Last update: September 20, 2021
vice president, finance - cucm recruiting on behalf of manitoba credit union client
The Vice President, Finance manages the day-to-day operations of the accounting team and ensures work assigned is completed on time with accuracy and full ownership of the general ledger (GL); accounting systems; and chart of accounts. This position is responsible for the management of the general ledger system, resulting in the preparation of the Credit Union's financial statements, and is responsible for the successful completion of working papers required for the annual external audit. This role is also responsible for providing leadership, guidance, and training to other members of the department
Essential Duties
Position Requirements
Candidates interested in exploring this opportunity are encouraged to submit a resume, in confidence, with covering letter, no later than October 1, 2021 to hrcucm@cucm.org.
Essential Duties
- Ensures accounting records are accurate and comply with IFRS and credit union policies.
- Provides consistent and timely reporting to the executive management team and other 3rd party vendors when required.
- Ensures the accurate completion of all month-end accounting duties, including the preparation of financial statements.
- Provides training and supervision to accounting staff. Assists in on-going development of their skills and knowledge. Conducts performance reviews and staff meetings as necessary.
- Primary contact supporting executive and management in management reporting, banking system extracts, and database analysis.
- Assist CFO in preparing schedules for Enterprise Risk Management, Allowance for Doubtful Accounts, and similar projects as required.
- Maintains custody of confidential corporate documentation such as board reports and other correspondence.
- Participates in management reporting and analysis as required.
- Coordinates and oversees the requirements of annual external financial audit including document preparation and acting as the on-site contact for the external auditors.
- Manage the corporate tax filings and other government filings.
- Approves and ensures that payables are recorded and processed in a timely manner.
- Offer financial expertise and advice to the Executive Management Team to recommend strategies to continually improve the Credit Union’s performance.
- Develop and document business processes and accounting policies to maintain and strengthen internal controls.
- Participates in the development of the annual operating and capital budgeting processes.
- Understand and adheres to the privacy policies and procedures to protect members and the Credit Union.
- Other duties or tasks may be assigned on an as-needed basis.
Position Requirements
- CPA designation with at least three years of management experience or an equivalent combination of education and experience.
- Four to six years of experience in a credit union or similar accounting environment
- Posess a strong knowledge of IFRS.
- Advanced knowledge of a Windows and Microsoft Office based environment (Excel, Word, Outlook)
- Extensive knowledge of general ledger systems and proficient in banking system applications such as DNA and CVIEW.
Candidates interested in exploring this opportunity are encouraged to submit a resume, in confidence, with covering letter, no later than October 1, 2021 to hrcucm@cucm.org.
financial account manager - assiniboine credit union
Location: St. James Branch – Winnipeg, MB.
The Opportunity:
Reporting to the Branch Manager, the Financial Account Manager (FAM)’s key role is advice and service delivery. They are primarily the first contact for members and contribute to the building and retaining of member relationships through delivering seamless member service and advice to each member. FAM will builds member relationships that add value and contribute positively to the credit union’s profitability by ensuring that the member’s needs are met as well as identifying and referring opportunities to other team members or specialists within the credit union.
What you’ll do each day:
This position requires a self-starter who thrives in working in a team environment with a common goal/purpose. The competencies of this position are typically required through 3-5 years in a financial institution or an equivalent combination of both education and experience.
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. Choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
Please submit your resume and cover letter at acu.ca by September 21, 2021. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work.
The Opportunity:
Reporting to the Branch Manager, the Financial Account Manager (FAM)’s key role is advice and service delivery. They are primarily the first contact for members and contribute to the building and retaining of member relationships through delivering seamless member service and advice to each member. FAM will builds member relationships that add value and contribute positively to the credit union’s profitability by ensuring that the member’s needs are met as well as identifying and referring opportunities to other team members or specialists within the credit union.
What you’ll do each day:
- Proactively develop, nurture, retain and grow member relationships by identifying and ensuring their needs are met and that the relationship contributes positively to the credit union.
- Promote and provide advice on a full range of products and services: new memberships, consumer loans, line of credits, small business loans, mortgages, deposit and investment products, credit cards and estates.
- Explain to all members the terms and conditions of any credit, deposit or investment product being presented and ensuring that they are consistent with the member’s needs and risk tolerance.
- Provide investment advice and/or refer qualified prospects to specialists within the credit union or partner organizations.
- Meet personal business targets, playing a key role in the development of strategies to facilitate goal attainment.
This position requires a self-starter who thrives in working in a team environment with a common goal/purpose. The competencies of this position are typically required through 3-5 years in a financial institution or an equivalent combination of both education and experience.
- Providing advice and service to members/customers
- Ability to create and adjudication credit applications
- Proven experience in lending and Investments
- Negotiation
- Basic accounting
- Excellent knowledge of Credit Union products and services, policies and procedures
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. Choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
Please submit your resume and cover letter at acu.ca by September 21, 2021. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work.
service delivery advisor - assiniboine credit union
Location: 200 Main Street
The Opportunity:
Reporting to the Manager, Service Delivery, the Service Delivery Advisor (SDA) provides high quality member service to Assiniboine Credit Union and Outlook Financial members through a variety of incoming and outgoing communication channels with efficiency and accuracy.
What you will do each day:
Your Experience and Qualifications:
The competencies for this position would typically be acquired through demonstration of experience in the following areas:
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. You’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.
Choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
Please submit your application & complete the required screening questions at https://www.acu.ca/en/about/careers/career-opportunities by September 24, 2021. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
The Opportunity:
Reporting to the Manager, Service Delivery, the Service Delivery Advisor (SDA) provides high quality member service to Assiniboine Credit Union and Outlook Financial members through a variety of incoming and outgoing communication channels with efficiency and accuracy.
What you will do each day:
- Respond to member inquiries by providing financial solutions through the full range of products and services to support member needs.
- Execute advice, service and marketing initiatives through inbound and outbound communication channels.
- Responsible for reaching personal advice targets, and play a key role in the development of strategies to facilitate goal attainment.
- Create a positive and professional first impression through professional communication.
- Ensure minimal wait and response times, in line with team standards at all times.
- Contribute to growth and retention of member relationships by identifying and ensuring their needs are met and that the relationship contributes positively to the credit union.
- Explain terms and conditions of the products or services chosen/adopted by the members ensuring that they are consistent with the member’s needs.
- Refer and schedule qualified prospects to specialists within the credit union or partner organizations.
- Resolve member complaints and problems when possible, referring more complex problems to the appropriate person or department - ensuring seamless member service.
- Interpret and understand operating procedures, maintain confidentiality when dealing with member information.
Your Experience and Qualifications:
The competencies for this position would typically be acquired through demonstration of experience in the following areas:
- Excellent customer service and engage members using a friendly, positive and professional tone
- Strong ability to problem solve and multi-task in a fast paced environment
- Strong ability to navigate between computer software with above average typing skills
- Strong communication skills, both written and verbal
- Knowledge of credit union philosophies, principles, legislation, regulations, policies and procedures
- Understanding of credit union operation and knowledge of credit union “self-serve” technology (ATM, telephone banking, Internet banking)
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), the culture of Assiniboine Credit Union is supportive of the individual while focused on the greater community. You’ll be motivated by shared values and encouraged to always think about how, through financial sustainability, we can do more for our members, our employees and our community.
Choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits.
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
Please submit your application & complete the required screening questions at https://www.acu.ca/en/about/careers/career-opportunities by September 24, 2021. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
commercial lender - sunrise credit union
Sunrise Credit Union is recruiting the best and the brightest….
Location Brandon Branch
Sunrise Credit Union is a rapidly growing financial institution that retains the values and traditions of the past while embracing a dynamic, progressive future. We’re proud of our friendly, down-to-earth culture that fosters innovation, creativity and confidence among our staff.
Sunrise proudly boasts over 200 staff members in 20 branches and a rapidly growing asset base of over $ 1.7 Billion. Currently we have 1.2 Billion in loans to our surrounding communities. Brandon currently has 16 employees and a loan portfolio of over $251 Million and deposits exceeding $ 102 Million.
As a Commercial Lender you would be report to the Branch Manger and are responsible for all credit granting functions within the consumer loans, personal mortgage and small business and agricultural area (depending on market demand) including interviewing members, assessing credit worthiness and underwriting loans within limits and/or recommending or declining loans based on loan risk. Analyzes financial statements, operating cycles, profit levels, cash flow projections and other factors or variables that affect loan viability and risk. Promote, up sell and cross sell the full range of credit union products with emphasis on small business and agricultural lending products, credit card products, lines of credit and sundry services. Identify and act on leads for consumer and mortgage loans and determines loan viability and risk and refer member to appropriate credit union resource person. Actively participates in all branch campaigns and promotes loan growth within objectives determined in the business planning process. Maintains a high profile and image as the financial institution of choice in the branch trading area by establishing member and non-member relationships and business contracts. Conducts a systematic collection procedure and initiates and/or recommends appropriate action to ensure safety of funds and delinquency ratio.
We believe in a philosophy of providing our members with the products and services that will best suit their needs and equipping our staff with the ability to recognize those needs. We value relationship banking where the successful applicant will have a vision of mutually beneficial long-term relationships. You will be a community minded individual, encouraged to be involved in community activities and initiatives.
Brandon is the second-largest city in Manitoba, boasting a population of approximately 50,000 and a trading area of close to 180,000. Known as "The Wheat City," Brandon is a hub for agricultural activity. It is also well-known for its hosting capabilities for national and international events, including the 2019 Tim Hortons Brier and the 2010 Memorial Cup. The city is home to the Western Hockey League's Brandon Wheat Kings, Brandon University and Assiniboine Community College. It is served by several media outlets, including The Brandon Sun newspaper and radio stations 96.1 BOB-FM, 101.1 Pure Country, 91.5 Q-Country and 94.7 STAR-FM.
Preference will be given to those with industry related education including CUIC Studies and a proven track record in a credit union or other financial institution management environment.
If you are an enthusiastic team player, honest as the day is long and possessing a desire to serve Sunrise Credit Union members in this vibrant community, please visit our website (www.sunrisecu.mb.ca) for more information and to apply on-line by September 21, 2021 or submit your resume to:
Janice Demers
HR Manager
Sunrise Credit Union
2305 Victoria Avenue, Brandon R7B 4H7
Location Brandon Branch
Sunrise Credit Union is a rapidly growing financial institution that retains the values and traditions of the past while embracing a dynamic, progressive future. We’re proud of our friendly, down-to-earth culture that fosters innovation, creativity and confidence among our staff.
Sunrise proudly boasts over 200 staff members in 20 branches and a rapidly growing asset base of over $ 1.7 Billion. Currently we have 1.2 Billion in loans to our surrounding communities. Brandon currently has 16 employees and a loan portfolio of over $251 Million and deposits exceeding $ 102 Million.
As a Commercial Lender you would be report to the Branch Manger and are responsible for all credit granting functions within the consumer loans, personal mortgage and small business and agricultural area (depending on market demand) including interviewing members, assessing credit worthiness and underwriting loans within limits and/or recommending or declining loans based on loan risk. Analyzes financial statements, operating cycles, profit levels, cash flow projections and other factors or variables that affect loan viability and risk. Promote, up sell and cross sell the full range of credit union products with emphasis on small business and agricultural lending products, credit card products, lines of credit and sundry services. Identify and act on leads for consumer and mortgage loans and determines loan viability and risk and refer member to appropriate credit union resource person. Actively participates in all branch campaigns and promotes loan growth within objectives determined in the business planning process. Maintains a high profile and image as the financial institution of choice in the branch trading area by establishing member and non-member relationships and business contracts. Conducts a systematic collection procedure and initiates and/or recommends appropriate action to ensure safety of funds and delinquency ratio.
We believe in a philosophy of providing our members with the products and services that will best suit their needs and equipping our staff with the ability to recognize those needs. We value relationship banking where the successful applicant will have a vision of mutually beneficial long-term relationships. You will be a community minded individual, encouraged to be involved in community activities and initiatives.
Brandon is the second-largest city in Manitoba, boasting a population of approximately 50,000 and a trading area of close to 180,000. Known as "The Wheat City," Brandon is a hub for agricultural activity. It is also well-known for its hosting capabilities for national and international events, including the 2019 Tim Hortons Brier and the 2010 Memorial Cup. The city is home to the Western Hockey League's Brandon Wheat Kings, Brandon University and Assiniboine Community College. It is served by several media outlets, including The Brandon Sun newspaper and radio stations 96.1 BOB-FM, 101.1 Pure Country, 91.5 Q-Country and 94.7 STAR-FM.
Preference will be given to those with industry related education including CUIC Studies and a proven track record in a credit union or other financial institution management environment.
If you are an enthusiastic team player, honest as the day is long and possessing a desire to serve Sunrise Credit Union members in this vibrant community, please visit our website (www.sunrisecu.mb.ca) for more information and to apply on-line by September 21, 2021 or submit your resume to:
Janice Demers
HR Manager
Sunrise Credit Union
2305 Victoria Avenue, Brandon R7B 4H7
manager, wealth & business solution - steinbach credit union
If you’re the type of person who loves leading a diverse team and seeks new challenges, then this is a great opportunity for you to join our sales team. We are Manitoba’s largest credit union, and we’re looking for someone with the passion and skills to go above and beyond for each of our members.
Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.
We currently have an opportunity for a Manager, Wealth and Business Solutions to join our team in Winnipeg and Steinbach (with travel between branches when safe to do so).
What’s your role at SCU?
As the Manager, Wealth & Business Solutions you will be responsible for the implementation of organizational strategy, assisting with developing and implementing operational plans, delivering business results, leading the Senior Wealth, Insurance, Corporate Relationship teams while ensuring compliance in the Wealth and Business Solutions Department. To do this, you will:
What do we need from you?
How will you be rewarded?
At SCU, not only are we motivated to help our members, but we also believe in supporting and developing our employees. You will receive:
Does this sound like the ideal role for you? Tell us about yourself by submitting a resume and cover letter online, visit www.scu.mb.ca/careers.
Closing Date: October 10, 2021
Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.
We currently have an opportunity for a Manager, Wealth and Business Solutions to join our team in Winnipeg and Steinbach (with travel between branches when safe to do so).
