Job Postings – Page 86 – Credit Union Careers

Assistant Manager

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 to join multiple branches. 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

Do you love providing great service? We are currently seeking Customer Service Specialists for multiple branch locations. 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?

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

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

Manager, Private Wealth Group

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We need a Manager, Private Wealth Group to lead our Financial Consultant and Private Wealth Advisory team; so if you are looking to advance your career, and are passionate about coaching, investments and business development, we want to hear from you!

What’s the role?

As Manager, Private Wealth Group you provide leadership, direction, and coaching to the in-branch Financial Consultant and Private Wealth Advisory team, supporting functions to cultivate opportunities and increase business portfolios. A leader in sales and marketing, you support the overall image for PWG by establishing clear goals and objectives for Wealth Advisory Team members. You ensure maximum integration, and sales and service delivery effectiveness across multiple member offers to drive growth in business results through the deepening of member relationships. Through effective networking, you endorse Coastal Community through active participation in the community to develop strong internal and external networks and referral sources. As Manager, Private Wealth Group, you also provide leadership to enhance the member experience by embedding the sales and service management methodology to all the employees within the team, ensuring the member is introduced to the right offer and/or partner for their needs.

This role is based on Vancouver Island with travel required to all Coastal Community locations. Offers flexibility to work in the office and remotely.

What are we looking for?

Successful completion of a Bachelor’s Degree or diploma in a related discipline (e.g. Commerce and Business Administration) requiring 3 – 4 years of full-time study or equivalent.
Eight (8) or more years’ experience in the financial services industry.
Minimum six (6) years’ experience as an Investment Advisor or equivalent role.
Actively hold the Certified Financial Planner (CFP) designation.
Hold an IIROC license as a Registered Representative in the Province of BC.

Ideally, you are a flexible, collaborative team player with:

Solid understanding of the competitive environment in the financial marketplace, and local communities within the region.
Ability to work with a wide variety of business partners to achieve success within the marketplace.
Experience with emerging communications and technology. (web-based meetings, social media, and mobile applications)

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A superior benefits package including vision, dental, and extended healthcare
Generous employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Manager, Human Resources (Compensation & Benefits)

Position Type: Permanent

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We need a Manager, Human Resources to join our HR leadership team. Specializing in compensation management and benefits, you play an integral part in developing strategy, framework and budget for total compensations rewards.

What’s the role?

As the leader of compensation and benefits, you work to develop and implement compensation and total reward programs that evolve with the changing marketplace. You are future-focused, and understand the importance of continuous analysis and improvement of pay strategies, compensation programs and employee benefits plans to ensure Coastal Community remains competitive as an employer of choice. You will collaborate with leaders across the organization to understand their needs, and align them to the strategic workforce plan and business goals.

Other responsibilities include:

Compensation Management

Identifying and benchmarking job rates, conducting pay surveys, analyzing pay plans and related data to establish internal and external equity.
Managing Coastal Community’s job evaluation program; evaluating, banding and ranking of jobs
Providing support and advice to managers regarding position level, salary ranges, current salary, and other related compensation policies and procedures.

Benefits Management

Administration and management of the benefits program, including medical, dental, vision, disability, life insurance, Employee Assistance Program (EAP), and retirement plans.

General Human Resources Support

Supports the Human Resources Department through evaluation of the HR processes to ensure continuous improvement and compliance.
Recommends personnel policies and procedures, designs, evaluates and modifies policies to ensure they are relevant, current, competitive and compliant.
Contributes relevant and timely research, analysis and ideas in the development of the HR strategic response to ensure success of organizational initiatives.

This opportunity offers the ability to work remotely from anywhere in British Columbia.

What are we looking for?

A Bachelor’s degree or Certificate in Compensation management, Human Resources Management with a specialization in Compensation Management or equivalent professional knowledge gained through the significant experience working as a compensation specialist
Chartered Professional in Human Resources (CPHR).
7+ years’ experience in the Human Resources field dealing with compensation and benefits
3+ years’ experience with management of a team

Ideally, you are an adaptive, collaborative team player with:

Ability to demonstrate up to date knowledge of theory and good practice in primary areas of oversite in Human Resources.
Experience in compensation management, job evaluation/salary banding and pay equity methods and practices.
Experience resolving multi-party conflicts using interest-based methods to build collaborative relationships and develop solution-focused win-win agreements.
Demonstrated experience in delivering successful compensation and benefits plans.

