Job Postings – Page 96 – Credit Union Careers

Commercial Producer, Insurance

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

As a Commercial Producer, you will actively manage and develop a portfolio of commercial accounts and ensure businesses are covered for risks facing their operations. The Commercial Producer undertakes a variety of business development activities to build the commercial portfolio. This includes problem solving customer concerns to ensure retention of business and servicing customer accounts by identifying additional business opportunities.

What you’ll do:

Manage all duties associated with the development, servicing, and retention of commercial accounts
Profile clients to identify current and future needs, provide comprehensive insurance advice, prepare quotes, and sell commercial insurance to both new and existing portfolio of clients
Develop and manage an active pipeline of qualified prospects
Work on multiple coverage lines including commercial property, commercial general liability, business owner’s policies, commercial packages, commercial auto, directors and officers coverage, employment practices liability, errors and omissions, inland marine, and bonds
Meet with customers both in and outside of the office as necessary in order to build relationships, identify coverage needs, and make basic risk management recommendations
Utilize negotiating skills to find creative insurance solutions for complex risks
Respond to emergencies and assist customers with their claims while adhering to the appropriate follow-up procedures, ensuring accurate claims servicing
Provide guidance to other Insurance employees as required

What you’ll bring:

A Level 2 General Insurance Agent’s License, and a minimum of a CAIB, CIP, or FIC designation and eligibility to act as Nominee
A minimum of five years personal and commercial lines experience
Comprehensive understanding of all lines of insurance products, wordings, exclusions, and errors & omissions; familiarity with risk management techniques
Advanced knowledge of all insurance products (including specialized or niche products), services, and regulatory requirements
Proficient computer skills including Microsoft Office and agency management systems

You’re perfect for this role if you:

Have excellent communication and interpersonal skills
Have demonstrated results orientation in both sales and service
Possess business development and relationship building skills
Have a clear understanding of the industry, market conditions, and competition
Have strong organizational skills, accuracy, and attention to detail
Are committed to continuous learning and self-development
Have access to transportation and willingness to travel within the SASCU community

This position is full-time, Monday to Friday. It is an excellent opportunity for an experienced and community-minded individual to expand their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $900 million in assets. Learn more at sascu.com

A note on COVID-19:

Additional safety precautions have been put in place to protect SASCU staff and the public. More details can be found here: sascu.com/covid-19-response. Further information will be provided later in the recruitment process.

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

Assistant Branch Manager

Company: Sunshine Coast Credit Union

Job Type: Full Time

ASSISTANT BRANCH MANAGER

Calling all Member Centric Leaders!

We have an exciting opportunity for someone to work closely with our membership and branch team, by offering exceptional business development and coaching to our advisory employees growing advisor ability to offer sound advice, provide financial solutions and build long-term relationships.

We offer a highly-competitive wage, career progression, ongoing learning and development, and an impact on our local community. Join us on the beautiful Sunshine Coast and get the best of both worlds – a relaxing lifestyle filled with recreational activities including boating, hiking, and much more, while only a short 40-minute ferry trip from Vancouver.

What You’ll Do

The Assistant Branch Manager (ABM) contributes to enriching member’s lives by championing advisory service and focusing on a high level of member satisfaction in conjunction with increasing community connections, business networks and overall branch performance. This role provides proactive advisory service and financial solutions to members within the branch environment. This position supports branch leadership in managing the daily operational and administrative requirements of the branch including managing staffing needs and providing supervision and coaching to assigned staff. This position acts as a change agent to support and implement business initiatives in the workplace. The ABM is responsible for in- branch training, motivation, sales and service, as well as guidance of staff to ensure the delivery of proactive, quality service to members. This position identifies marketing opportunities, builds community relationships and executes plans to achieve results while remaining aware of the competitive and economic climate and providing input into pricing, products and branch planning.

What Does the Ideal Candidate Bring?

In addition to formal post-secondary education and financial industry experience, we are looking for an individual who would like to continue their Advisory Services career. Someone who has superior communication and coaching ability, time management, prioritizing skills and is self-motivated to build and grow the membership of the credit union. The successful incumbent will be adept at problem solving, decision making, establishing strong working relationships, and demonstrating excellent sales and communication skills.

About Sunshine Coast Credit Union (SCCU)

For 80 years, Sunshine Coast Credit Union and their members have been helping build a healthy, strong, vibrant Coast community. We are a full-service financial institution with assets exceeding $700 million, serving 17,000 plus members in three growing coastal communities in British Columbia. Sunshine Coast Credit Union is committed to enriching the financial well-being of our members and our community.

How to Apply
If you are interested in this exciting opportunity, please submit a current resume and cover letter in confidence to: yourfuture@sunshineccu.net. The posting is open until filled.