What’s your role at SCU?
As the Manager, Wealth & Business Solutions you will be responsible for the implementation of organizational strategy, assisting with developing and implementing operational plans, delivering business results, leading the Senior Wealth, Insurance, Corporate Relationship teams while ensuring compliance in the Wealth and Business Solutions Department. To do this, you will:
- Work with Manager, Wealth Advisory Solutions to deliver a seamless and comprehensive wealth management offering best suited to meet the individual needs of the member.
- Work with Manager, Investment Administration to foster a collaborative environment between investment representatives and administration team.
- Act as a change leader for major change initiatives in support of business needs.
- Communicate relevant metrics to demonstrate progress towards agreed upon goals and targets (ex. Balanced scorecard, financial plans); take action or escalate issues as required.
- Foster communication between SCU and 3rd party providers relating to process/procedure issues, licensing and other regulatory requirements; including ensuring required reporting is received/provided in an accurate, timely manner.
- Communicate regulatory change requirements to direct reports, AVP Wealth & Steinbach Retail, Branch Compliance Manager, and Administrative teams, and ensure policies and procedures are adjusted accordingly.
- Model a thorough knowledge of credit union policies, procedures and corporate values.
- Provide back up support and coverage for the AVP, Wealth & Steinbach Retail and Manager, Wealth Advisory Solutions and/or direct reports as required
What do we need from you?
- Bachelor’s degree and 7 to 9 years of job related experience, or an equivalent combination of education and experience.
- Canadian Securities licensing is required and insurance licensing is an asset.
- Certified Financial Planning (CFP) accreditation is required or obtained within 24 months from hire date.
- Knowledge of credit union/FI operations would be an asset
- Ability to implement effective sales/marketing techniques and experience working with high net-worth commercial clients would also be considered an asset.
How will you be rewarded?
At SCU, not only are we motivated to help our members, but we also believe in supporting and developing our employees. You will receive:
- Competitive annual salary based on your skills and experience
- Employee bonus program and employer-matched pension plan
- Regular training and coaching to help you develop your skills to advance your career in financial services — right here in Manitoba
- Comprehensive benefits package including extended medical, dental, and vision benefits, health spending account, clothing allowance, plus employee banking benefits
Does this sound like the ideal role for you? Tell us about yourself by submitting a resume and cover letter online, visit www.scu.mb.ca/careers.
Closing Date: October 10, 2021
product & channel development specialist - assiniboine credit union
Location: Winnipeg, MB.
The Opportunity:
Reporting to the Manager, Channel and Product, the Product & Channel Development Specialist supports the development, management, implementation and evolution of ACU’s channel strategy, and product portfolio required to achieve ACU’s growth, financial sustainability and social impact objectives. The position is responsible for the data analysis, market research and business case development to evaluate new product opportunities along with enhancements to existing ones. The Product & Channel Development Specialist works closely with internal and external partners to identify and define business requirements and serves as a subject matter expert to support product and channel initiatives.
What you will do each day:
Your Experience and Qualifications:
The competencies for the position would typically be acquired through the achievement of a post-secondary degree or diploma with emphasis in marketing, business or technology, plus four to six years of job related experience, or an equivalent combination of education and experience. Additional requirement for this position are:
Who we are:
As one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
Please submit your resume and cover letter at www.acu.ca by September 21, 2021. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work.
The Opportunity:
Reporting to the Manager, Channel and Product, the Product & Channel Development Specialist supports the development, management, implementation and evolution of ACU’s channel strategy, and product portfolio required to achieve ACU’s growth, financial sustainability and social impact objectives. The position is responsible for the data analysis, market research and business case development to evaluate new product opportunities along with enhancements to existing ones. The Product & Channel Development Specialist works closely with internal and external partners to identify and define business requirements and serves as a subject matter expert to support product and channel initiatives.
What you will do each day:
- Conduct analysis to identify opportunities for modifying existing products and channels or launching new ones
- Identify and evaluate product and channel development opportunities aligned with strategic focus areas
- Manages product and channel related projects by defining business requirements and overseeing the work of cross-functional teams to develop and implement new and/or enhanced products or channels for market
- Monitors the life cycle and performance of assigned products and/or channels and reports on alignment with corporate objectives, marketing and sales strategies
- Develops and presents Channel Activation tools such as personas, product positioning and competitive positioning that tie into Marketing campaigns
Your Experience and Qualifications:
The competencies for the position would typically be acquired through the achievement of a post-secondary degree or diploma with emphasis in marketing, business or technology, plus four to six years of job related experience, or an equivalent combination of education and experience. Additional requirement for this position are:
- Experience in research and data analysis
- Experience in writing business cases
- Strong ability to problem solve and multi-task
- Critical thinker who analyzes information and uses logic to address issues, problems and challenges
- Experience working with cross-functional teams
Who we are:
As one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
Please submit your resume and cover letter at www.acu.ca by September 21, 2021. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work.
marketing analystics specialist - assiniboine credit union
Location: Winnipeg, MB.
The Opportunity:
Reporting to the Manager, Marketing and Research, the Marketing Analytics Specialist is accountable for planning, delivering, and interpreting member analytics (demographics, product and service usage, channel usage), member and market research, segmentation development in support of strategy, market assessments, and channel optimization. This role supports ACU’s commitment to values-based banking and triple bottom line accountability in marketing.
Key Accountabilities:
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca by September 24TH. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
The Opportunity:
Reporting to the Manager, Marketing and Research, the Marketing Analytics Specialist is accountable for planning, delivering, and interpreting member analytics (demographics, product and service usage, channel usage), member and market research, segmentation development in support of strategy, market assessments, and channel optimization. This role supports ACU’s commitment to values-based banking and triple bottom line accountability in marketing.
Key Accountabilities:
- Develop and implement moderately complex and evolving research and analytics plans that support retention and growth objectives.
- Development and maintenance of corporate level business metrics in support of ACU’s Balanced Scorecard and Corporate Strategic Plan.
- Communication of business metrics and analysis to stakeholders, including the Executive Leadership Team.
- Provide evolving analytics and marketing data solutions in response to requests from the business.
- Contribute the development and delivery of market assessments in support of future marketing strategies.
- Contribute to the development, implementation, and evolution of ACU’s segmentation strategy and management.
- Interpret data results, identify opportunities and gaps, and present findings to stakeholders to support business decisions.
- Develop and maintain executive dashboards in partnership with the Information Technology department.
- Create marketing personas and messaging profiles.
- Assist in the development of models to predict member behavior, such as defection, propensity to purchase, portfolio growth, and deposits. Evaluate the efficacy of the models on a regular schedule.
- Develop visualizations of data using Geographic Information System (GIS) mapping solutions.
- Develop success criteria and tracks metric for all research and analytics programs and activities.
- Communicate with other departments to fully understand their needs and advise them of the feasibility of their requests in terms of system functionality and data availability.
- Work in collaboration with project sponsors to deliver project requirements.
- Share member data steward responsibilities (data quality) with Advice & Service Delivery, Business Integration, Finance & Risk, and Information Technology Departments.
- Support analysis and reporting for other departments where applicable.
