Financial Services Officer

Opportunity: Full-Time Financial Services Officer

Osoyoos Credit Union (OCU) is seeking to fill a position for a full-time Financial Services Officer at our Osoyoos/Rock Creek location. Applications will be accepted until filled.

Why Us

Working at OCU is different than working anywhere else, and we are proud of it. We do not just say it, we live it. We are a co-operative organization owned by our members, so our customers are our owners. We treat our members and our staff like a family. In fact, community is so important that we consider it one of our core values and here is how we show it:

Annually supporting non-profit organizations through our Community giving fund.
Presentation of 3 scholarships and 1 bursary each year to deserving local students.
A staff volunteer
We are a living wage employer.
75 years of legacy in our community.

Qualifications:

Enjoy meeting new people and are at ease getting to know
Understand the importance of community and regularly demonstrating it.
Enjoy learning and experimenting to find simpler processes to accomplish tasks in less
Can make quick and informed
Independent, professional leader with strong problem-solving
Ability to focus on needs, while remaining calm and
Eye for detail while keeping the big picture in
Previous work experience in lending and investing.

Submit your cover letter and resume to Greg Sol, CEO: gsol@ocubc.com

Please include “Full-time FSO” in the subject line. We thank all applicants for their interest; however only those selected for an interview will be contacted.

Fulltime FSO 2021-08-23 OCU Job Description – Financial Services Officer

Manager Retail Advisory

Manager Retail Advisory

Location: Fort St John

North Peace Savings and Credit Union, serving Northern British Columbia, is recruiting for a permanent full time Manager Retail Advisory in our Fort St John Branch.

Reporting to the Senior Manager Retail Advisory, the Manager, Retail Advisory leads and manages Financial Advisors and Member Advisors located across all branches, who are responsible for relationship building and sales of a full range of personal deposit and lending products and services, quickly and efficiently probing to uncover and assess overall needs of all members and identify opportunities to deepen the engagement with the member. Through managing, coaching and inspiring employees, the Manager, Retail Advisory meets team objectives by engaging in activities to achieve superior member experiences, optimal business retention, growth and productivity.

The Manager Retail Advisory will work closely with the Senior Manager, Retail Advisory as a leader who is passionate about building lasting relationships. The successful candidate will be creative, energetic, and have proven abilities business development and strong financial acumen and a strong commitment to service and clear understanding of the competitive environment in which North Peace Savings and Credit Union operates. To apply, please provide a cover letter and résumé in confidence to:

Olivia Young, Senior Manager People and Culture

North Peace Savings and Credit Union

10344-100th St

Fort St. John, BC, V1J 3Z1

Fax: 250-787-9191 or E-mail: careers@npscu.ca

For a complete role description, visit: www.npscu.ca

North Peace Savings thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Business Solutions Manager

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

The Challenge: The Business Solutions Manager is responsible for supporting and implementing a variety of business applications and works closely with all areas of the Bank to understand the day to day operations and business needs while providing support and identifying ways to leverage technology to achieve business goals. The position combines managerial responsibilities with in-depth hands on functional expertise and acts as the subject matter expert for common issues and concerns for a number of business applications. As a people manager you will be responsible for staffing, staff management, performance management and continuous service improvement for your respective area.

This position requires significant interaction and collaboration with various business and technical teams. You must have strong application support and implementation skills combined with project management experience and have the drive and enthusiasm that makes people want to work with and along side you to make things happen.

Location: This position will be based at our Head Office in Saskatoon, Saskatchewan on a Monday through Friday work week.

