessing a desire to serve Sunrise Credit Union members in this vibrant community, then we want to hear from you!! Please visit our website (www.sunrisecu.mb.ca) for more information and to apply on-line by January 30, 2022 or submit your resume to:

Janice Demers

HR Manager

Sunrise Credit Union

2305 Victoria Avenue, Brandon R7B 4H7

hr@sunrisecu.mb.ca

Internal Auditor

About Kootenay Risk Services

In June 2014, four Kootenay region credit unions formed the Kootenay Risk Services (“KRS”) support organization. The founding organizations include Columbia Valley, East Kootenay, Grand Forks and Nelson and District credit unions. The core purpose of KRS is to provide the owner credit unions with risk management and compliance resources.

Position Overview:

The Internal Auditor, under broad managerial direction, administers the credit unions’ internal audit program and conducts a variety of internal audits in all business units including deposit, lending, financial planning and insurance departments; acts as advisor to the senior management teams of the partnering credit unions in matters relating to internal audit, payroll, benefits, overall work organization, efficiency and cost containment; provides contract internal audit services to other entities; on a relief basis.

The Internal Auditor will work primarily from their home office with regular travel required to the partner credit unions within the Kootenay region of B.C.

EDUCATION AND EXPERIENCE

  • Completion of a two-year college or post secondary technical school diploma in business administration or operations management.
  • A recognized accounting (CPA, CMA, CGA) or auditing (CIA) designation
  • Minimum 5 years’ professional experience in an accounting or financial institution, with 3 years’ minimum experience being in an auditing role.
  • Demonstrated proficiency in computer applications including MS Office.
  • Demonstrated ability to work independently with highly confidential material.
  • Successful client-focused service delivery experience.

OTHER POSITION REQUIREMENTS

  • Valid driver’s license and vehicle transportation
  • Ability and willingness to travel within the Kootenay region of B.C.
  • Ability and willingness to maintain a home office

How to Apply

If you consider this position a match to your skills, please submit your resume in confidence.

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.

Please email your resume and cover letter to: employment@ekccu.com

Our employees make us who we are. Our ability to deliver outstanding member experiences, financial services, and a culture of accountability and integrity relies on the talent and drive of our team. We’re proud of our employees. In return for committing to not just the what, but the how, our full-time and part-time employees receive a competitive compensation package, full benefits, vacation time off, meaningful opportunities for learning and advancement, tuition assistance.

 

 

 

 

 

Digital Wealth Specialist

Permanent Full – Time 

Closes December 3

Annual Salary: $57,453.60 to $71,817.00

Anywhere in Saskatchewan

Flexible hours, career development opportunities,
exceptional benefits and pension plan!


Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

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: Reporting to the VP of Wealth Services, this position will form part of a digital/virtual team that provides investment solutions and delivers advice to members from anywhere, using various platforms. At the same time, establishes and maintains the existing small book relationships. The focus of this role is to grow and develop investments as well as refer retail business for those members in the building phase of their life. This role will work closely with the Consumer advisors as well as integrate our digital robo advisor platforms.
Innovation Credit Union supports a mobile workforce, some travel may be required within Regina and regional area.

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • you are passionate about providing world class financial services, growing member relationships, and are comfortable with building a portfolio
  • You want to help simplify our members lives by offering proactive advice to their day-to-day banking needs in person and digitally
  • Have completed some Post-Secondary plus 3 to 5 years job related experience; or an equivalent combination of education and experience
  • Organized and detail oriented
  • Proven results in strong sales and service skills along with refined relationship building skills
  • Completion of the following courses would be considered an asset: Credit Union Products and Services, Credit Union System, Introduction to Financial Planning, Consumer and Residential Mortgage Lending Course

Interested?

Audit Analyst

Conexus, Cornerstone and Innovation Credit Unions have built an integrated Internal Audit team.   Our credit unions are committed to helping our members reach their financial goals by reinvesting profits into our members, our communities and our people.  We are looking for someone who can act as a trusted advisor through the direct provision of all Internal Audit services, the provision of leadership, guidance, specialized expertise, and knowledge consistent with the strategies and priorities of the Internal Audit department and our credit unions as a whole.