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca by September 24TH. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
data & analytics specialist - steinbach credit union
Posting Number: DATAA002170
Closing Date: October 10, 2021
Location: Winnipeg and Steinbach (Travel between Winnipeg and Steinbach will be required)
Hours of Work: Full-time; Monday – Friday
Build a rewarding career with Steinbach Credit Union
Steinbach Credit Union is Manitoba’s largest credit union and the 8th largest in Canada with over $7 billion in total assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.
Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.
An exciting opportunity awaits
We currently have an opportunity for a Data & Analytics Specialist to join our team in the Steinbach branch. As a Data & Analytics Specialist, you seek to deliver integrated business and information solutions by solving complex problems with sustainable, manageable solutions. Building data models to analyze and present data through easy-to-understand dashboards and data visualizations that meet the needs of end users. Strong communication skills, teamwork, self-motivation, attention to detail and accuracy are keys to success.
Specific Responsibilities:
Qualifications:
How we'll reward you
You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you would be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including:
Closing Date: October 10, 2021
We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.
Closing Date: October 10, 2021
Location: Winnipeg and Steinbach (Travel between Winnipeg and Steinbach will be required)
Hours of Work: Full-time; Monday – Friday
Build a rewarding career with Steinbach Credit Union
Steinbach Credit Union is Manitoba’s largest credit union and the 8th largest in Canada with over $7 billion in total assets. For the past 80 years, we have worked with our members to create relationships based on trust and support. Our goal is to provide advice and recommend products and services that are tailored to meet every member’s individual needs.
Our member-centric approach is a key driver in everything we do, and our level of service is second to none. We provide an environment of trust in which members feel comfortable doing business and they will recommend us to their family and friends. For more information, please visit our website.
An exciting opportunity awaits
We currently have an opportunity for a Data & Analytics Specialist to join our team in the Steinbach branch. As a Data & Analytics Specialist, you seek to deliver integrated business and information solutions by solving complex problems with sustainable, manageable solutions. Building data models to analyze and present data through easy-to-understand dashboards and data visualizations that meet the needs of end users. Strong communication skills, teamwork, self-motivation, attention to detail and accuracy are keys to success.
Specific Responsibilities:
- Prepare and deliver dashboards, reports, recommendations, or alternatives that address existing and/or potential business needs
- Define, format, filter, and model data for reports, dashboards, and visualizations from various information systems. Validating accuracy and resolving data integrity issues as needed
- Responsible for requirement analysis in the creation of new report, dashboard, and visualization development – may include data location and integrity analysis, and end user process/workflow analysis for effect on data
- Responsible for report maintenance and modification
- Participate in report software/server maintenance – by assisting users and taking appropriate corrective action as required
- Assist with various corporate initiatives and projects by providing technical support
- Maintain open communication and cooperation with staff to ensure a friendly and efficient work environment and timely completion of requests
Qualifications:
- Post-Secondary Degree in Computer Science, Data Science, Data Analytics, or related discipline combined with 4-6 years of experience working with Data Analytics or Data Science.
- Required expert skills in PowerBI
- Required expert level skills in DAX, M, and SQL languages
- Experience in Python or R languages would be considered an asset
- Experience with ETL, Data Warehouse design maintenance, and Data Engineering would be considered an asset
- Familiarity with system analysis and system life cycle management methodologies
- Familiarity of Relational Database Management Systems and concepts (RDBMS) and knowledge of programming languages, software development methodologies
- Technical Skills in HTML5, CSS, JavaScript, JAVA, JAVA EE, JAVA Middleware, Enterprise Databases (RDBMS), would be considered an asset
How we'll reward you
You can look forward to joining an organization that values teamwork and its membership. You will receive a competitive annual salary based on skills and experience. In addition, you would be eligible for variable compensation and matched pension plan per SCU policies. You will also receive a great host of benefits, including:
- Extended medical, dental, vision benefits, plus a health spending account
- Short Term Disability, Long Term Disability, Life insurance, and AD&D insurance
- Employee Banking Benefits (i.e., free chequing account, low interest MasterCard, bonus rate on deposit and lending products)
- Opportunities for professional development
- Clothing allowance
Closing Date: October 10, 2021
We are committed to employing a diverse workforce and encourage all qualified individuals to apply. We thank all candidates for their interest, however, only those selected for an interview will be contacted.
talent acquisition lead - assiniboine credit union
Status: 12 Month Term
Location: Winnipeg, MB.
The Opportunity:
The Talent Acquisition Lead performs all Talent Acquisition activities to attract, source and engage candidates with a strong passion and desire to contribute to the success of a local, values based financial institution. The Talent Acquisition Lead acts as a subject matter expert delivering holistic recruitment and selection solutions that contribute to ACU’s goals.
Key Accountabilities:
Your Experience and Qualifications:
The competencies for this position would typically be acquired through the completion of a Bachelors’ degree in Business, accompanied by at least five (5) years of recruitment experience.
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca by October 5th. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
Location: Winnipeg, MB.
The Opportunity:
The Talent Acquisition Lead performs all Talent Acquisition activities to attract, source and engage candidates with a strong passion and desire to contribute to the success of a local, values based financial institution. The Talent Acquisition Lead acts as a subject matter expert delivering holistic recruitment and selection solutions that contribute to ACU’s goals.
Key Accountabilities:
- Design, develop, and execute companywide recruitment initiatives that drive organizational performance and efficiency, build employee engagement and company branding.
- Act as the recruitment subject matter expert, provide coaching and counsel to employees and managers across the organization. Develop, implement and lead talent acquisition initiatives, using innovative ideas, techniques and approaches
- Develop processes for fair, equitable and transparent internal and external recruitment practices in accordance with operational and strategic goals.
- Leads all Talent Acquisition activities including full cycle recruitment and negotiations, and guide managers on aligning talent acquisition to attract, source and engage candidates.
- Leads all internal and external recruitment activities to meet organizational and strategic goals.
- Attract and source values aligned talent with a passion to build careers in a local financial institution.
- Foster a positive and inclusive work environment and identify initiatives to advance the knowledge, skill and understanding of diversity and inclusion. Develop external partnership with community organizations in support of ACU’s organizational goals.
- Ensure that all People Solutions programs, policies and process are implemented in a manner that supports the organization’s Mission, Vision, and values-based banking.
- Responsible for ensuring procedures are followed and reported on as required.
- Keep current on human resources and development best practices, business trends and potential problems, issues and changes in the financial services industry, and other external forces. Develop recommendations for changes to programs, policies, programs and initiatives as required.
Your Experience and Qualifications:
The competencies for this position would typically be acquired through the completion of a Bachelors’ degree in Business, accompanied by at least five (5) years of recruitment experience.
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca by October 5th. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
relationship support ii - noventis credit union
Reports to: Manager, Relationship Support
Location: Headingley
Related job titles: Loans Administrator, Relationship Manager, Relationship Support
NOTE: The Relationship Support II role at Noventis Credit Union is similar to a Loans Administrator position; however, individuals in the role also work closely with the Relationship Manager(s) as key team players in order to serve our members' needs.
We’re looking for our next North of Ordinary team member to take on the role of Relationship Support II. This is an exceptional opportunity for an experienced professional to leverage their knowledge, skills and experience.
