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Assistant Manager

oin passionate people. Elevate your potential.

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose driven organization involved in our communities and a true financial partner to our local business members.

Looking for the next step in your career? Look no further. We are currently seeking an Assistant Manager. The Assistant Manager supports the Branch Manager in overseeing, developing, and empowering a proactive sales and service workforce that engages customers. The Assistant Manager also participates in special projects, committees, implementation teams and other related assignments as required for operational, cross-divisional, or corporate initiatives.

If you are ready to make a difference as a leader, apply today!

What you’ll do:

  • Manage the staffing requirements for the branch—hiring, onboarding, training, supervising, measuring performance, coaching, and disciplining.
  • Participate in and represent the branch at consumer banking leadership meetings.
  • Proactively manage branch performance by monitoring and analyzing operational reports and information from CRM, Insight, mystery shops, etc.; by facilitating regular and meaningful coaching sessions; and by assisting with the creation and implementation of personal development plans.
  • Proactively seek customer feedback, initiate and participate in customer consultation and monitoring activities.
  • Collaborate with employees in identifying opportunities to enhance or correct service delivery; establishing targets or standards; and developing and implementing action plans.
  • Review new loan applications and supporting documents, ensure credit-granting quality, and approve mortgages, HELOCs, loans, lines of credit and overdrafts within lending limits.
  • Provide input towards budgeting and strategic planning discussions.
  • Act as security and safety officer for the branch, communicate emergency procedures, ensure team’s completion of annual security and safety, anti-money laundering, and respectful workplace training and assessment, and monitor adherence to protocols.
  • Generate sales leads and develop new customer relationships through sales calls, personal contacts, networking, community events and other activities.
  • Refer customers to other experts and external business partners as needed, collaborate to ensure a seamless and rewarding customer experience.

What you bring:

  • 3-5 years’ progressive, customer-facing experience within a financial institution, which includes 1 year in a supervisory role or as part of a management associate program
  • Superior interpersonal and communication skills, including the ability to interact with a diverse and varied audience i.e. both internal and external customers and stakeholders
  • Strong leadership skills including coaching, supervising, training, decision-making and judgement
  • Proven business development, sales, service, and negotiation skills
  • Excellent time management and organizational skills
  • Detailed knowledge of deposit, personal lending, mortgage, and wealth management products
  • Working knowledge of various computer programs, including Microsoft Office, banking and customer relationship management systems
  • Willingness to engage in a flexible schedule (e.g. some evenings and weekends outside of branch hours)

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

Great Place to Work. We are committed to employee engagement and have achieved the Great Place to Work certification 3 years in a row.

Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers

Customer Service Specialist

For over 75 years, Prospera Credit Union has been a successful financial institution because of an unwavering focus on meeting the needs of our members, providing fulfilling careers for employees, and giving back to the communities we serve. Westminster Savings and Prospera Credit Union officially merged, January 1st, 2020. We continue to be a purpose driven organization involved in our communities and a true financial partner to our local business members.

Do you love building relationships and empowering their financial decisions? We are currently seeking a Customer Service Specialist. This outstanding opportunity can start or further develop your career in Financial Services. The Customer Service Specialist (CSS) delivers exceptional customer service, is responsible for proactively developing positive relationships, and satisfying our members’ product and service needs.

What you’ll do:

  • Greet customers, establish rapport, address service inquiries and customer concerns, and seek opportunities to deepen customer relationships
  • Proactively seek occasions to demonstrate our value proposition, uncover needs, and recommend appropriate services and solutions
  • Refer customers to account managers and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience
  • Handle transactions, open personal and business profiles, demand accounts, term deposits, ATM cards, and other banking products and services
  • Perform administrative tasks, cash desk duties, and assist with branch opening and closing processes
  • Participate in sales meetings and maintain an accurate history of sales and service activity on the customer relationship management system
  • Support and participate in community initiatives

What you bring: 

  • Experience in a frontline role within a financial services environment is preferred
  • Exposure to retail lending would be an asset
  • You have a ‘can do’ front line/customer service mindset, a strong interest in a career in financial services, a capacity and passion for learning, strong team orientation, excellent communication and relationship-building skills, and a keenness to grow and help others
  • You are a self-described ambassador for the ultimate customer experience, and you love to connect with customers and build lasting business relationships
  • A demonstrable interest in community involvement is a must-have!

