Job Postings – Page 95 – Credit Union Careers

Commercial Agricultural Relationship Manager

The Opportunity

We’re looking for a Commercial Agricultural Relationship Manager to join our team in Weyburn, Saskatchewan. The City of Weyburn was recently named the best place to live in the Prairies. Weyburn has the best of both worlds by offering small town charm with big city amenities. As part of WCU’s vision, we are dedicated to helping our people be their best and making a positive impact in our communities. We are principled, energetic, collaborative, experts, local and strong.

If you have a passion for leading people and want to help others achieve their financial goals, then look no further!

The successful candidate will be responsible for coaching and managing a team of individuals who build lasting relationships with our Commercial and Agricultural membership. They will provide an exceptional member experience through lending, deposit, and basic investment services. The position works closely with other managers and team members within the credit union to build member relationships that add value and positively contribute to the credit union’s strategic vision.

The Individual

Will be nimble, agile and welcoming to change.

An individual who values continued education and pushes others to grow.
Someone who is a team player and brings an energetic spark to work each day.
An individual who is committed to self-improvement and growth by taking feedback and always working on themselves.
Someone who values giving back to their community.

Qualifications

Minimum of 2 years post-secondary education plus at least 10 years of experience working in the financial industry or an equivalent combination of education and experience.

Previous management and coaching experience with a proven track record of motivating and developing high performing teams.
Working knowledge and thorough understanding of the legal and legislative requirements related to commercial and agricultural lending.
Proven track record of developing strong internal and external relationships, both individually and in a team environment.

What we offer

Competitive compensation package including base and variable pay.

Comprehensive employee benefit package is offered.
Generous paid time off including personal time, study time and above industry vacation accrual.

Total Rewards Program including 7% matched pension contributions, wellness subsidy, discounted employee banking fees.

How to apply

If you are interested in this exciting opportunity, please submit your resume by email to recruitment@weyburncu.ca. This position will remain open until a suitable pool of applicants has been received. We would like to thank all applicants for their interest; however, only those selected for interviews will be contacted.

Mobile Mortgage Specialist

Mobile Mortgage Specialist – Hamilton area

We invest in people.

Be part of a banking experience as unique as you are. Tandia Financial Credit Union (Tandia) is seeking a talented and experienced sales professional to join our retail team.

Are you a self-starter, focused on exceeding sales targets and providing incredible client service? Do you have proven sales success in the financial services industry? Are you an expert in the specialty areas of lending and mortgages?

This might be the role for you.

This position will be based in our beautiful new corporate office in Burlington, Ontario with a focus on growing the Hamilton area.

Your Work at a Glance

As the Mobile Mortgage Specialist, you will utilize your knowledge as an entrepreneurial mortgage professional to drive new mortgage business to Tandia. You will prospect new memberships, build relationships and provide customized borrowing advice.

This base plus commission position is key to growing Tandia’s lending portfolio, and achieving Tandia’s annual sales goals.

Your knowledge of the markets and communities we serve, as well as industry knowledge and experience will assist you as you identify and assist in developing opportunities for personal banking solutions and services with branch and wealth partners.

You are able to successfully build and manage internal and external relationships.

You are a self-starter, a sales professional who works independently, with a high-achievement orientation.

Your enthusiasm for the credit union sector and our mission will be evident when you create value for the credit union teams by conducting regular information sessions and holding meetings promoting the mobile mortgage option.

We are looking for someone who:

Has completed a degree / diploma in the field of Business/Commerce, Finance, Economics or has equivalent work experience.
Has a minimum of 2 years experience in credit writing and residential mortgage sales in a credit union or other financial institution.
Has a minimum of 2 years of relevant sales experience and a successful track record of working in sales independently.
Possesses superior sales abilities, including active listening, identifying business opportunities, influencing and negotiating, asking for the business and more.
Is able to work well independently, while enjoying the opportunities to work in a team-based environment.
Is detail oriented, with strong planning, organizational and time management skills.
Has well developed presentation skills.
Is proficient using Windows and very comfortable with Microsoft Office applications such as Excel, Word and Outlook.
Is willing to work variable hours, including evenings and weekends to meet with members at their convenience; and is comfortable with the regular travel and a base + commission salary structure.
Is aligned with Tandia’s vision and values and demonstrates a desire to be a contributing member of our team, support a positive work environment that promotes service and commitment to the credit union, quality, innovation, integrity, and respect.

As Unique as You

We believe that financial institutions should be more accountable to the people they serve; we believe that there’s more than one way to measure success; and we believe that our profits should have a positive financial, social and environmental impact on the communities in which we live and work. Actions speak louder than words and we work hard to demonstrate our commitment each and every day.

At Tandia, we recognize that our staff and members are unique – and that matters to us.

As a credit union, living the co-operative principles is a part of our long and rich history.

We invest in our members and our communities with an extensive community investment program devoted to supporting the organizations, events, and volunteers that make our communities stronger.

