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Business Development Manager

Job Profile:

Radius Credit Union is seeking a full time Business Development Manager to be based out of our Radville Branch.  Reporting to the Manager of Retail Operations, this position is responsible for managing the operations of a branch team in order to provide products and services to members to ensure the achievement of the organization’s goals and strategies.

In addition to managing the day-to-day operations of the assigned branches, this position will focus on business development by building long-term financial relationships with members through the delivery of deposit products and lending services to meet the members’ needs.

Responsible for  a full range of performance management including goal setting, coaching, development and evaluating performance; motivation and recognition of staff; determining staffing, scheduling and training needs.

Qualifications:

Our successful candidate will have seven plus years of related experience and/or education in the financial industry. Ideal qualities include:

  • High-level knowledge of financial industry, trends and credit union advantages.
  • Proficient in business development and leadership.
  • Lending experience is an asset; working knowledge and understanding of the legal requirements associated with lending.
  • Wealth Management & Investment experience is an asset including working knowledge and understanding of investment services and registered products.
  • A commitment to self-development, self-motivated and able to work independently to guide a team of individuals to ensure branch activities align with the strategic corporate objectives.
  • A collaborative work style and excellent communication and interpersonal skills with a desire to share time, expertise and success with others.

The Credit Union /Organization: 

Radius Credit Union is a rural based, community focused credit union with seven (7) branches, assets over $440 million and nearly 50 employees serving 4700 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities. Employee engagement is valued and there is opportunity for growth for career-minded individuals. Our organization has branches in Avonlea, Ceylon, Ogema, Pangman, Radville, Tribune and Torquay.

The Communities:

Radville is a small valley town in southern Saskatchewan with a small river, Long Creek running through the north end of the town providing fishing and recreation to the local families. It is located only 35 minutes from the city of Weyburn; Radville is a community of close to 1000 and has both an elementary and high school in the community. A Regional Park, a 9-hole sand green golf course just west of town and great recreation facilities allows for local activities all year long, curling leagues and many hockey and baseball teams. The community also boasts a new healthcare clinic, hospital and long-term care facility.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP, critical illness and life/disability insurance.

If you are interested in becoming a part of our team please submit your resume, in confidence, via email, fax, or mail to:
Radius Credit Union
PO Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
Fax: 306.459.2950
michelle.leonard@radius.cu.sk.ca

This posting will remain open until a suitable candidate is hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

 

Senior Credit Analyst

As one of Canada’s Best Managed Companies for 18 consecutive years, Concentra prides itself on fostering employee engagement and a workplace of openness and respect.

Concentra is Canada’s leading provider of wholesale banking and trust solutions to credit unions from coast to coast. With deep co-operative roots, Concentra is focused on creating value for the credit union system. We partner with credit unions to ensure over five million Canadian members can choose competitive financial services from their local credit union.

Concentra is the number one partner in commercial equipment leasing and financing.  We work with credit unions large and small to offer competitive deal structures and attractive pricing for members.  Concentra employees enjoy a competitive total rewards package and a flexible work environment.  We are looking for a results-oriented leader to join our team.

Senior Credit Analyst (Full-time, Permanent)

This position provides independent, objective review and adjudication of incoming equipment lease applications. The Senior Credit Analyst evaluates risk implications, approves or declines within credit limit and makes credit recommendations and escalations as required.  As a key member of the front office, the Senior Analyst is responsible for financial analysis, assessment of credit reports, research of equipment and industry and approving and declining applications.

Key Outcomes:

The primary focus of this position is to manage and support in-depth analysis and adjudication of equipment financing applications.  This role will assess and determine appropriate transaction structure and pricing to ensure compliance with the Bank’s policies and guidelines.  The Senior Analyst identifies and advises on terms, conditions, and collateral requirements for the transaction decision, as well as opportunities for cross-selling and/or alternative solutions to meet client’s needs.  This role works with internal groups and clients to assess lease opportunities, and deals with customer inquiries and concerns.

In addition, the Senior Analyst approves credit within designation limits and prepares formal presentations to support lease applications presented to Credit Risk.  As a senior member of the team, the Analyst provides credit risk coaching and advice to the credit team to increase awareness of risk, policy, and knowledge of structuring transactions.