Qualifications:

Degree or certificate from an approved technical college in a computer-related field such as Information Technology/Computer Science (an equivalent combination of education, training and experience may also be considered)

Minimum of 3 years management experience
7 years experience in supporting and implementing enterprise applications
Excellent negotiation skills are required for interacting with both internal business partners and external partners and vendors
Strong verbal, written and presentation communication skills, including the ability to communicate effectively with technical and non-technical audiences
Excellent analytical and problem-solving skills
Demonstrated skills in building diverse teams to work towards common objectives
Proven ability to lead multiple medium to large projects simultaneously, on time and within budget – PMP designation would be a strong asset
Experience with report writing software, such as Crystal Reports
Experience in the banking industry or with banking enterprise applications or vendors would be an asset

Make First Nations Bank of Canada your First Choice

Please submit your cover letter and resume to: hr@fnbc.ca

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

Commercial Business Advisor

Newfoundland and Labrador Credit Union (NLCU) is currently looking for energetic, motivated people to fill the position of:

Commercial Business Advisor

Full Time, Permanent – Central and Western, NL

Focusing on providing exceptional member service, the Commercial Business Advisor is identifies business development and retention opportunities for the Newfoundland and Labrador Credit Union (NLCU). With a focus on developing and maintaining long-term, full-service, profitable member service relationships with existing and new commercial members, the Commercial Business Advisor gains an understanding of the members’ financial goals and objective and suggestions solutions to help the member achieve these goals.

With a proven ability to analyze qualitative and quantitative information to evaluate the financial structure of the company, relative to the business goals and corresponding credit risk, the Commercial Business Advisor makes recommendations regarding approval and structure of commercial credit with NLCU. The successful candidate also assists the Director, Credit in all functions related to the operation of the Credit Department and makes referrals to other areas of NLCU’s business.

Ideally suited to this position is an individual with strong written and oral communication, problem solving, negotiation and analytical skills. The successful candidate will have a minimum of 5 years’ experience in Commercial Credit and a Bachelor’s degree from a recognized post-secondary institution in business or related field. Through this experience and education you have developed the keen ability to establish and foster member relationships and have demonstrated your ability to succeed in business development type of role.

We would like to thank all interested candidates; however, only those selected for an interview will be contacted. Newfoundland and Labrador Credit Union is an equal opportunity employer.

Director, Risk Governance & Policy

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 Director Risk Governance & Policy to join our Risk Governance team in one of our corporate locations (Regina, Saskatoon, Surrey, Toronto) or in a home office environment.

Director, Risk Governance & Policy

The primary purpose of the Director, Risk Governance & Policy position is to develop risk management frameworks, policy, risk management committee mandates and risk reporting, and to provide support to the management of the Bank’s regulatory affairs.

This position is responsible to develop and maintain the risk management frameworks and policy model by facilitating development, reviews and enhancements to the Risk Governance Framework, Risk Appetite Framework and Corporate Policy Framework, as well as facilitating the ongoing development, reviews and enhancements to Corporate Policies and Management Guidelines. This position is also responsible for providing oversight to the alignment of Risk Appetite and enterprise strategy, and for providing independent challenge to the first line of defense on alignment with Risk Appetite, Corporate Policies and Management Guidelines.

The Director, Risk Governance & Policy develops and maintains the risk management committee mandates and risk reporting by facilitating development, reviews and enhancements to the risk management committee mandates, and providing risk reporting for executive, risk management committees and the Board. This position provides support to regulatory relationships by assisting in the maintenance of a central repository of the Bank’s supervisory communication with all prudential regulators, as well as the coordination of supervisory communications between OSFI and the Bank. This position also assists in the coordination of OSFI supervisory reviews and in the management of responses to recommendations to ensure they are timely and complete, and provides regulatory updates and key messaging to executive and the Board.

Qualifications

Undergraduate degree in finance, law, economics, business administration or commerce complemented by a professional designation in finance, accounting or law and 5 years progressive experience in the financial industry
Subject matter expert in understanding of financial institution risk management, risk optimization concepts, risk appetite and policy structuring
Subject matter expert in understanding of OSFI Guidelines for Banks
Subject matter expert in understanding of risk management concepts and good practices in governance reporting
Advanced understanding of financial institution credit risk, operational risk, market risk, liquidity and funding risk, legal and regulatory compliance risk, reputation risk, capital management and emerging risks
Ability to lead and manage projects and deliver results in a changing environment
Ability to understand detailed processes and controls
Strong interpersonal skills, including ability to influence senior decision makers
Strong analytical skills, including ability to identify and interpret complex issues and see underlying causes, connections and implications
Advanced written communication and presentation skills
Advanced computer skills with advanced skills in Excel, Word and Powerpoint

Applications for this opportunity will be accepted until end of day August 27, 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.