What’s in it for you?

Inclusive, equitable and accessible workplace: All team members are valued, respected, and heard. We learn from each other’s differences, gaining strength through our people and our perspectives.

Career Advancement! We are committed to our employee’s growth and development and we want to see you soar.

Fun & Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.

Show me the money! We offer competitive pay, a personalized benefits program, and a generous defined contribution pension plan.

Community Focused. We care about giving back to the communities we live, work and play in. We participate in many community minded activities throughout the year.

Please apply for this single opportunity on www.prospera.ca/Careers or www.wscu.com/careers

President & CEO

PRESIDENT & CEO

connectFirst Credit Union

Is this where YOU belong? This is an exciting role for a visionary CEO with the ability to inspire high performing leaders and teams, motivate progressive change, and promote a sense of belonging across the organization. You clearly model the highest ethical standards and an unwavering commitment to diversity, equity and inclusion. You are passionate, lead by example, and can win the hearts and minds of all employees as you build excitement, inspire innovation, and bring the strategic plan to life. You are known for successfully stewarding a culture that thrives on collaboration and deep-rooted organizational values. And above all, doing the right thing for every member and delivering exceptional member experience – that’s in your DNA.

The CEO is accountable to the Board of Directors for the successful financial and values-driven performance of connectFirst Credit Union. They are responsible for providing dynamic and effective strategic leadership and direction to all aspects of connectFirst operations and within the credit union system where, as one of Canada’s 10 largest credit unions, connectFirst plays an important part.

The CEO is accountable for the ongoing growth and sustainability of the organization as well as the execution of connectFirst’s current strategic direction centered on exceptional member experience. In the last 12 months the foundational enablers of this strategy have been implemented via exceptional efforts across all levels of employees. These strategy foundations include the replacement of four divergent banking systems with one consistent front and back-end banking system, a corporate wide reorganization redesigned to align lines of business instead of geographic divisions and the launch of the unified connectFirst brand replacing the past First Calgary, Legacy, Mountain View and Chinook regional brands.

connectFirst’s customer-centered, growth strategy now requires an inspiring, strategic leader to lead the next step in bringing their strategy to life within a highly competitive marketplace. To do this, continued culture shift and operational enhancement is required, and the CEO will play a critical role in ensuring their team remains committed to credit union values, effectively resourced, highly engaged and fully capable within a culture that enables the collaborative achievement of our organization’s strategic goals.

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

Calgary@leadersinternational.com

www.leadersinternational.com

 

TO VIEW FULL PROFILE & APPLY:

connectFirst Credit Union – Chief Executive Officer

Financial Planning and Analysis Manager

Concentra Bank is a purpose-based organization, striving to create the future of banking. We are embarking on a bold plan to evolve and grow into a diversified, top tier performing company delivering greater value to employees, customers, and owners.

As an innovative and future-focused company, we form partnerships to deliver industry-best financial solutions to our customers. We offer a wide range of financial solutions including specialized banking, consumer finance, treasury, wealth and trust services and more. We strive to be among the most trusted organizations in Canada by solving problems for our customers and offering a positive, seamless experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for an experienced and dynamic financial planning and analysis professional to join our team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Financial Planning & Analysis Manager (Full-time, Permanent Position)

The Financial Planning & Analysis Manager conducts in-depth analysis to facilitate fact based, informed decision making and integration of risk-based management in business units. This position contributes to the business line’s profitability and efficiency by analyzing risk and business need, recommending risk optimization tactics and effective measures of business strategy, and contributing to the development of Board and committee reporting.