Qualifications:

  • Post-Secondary education in Business Administration/Commerce or equivalent combination of education and experience
  • 3-5 years commercial credit experience; leasing experience an asset

Applications for this opportunity will be accepted until end of day August 20, 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

Senior Client Support Administrator

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 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-leading 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 clients experience.

Concentra employees enjoy a competitive total rewards package and flexible work environment. We are looking for a results-oriented individual to join our team in Ontario, working in a home office environment.

Senior Client Support Administrator (Full-time, Permanent)

This position’s primary purpose is to assist credit unions, commercial clients, internal and direct clients with their service needs within a call centre environment.

Key Outcomes:

The Sr. Client Support Administrator is responsible to deliver a positive client experience by answering a diverse range of incoming client inquiries pertaining to financial and trust products including providing information, clarification and interpretation of program agreements, pricing, program requirements, administration instructions, product legislation and regulatory/compliance requirements, and analyzing client needs and providing solutions to meet those needs.

This role proactively support credit unions by managing time frames to most effectively support incoming and outbound service requests and escalating client issues or problems for resolution.

The Sr. Client Support Administrator supports the department in the achievement of its business plan by maintaining consistent personal upgrading of required knowledge, providing high quality client service, and providing recommendations for efficiencies.

Qualifications:

  • One year of post-secondary education with 2-4 years comprehensive knowledge and experience working with registered plans and mortgages.

  • Resourceful team player with excellent communication and interpersonal skills, complemented by proven time management and problem solving skills

  • Good working knowledge of the Portfolio data system would be an asset

Applications for this opportunity accepted until end of day August 16, 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.

Executive Director, CUCC

Having served the credit union community over the last five decades providing strategic guidance and operational support, the Credit Union Central of Canada has been re-established with a mandate to ensure that its member organization will be supported by world class payments services. In an environment of high consumer expectations, greater competition and an increasingly sophisticated technology, the world of payments presents both opportunities and challenges.

CUCC is today a national organization owned by the five provincial / regional credit union centrals. CUCC is responsible for managing contracts with payments related suppliers, network compliance and project management. On behalf of credit unions, CUCC, in an earlier mandate, was one of the founding members of Interac and is currently one of its primary shareholders. Through CUCC’s participation at Interac, credit unions are able to access Interac shared services and key payment products such as e-transfer.

An immediate priority for the new Board will be the appointment of a new Executive Director. Working under the direction of the Board of Directors, the Executive Director will: provide the knowledge and leadership required to establish CUCC as a leader in the payments ecosystem; and provide overall management and direction for this complex organization with multiple projects, a constant focus on innovation, while leading transformational change initiatives.

The new Executive Director will play a key role in shaping a framework that will enable credit union participants respond to the dynamic changes occurring in the marketplace, and to implement structures and processes that will further a national payments strategy, stimulate product development, and establish strategic priorities for credit unions.

Working with internal and external stakeholder groups, the Executive Director will build an organization that recognizes excellence, is open to new ideas and shares a commitment to be “best in class”. Building upon the structures already in place, the Executive Director will establish a culture that values teamwork and communication. The success of CUCC will ultimately depend on the retention/recruitment of talented team members.

This innovative role will require a decisive leadership style in both strategy and execution. The Executive Director will have superior communications skills and the drive/energy to move multiple projects forward in fluid and constantly changing environment. This is a complex undertaking, calling for a sophisticated executive with an understanding of the Canadian payments and financial services sectors, a balance of strategic and operational skills, with a proven experience in creating a new organization or facilitating a transformation of an existing entity.

To learn more about this exciting opportunity please reach out to Michael Henry at michael.henry@masseyhenry.com or apply online at https://masseyhenry.com/opportunities/

Chief Executive Officer – Newfoundland and Labrador Credit Union

Location: St. John’s, Newfoundland

Newfoundland and Labrador Credit Union (NLCU) is a full-service financial institution operating 12 branches in major hubs across Newfoundland and Labrador. With assets of over $680 million, NLCU is the largest credit union in Newfoundland and one of the largest in Atlantic Canada. Over 20,000 members rely on NLCU’s 140 staff for expertise in how to help them prosper.

Due to the retirement of the long-standing incumbent, NLCU is seeking its next Chief Executive Officer (CEO).