If you’re a relationship builder who embraces life-long learning, you’ll be a great fit with us.

What we offer you:

Competitive salary
A superior employee benefits package including vision, dental, and extended healthcare
Generous employer paid RRSP benefit
Ongoing support for education and career development

Who are we?

We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

Associate Manager – Regulatory Oversight (2 Positions)

Who are we?

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.

We are seeking confident, highly motivated professionals who enjoy working in a fast‑paced co-operative environment to join the Regulatory Oversight division.

Position 1 – Associate Manager, Risk-Based Supervision: Permanent

This position is responsible for the oversight of institutions within the Saskatchewan credit union system. You will monitor institution performance to proactively identify, assess, and mitigate risk to depositors’ funds and the guarantee fund. Your knowledge in the areas of corporate governance, finance, and credit risk management will support the execution of on-going monitoring, in-depth reviews, and intervention processes for PRFIs. You will assess regulatory approval requests from institutions to ensure compliance with legislation and regulatory requirements while also supporting the maintenance of the risk-based supervisory framework.

Position 2 – Associate Manager, Regulatory Policy & Prevention: 12 Month Term

This position is responsible for supporting the research, development, implementation, and communication of regulatory policy and prevention initiatives. You will participate in the development of regulatory policy to ensure an effective and responsible framework for the regulation of PRFIs. You will assist in the evaluation of guarantee fund strategies by assessing ongoing monitoring and reporting of credit union financial and non-financial performance, trends, developments, and emerging risks.

What you’ll need:

The ideal candidates will have a degree in business administration/commerce with three years of related experience in accounting, finance, policy development, financial services, or a regulatory environment. A designation or enrollment in a professional designation would be an asset. Core competencies include teamwork, communication, relationship management, conflict resolution, and problem solving.

We offer competitive compensation and benefits. The salary range for these positions is $73,529 – $91,911. For more information on the Corporation, please visit www.cudgc.sk.ca.

To Apply:

Please submit your resume and cover letter stating Competition Number AM-CUDGC by August 4, 2021 to HR@cudgc.sk.ca. Please indicate which position(s) you are applying for. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions, and perspectives make our organization stronger.

Member Service Representative 2 – RC – Union

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Member Service Representative 2 in our Relationship Centre who is and is eager to help members and clients meet their financial needs through a variety of emerging channels. We are not your average call centre! We are passionate about building relationships with our members. It’s so important to us, it’s in our name! So if you’re an individual who is passionate about providing superior member service, and excited about being a part of the Relationship Centre success, we’d like to hear from you!

Hours

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products) through a variety of emerging channels. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is your responsibility as the Member Service Representative 2 in this emerging member service position to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
Identifying and actively pursue internal referral opportunities to develop business through a variety of alternative channels; as well as work to achieve sales objectives.
Completing member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.
Initiating/completing and forward for approval and signing, member applications for a variety of products including but not limited to registered and non-registered products, Mastercards and campaign Quick Loans.
Handling member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.
Inquiring as to what the member’s request is; for transactions that cannot be completed within the primary work area, inform the member of the documentation required in branch to complete the request.
As required, authorizing transactions of other employees within own signing limits and provide guidance to same.
Performing other related duties as required.

What are we looking for?

1–3 years financial experience or an equivalent combination of education and experience
The incumbent will have completed CUIC 185 or CUIC 200 and be actively pursuing further education
Enrolled in and/or completed a recognized public speaking course
Successfully completed the Level II exam
Completed or actively working on all required annual courses.
A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required
Previous call centre experience an asset.

Ideally, you are a flexible, collaborative team player with:

Working knowledge of credit union products and services, the DNA Banking System, administration procedures and accounting. You must effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

VICE PRESIDENT INFORMATION TECHNOLOGY

Are you a talented, results-driven leader looking to mentor a team committed to delivering an exceptional employee and member experience? Do you have a natural passion for rural Saskatchewan and all that makes it unique? Are you a strategic, innovative thinker who can align strategies with multiple stakeholders to achieve corporate goals?