Who we are:
At Noventis, we strive for superior performance and consistently provide professional, innovative, and quality service. We demonstrate responsive and progressive leadership to ensure the strength of our organization. We work together in the spirit of teamwork, collaboration, and cooperative principles.
The opportunity:
Reporting to the Manager, Relationship Support, you will be responsible for assisting the Relationship Manager(s) with the setup, administration, analysis and composition of consumer, business and agricultural credits. In addition to providing analysis and assisting with the development of credit submissions, you will prepare and process documentation, performing various follow-up procedures, responding to inquiries, or other needs as assigned. You will share in the responsibility of mitigating risk by ensuring adherence to policy & procedures and being responsible for various reporting and internal controls.
What you’ll be responsible for:
What you’ll bring to the team:
A little about us:
At Noventis, we offer North of Ordinary career opportunities with potential to grow and develop. We also offer competitive salaries and the potential to advance your skills and abilities through rewarding and challenging work assignments.
If you are a committed professional with a positive attitude and are looking to further your career at a growing organization where initiative and innovation are encouraged, we are interested in hearing from you.
Does this sound like a good fit?
Those interested in applying for this position are asked to submit a resume and cover letter referencing job posting #2021-30 to: recruitment@noventis.ca by Friday, September 24, 2021.
We thank all applicants for their interest in Noventis; however, only those candidates selected for an interview will be contacted.
Location: Headingley
Related job titles: Loans Administrator, Relationship Manager, Relationship Support
NOTE: The Relationship Support II role at Noventis Credit Union is similar to a Loans Administrator position; however, individuals in the role also work closely with the Relationship Manager(s) as key team players in order to serve our members' needs.
We’re looking for our next North of Ordinary team member to take on the role of Relationship Support II. This is an exceptional opportunity for an experienced professional to leverage their knowledge, skills and experience.
Who we are:
At Noventis, we strive for superior performance and consistently provide professional, innovative, and quality service. We demonstrate responsive and progressive leadership to ensure the strength of our organization. We work together in the spirit of teamwork, collaboration, and cooperative principles.
The opportunity:
Reporting to the Manager, Relationship Support, you will be responsible for assisting the Relationship Manager(s) with the setup, administration, analysis and composition of consumer, business and agricultural credits. In addition to providing analysis and assisting with the development of credit submissions, you will prepare and process documentation, performing various follow-up procedures, responding to inquiries, or other needs as assigned. You will share in the responsibility of mitigating risk by ensuring adherence to policy & procedures and being responsible for various reporting and internal controls.
What you’ll be responsible for:
- proactively working with Relationship Manager(s) to enhance the member experience, taking the lead in member communications, as needed
- providing administrative support to the Relationship Manager(s), including, but not limited to: processing loan applications, loan renewals and related loan documentation; posting loan entries; calculating and processing loan payments
- gathering, preparing and maintaining all loan and security documentation; ensuring all systems are updated timely and accurately
- ensuring updates, changes and any required set-ups on the internal banking system are completed accurately and in a timely matter
- organizing the workflow, procedures and communications for the department in a way that maximizes efficiency and facilitates the provision of quality member service
- reviewing and analyzing financial statements and assisting in the development of preparation of credit submissions
- other duties as assigned
What you’ll bring to the team:
- five years’ experience in a legal, professional or financial services environment
- advanced knowledge of industry trends, regulations and procedures
- demonstrated analytical, relationship, interpersonal, communication, presentation and team-building skills
- in-depth knowledge of financial products, services and policies
- strong knowledge of commercial and agricultural lending documentation and legal requirements
A little about us:
At Noventis, we offer North of Ordinary career opportunities with potential to grow and develop. We also offer competitive salaries and the potential to advance your skills and abilities through rewarding and challenging work assignments.
If you are a committed professional with a positive attitude and are looking to further your career at a growing organization where initiative and innovation are encouraged, we are interested in hearing from you.
Does this sound like a good fit?
Those interested in applying for this position are asked to submit a resume and cover letter referencing job posting #2021-30 to: recruitment@noventis.ca by Friday, September 24, 2021.
We thank all applicants for their interest in Noventis; however, only those candidates selected for an interview will be contacted.
senior financial advisor - assiniboine credit union
Location: Winnipeg, MB.
The Opportunity:
Located in-branch, the Senior Financial Advisor (SFA) provides expert financial advice and ongoing service to members on a full range of investment products; proactively manages a portfolio of members to increase business retention and share of wallet, and provides advice on investment and tax planning. The SFA holds a Certified Financial Planner (CFP) designation and provides a full range of proactive financial planning services.
Key Accountabilities:
Your Experience and Qualifications:
The competencies for this position would typically be acquired through the completion of post-secondary education in a business related field, accompanied by four to six years of job related experience or an equivalent combination of both education and experience. CFP or PFP designation and Mutual Funds license are required.
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca by September 29th. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
The Opportunity:
Located in-branch, the Senior Financial Advisor (SFA) provides expert financial advice and ongoing service to members on a full range of investment products; proactively manages a portfolio of members to increase business retention and share of wallet, and provides advice on investment and tax planning. The SFA holds a Certified Financial Planner (CFP) designation and provides a full range of proactive financial planning services.
Key Accountabilities:
- Proactively develop and manage a portfolio of member relationships; assess and anticipate individual member needs to maximize member relationships; develop a portfolio and contact management plan.
- Conduct regular portfolio reviews with members.
- Engage with members to clarify financial goals and objectives in the short and long term. Complete financial analysis to develop investment strategies for members and provide financial advice on wealth management, insurance, tax planning, investment and retirement planning, and estate planning.
- Refer members with complex financial planning/investment needs to ACU partners.
- Engage in proactive business development activities including follow-up, annual business planning, and professional contact with prospects.
- Maintain close working partnerships with other areas of the credit union; liaise with branches, insurance services, and investment product suppliers.
- Facilitate referrals and the follow up for financial services not directly sold or delivered by this role; actively refers business opportunities to appropriate partners.
- Provide training, coaching, technical expertise and advice around financial planning practices and concepts to team members.
- Ensure that all legislative and policy guidelines in the sale of all credit union and third party products and services are adhered to.
Your Experience and Qualifications:
The competencies for this position would typically be acquired through the completion of post-secondary education in a business related field, accompanied by four to six years of job related experience or an equivalent combination of both education and experience. CFP or PFP designation and Mutual Funds license are required.
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca by September 29th. We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
manager, communications & community engagement - cambrian credit union
Status: 14 Month Term
The Manager, Communications & Community Engagement works in collaboration with senior leaders across the organization to deliver impactful communication plans for a wide variety of internal and external stakeholders. The Manager, Communications and Community Engagement will develop and implement the community involvement strategy including partnerships, sponsorships, and participation in community events with a strong focus on maximizing Cambrian’s impact in the community. Please note this is a 14-month term position.
In the role of Manager, Communications & Community Engagement, you will:
Your experience:
How to apply:
Please submit your application to by 12:00 noon on Friday October 1, 2021. Your resume and cover letter must clearly illustrate how you meet these qualifications.
The Manager, Communications & Community Engagement works in collaboration with senior leaders across the organization to deliver impactful communication plans for a wide variety of internal and external stakeholders. The Manager, Communications and Community Engagement will develop and implement the community involvement strategy including partnerships, sponsorships, and participation in community events with a strong focus on maximizing Cambrian’s impact in the community. Please note this is a 14-month term position.