Lending Service Representative

Job Profile:

We are seeking an experienced, full-time Lending Service Representative to be based out of our Ogema Branch. Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for collection activity and cross-selling the full range of Credit Union products.

Minimum Qualifications:

2-4+ years of experience, consumer, agricultural, and/or commercial lending.
One year of related post-secondary education. (a combination of education and experience will be considered)
Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
Proven success working in a sales, service and goal oriented environment.
Highly motivated with excellent interpersonal, communication, and time management skills.
A demonstrated commitment to ongoing professional development.

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 ample opportunity for growth for career minded individuals.

The Community:

Located in the “Deep South”, Ogema is an energetic and thriving community. Ogema is quickly becoming a destination for tourists coming to “ride the rails” on Southern Prairie Railways tourist train, visit the fully restored CPR Train Station, and the Deep South Pioneer Museum. Ogema has a K-12 school, daycare, a new community hall attached to the skating rink, curling rink, and coming soon a brand new swimming pool, which are all located in the Regional Park.

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 and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, via email or mail to:

Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, Manager of Governance & Communications
michelle.leonard@radius.cu.sk.ca

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

Loans Administrator

An exciting opportunity exists, for an experienced Loans Administrator to join our team. ABCU Credit Union Ltd. (ABCU) is a full-service open bond Credit Union. Assets $268 million, loans $188 million, deposits $244 million, staff of 32. At ABCU our culture is based on our passion to be financial professionals dedicated to doing what is right for our credit union and our members.

The Loans Administrator is a key member of ABCU’s Credit team, with primary responsibilities to complete all administrative duties to assist and support the credit department at ABCU. This includes performing a variety of administrative duties, such as the set up, maintenance, and compliance of all residential, consumer, commercial, and agricultural credit files. Additional responsibilities include the responsibility for the advisory services meet and greet reception desk, keying information in to applicable software and banking systems, and providing exemplary member service to all members. This position works to support all lending roles and the collections area. This role requires expert knowledge of credit administration to support both retail and commercial workflows, and has excellent time management skills.

This role is part of the overall lending team and works out of the Beaumont Community Branch location. As such, the role works closely with the full lending team and is on a full-time work schedule and may be required to take on temporary duties when dealing with short term urgent issues.

The successful candidate will have the following qualifications:

· Post-secondary degree or diploma in Business Administration preferred

· Three to five years job/industry related experience preferred

· Comfort and ability to work with a high level of detail/accuracy

· Proficient use of Microsoft Office Suite (Excel, Word, Outlook)

· A combination of work and education experience will be considered

· Be a team player

Interested candidates please provide a cover letter, salary expectations and resume to:

Janavi Corson, ABCU Credit Union

jcorson@abcu.ca

ABCU Credit Union thanks all applicants for their interest; however, only those selected for an interview will be contacted.

Closing date: This position will remain vacant until a suitable candidate is identified.

Consumer Advisor

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!

THE POSITION: Reporting to the VP Consumer Advisors, the Consumer Advisor will develop and maintain a loan and deposit portfolio, and will develop long term relationships with members. This position will provide a challenging and rewarding career with opportunity to enhance your personal development and to be part of a progressive credit union. How does one do this? Glad you asked!

A Consumer Advisor does the following:

Develop and maintain a deposit and loan portfolio and develop long term relationships with members.
Provide individualized financial consulting services that help simplify the members life (including insurance services) and information to members on services and investment products offered through the Credit Union
Ensure all deposit and loan activities are in compliance with relevant legislation, regulations, policies, and procedures
Recognize and act upon business development opportunities that would be beneficial to the organization and its members as a whole
Support regional advice centers as needed

This is a tremendous opportunity to build a successful career within the credit union system, providing an opportunity to advance to higher levels with the organization

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

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.

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:

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