_____________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a new, permanent full-time opportunity for the position of Vice President Information Technology. Reporting to the Chief Information Officer, the Vice President Information Technology will be a key member of the senior leadership team. The successful candidate will oversee the information technology department and be responsible for implementing innovative and progressive technology solutions to the organization and its members, consistent with Prairie Centre’s vision, values, and strategic initiatives. He or she will be a self-motivated, dynamic leader with strong technical skills, and will promote exceptional relationships, both internally and externally.

The successful candidate will possess exemplary leadership, technical, strategic thinking, and project management skills.

Responsibilities:

Build value-based relationships with internal stakeholders to include direct reports, management, and staff
Create an environment which inspires the technology team and collaborate to develop creative and innovative approaches to problem solving and achieving results

Empower and encourage direct reports to think outside the box to maximize the overall member service experience
Develop, coach, motivate, and mentor the information technology team
Oversee implementation of strategy, planning, and priorities for the department, ensuring organizational support needs are being met in a timely fashion, while continuing to develop and implement innovative technology solutions
Manage budgets, contracts, vendor sourcing, and relationships
Conduct extensive research and collaboratively bring forth recommendations for sustainability and change to ensure the organization remains innovative and secure
Build strong partnerships internally and externally that can be leveraged to support change management, planning, and innovation

Qualifications:

Relevant undergraduate degree, or an equivalent combination of education and work experience
Minimum of 5 years’ experience in a related leadership or technology position with the demonstrated ability to meet departmental goals and targets, implement change, and develop creative solutions
Proven supervision of staff at a senior level with emphasis on coaching, accountability, and performance management
Exemplary critical thinking, problem solving, and decision-making skills
Exceptionally strong organizational, communication, change management, and interpersonal abilities
Strong technical skills with a proven ability to research and understand emerging technologies and ways of doing business

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Michelle MacDonald, Chief Information Officer, at 306-882-5571. To apply, please submit an electronic copy of your cover letter and resume on or before Thursday, August 12, 2021 to: careers@pccu.ca.

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

Senior Audit Analyst

Reporting to the Manager, Audit for the CUs inSync partners of Conexus, Cornerstone and Innovation Credit Unions are seeking a highly motivated individual to join our team. The Senior Audit Analyst will work with 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:

Leading and conducting risk-based audits with respect to all areas of credit union operations following the Institute of Internal Auditors Standards
Creating and providing/communicating reports on audit results to the appropriate audit management; participating in audit committee meetings if/when required
Leading the audit process (e.g. scoping meeting, closing/discharging audit, reporting overall results and recommendations to leaders, and completing follow-up on “Management Action Plans”)
Completing and signing-off on detailed review of audit support work; Overseeing/reviewing Audit Analyst audit work and conducting coaching as needed
Ensuring adherence to scope and timelines for all assigned audits and projects
Leveraging data and working with a data analyst throughout audit process to create efficiencies, improve coverage, and identify high risks
As a trusted internal partner, supporting the delivery of world class member service
Identifying and managing risks and opportunities within the credit unions’ and the members’ risk appetite
Leveraging technology and partners to provide and enhance the world class member experience
Living credit union values and competencies

The ideal candidate will be a team-oriented, community minded individual with post-secondary education in a related field plus a minimum of 3 years audit and accounting experience along with 5 years financial services experience or equivalent combination of experience and education. Along with proven skills and knowledge of Microsoft Suite and Analytics/Research, the candidate will have a continuing thirst for knowledge and be a life-long learner. Exceptional communication skills as well as a demonstrated commitment to excellence and member service are a necessity. A CIA (Certified Internal Audit) designation would be considered an asset.

Compensation will commensurate with qualifications and experience. Conexus, Cornerstone and Innovation Credit Union offers a comprehensive employee benefits package including a company matched pension plan. An attractive variable incentive program is also available.

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.

Manager of Deposit Support

Reporting to the Manager of Retail Administrative Services, this position is responsible for managing the day-to-day operations and activities of the Centralized Deposit Support team. You lead the administration of the deposit side of business and account related services, supporting your team to deliver efficient and accurate deposit taking and ancillary administrative services.

You are a passionate coach and mentor! You are instrumental in motivating your team for success and holding accountability to performance and results. As a leader, you provide timely communication and articulate the vision with your team and throughout Synergy Credit Union, building and cultivating relationships. You collaborate and create an inclusive team environment for fostering continuous growth and development.