In the role of Manager, Communications & Community Engagement, you will:
- Create and deliver internal and external communications including memos, employee communications, presentations, videos, scripts, in-branch printed materials (brochures, signage), press releases, website copy, etc. Establish communication plans that sequence a variety of communication tools to ensure desired outcomes.
- Lead Cambrian’s Community Engagement activities, including partnerships, sponsorships and donations. Create opportunities for employee participation in community events, increasing engagement and furthering our efforts as a community based financial institution.
- Lead Cambrian’s social media presence, including the development of social media plan and creation of content highlighting employee and community engagement.
- Lead Cambrian’s commitment to increasing financial literacy in our community. Identify and act on opportunities to promote and develop financial literacy for all stakeholders.
- Build member engagement through strategies including direct member communications that increase knowledge, awareness and the overall financial wellbeing of members.
- Lead the development and management of Cambrian’s intranet as both an internal communication tool and an information portal.
- Provide planning, organization, and communication support to the Board of Directors including planning of the Annual General Meeting, the Annual Report, and the coordination of Director Elections. Ensure compliance with all regulatory requirements and Cambrian bylaws.
- Responsible for the development and implementation of Cambrian’s brand including quality control and reputation management.
- Assist in the planning and coordination of a variety of employee events including Annual Long Service Awards and Performance Recognition events.
Your experience:
- Minimum five years of communications experience in a corporate environment, with significant involvement in developing and delivering communications to a variety of stakeholders.
- Degree or Diploma in Communications, Creative Communications, Journalism, Marketing, English or an equivalent combination of education and experience.
- Excellent written communication skills with the ability to tailor and adapt impactful communications for a wide variety of audiences.
- Experience in all forms and methods of communications including creative, video production, print production and social media.
- Experience in the execution of projects related to community outreach and community programming.
- Exceptional attention to detail including analytical and strategic thinking skills.
- Experience providing leadership with the proven ability to influence others at all levels in the organization.
- Ability to work well in an environment with multiple and often changing priorities
How to apply:
Please submit your application to by 12:00 noon on Friday October 1, 2021. Your resume and cover letter must clearly illustrate how you meet these qualifications.
commercial credit administration officer - carpathia credit union
Carpathia Credit Union is a full-service financial institution that is owned by its members, who work and play right here in Manitoba. We have a membership of over 10,000 and have in excess of $600 million in assets. Our network includes five branches, a Commercial Centre, and a Corporate Office to serve our membership. Carpathia is committed to the communities we operate in, providing more than $75,000 to community groups and events each year.
We are seeking a motivated, experienced and dedicated individual to join our team.
Under general supervision, the Commercial Credit Administration Officer provides loan administrative support to the Commercial Account Managers by ensuring all assigned lending activities are in compliance with legislations, regulations, policies and procedures.
Essential Duties
Position Requirements
Candidates interested in exploring this opportunity are encouraged to submit a resume, in confidence, with covering letter, no later than October 8, 2021 to:
Carpathia Credit Union
3rd Floor – 952 Main Street
Winnipeg MB R2W 3P4
Email: hr@carpathia.ca
We are seeking a motivated, experienced and dedicated individual to join our team.
Under general supervision, the Commercial Credit Administration Officer provides loan administrative support to the Commercial Account Managers by ensuring all assigned lending activities are in compliance with legislations, regulations, policies and procedures.
Essential Duties
- Provide administrative and technical support in all areas of loan processing, security, and product information to Commercial lending personnel.
- Processes commercial loan applications, prepare and register security and related loan documentation. Posts loan entries; initiates the generation of a variety of loan reports; performs telephone and other daily checks; ensures the completion of selected documentation by obtaining and recording basic member information.
- Responsible to administer and control assigned commercial/small business loan portfolio, ensure all loan activities are in compliance with relevant provincial legislation, regulations, and the Credit Union’s lending policies and procedures.
- Review approved loan applications and prepare documents for signature.
- Upon receipt of completed and signed documents, verify, set up loans on banking system, prepare file, and follow up for additional information documents if necessary.
- Prepare account documents for signature and set up new accounts on the banking system.
- Maintain records of pending loans, disbursements and payouts. Maintains/Monitors daily systems such as commercial mortgage renewals and commercial loan related expiry dates, loan reports and payments.
- Administer syndicated loans ensuring that payments are made and loans are in balance.
- Conduct PPSA investigations and handle credit inquiries from other institutions.
- Conduct credit investigations with other financial institutions and Credit Bureau.
- Prepare monthly reports (i.e. overdraft reports, monthly loan delinquency reports, etc.).
- Adhere to legislation and security procedures as they pertain to the position.
- Maintain loan files and related documentation for the Commercial Loans Department.
- Assist the Commercial team in providing lending services to finance commercial/small business activity to current and potential members/associates.
Position Requirements
- The minimum level of education required for this position is a CUIC/CUSource Accredited Commercial Lender Administrator designation; in due course CUIC/CUSource Accredited Commercial Lender designation
- The minimum experience for this position is 3-5 years experience in a credit union or other financial institution in a commercial administration/credit/lending function
- Grade 12 diploma.
- Experience with eroWORKS DNA banking system considered an asset.
Candidates interested in exploring this opportunity are encouraged to submit a resume, in confidence, with covering letter, no later than October 8, 2021 to:
Carpathia Credit Union
3rd Floor – 952 Main Street
Winnipeg MB R2W 3P4
Email: hr@carpathia.ca
commercial account manager - rosenort credit union
Full-Time Position – Pembina Valley
Who we are:
At Rosenort Credit Union, we put people first by creating a work environment based on trust, integrity, and community. With branches in Rosenort, Winkler and Altona, we are a financial institution of choice for over 5500 members throughout southern Manitoba. We are also dedicated to our employees. There’s a reason our employees like to work here and we think you’ll like it too.
The position:
We are continuing to grow and we are looking for a Commercial Account Manager to join our expanding team in the Pembina Valley area! It is a full-time, salaried position with Monday to Friday hours.
Responsibilities:
You will be:
Desirable qualifications:
Salary and benefits:
The salary is based on the qualifications of the selected candidate and will be within the credit union grading system. A comprehensive benefits package is also provided which includes:
Interested?Please forward your resume & cover letter for this position to hr@rcu.ca
We thank all applicants for their interest, however, only those selected for an interview will be contacted.
Who we are:
At Rosenort Credit Union, we put people first by creating a work environment based on trust, integrity, and community. With branches in Rosenort, Winkler and Altona, we are a financial institution of choice for over 5500 members throughout southern Manitoba. We are also dedicated to our employees. There’s a reason our employees like to work here and we think you’ll like it too.
The position:
We are continuing to grow and we are looking for a Commercial Account Manager to join our expanding team in the Pembina Valley area! It is a full-time, salaried position with Monday to Friday hours.
Responsibilities:
- Collect and compile information and analyze financial statements to assess credit worthiness.
- Grant commercial, agricultural, mortgage, consumer and other loan applications such as lines of credit and overdrafts within approved lending limits.