Reporting to NLCU’s Board of Directors, as CEO you are responsible for the strategic leadership and management of the credit union. Through your strong vision for the future, you will drive NLCU through sustainable business development and growth while fostering a corporate culture that is agile, growth-oriented and embodies NLCU’s vision, mission, values, and value proposition. You will lead and develop a high-performance senior management team who work collaboratively to turn strategy into action to achieve short- and long-term business goals. As the public face of NLCU, you will maintain positive relationships with NLCU’s regulator, business community, partners, associations, government and the communities NLCU serves. The CEO also acts as Corporate Treasurer and Chairperson of the NLCU Charitable Foundation Corporation.

As an ideal candidate you are a seasoned, trusted, and forward-looking financial industry leader with a proven record of making sound business decisions that have achieved organizational growth and improvements to member service. Extremely visible and engaging both internally and externally, people value you for your energy, authenticity, positivity and strong negotiation and influencing skills. You are an inspiring people leader who is naturally inclusive, passionate about coaching and mentorship, and empowers staff to be all they can be in pursuit of a culture of innovation, accountability and performance excellence. NLCU will benefit from your comfort and experience with the impacts of new technology and its effect on staff and members. Your sound governance knowledge and previous experience reporting to, or serving on, a board of directors will be of great value, as will your skill in identifying opportunities for efficiency, partnership and growth. Previous experience working within the credit union system is an asset.

For further information on this exciting credit union CEO position, please contact Andrew Dumont (adumont@boyden.com) or Cameron Morrison (cmorrison@boyden.com) at 613-742-3219.

We thank all applicants for their interest, however only those under consideration for the role will be contacted.

Financial Analyst

Financial Analyst – Prairie Payments Joint Venture

Permanent Full-Time

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.

 

The Position:

The Financial Analyst is responsible for supporting the organization with revenue model development, pricing model and management, planning of financial activities such as budgets, and invoice processing and financial tracking. In addition, this position provides expertise to the department for development of excel spreadsheets and complete any ad hoc reporting requests.

Reporting to the Vice President, Strategy & Engagement, you will work alongside managers and staff to develop reports and analysis that support business decisions. Your work will ensure that PPJV complies with internal policies and regulatory requirements.  Acting as a subject matter expert within PPJV, you will share knowledge and understanding of the rules of the various regulatory requirements that PPJV is subject to and answer questions on PPJV’s Compliance and Risk function.

 

The Person:

  • A post-secondary degree or equivalent education in accounting, finance, or related field.
  • Completion of or working towards completion of the CPA or CFA designation is considered an asset.
  • Minimum of four years of related experience.
  • High degree of computer literacy, particularly in spreadsheets including macros.
  • Advanced knowledge of the Credit Union/Caisse Populaires, Personal Information Protection and Electronic Documents and the Proceeds of Crime (Money Laundering) and Terrorist Financing Act and Regulations.
  • Strong knowledge of IFRS and accounting principles
  • Demonstrates influence, innovation, customer focus, critical thinking, self-motivation, and is results- oriented, with a high degree of attention to detail.
  • Understanding of payments industry and payments processing is considered an asset.

 

Key Competencies:

  • Effectively adapting to tight deadlines, heavy workloads, and sudden or frequent changes in priority in order to accomplish objectives.
  • Being a self-starter who takes ownership of assigned responsibilities.
  • Taking the initiative in understanding the needs of others (internal and external customers).
  • Pursuing work with energy, drive, and resilience. Not giving up before finishing, even when experiencing resistance or setbacks.
  • Possessing the required functional and technical knowledge and skills, and applying them effectively to do the job at a high level of accomplishment.
  • Ensuring that work accomplished is accurate in all relevant aspects.

 

The Environment

  • PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.
  • This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba.

 

 

Recovery Specialist II

Permanent Full-Time 

Closes August 22

Open to any Innovation Advice Centre

Annual Salary: $61,679 – $77,097

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: The Recovery Specialist II will review and discuss collection activities with consumer, agricultural, and commercial lenders on loans in arrears and will manage and conduct resolution activities when required. This individual will ensure collection activities are in compliance with all legislation, regulations, policies and procedures. How does one do this? Glad you asked!