In this role, you are also responsible to develop and maintain policies and procedures related to deposit operations and ancillary services and monitor and report on adherence to policies and procedures as part of ongoing quality assurance. You plan, organize and direct projects, and ensure high quality administrative support is provided to all Retail Service Centres of Synergy Credit Union. You manage and resolve technical issues impacting service and support a wide range of supplier/service partner programs by creating exceptional working relationships with our partners. This position also ensures compliance with legislation, regulations, by-laws, standards of sound business practices, policies and procedures.

Qualifications: Preference is given to two year related post-secondary program (Diploma program) with four to six years or related experience. An equivalent combination of education or experience will be considered. Must be a proven leader with excellent communication and interpersonal skills, strong attention to detail and problem-solving skills. The ability to work with various programs, software and technology is required.

Location: Lloydminster, SK

Salary range: $72 900 – $91 200 annually

To Apply: Submit your cover letter and resume before the end of day on August 8^th, to: careers@synergycu.ca. Please quote competition # 213301 in the subject line.

We thank you for your interest, we will only contact those under consideration. If you are successful for this role, you will undergo a bonding process that includes a criminal record check and credit check.

We are committed to being an equal opportunity employer.

Find out more about us! https://www.youtube.com/user/SynergyCreditUnion

www.synergycu.ca

Finance Manager / Controller

Located in the coveted Kootenay region, Heritage Credit Union (HCU) is proud to be one of the longest running community-based credit unions in BC’s Kootenay region. HCU is dedicated to providing full financial services to the local community with branches in Castlegar, Slocan Valley, and the West Boundary. We are committed to being a progressive, financially strong, goal-orientated organization always placing our members and cooperative philosophy first and foremost.

The Opportunity

HCU is currently recruiting for the position of Finance Manager / Controller to manage the finance and accounting functions of the credit union including its subsidiaries and partnerships. This is a permanent, full-time employment opportunity working from the administration offices located in Castlegar, BC.

Reporting to the CEO, and as a member of the senior management team, this position will provide leadership and direction for the accounting and financial requirements of HCU and its subsidiaries. Key areas of focus will include financial planning, regulatory reporting, accounting, investing, budgeting, and management of financial systems and controls.

Specific responsibilities include but are not limited to:

Participates in the development of annual business plans and goals aligned to the strategic plan, and ensures successful achievement of all objectives.
Monitors industry trends and maintains current knowledge of credit union financial systems, and legislative and regulatory requirements.
Manages the full financial year accounting cycle for the credit union.
Acts as the primary contact for the external audit process.
Monitors and analyses operating results versus the budget; provides interpretation and investigates, corrects and/or recommends corrective action to management concerning budget variances.
Provides all required financial reporting – documenting and presenting current and projected financial performance for management, board members, regulators, and other stakeholders.
Responsible for all financial tools, processes, procedures and ensuring appropriate financial controls are in place; makes recommendations to the CEO where changes in policy are required to address gaps or strengthen existing practices.
Manages the credit union investment portfolio
Manages the accounting administration team

Qualification and Skill Requirements

The successful candidate will possess post-secondary education in Accounting, Finance, Business Administration or related field, and CPA designation completed or in progress. An equivalent combination of education and experience will be considered.

Our successful candidate will also demonstrate:

Knowledge of finance, accounting, budgeting and cost control principles, and an understanding of credit union regulatory requirements,
Excellent interpersonal skills and the ability to interact with staff, members, and suppliers in an effective and diplomatic manner,
Strong understanding of computer technology, including advanced spreadsheet skills and experience with automated financial and accounting reporting systems,
Ability to analyze and interpret simple and complex financial data; detail orientated, and demonstration of a high level of accuracy,
Good organizational skills; demonstrated ability to manage multiple priorities and meet deadlines,
Exceptional verbal and written communication skills.

At Heritage Credit Union we are pleased to offer an excellent compensation package as well as the benefits of living in the highly desired Kootenay region. https://www.destinationcastlegar.com/

To learn more about our credit union please visit https://www.heritagecu.ca/

To Apply

Interested candidates can by apply by quoting posting #21-01 and submitting a cover letter and resume via email by August 8, 2021: hr@heritagecu.ca

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