This position is responsible for preparing and measuring various aspects of corporate performance and risk management by monitoring, assessing, and measuring financial results and processes against established frameworks. This position directly supports revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks. This position also develops dynamic models to conduct financial analysis of new business lines, projects, and products to ensure effective allocation of capital and the achievement of profitability targets.

The Financial Planning & Analysis Manager contributes to efforts for the Bank to achieve objectives by initiating strategic relationships within the department, division and company and monitoring and analyzing outcomes of strategic actions. This position coordinates business plans for business units, including preparation of business plan assumption reporting, and analysis of potential impacts to financial performance and risk measures.

Qualifications:

  • Completion of an undergraduate degree in business or finance and holds a professional financial designation (CPA, CFA)
  • 3-5 years’ experience in a financial institution conducting financial reporting and analysis or equivalent combination of education/experience
  • Comprehensive understanding of financial and managerial analysis
  • Comprehensive understanding of the financial products and services offered at the Bank
  • Comprehensive understanding in the measurement, monitoring and analysis of balance sheet risk management
  • Comprehensive understanding of internal control framework and operational risk elements
  • Advanced experience in financial modeling
  • Working level ability to assess complex financial issues, recommend strategies, plans and tactics to meet business objectives
  • Comprehensive skills in spreadsheet (Excel) and general ledger (Oracle) applications

Applications for this opportunity accepted until end of day Monday, November 1, 2021. To apply, please visit our Career page at www.concentra.ca

At Concentra, our goal is to achieve a workforce as diverse as the people we partner with. We encourage all members of the designated groups; aboriginal people, persons with disabilities, women, visible minorities and others to join our team. Concentra strives to provide a safe and respectful work environment free of discrimination and harassment and is committed to an inclusive, barrier-free recruitment and selection processes. 

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

Marketing Specialist (Social Media)

Temporary Full Time (until approximately 6 months)

Closes November 1

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

Annual Salary: $57,454 to $71,817

 

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 Int Marketing/Data Analytics, this position will be responsible for the creation and management of organic and paid social media content in order to achieve our marketing goals, including increasing online presence, member acquisition, remarketing and retention.

A Social Media Marketing Specialist does the following:

  • Develop and implement social media strategy and improvement tactics. You know how to make a plan, and either stay on course or course correct to meet and surpass our goals.
  • Manage the day-to-day activities on social media accounts. You will manage comments and DMs, flag outstanding information, and engage in social listening and/or monitoring.
  • Create social media content. You will create engaging captions that vary for each platform. You are comfortable with creating graphics (images, video, templates), and hashtag research doesn’t scare you.
  • Utilize social media content for each platform and audience. You will create a schedule and have a good understanding of optimal posting times on different platforms as well as their character counts. You know what alt text is, and how to use it.
  •  Increase and measure desired social media metrics. You are comfortable with engagement metrics and baselines. When it comes to social media analytics, you know how to define and measure KPIs, suggest improvements based on that information, and create a monthly report .

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have minimum one year of formal education or equivalent; plus 1 to 3 years of job related experience or equivalent combination of education and experience
  • Knowledge of search engines, search engine optimization (SEO) and basic factors that can influence rankings
  • Knowledge of the impact of other online marketing activities (eg. Online Advertising – PPC/Display, Usability – UX)

Interested?

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.

Apply via our website ASAP.  Only those applications received through our careers page job board will be considered.