Tandia is committed to meeting the accessibility needs of persons with disabilities in a timely manner, consistent with the principles of dignity, independence, equal opportunity and integration. Tandia is strongly committed to employment equity within its community and to recruiting a diverse workforce. Accommodation for applicants with disabilities will be provided upon request by contacting Human Resources.

Account Officer

Are you seeking an opportunity to expand your career in commercial lending? Does the prospect of building robust relationships with new and existing partners excite you? If you are customer obsessed, results driven and interested in joining a dynamic team, this job is for you!

Join one of Canada’s Best Managed Companies as a Commercial Account Officer and be part of our Commercial Markets team! This exciting position includes managing complex account arrangements with an emphasis on providing daily direct client service. You will be responsible for analysis and preparation of credit applications to enable relationship managers effectively manage client relationships and develop new business. This role deals with commercial and corporate accounts involving credit requirements generally ranging from $500,000 to $20 million or greater.

Supporting the Commercial Markets team, the successful candidate will take an active role in:

Ensuring credit risk is monitored and reported through completion of annual credit reviews of loans acquired from credit unions, other third party sources or direct lending

Ensuring the integrity of loan reporting and compliance with credit terms and conditions through ongoing account monitoring and reporting

Managing documentation and funding for all loan activity
Ensuring that all pre-disbursement conditions have been tracked and satisfied prior to loan disbursements and assist with the requisition of Letters of Credit for Construction projects

As one of Canada’s Best-Managed companies, Concentra prides itself on a culture of client service, innovation, and strong values. With deep roots in the co-operative system, we are proud of our past and excited about our future.

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 one of our corporate locations (Regina, Saskatoon, Surrey or Toronto), or from a home office environment.

Qualifications:

4 years financial institution experience required, specifically in the commercial lending environment (real estate properties and construction)
Completion of a diploma, degree or designation in the financial field preferred, or an equivalent combination of education and experience in the financial industry
Ability to problem solve and analyze data with demonstration of attention to detail
Demonstrated organizational and time management skills
Proven self-starter; results-oriented

Position closes on April 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 peoples, 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.

Member Service Associate

An exciting opportunity exists, for a Member Service Associate to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (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 Member Service Associate is the primary Brand Ambassador for ABCU. This role provides enthusiastic and responsive member service on all transactional deposit and account services including being digital experts in electronic banking products, online banking enrollment, online bill paying services and mobile banking services. This role works with the Supervisor, Branch Experience to create the in-branch member experience through campaigns, and by ensuring the branch is representative of the credit union vision and strategy.

Ownership & Accountability:
Use your strong technical and interpersonal skills to support the member experience by:
• Representing ABCU in a courteous and professional manner.
• Complete and process member requests for transactional services, such as deposits, withdrawals, payments and resolving discrepancies, and answering questions.
• Educate and set up members on online banking, mobile banking, and bill payments.
• Verbally navigate and educate members through the internet banking site.
• Analyze and resolve problems quickly while communicating effectively and documenting responses.
• Troubleshoot and resolve banking issues with emphasis on member service and problem resolution.
• Perform data entry and other tasks required for the administration and processing of banking transactions and the maintenance of account records. Second-day review of banking reports.
• Develop and maintain an in-depth knowledge of products, services, department procedures and policies, and regulations to ensure accurate handling of member inquiries.
• Strengthen relationships through education of ABCU products and services to maximize retention and income generation.
• Control losses by following policies and procedures.
• Comply with all regulatory rules and regulations, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Maintain and balance cash drawer and reconcile discrepancies.
• Keep a clean, organized work area and professional appearance.
• Perform any additional duties and tasks assigned by management.

Experience Required
• High School diploma or equivalent.
• Minimum 6 months customer service & banking experience.
• Good written and oral communication skills.
• Strong knowledge of technical functions of self-service banking, mobile banking and internet banking.
• Comfort and ability to work with a high level of detail/accuracy.
• Must be comfortable in a changing environment and master new products and services quickly.
• Decision making skills to support the member experience.
• Proficient use of Microsoft Office Suite (Word, Excel, Outlook).
• Excellent service, interpersonal, organizational and team work skills.

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

Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the region consisting of the Elbow, Loreburn, and Outlook branches. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

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, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

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

Mobile Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional support to the team of Financial Specialists within PCCU. Reporting to the Manager Financial Specialists, the Mobile FS will have a strong aptitude for relationship-building and will deliver expert advice and mentorship to staff and internal teams, as well as current and prospective members to achieve overall growth.