A Recovery Specialist II does the following:

  • Initiates contact with delinquent members to discuss repayment plans and financial situations
  • Reviews, discusses, develops and implements realization strategies on delinquent loans
  • Prepares court related documents as required and provides resource to legal counsel
  • Aids in the collection of rent, maintenance, and sale of foreclosed property
  • Provides expertise and acts as a resource to lenders on collection activities
  • Recognizes member needs and promotes and cross-sells credit union deposit services
  • Assists in fraud mitigation activities

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3 – 5 years of job-related experience (collection activities, consumer, agricultural or commercial lending experience, high-quality member service) or equivalent combination of education and experience
  • You are a strong communicator with the ability to relate well to members and co-workers
  • You have demonstrated a commitment to continuous education and personal development

Personal Loans Officer

Northern Savings Credit Union is seeking a full time Personal Loans Officer for our Terrace, BC location.  This key position in the branch provides financial solutions and exemplary member service in personal loans and mortgages. This position is often the primary point of contact for existing and new members and can foster relationships through service excellence and product knowledge specific to retail lending.

Duties:

  • Delivers financial solutions to new and existing members by offering a suite of personal lending and mortgage products.
  • Is knowledgeable in all Northern Savings financial products and services to enable referrals to Financial Services Representatives, Business Services, financial advisory services and insurance (life, property and casualty).
  • Collaborates with staff in addressing services issues and member concerns.
  • Has expert knowledge of lending processes and procedures.
  • Identifies process improvements and escalates to supervisor.
  • Ensures that all interactions with members and fellow staff are completed in a professional and timely manner.
  • Meets compliance, confidentiality and regulatory requirements and abides by management policy and branch procedures.
  • Works within prescribed lending limits, referring applications as necessary.
  • Uses pricing matrix at all times for personal lending products.
  • Understands authorities with respect to overrides, waiving service charges and the pricing matrix.

Education:

  • High School diploma is a requirement. Completion of post-secondary education is an asset.
  • Completion of sales training is an asset.
  • Completion of Personal Lending course.

Experience:

  • Previous lending, sales and service experience is required.
  • Previous financial services experience is required.

Skills:

  • Demonstrated sales skills.
  • Expert knowledge of products and services required.
  • Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality.
  • Working knowledge, skills and experience in Microsoft Office

VP, Business Development & Retention

VP, Business Development & Retention

For 78 years, Lake View Credit Union and its members have been helping build a vibrant Peace region community.  Lake View Credit Union is a prominent, reputable, long- tenured, full-service financial institution with assets exceeding….million, and serving ….. plus members.

Lake View Credit Union currently has branches in Dawson Creek, Chetwynd, and Tumbler Ridge and serves every corner of the Peace Region through various digital solutions.

In addition to being a full-service financial institution catering to all personal and commercial needs, its staff and board are proud to call the Peace Region their home.

 Lake View Credit Union is seeking a VP, Business Development & Retention to be responsible for the overall management of the sales and service functions of the Credit Union by leading the development and achievement of sales objectives, superioer member experiences, optimal business retention, growth, the productivity of profitability goals.

The VP, Business Development & Retention leads and manages the retail and commercial lending teams, who are responsible for relationship building and sales of a full range of deposit and lending products and services. Through managing, coaching, and inspiring employees, the VP, Business Development & Retention will be responsible for all credit union sales and service goals, and develops the business by proactively recognizing and acting upon potential new sales opportunities that attract profitable new business and builds strong member relationships.

This role requires a deep and thorough understanding of the Credit Union’s business strategies and the competitive environment in which Lake View Credit Union operates.