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

Financial Planner

Do you… have experience in financial planning and thrive in an ever-evolving work environment? Are you a sales-oriented individual with a genuine interest in helping people meet their financial goals? Are you results driven and have what it takes to improve clients/members financial lives?

If so… we should talk.

We are currently seeking an experienced Financial Planner for our Trail office of Kootenay Savings MoneyWorks to provide sound financial advice to new and existing clients with a focus on investment, retirement, and estate planning.

With two years of post-secondary education in a related field and a minimum of three years experience in financial planning you will be well positioned to offer sound holistic financial planning advice to new and existing clients. As a Certified Financial Planner, or one who is actively working towards completion of a financial planning designation and having completed your Level II Life Insurance and Mutual Funds License, you are able to provide comprehensive financial and estate planning and insurance services and recommend products that are best suited to assist clients/members meet their financial goals. Your track record of success in business development is enhanced by your strong communication skills and your ability to respond to clients’ needs. You demonstrate a sales-focused work ethic, combined with exceptional relationship building skills and your commitment to ongoing professional development ensures quality service delivery.

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

Competitive salary and benefits
Paid vacation, sick time and floating holidays
Continual training, development and coaching
Confidential employee and family assistance program
Flexible work options to support work-life balance
Unique staff benefits on products such as bank accounts, loans & mortgages
The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
Being part of an organization that puts their community and employees first
Being part of a talented and dedicated team who improve our members’ financial lives

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more. Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

For more information about Kootenay Savings MoneyWorks, please visit www.kscu.com and click on the Wealth tab.

Applicants are asked to apply online through the careers section of our website at www.kscu.com.

Closing date: Open until filled

We thank all applicants for their interest; however only short listed applicants will be contacted.

Commercial/Agricultural Relationship Specialist

Weyburn Credit Union (WCU) is a member owned and democratically ran financial institution with over 9,000 members and $750 million in assets under our administration. We have over 85 staff members and operate in the communities of Weyburn, Lang and Yellow Grass. We are known as an employer of choice and work hard to provide our team members with a positive work environment, opportunities for advancement and above market compensation package.

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 do this by supporting community building events and causes, like Big Bike for Heart and Stroke, Big Brothers and Big Sisters, United Way, Relay For Life, Festival of Trees to name a few. We are principled, energetic, collaborative, experts, local and strong.

The Opportunity

WCU has an exciting and challenging career opportunity for a highly motivated financial service professional looking to join our team. The Commercial/Agricultural Relationship Specialist will be responsible for managing, promoting and selling commercial and agricultural lending and account services to our current and future members. They will build relationships and ensure their assigned client portfolio is receiving the highest level of service possible.

Qualifications

Minimum of 2 years of post-secondary education.
4-7 years lending experience with a strong emphasis on commercial and agricultural lending. Additional lending experience is preferred.
Previous lending experience in the oil and gas industry will be considered an asset.
Working knowledge and thorough understanding of the legal and legislative requirements related to commercial and agricultural lending.
Advanced ability in interpreting complex financial statements, assessing risk, and determining produce/service opportunities.
Demonstrated ability to mediate, persuade, influence and negotiate.
Proven track record of developing strong internal and external relationships, both individually and in a team environment.
Proven success working with a sales, service and goal oriented environment.
Experience providing high quality service in a demanding and competitive work environment.
Demonstrated commitment to ongoing professional development.

What we offer

Competitive compensation package including base and variable pay.
Comprehensive employee benefit package is offered.
Total Rewards Program including 7% matched pension contributions, generous vacation and personal time, wellness subsidy and discounted employee banking fees.

MEMBER SERVICE REPRESENTATIVE – FULL TIME – TURTLEFORD CREDIT UNION

Location: Turtleford, SK

Posting Date: 15 March 2021

Closing Date: 3 March 2021

Website: turtleford.cu.sk.ca

Occupation Type: Administrative / Clerical / Support, Deposits, Financial Services / Member Service

Career Level: Experienced (Non – Manager)

Employment Type: Full – Time

This role supports the corporate vision to offer the best possible financial service and services to our community by providing a high level of member service, administrative data entry, balancing of accounting support tasks and product knowledge. This position is integral to our branch and team as it is the first point of contact for our members.

MEMBER SERVICE REPRESENTATIVE

As the ideal candidate, you will possess excellent communication skills, have a commitment to delivering outstanding service and support our branch as we sell and promote services available and process member banking needs (deposits and withdrawals, front line transactions, open/close personal accounts). As well as be able to recognize member needs, promote lending, deposit services, and refer the more complex requests to respective staff professionals, in branch.