Responsibilities:

Play a key support role to fellow Financial Specialists, providing training, mentorship, and coverage across PCCU

Mentor and guide new staff in achieving their goals and acquiring the knowledge required to confidently offer PCCU products and services
Build value-based relationships with internal teams and members, providing feedback and appropriate recommendations that maximize efficiencies to ensure an exceptional member experience

Pro-actively work to retain and expand existing member relationships while pursuing new sources of business

Collaborate with the regional teams to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Regular travel across PCCU trading area will be required

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation
Active Mutual Fund License including Labour Sponsored Funds
Industry experience required, with demonstrated ability to gather assets
Advanced member service and sales skills with a strong understanding of the sales process and business development

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

Financial Specialist

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the region consisting of the Beechy and Dinsmore branches. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

Build value-based relationships with colleagues and members
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
Collaborate with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies

Qualifications:

Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
Industry experience preferred, with a demonstrated ability to gather assets
Sales-oriented background with a strong understanding of the sales process and business development

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

Mobile Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Mobile Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will provide exceptional support to the team of Relationship Managers within PCCU. Reporting to the Vice President Retail Relationships, the Mobile Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members to achieve overall growth.

Responsibilities:

Play a key support role to Relationship Managers, providing training, mentorship, and coverage across PCCU
Build value-based relationships with internal teams and members and identify opportunities for improvements
Provide input on the training, support, and administrative practices to maximize efficiency and ensure exceptional member service

Mentor and guide new staff in achieving the goals of their positions and acquiring the knowledge required to comfortably offer PCCU products and services
Collaborate with the regional teams to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Regular travel across PCCU trading area will be required

Qualifications:

Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
Ability to take initiative with demonstrated experience in achieving sales/growth targets
Knowledge of deposit and loan products and services is an asset
Well-developed organizational and interpersonal skills

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5642. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 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 Relationship Manager

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Senior Relationship Manager opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral role in leading the regional team, consisting of the Herbert and Morse branches. Reporting to the Vice President Retail Relationships, the Senior Relationship Manager will have a strong aptitude for relationship-building with internal teams as well as with current and prospective members. He or she will oversee the development and implementation of collaborative strategies to ensure top performance within the team, equating to exceptional service to our members.

Responsibilities:

Build value-based relationships with regional team and members
Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
Develop and implement business development, growth, and community engagement strategies
Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products

Be an active member of the region’s leadership team, support branch operations, and provide regional coverage
Develop, coach, and mentor the Relationship Manager within the region

Qualifications:

Undergraduate degree in Business or Agriculture, or an equivalent combination of education and work experience
People-oriented with the desire to interact, work with, and develop relationships with co-workers, current and prospective members, and community
Leadership, management, and supervision at a senior level with proven results
Ability to take initiative with demonstrated experience in achieving sales/growth targets
Well-developed organizational and interpersonal skills

For additional information on this opportunity, please contact Adam Johb, Vice President Retail Relationships, at 306-882-5624. To apply, please submit an electronic copy of your cover letter and resume on or before April 19, 2021 to: careers@pccu.ca.

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

Commercial Account Manager

An exciting opportunity exists, for an experienced Commercial Account Manager to join our team. ABCU is a full-service open bond Credit Union. Assets $265 million, loans $197 million, deposits $243 million, staff of 35. At ABCU Credit Union Ltd. (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 Commercial Account Manager is a member of the commercial team that delivers personalized advice to commercial and agricultural members, and plays an integral role in the growth of new commercial business opportunities which promote profitability. This role manages a portfolio of small to medium sized business commercial loans and deposits. Their sales targets encourage meaningful conversations with members that ensure they have the right product and service at the right time. The Commercial Account Manager understands business and knows products, policies, and legislation. This includes, but is not limited to: development of business for current and potential members, recommending modifications to policies in response to new or changing circumstances; proactively building and developing a network of positive relationships by creating a strong connection with the wealth services team, retail branch network, local business owners, and members of the professional community with ease and to foster an environment of financial success.

· Responsible and accountable for the development and implementation of sales strategies to retain, manage, and grow a profitable portfolio.
· Works independently to generate credit and deposit opportunities.
· Represent ABCU, build relationships, and proactively build business in the communities we serve.
· Be an expert and have a proven track record of business development, relationship building, and portfolio management.
· Respond to all members, team, and partner enquiries promptly, and proactively providing professional, friendly, competent, and courteous service at all times.
· Respond to all portfolio member complaints with follow up on issues/opportunities as required, ensuring member complaints are handled in accordance with our service standards, escalating issues when necessary.
· Have superior knowledge of Commercial banking and the industry, and be a leader with your own personal learning and development.
· Achieve or exceed assigned sales and referral goals in your individual commercial portfolio. Be a leader in referrals to internal partners – with a focus on wealth and retail, as well as other channels as appropriate.

Experience Required
· Bachelor’s degree in a related field.
· Ten or more years’ job-related experience, with a minimum of five years of progressive lending and commercial experience, or equivalent combination of education and experience.
· Proven sales experience, sales and pipeline management.
· Understanding of marketing and business development.
· Experience working and developing relationships with members, potential members, and the community.
· A combination of post-secondary education and work experience will be considered.

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.