- Complete loan applications and related documents for new loans, renewals, loan payment suspensions, alternatives and substitutions of security.
- Conduct credit investigations, security inspections and searches as required; prepare releases of security on paid out loans.
- Comply with policies, procedures and legislative requirements
- Respond to member and potential member loan inquiries, analyze their needs and assist members to utilize the product or service which best meets those needs.
- Process transactions with promptness and accuracy as well as assist in other daily tasks to support the overall organization of the branch
You will be:
- Be a self-motivated individual with a pleasant attitude
- Have strong negotiating, decision making and problem-solving skills to assess members’ needs
- Be an effective communicator as well as a good listener
- Be highly organized with strong computer skills
- Possess a confident ability to work independently while still remaining a team player.
Desirable qualifications:
- Business degree or diploma
- 3-5 years of commercial lending experience
- An equivalent combination of experience and education would be considered
- Valeyo Loans origination system experience
Salary and benefits:
The salary is based on the qualifications of the selected candidate and will be within the credit union grading system. A comprehensive benefits package is also provided which includes:
- Insurance Package and Health Care Spending Account
- Staff banking benefits
- Entertainment Wellness Program
- Computer Lease Program
- Company-Matched Pension Plan
Interested?Please forward your resume & cover letter for this position to hr@rcu.ca
We thank all applicants for their interest, however, only those selected for an interview will be contacted.
wealth advisor - assiniboine credit union
Location: 200 Main Street, Winnipeg, MB
The Opportunity:
The Wealth Advisor contributes positively to the bottom line of AFG by playing a key role in providing financial advice and building relationships among our current and new AFG Credential Asset Management members. This position will be proactive in cross-selling new business to our current members, will be required to create an annual business plan to build the business, and will provide financial strategic planning and investment recommendations.
Key Accountabilities:
Your Experience and Qualifications:
The competencies for the position would typically be acquired through the achievement of a Business Degree, plus three years of direct job related experience. Registration as a Mutual Fund representative and completion of Investment Funds in Canada or Canadian Securities Course (“CSC”) is required. CFP or PFP designation would be an asset
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca . We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
The Opportunity:
The Wealth Advisor contributes positively to the bottom line of AFG by playing a key role in providing financial advice and building relationships among our current and new AFG Credential Asset Management members. This position will be proactive in cross-selling new business to our current members, will be required to create an annual business plan to build the business, and will provide financial strategic planning and investment recommendations.
Key Accountabilities:
- Responsible for servicing current group programs and individual member accounts in collaboration with other mutual fund representatives by proactively reaching out to accounts to develop, nurture, retain and grow our existing member portfolio
- Develop and provide detailed financial solutions for members including, but not limited to retirement, education, asset allocation and risk management
- Engage in proactive advice and business development activities, including follow-up and professional contact with prospects; maintain close working partnerships with other areas of the credit union and make referrals to the applicable partners of the credit union
- Build new business from referrals from existing members, external centers of influence, internal ACU relationships and others within the AFG team
- Accountable for reaching advice, revenue and referral targets annually
- Work with Director of Wealth on an annual basis to develop strategic plans to grow the business
- Maintain current and relevant knowledge of industry trends and competitor landscape
- Maintain educational requirements and licensing in good standing at all times
- Demonstrates understanding and leads by example of ACU’s commitment to values-based banking, respectful workplace and diversity and inclusion
- Ensure that all programs, policies and process are implemented in a manner that supports the organization’s mission, vision, and values
- Employees are required to keep strictly confidential the affairs of anyone whose private information becomes available to them in the course of their duties
Your Experience and Qualifications:
The competencies for the position would typically be acquired through the achievement of a Business Degree, plus three years of direct job related experience. Registration as a Mutual Fund representative and completion of Investment Funds in Canada or Canadian Securities Course (“CSC”) is required. CFP or PFP designation would be an asset
Who we are:
As a Certified B Corporation® and one of Manitoba’s Top Employers (2021), choosing to work at Assiniboine Credit Union means that you’ll be working for an organization that…
- puts people, planet and prosperity first,
- values diversity and inclusion,
- is focused on social and environmental responsibility,
- supports employees through training programs and long-term career development,
- offers a competitive total compensation program which includes bonuses, a matched pension program, and health and dental benefits
If doing things differently and doing more is part of who you are, join us on a rewarding journey where your personal aspirations and career goals can align.
To view the full job posting and submit your resume and cover letter, please visit ACUcareers.ca . We thank everyone who applies but only candidates selected for an interview will be contacted.
We are committed to workforce diversity and actively recruit people with diverse backgrounds, experiences, and perspectives reflecting the community in which we live and work. Applicants may request reasonable accommodation related to the materials and activities used throughout the selection process.
member services representative - access credit union
Full-Time, Part-Time and Casual Positions – Winnipeg Branches
Excellent learning environment with one of Manitoba’s Top Employers
We wouldn’t be a top employer without the team we work with!
We value:
Who are we looking for?
What do we offer?
How do you apply?
We look forward to hearing from you!
Excellent learning environment with one of Manitoba’s Top Employers
We wouldn’t be a top employer without the team we work with!
We value:
- making a difference in the lives of our members and in our communities
- our employees, empowering them with opportunities to learn, advance and thrive in an engaging environment
- our culture of innovation to test and implement new ideas challenging the status quo
Who are we looking for?
- Member Service Representatives to process over the counter financial services for members in an efficient and professional manner
- highly motivated individuals who will build relationships and promote our products and services to existing and new members of the credit union
- attentive, detail-oriented people who can deliver excellent service
- Strong communicators that thrives in a collaborative team-based environment
- Those with a minimum of 1-year previous experience in customer/member service role
- Those with post-secondary degree or diploma in Business Administration or equivalent
What do we offer?
- a welcoming and friendly team oriented culture
- competitive salary
- paid benefits that can’t compare: bonus program, clothing allowance, matched pension plan, paid extended health and dental care, generous vacation time, paid education and training, preferred loan and savings rates and many more perks
How do you apply?
- log on to our website: www.accesscu.ca
- complete the online application under “Careers”
- include your CV and cover letter
We look forward to hearing from you!
member service representative - noventis credit union
Reports to: Member Services Supervisor
Location: Headingley
Who we are:
At Noventis Credit Union, we strive for superior performance and consistently provide professional, innovative and quality service to support our members. We work together in the spirit of teamwork, collaboration and cooperative principles.
We offer North of Ordinary career opportunities with potential to grow. We also offer competitive salaries and learning opportunities to advance your skills and abilities through rewarding and challenging work.
The opportunity:
As Member Services Representative, you will play an important role in strengthening member relationships by identifying opportunities and exceeding service needs. You will proactively seek opportunities to promote Noventis’ products and services and innovative banking technologies. You will advise on appropriate solutions and facilitate lasting connections by referring members to specialists in Noventis’ network.
What you’ll be responsible for:
Identifying opportunity
Member Service
What you’ll bring to our team:
If you have a positive attitude, share these values and are looking to further your career at a growing organization where initiative and innovation are encouraged, we are interested in hearing from you.
If this sounds like a great fit:
Those interested in applying for this position are asked to submit a resume and cover letter referencing job posting #2021-38 to: recruitment@noventis.ca by September 27, 2021.