THE POSITION: 

Reporting to the Internal Audit Lead/Manager, the CUs inSync partners of Conexus, Innovation and Cornerstone Credit Unions are seeking a highly motivated individual to join our team. The Audit Analyst will work with senior audit staff conducting risk-based audits which encompass all areas of credit union operations and follow the Institute of Internal Auditors Standards. This position is also responsible for:

  • Providing audit results and assisting in the development of reports to the appropriate audit lead
  • Identifying and assessing risks and opportunities within the credit unions’ and the members’ risk appetite
  • Identifying and assessing compliance with Credit Union Regulations
  • Leveraging technology and partners to provide and enhance the world class member experience
  • Living credit union values and competencies

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.

Chief Internal Auditor

About Affinity Credit Union

We’re a Saskatchewan-born, values-based, co-operative financial institution owned by our members, for our members. Our profits live in Saskatchewan (and so do we) and our advisors are part of the communities we serve and understand local needs.

We employ a professional workforce of about 800 and are 100% member-owned. By choosing to bank with Affinity, our members know that every dollar they deposit is reinvested and circulated back into our local communities through loans to other members. We put people before profit and as such work together to build a better world for everyone, every day. We have the largest branch network in Saskatchewan with 56 locations in 47 communities, manage $8.5 billion in assets and are the 10th largest credit union in Canada.

Our Commitment to Truth and Reconciliation

With locations disbursed throughout Saskatchewan, we acknowledge our workplaces are located on treaty territories, the traditional homeland of the Cree, Dene, Lakota, Nakota, Dakota, Saulteaux and the Métis Nation the stewards of this land for generations and acknowledge this land as providing for other Indigenous nations that moved through here as well.

Affinity’s Organizational Values

Open – Accepting, Fair, Flexible, Transparent

Honest – Accountable, Ethical, Honorable, Trustworthy

Inclusive – Collaborative, Cooperative, Respectful, Supportive

Committed – Engaged, Passionate, United, Willing

Diversity, Equity and Inclusion

As a values-based organization, Affinity is guided by the principles of diversity, equity and inclusion. These principles drive the decision-making process, creating opportunities to live our vision of building a better world. Diversity and inclusion are the cornerstone of the organizations culture.

We encourage and welcome all applications from Indigenous persons, racially visible persons, persons with a disability, women, and persons of a minority sexual orientation and/or gender identity, and all candidates who would contribute to the diversity of our organization.

For more information, please visit: www.affinitycu.ca

The Opportunity, Chief Internal Auditor

Reporting to the Audit and Finance Committee of the Board of Directors with an administrative reporting relationship through the CEO, the Chief Internal Auditor provides overall leadership and direction to the Internal Audit department, Affinity Credit Union, and its subsidiaries on Internal Audit related issues.

In this role, you’ll be responsible for leading the provision of independent and objective assurance and consulting activities to the credit union, its Board, the Audit and Finance Committee, and senior executives to assist the credit union in achieving its risk and operational objectives.

You’ll also lead the evaluation of the adequacy and effectiveness of controls encompassing the organization’s governance, risk management process, business operations, and information systems for the parent company and its subsidiaries.

This role is responsible for leading a team of two exceptional Internal Auditors.

Key Responsibilities

  • Provide leadership and direction for the development, maintenance and execution of a detailed internal audit (IA) plan, as approved by and regularly reviewed with the Audit & Finance Committee (AFCO).
  • Maintains independence from operations and management while consulting with management in the development of the IA plan and key audit findings.
  • Oversees IA policy and procedures and ensures IA direction is aligned with the strategic plan, Board/AFCO direction, regulatory requirements and accepted strong practice, including recommending areas of continuous development for the IA function.
  • Performs consulting and advisory services related to governance, risk management and controls as appropriate.
  • Evaluates the effectiveness of operations, and/or the reliability and integrity of the means used to identify, measure, classify and report financial and operational information.
  • Reports to AFCO and the CEO significant risk exposures and control issues, including fraud risks, governance issues, and other matters as requested by the Board and/or executive management.
  • Ensures key audit findings are addressed by management with regular follow-up reporting to AFCO.
  • Oversees assessment of the alignment between credit union strategic initiatives/directions and business operations and processes as reviewed within the board-approved audit plan.
  • Coaches on application of a risk lens in identifying issues and causes and providing recommendations to improve organizational effectiveness/efficiency.
  • Serves to advance the well-being of real people and their communities while deepening current member relationships and/or recruiting new members. Actively seeks to connect with current and potential members in our communities.
  • Maintains a collaborative, member-focused culture that is conducive to individual, team and organizational achievement, operational efficiency, accountability, and alignment