Daily balancing of transactions- outgoing cheques, transactions, and cash.

Reporting to Office Manager, the ideal candidate will have at least 2 years of experience within a Credit Union or Financial Institution, be willing to learn and take on requirements of a smaller branch with cross department requirements of our team. We are willing to train should we find a candidate who is a good fit for our growing and developing team.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by April 16, 2021 to:

Office Manager

Turtleford Credit Union Limited

208 Main Street / PO BOX 370

Turtleford, SK S0M 2Y0

Fax: (306) 845 3035

Email: holly.matias@turtleford.cu.sk.ca

Turtleford Credit Union Limited thanks all interested applicants. Only those applicants being considered will be contacted.

For more information on Turtleford Credit Union Limited, please visit our website at Turtlford.cu.sk.ca

SENIOR MANAGER: MARKETING & BRAND EXPERIENCE

Do you… have a solid background in marketing with proven experience and success in digital marketing, brand development and marketing communications & oversight? Are you an experienced professional with advanced knowledge in market research, analytics, and product & strategy development? Are you a natural leader who thrives in an ever-evolving work environment and aspires to make a positive difference each and every day?

If so… we should talk.

We currently have an opportunity to hire an experienced marketing professional to join our team as the Senior Manager Marketing & Brand Experience. The incumbent of this role is based out of our Corporate Office in Trail.

As the Senior Manager Marketing & Brand Experience, you will lead the strategic and day to day direction of the marketing department and brand strategy. You will coach and lead the marketing team to grow the brand, digitize and integrate new tools, technologies and channels to increase share of wallet and membership. You will also be responsible for providing oversight on product, digital and channel design, marketing and promotions, analytics and research, communications, brand image, and community investment and engagement.

The ideal incumbent will possess:

Bachelor’s Degree in a related field requiring 3 to 4 years full-time study or equivalent
Minimum of 8 years’ progressive leadership experience in a sales and service environment with a focus on marketing and brand development
Advanced skills in digital marketing
Advanced skills in brand development, strategy, marketing communications and oversight
Advanced knowledge and proven experience in best practices and innovative industry developments in branding, the marketing discipline, sales and marketing communications
Advanced knowledge in a broad range of market research, analytics, segmentation, product development and marketing strategy development
Advanced knowledge in all banking channels including digital and mobile
Strong technical skills in HTML, CSS, SQL, Microsoft Office applications, Google Analytics, Adobe Creative Suite apps, WordPress
Well-developed technical knowledge of consumer tools and promotions from idea creation through to deployment
Strong knowledge in marketing & sales technology tools
Strong verbal and written communication skills
Strong organization & time management skills
Strong project management and planning skills
The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
The ability to courageously face new challenges and opportunities
The ability to execute business strategies within an uncertain, complex, and ambiguous business landscape and ensure accountability for results
The ability to form a deep understanding of members’ needs and to develop member-centric solutions across multiple channels that exceed their expectations
The ability to persuade, convince, influence, or gain the commitment of others to support an idea, adopt a specific direction, or commit to an initiative in support of the business of the credit union system
The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

Competitive salary and benefits
Paid vacation, sick time and floating holidays
Continual training, development and coaching
Confidential employee and family assistance program
Flexible work options to support work-life balance
Unique staff benefits on products such as bank accounts, loans & mortgages
The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
Being part of an organization that puts their community and employees first
Being part of a talented and dedicated team who improve our members’ financial lives

For more information about the Greater Trail region, please visit imaginekootenay.com

For more information about Kootenay Savings, please visit www.kscu.com

Please apply online through the careers section of our website at www.kscu.com to upload your resume and complete the application questions.

Closing date: April 2, 2021

We thank all applicants for their interest; however only short listed applicants will be contacted.

Controller

Lakeland Credit Union is a provider of financial products and services in the Lakeland area. We have been serving our members in Bonnyville, Cold Lake and surrounding rural communities for over 80 years. We believe in community, integrity, excellence, the co-operative system and our people.

Reporting to the VP, Finance and Risk, the Controller is a key leadership position in the organization that works with other members of the senior leadership team in driving financial performance and strategic business decisions.

The successful candidate will be expected to deliver strong performance management by providing oversight, leadership, technical expertise in implementing systems and processes, and improved information flow for business decision making.

This position is responsible for all aspects of accounting management, including but not limited to: internal and external financial reporting, budgeting and forecasting, functional accounting and processes, as well as the development, implementation and monitoring of appropriate policies, procedures and workflow.