 Key Areas of Responsibility

Operations

  • Manage and control all lending portfolios and communicate directives to maximize profits within an established mix of loans.
  • Oversee the Commercial and Retail departments (supervise and monitor) operations and service delivery systems.
  • Assist in the establishment of overall corporate loan growth targets. Establish branch budgets that support the corporate goals. Monitor budgets and take remedial action as required.
  • Develop strategies to promote the sale of all of the Credit Union’s products and services with a goal of expanding the existing member book of business, wallet share, and new profitable member relationships
  • Provide direction and assistance in establishing sales targets; ensures that the teams meet sales and service goals.
  • Ensure that sales processes favour and respect member objectives over sales targets
  • Promote all the credit union’s products and services with a goal of attracting profitable new business, expanding the existing member book of business, increase wallet share and build new and strong member relationships
  • Create and sustain a relationship management environment ensuring that the reputation of the Credit Union is not compromised through the behaviour/activities of the staff
  • Provide guidance and direction in matters concerning the interpretation and application of sales and service practices
  • Actively contributes to the strategic planning process for the credit union; identifies short- and long-term goals and objectives. Contributes to the design and development of the business plan, policies, and programs to meet objectives; ensures the even flow of communication concerning overall plans and programs to all levels of the branch staff is maintained.
  • Ensures maximum utilization of staff and resources within budgetary and policy constraints
  • Ensures adherence of branch staff to all operating policies, procedures, and security requirements by monitoring branch activities in all areas of deposit and loan functions and initiating action to rectify problem areas
  • Provides input concerning the effectiveness of all branch programs, marketing strategies, and short- and long-term planning activities to encourage and promote branch growth, consulting with senior specialists and external consultants as required to identify and capitalize on the potential for growth opportunities

Credit Union Support

  • Support CEO in setting short and long-term credit union goals; implement plans to achieve goals.
  • Support CEO in the development and achievement of sales targets and marketing plans.
  • In conjunction with the Executive Team, provide recommendations regarding service delivery channels and opportunities that may enhance sales and service.
  • Works together with other sales and service leaders to deliver consistent information and programs to teams through collaboration and joint meetings as needed, working effectively together to ensure member needs are met through all delivery systems across the service centers.
  • Prepare various reports for review by the CEO, Executive Management, and Board of Directors.
  • Support and participate as required in community events that promote the credit union.

Human Resource Management of Sales team

  • Lead and mentor employees; promote a coaching environment; develop direct reports to their highest potential.
  • Establishing performance and service standards, conduct performance appraisals, identify training and development needs of staff; if necessary, initiate appropriate disciplinary action.
  • Ensures the teams meet sales and service goals as established by the Credit Union.
  • Demonstrate enthusiastic support of the corporate mission, vision, and values, and long-term objectives.
  • Use effective change management and internal communications to introduce changes
  • Interview prospective employees and make hiring decisions.
  • Organize, schedule, and monitor activities to ensure maximum service levels are being provided to members and that work flows smoothly.
  • Understand the vision, values, and strategic direction and model behaviours consistent with the identified values and image of the credit union.
  • Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
  • The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
  • Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
  • Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
  • Strong team player with a collaborative working style;
  • Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
  • A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Knowledge, Skills, and Abilities

  • Proven executive-level leadership skills including strong organizational, interpersonal, leadership, change management, and communication skills;
  • The ability to multi-task and handle multiple complex priorities, while maintaining a professional disposition at all times;
  • Strong financial, analytical, research, problem-solving, judgment, and conceptual skills;
  • Knowledgeable, mature, and able to establish credibility quickly at all levels of the organization;
  • Strong team player with a collaborative working style;
  • Ability to mentor, coach, and support the development of teams to meet current and future organizational requirements;
  • A strong desire to be part of a growing and successful Credit Union and to play a significant role in its future evolution.

Required Education and Experience

The ideal candidate will bring to the role:

  • Post-secondary education in business, finance, and/or accounting, supported by role-specific formal training, or a combination of education, experience, and proven success.
  • 10+ years of progressive financial services leadership experience in a Credit Union, a financial institution, or in a related field
  • Thorough knowledge of the Canadian Credit Union System and the cooperative principles
  • In-depth and hands-on experience in loan portfolio management including products, functions, and processes
  • Demonstrated success in business development activities that have resulted in business growth

Credit Union Location

Dawson Creek is located in the Peace Region is located in the northeast of the province, between the Rocky Mountain Foothills on the west and the Alberta Plains on the east, this is a land of diverse and fantastic beauty.

To learn more about Dawson Creek and surrounding communities, please visit https://www.dawsoncreek.ca

To learn more about Lake View Credit Union, please visit our website at https://www.lakeviewcreditunion.com

We encourage all interested applicants to send a resume and cover letter to:

Gail Pearce at Gail Pearce Recruiting

Email                          gail@gailpearcerecruiting.com

Email subject:           Lake View Credit Union VP, Business Development & Retention

 

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