Key Qualifications:

Experience & Education

  • Post-secondary degree in a related field, complemented with 10 years of experience in increasingly senior roles
  • Advanced expertise as a Certified Internal Auditor (CIA) in leading internal audit and organizational controls; accounting designations (CPA) would benefit this role
  • Advanced knowledge of leading practices and innovative industry developments in internal audit
  • Advanced knowledge of regulated financial industry and operations
  • Demonstrated alignment with the values of Affinity

Leadership Competencies

Expert Advice – Provides new insights and feedback to key stakeholders to foster dialogue and make recommendations for continuous improvement. Integrates information relating to market dynamics, the financial industry, and member behaviour by utilizing area of expertise

Business Perspective – Adopts a long-term view of Affinity’s business strategy and sees the whole picture. Has a clear understanding of economic, social, cultural and demographic trends and their impact on the organization’s strategy and necessary oversight. Can adjust course as necessary.

Strategy Execution – Pulls together ideas, issues and observations through strategic insight in order to bring clarity to business leaders and facilitate decision-making.

Organizational Awareness & Relationship Management – Understands the organizational climate and understands what is and what is not possible, and how stakeholders will be impacted by decisions.

Collaboration – Desire and proven ability to make a significant impact through collaboration. Embraces collaboration as an operating style, encourages participation and fosters open dialogue. Utilizes a high degree of collaboration to make sound decisions, develop thinking beyond current boundaries and make innovative ideas practical.

Enabling Leadership – Works collaboratively with team members to achieve a common goal. Maintains and strengthens relationships with others, both inside and outside the organization. Both strategic and visionary, tactical and hands-on. A leader who develops, empowers and inspires people and grows their capacity as professionals.

Integrity and Trust – Possesses uncompromising integrity, honesty and unassailable business values and does not ethically cut corners. Treats people fairly and with dignity. Works hard to earn and maintain a high level of trust with the Board, CEO, executive team, and employees. 

Personal Accountability – Leads with humility and authenticity. Advocate of open, empathetic and respectful communication with both members and employees. Balanced, with a strong sense of ownership. Uses sound personal judgement to solve problems and make decisions.

Your pay

Our competitive compensation package includes an attractive base salary, incentive program, and excellent benefits. At Affinity, we focus on providing a Remarkable Employee Experience, a fulsome total rewards package, to support and motivate our employees in delivering a remarkable experience for our member. If required, relocation assistance to Saskatoon or Regina will be provided. Further details will be provided to candidates in the interview process.

We’d love to hear from you

Email a cover letter and tailored resume to Heather Sully at careers@affinitycu.ca indicating the job title in the subject line of the email.

www.affinitycu.ca

 

 

Manager, Lending Services

The Credit Union:

Rocky Credit Union is located in the foothills of the Rocky Mountains that is committed to maintaining a high standard of personal services.  This is your opportunity to join a dynamic team of financial professionals in a vibrant organization.

The Position:

The Manager, Lending Services oversees all commercial, agricultural, retail lending activities.  This position ensures all lending activities follow sound business practices, legislation, regulations, and policies and procedures.  The Manager, Lending Services is also responsible, but not limited to, the following:

Key Responsibilities:

  • Initiate action to improve growth and development of the Rocky Credit Union’s loan portfolio by pursuing new business and establishing and maintaining liaison with business and community contacts.
  • Effectively mentor, coach and develop lending staff to ensure sales and business development objectives are achieved and members receive consistent level of quality, personalized service.
  • Manage the lending staff of Rocky Credit Union to ensure compliance with established business practices, legislation, regulations, by-laws, policies and procedures
  • Develop and recommend changes to policies and procedures for effective and efficient lending services
  • Resolve complex lending issues and member complaints referred by staff to ensure needs of members and Rocky Credit Union are met
  • Completion of regulatory reporting requirements on an on-going basis.
  • Organize, schedule and monitor lending service activities to ensure maximum service levels are being provided to members and that work flows smoothly.
  • Manage an assigned loan portfolio through the analysis of loan requests based on character, capacity, and collateral to safeguard member deposits and the viability of Rocky Credit Union.
  • Develop, recommend, and implement changes to policies and procedures in the lending department.
  • Provide input in the creation of lending sales targets and marketing plans.
  • Establish performance standards, conduct performance appraisals, and identify training and development needs of departmental staff.
  • Develop department budget and monitor performance in relation to budget.

The Person:

  • Post-secondary education plus seven years combined retail and commercial lending experience.
  • Excellent interpersonal skills and the ability to manage, coach, motivate and develop employees
  • Excellent written and verbal communication skills.
  • Good understanding of credit union regulatory requirements.
  • Time management & detailed oriented.
  • An awareness of external economic environment
  • Excellent negotiation and problem resolution skills.
  • Prior supervisory experience is an asset.

Compensation:

  • Salary commensurate with experience and in accordance with Rocky Credit Union’s Rewards and Motivation program.
  • Comprehensive benefits package.

Closing Date:

  • December 13, 2021 at noon

Submit Resume in Confidence To:

jshanks@rockycu.com with ‘Manager, Lending Services’ as the subject

Vice President, Credit Risk

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 creating a personalized experience for each member. 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 a forward-thinking individual who understands and has a passion for the lending business and responsible risk management to come on board as our Vice President, Credit Risk. This is the perfect opportunity for an innovator that is ready to challenge our status quo and willing to disrupt our current practices.

How you’ll be spending your time

  • Coaching and empowering your team to take calculated risks that balance member service with responsible risk management.
  • Ensuring that your team is in the know and can clearly communicate lending decisions to our members.
  • Developing new strategies and lending policies that are easy to understand, efficient, faster, and outside the box.
  • Sharing insight, helping inform decisions, approving complex loans and occasionally resolving conflict around conditional approvals and credit declines.

The way people describe you

  • A credit risk pro with business, agriculture and consumer lending experience.
  • A disruptor that looks beyond credit risk and incorporates enterprise risk into your decision-making.
  • A dedicated coach who guides teammates to grow and work through complex credit requests and sets them up with tools and knowledge for responsible risk management.
  • An influencer who’ll make a meaningful difference on our member and employee experience by supporting and leading change.
  • A knowledge seeker who stays on top of the lending industry and looks for emerging risks and new opportunities for healthy business development.

The experience you bring

  • Senior professional in business and consumer lending.
  • Formal leadership experience with demonstrated ability to effectively lead a team.
  • Post-secondary degree in finance, economics, business administration or related discipline. Post-graduate education is an asset.

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 and can rock this role? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Tahnee at tahnee.smerchynski@conexus.ca. But act fast, the opportunity closes on December 5, 2021.

Accounting Coordinator

Purpose of Position:

This position is primarily focused on providing support and service to internal clients, ensuring the effective and efficient co-ordination of information. The Accounting Coordinator will work towards the achievement of Churchbridge Credit Union goals and objectives by providing high quality accounting and administrative support, under supervision of the CEO. This position performs a variety of moderately complex accounting functions as well as lending support and administrative aid to credit union personnel.

Currently this position will complete the Accounting Assistant duties 50% of the time and will cover for the Accounting Assistant during absences.  The remaining time in the position will be spent on more complex accounting functions.  The goal of the candidate in this position will be to advance their skills and education in order to assume the balance of complex accounting duties that are currently outsourced.

The Accounting Coordinator will be responsible for ensuring activities are in compliance with all sound business practices, legislation, regulations, by-laws, policies, and procedures.