Key Responsibilities:

Provide leadership and mentorship to the accounting team by ensuring that financial deliverables are accurately completed on schedule
Key financial liaison with internal and external stakeholders including auditors
Ensure orderly scheduling and compilation of annual and multi-year operating & capital budget
Prepare quarterly and annual financial statements
Prepare monthly capital reports including actual to budget analysis

Requirements:

Canadian Chartered Professional Accountant (CPA) designation
University degree in accounting or a related discipline
5+ years of experience in accounting and finance roles with at least 2 years in a senior leadership role
Strong interpersonal and communications skills and the ability to work as a team member
Demonstrated knowledge of International Financial Reporting Standards (IFRS)

Total compensation package includes:

Competitive Benefits including extended Health, Dental and Vision
Retirement Savings Plan
Annual performance bonus plan
Employee Financial Services benefits

Salary range is $88,000 – $110,000.

*This successful candidate must be bondable and will be subject to a pre-employment background screening, including a criminal record and credit checks.

To apply, please submit your cover letter and resume to careers@lakelandcreditunion.com. Only those applicants selected for an interview will be contacted. Candidates may be considered on future competitions. Thank you for your interest in Lakeland Credit Union.

Application deadline: 2021-03-31

Account Manager – Retail Banking

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 an Account Manager to support the Capital Region, so if you’re passionate about improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As an Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
A minimum of 3 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
Preferably, a thorough understanding of credit union operations, principles and values.

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

Proven sales experience and demonstrated leadership skills;
Proven knowledge of deposit and loan products and services
Demonstrated personal lending knowledge;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
Proven social networking skills and an ability to connect with individuals inside and outside the organization.

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.

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!

Senior Account Manager – Retail Banking

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 Senior Account Manager to support the Capital Region, so if you’re passionate about business development and, improving people’s financial health and have experience with a wide range of financial services including loans, investments, registered products and personal mortgages we’d like to hear from you.

What’s the role?

As a Senior Account Manager, you excel at growing new and existing relationships. Working with our team of professionals, you’ll offer a range of financial services to our members—and spot opportunities to refer them to experts in our other business lines to help us provide comprehensive solutions.

What are we looking for?

A secondary school diploma with an academic emphasis plus 1 year post-secondary education with up to 1 year of work experience in a sales and service environment;
A minimum of 5 years of financial experience and 2 years of lending experience or an equivalent combination of education and experience;
Preferably, a thorough understanding of credit union operations, principles and values.

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

Proven sales experience and demonstrated leadership experience;
Proven knowledge of deposit and loan products and services
Demonstrated personal lending knowledge;
Solid understanding of the competitive environment in the financial marketplace, and local communities within the region;
Proven social networking skills and an ability to connect with individuals inside and outside the organization.

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.

Financial Services Relationship Manager

Create your future here.

You might say we have a healthy obsession with finding new ways to create value for our members. Helping them achieve their financial goals is what gets us out of bed in the morning.

Along with plenty of caffeine, what fuels us is getting to work with some of the brightest and nicest folks around. And we are energized by the exciting changes ahead.

We need to expand our Retail Services Team to help us evolve through the next stage of our growth journey, and we hope you can help shape our future.

The Role: Financial Services Relationship Manager, Regina

Are you….

Able to take a holistic approach with each member interaction in order to provide the right solutions which involves identifying referral opportunities to other lines of business including wealth management and business services?
Entrepreneurial in your approach to building business, with a proven track record in sales and business development?
A motivated and results-oriented professional who believes that getting involved in the community, building relationships and participating in business development and networking events is fundamental to building a pipeline of prospects and opportunity?
A team player with accomplished listening skills and a genuine interest in helping members meet their current and future financial needs?
A proactive, knowledgeable, self-starter, able to provide core products and services to our members using a variety of traditional and non-traditional delivery channels?
A Grade 12 graduate with 3-5 years of experience providing holistic financial advice including proficiency in lending and adjudicating? (University Degree or completion of some CFP or equivalent courses would be considered an asset.)

If so….

As part of the TCU Team, you will be responsible for delivering core banking products and financial services to members through a consultative relationship. This includes:

Managing a growing portfolio of relationships
Providing a holistic approach to services
Developing business through community involvement and networking opportunities
Providing lending products including personal and mortgage loans
Providing deposit products such as GIC and RRSP
Positively influencing member acceptance of a technology driven approach to banking services
Establishing relationships of trust and confidence with members to ensure retention of existing business and future business.

Then….

This opportunity may be the one for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

We’re growing and evolving our organization – and we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Monday, April 5, 2021.

Please submit your resume and cover letter to:

Human Resources Department

TCU Financial Group

PO Box 5050

Saskatoon SK S7K 4E3

Email: hr@tcu.sk.ca

Web site: www.tcufinancialgroup.com