Agricultural & Commercial Credit Officer

Dundalk Credit Union, a successful local co-operative financial institution, seeks an Agricultural and Commercial Credit Officer. We are looking for a highly motivated individual with a background in Agriculture that is a confident communicator with strong analytical skills to join our team. Applicants must have an aptitude for negotiation and financial analysis, combined with sound decision-making abilities and be capable of managing multiple priorities. A degree in agriculture, business or commerce and related finance experience is preferred. Proficiency in Microsoft Word and Excel required.
The successful applicant will report to the CEO and will share with other lenders, responsibility for granting agricultural and commercial credit to members within policy guidelines, will monitor and review Agricultural and Commercial Accounts and perform site-visits at member farms/places of business. The successful applicant must have the ability to conduct both virtual and in-person appointments with members and will be expected to work as part of the credit union team with a focus on serving the needs of the local farm and business community. The position will be full time. Hours may be negotiable between 30 and 37.5 hours per week. Salary will be commensurate with experience. A generous benefit package is available.
A more detailed job description is available upon request. For more information about our local community credit union visit www.dundalkcu.ca . We thank all applicants for their interest but only those chosen for an interview will be contacted.

Manager, Communications and Marketing (located in AB, SK or MB ideally)

About PPJV:

In response to the rapidly changing payments landscape and the multiyear Payments Canada modernization initiative, the Centrals of Alberta, Manitoba (CUCM) and Saskatchewan formed a joint venture known as PPJV on behalf of all prairie credit unions. PPJV resources are in year two of a multi-year project to move to a payments as a service model with IBM. They are also intent upon streamlining the payments functions between the three Centrals. The goal is to ensure prairie credit unions are competitive in payments and have access to efficient, cost-effective, modernized payments processing infrastructure. This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba.

 

ROLE SUMMARY:

This position is responsible for supporting the success of PPJV’s marketing & communications efforts by developing and influencing strategic communications plans and executing tactical marketing and communication activities. This position will keep key internal and external stakeholders informed and engaged as well as increase credit union system understanding and awareness of the PPJV. This position reports into the Vice President, Strategy and Engagement.

 

KEY ACCOUNTABILITIES: Develop, implement, and evaluate integrated, strategic stakeholder communications plans that support corporate strategic initiatives, generate understanding about PPJV and the credit union system, as well as support engagement with stakeholders. This includes identifying areas for improvement and recommendations for new and effective ways to communicate with credit unions and other key stakeholders.

  1. Provide expertise and guidance to senior management and project leads on communications methodology and strategies. This includes developing annual communications strategies that help the PPJV achieve its strategic goals.
  2. Write strategic communications material that support the organization’s internal and external stakeholders’ communications objectives. This includes program updates, payment feature sheets, presentations, web copy etc.
  3. Manage PPJV digital and social media properties and any media relations efforts.
  4. Act as a resource for incident response through communications counsel and incident response communications planning and messaging.
  5. Develop and implement an integrated strategic marketing plan to develop and advance PPJV’s brand identity on a strategic and operational level and effectively position the company with key customers and industry players
  6. Provide consulting to key executives and leaders to develop and ensure consistent messaging among the leadership team and across the organization.
  7. Manage the Prairie Payments internal information portal and external public website including updating/developing all web content.
  8. Mange content and distribution of the program newsletter.
  9. Support planning and execution of program webinars.
  10. Support material and presentation development for the PPJV Engagement Team
  11. Create and manage communications/marketing budgets within area of responsibility.
  12. Establish and maintain effective and collaborative working relationships with the PPJV Engagement Team, work stream leads and senior leadership team.
  13. All other duties as assigned.

 

EXPERIENCE, EDUCATIONAL REQUIREMENTS: Communications, Public Relations or Marketing degree or certification preferred and a minimum of 6 years related experience; or a combination of formal education and experience.

 

SKILLS

– Excellent writing and editing skills

– Able to create content that will engage across all levels of an organization

– Experience in partnering with internal and external stakeholders

– Project Management experience would be considered an asset

– Possess high level of technical proficiency using MS Office programs specifically PPT and ability to do basic work in WordPress and be able to learn other technical systems including Adobe InDesign.

– Strong meeting facilitation skills.

– Able to balance competing priorities while working collaboratively and effectively with people.