 Key Responsibility Areas:

Accounting Support Services

  • Conduct all day-to-day accounting functions and tasks for the credit union.
  • Maintain, monitor, and reconcile various general ledger (GL) and holding accounts; prepare and process required accounting entries and month-end adjusting entries as required.
  • Work with staff to resolve any issues or errors; work to develop procedures to ensure errors are infrequent and work processes are improved.
  • Working practical knowledge of reporting systems such as DRVA, CORS, FAS and C-view.
  • Gather and present information to the Asset-Liability Committee (ALCO) and follow through on ALCO committee investment instructions.
  • Be the “point of contact” for our third-party finance department.
  • Process interest rate changes as directed by the CEO.
  • Support the day-to-day cash management and forecasting.
  • Provide back-up support in managing and monitoring investments and borrowings.
  • Assist in preparation and production of support documents and files for month-end and year-end financial statements and regulatory reports.
  • Assist in identifying any areas of financial concern for the credit union.
  • Ensure the safekeeping of records to meet the requirements of outside regulatory bodies. Ensure that a systematic process is in place for their retention and disposal.
  • Assist in the management of the relationship and acts as liaison between the credit union and its external auditors and regulators when required.
  • Input and administration of exchange rates.
  • Prepare and maintain government remittances/filings, accounts payable, and other similar transaction.

Administration Support Services

  • Adhere to all security standards as they relate to the position including specified combinations.
  • Provide overall administrative support services to the credit union.
  • Administer the Records Management Framework regarding the retention and destruction of records across all branches.
  • Review administration, department and position procedures and guides as required.

Service Excellence

  • Participate in the Pelmetta TEAM and Heart of Coaching programs by utilizing the skills and knowledge from these programs in your everyday duties to provide excellent internal and external member service.
  • Maintain a general understanding of credit union products and services and relevant policies and legislation by regularly reviewing literature and attending informational meetings.
  • Differentiate between credit union and competitors’ products and services
  • Appropriately promote the credit union and its products and services during off hours.
  • Provide support in the tracking of targets or marketing efforts.

Department, Branch, and Credit Union Support

  • Work effectively with fellow employees, share ideas and information and support the development of peers and credit union objectives.
  • Actively participate in department, branch, and credit union meetings.
  • Work to meet the strategic objectives as established annually by the Credit Union Board of Directors.
  • Complete all Annual Compliance and other assigned training and comply with all regulatory requirements including Market Code, Anti-Money Laundering (AML), Privacy, and Code of Conduct.
  • Provide backup support, training, and assistance in problem solving to team members as required.
  • Continual improvement of self and team by utilizing TEAM, Heart of Coaching, and the Winning Way.

Decision Making and Freedom to Act

Under general supervision, guided by established standards and procedures, the work is varied and occasionally complex.  Normal decision making is required with the use of some judgement amongst a wide variety of guidelines.

 Qualifications:

Skills:

  • Strong computer literacy including effective working skills of Microsoft Word and Excel
  • Strong written and interpersonal communication skills dealing with a variety of team members.
  • Willingness to learn and continually build their technical and professional knowledge
  • Goal orientated
  • Strong analytical, problem solving, organizational and time management skills.
  • Attention to detail
  • Ability to learn quickly
  • Work independently
  • Organization

Experience:

  • Successfully obtained an Accounting Diploma from a recognized business program with the desire to achieve a Bachelor’s Degree in Commerce with a major in Accounting.
  • Minimum 2 years of accounting related experience
  • Working knowledge of trial balances, general ledger (GL) databases, financial statements close processes and accounting matters
  • Understanding of payroll, bookkeeping and record keeping practices
  • Advanced Excel knowledge.

Training Requirements:

  • CUIC 201 – The Credit Unions: Different by Design
  • CUIC 185 – Products & Services
  • Heart of Coaching
  • Sales and Service Program course
  • Continuing education to complete Bachelor’s Degree in Commerce with a major in Accounting. Assistance with cost of education to be discussed.

Note:  this job profile is not intended to be all-inclusive. Employees may perform other related duties as negotiated to meet on-going needs of the organization.

 

To apply for this position please send your resume by November 30, 2021, to the attention of:

Ryan Tebbutt, CEO

Churchbridge Credit Union, Churchbridge Branch

Box 260, Churchbridge, SK S0A 0M0

rtebbutt@churchbridgecu.ca

 

Only individuals who have been selected for interviews will be contacted.

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