This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba

 

CHIEF FINANCIAL OFFICER (CFO)

CHIEF FINANCIAL OFFICER (CFO)

Affinity Credit Union

Reporting to the CEO, the CFO is a key member of the executive leadership team at Affinity, responsible for the management and reporting of the company’s financial resources and for oversight of diversification strategies. The role will support Affinity by acting as a strategic financial partner to help create and maintain a growing, profitable organization and is accountable for the accurate and fair representation of Affinity’s financial status to stakeholders. This role works closely with other senior leaders across the organization to oversee the implementation of business strategies, guidelines and procedures, to ensure innovative functional strategies that enable a seamless member experience.

The role provides leadership in the development of the financial strategy including capital requirements, the metrics aligned with Affinity’s strategy, the control systems designed to preserve Affinity’s assets, and the accurate reporting of financial results. The CFO ensures the timely and accurate production of financial and statistical reporting, provides independent financial oversight to the Board of Directors and its committees, and acts as an advisor on all financial matters. In addition, the CFO oversees a variety of investments and diversification entities, which help support the growth and sustainability of the organization. Other areas of responsibility include overseeing appropriate investments in physical premises, specifically design implementation, development and maintenance of all corporate facilities and equipment to reflect business and member needs.

Leading a team of 40 professionals, the CFO has four direct reports:

  • Senior Director, Controller
  • Director, Finance
  • Facilities Manager
  • Subsidiaries Lead

 

FOR MORE INFORMATION

Allan Nelson or Heather Fookes

Leaders International Executive Search

Saskatoon@leadersinternational.com

www.leadersinternational.com

 

TO VIEW FULL PROFILE & APPLY:

https://leadersinternational.com/affinity-credit-union-chief-financial-officer/

Procedures & AML Analyst

This is a great opportunity to take the next step in your career and create a future at SASCU!

We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun! Add in competitive salary and benefit packages, along with perks such as an employee incentive plan, reduced banking fees and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As the Procedures & AML Analyst, you will make balanced procedural recommendations that reflect SASCU’s corporate focus on member centricity and continuous improvement while meeting our regulatory compliance obligations, including Anti-Money Laundering (AML) requirements and fraud management. The Procedures & AML Analyst also recommends, documents, and implements new and revised policies and procedures across SASCU to ensure that staff have the tools and information they need to complete their work efficiently and within established guidelines.

 

What you’ll do:

  • Monitor and identify internal and external situations that may result in updates to SASCU’s procedures.
  • Recommend changes to the Manager, Risk & Procedures, consult with key stakeholders, and document and implement policies and procedures.
  • Customize, design, and create forms for SASCU’s operations manual to support efficiency of operations.
  • Respond to operations-specific queries from staff, supervisors, and managers, and provide guidance to assist them in locating required information and resources.
  • Liaise with external operations and compliance departments regarding new and anticipated changes.
  • Liaise with the Training department and assist with training staff on new/changed procedures.
  • Monitor, report on, and support with the auditing of Anti-Money Laundering procedures and other compliance requirements.
  • Adjust to a dynamic environment where focus, timelines, and project milestones may be adjusted due to project needs and priorities.

What you’ll bring:

  • A post-secondary diploma in business or communications.
  • 4-6 years’ experience in the financial services industry.
  • Experience with the Microsoft Office suite and other programs.

You’re perfect for this role if you have:

  • Strong attention to detail, organization, time management, and research skills.
  • Adaptability to working with various stakeholders and changing priorities.
  • Excellent communication and interpersonal skills.
  • A commitment to continuous learning and development.

 

This is a full-time Monday to Friday position. 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.

 

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 $900 million in assets. Learn more at www.sascu.com

 

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. Employment offers will be conditional on the candidate providing satisfactory proof of COVID-19 vaccination (vaccination records or receipts issues by the Province), subject only to valid legal or medical exceptions, and complying with all pandemic/epidemic control measures affecting the workplace.

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