Location: Headingley
Who we are:
At Noventis Credit Union, we strive for superior performance and consistently provide professional, innovative and quality service to support our members. We work together in the spirit of teamwork, collaboration and cooperative principles.
We offer North of Ordinary career opportunities with potential to grow. We also offer competitive salaries and learning opportunities to advance your skills and abilities through rewarding and challenging work.
The opportunity:
As Member Services Representative, you will play an important role in strengthening member relationships by identifying opportunities and exceeding service needs. You will proactively seek opportunities to promote Noventis’ products and services and innovative banking technologies. You will advise on appropriate solutions and facilitate lasting connections by referring members to specialists in Noventis’ network.
What you’ll be responsible for:
Identifying opportunity
- Maintaining up-to-date knowledge of all branch deposit and loan-oriented products, services, and competitors’ offerings by regularly reviewing literature and attending team meetings
- Increasing product usage and services by identifying opportunities to provide credit cards, promote Deposit Anywhere™, and highlight online and mobile banking options
- Promoting all credit union investment and credit products; processing qualified referrals to appropriate staff members
- Educating members on the use of alternate/automated services
Member Service
- Processing cash-related member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculating foreign and domestic exchange, cheque cashing, and other functions normally completed by a teller
- Maintaining custody of cash drawer and daily cash holdings; reconciling cash on hand at the end of each day with receipts and disbursements
- Assisting members with more complex financial inquiries and/or problems such as certification of cheques, stop payments and holds, ordering personalized cheques, reconciling discrepancies in records and accounts and account balance inquiries
- Adhering to security procedures as they pertain to the position
- Fulfilling other duties as assigned
What you’ll bring to our team:
- A genuine desire to assist others with their banking needs
- The motivation to provide excellent member service and advice
- An exceptional ability to communicate clearly
- A commitment to learning
- The ability to navigate a variety of computer applications
- Confidence while interacting with, and imparting knowledge to, members
- A proven record of building strong and sustainable relationships
If you have a positive attitude, share these values and are looking to further your career at a growing organization where initiative and innovation are encouraged, we are interested in hearing from you.
If this sounds like a great fit:
Those interested in applying for this position are asked to submit a resume and cover letter referencing job posting #2021-38 to: recruitment@noventis.ca by September 27, 2021.
concierge i - noventis credit union
Reports to: Manager, Branch Experience
FTE: Full Time (12 Month Term)
Department/Branch: Selkirk
Who we are:
At Noventis Credit Union, we strive for superior performance and consistently provide professional, innovative and quality service to support our members. We work together in the spirit of teamwork, collaboration and cooperative principles.
We offer North of Ordinary career opportunities with potential to grow. We also offer competitive salaries and learning opportunities to advance your skills and abilities through rewarding and challenging work.
The opportunity
Reporting to the Manager - Branch Experience, the Concierge’s primary responsibility is to be the main point of contact for all members coming into the branch. In this role you will be working with a small team to provide exceptional service to all of our members. Strong emphasis will be placed on providing focused service in a unique environment, primarily utilizing technology to meet member needs.
Scheduled Hours:
8:30 AM – 4:30 PM Monday – Friday
What you’ll be responsible for:
What you’ll bring to the team:
If you have a positive attitude, share these values and are looking to further your career at a growing organization where initiative and innovation are encouraged, we are interested in hearing from you.
If this sounds like a great fit:
Those interested in applying for this position are asked to submit a resume and cover letter referencing job posting #2021-39 to: recruitment@noventis.ca by September 27, 2021.
FTE: Full Time (12 Month Term)
Department/Branch: Selkirk
Who we are:
At Noventis Credit Union, we strive for superior performance and consistently provide professional, innovative and quality service to support our members. We work together in the spirit of teamwork, collaboration and cooperative principles.
We offer North of Ordinary career opportunities with potential to grow. We also offer competitive salaries and learning opportunities to advance your skills and abilities through rewarding and challenging work.
The opportunity
Reporting to the Manager - Branch Experience, the Concierge’s primary responsibility is to be the main point of contact for all members coming into the branch. In this role you will be working with a small team to provide exceptional service to all of our members. Strong emphasis will be placed on providing focused service in a unique environment, primarily utilizing technology to meet member needs.
Scheduled Hours:
8:30 AM – 4:30 PM Monday – Friday
What you’ll be responsible for:
- Enhancing member experiences through promotion of Noventis’ innovative service delivery model; including the interactive Teller Machine (iTM), self-service banking, mobile and online options
- Greeting members and managing the queue for service, looking for opportunities to promote Noventis’ alternative service delivery channels
- Making outgoing calls to members in relation to issue resolution, service satisfaction and proactive opportunity notifications
- Supporting the branch with processing of new memberships and account openings.
- Supporting the branch with the processing of estate accounts, deposit products and investment renewals.
- Handling cash, either in a primary or assisting role for all members
- Balancing ATMs, iTMs and general ledger accounts
- Other responsibilities as assigned
What you’ll bring to the team:
- A positive and dynamic personality
- Confidence in approaching others and initiating conversations
- An aptitude for building a rapport with members in order to create and sustain relationships
- A high level of comfort with new technology and alternative delivery channels
- Ability to work independently
- Financial industry experience is an asset
If you have a positive attitude, share these values and are looking to further your career at a growing organization where initiative and innovation are encouraged, we are interested in hearing from you.
If this sounds like a great fit:
Those interested in applying for this position are asked to submit a resume and cover letter referencing job posting #2021-39 to: recruitment@noventis.ca by September 27, 2021.
centralized loan processing team lead - cambrian credit union
As a locally based financial institution, Cambrian Credit Union is known for working within our community to deliver financial advice and exceptional value to our members. At Cambrian our core purpose is: Working together with our members to build a financial foundation for making their dreams come true.
We are seeking a Centralized Loan Processing Team Lead who will lead a team in our centralized loan processing department. The Centralized Loan Processing Team Lead will be accountable for ensuring staff provide the highest standard of accurate, prompt courteous service in the areas of Mortgage and Loan administration to our Retail Branches and Centralized Credit Adjudication Centre.
In the role of Centralized Loan Processing Team Lead, you will:
Your experience:
How to apply:
Please submit your application to by 12:00 noon on Monday September 27, 2021. Your resume and cover letter must clearly illustrate how you meet these qualifications.
We are seeking a Centralized Loan Processing Team Lead who will lead a team in our centralized loan processing department. The Centralized Loan Processing Team Lead will be accountable for ensuring staff provide the highest standard of accurate, prompt courteous service in the areas of Mortgage and Loan administration to our Retail Branches and Centralized Credit Adjudication Centre.
In the role of Centralized Loan Processing Team Lead, you will:
- Provide leadership and expertise to the Processing Assistants I and II, ensuring consistent delivery of accurate, prompt, and efficient service. Ensure staff maintain a professional image, are well versed in product knowledge, and strive to meet department service standards.
- Accountable for ensuring staff are proficient and compliant with policies and procedures, and adhere to established controls requirements to minimize any risk or liability to the Credit Union.
- Conduct monthly meetings to ensure staff are aware of upcoming and/or changing procedures and developments.
- Performance manage, coach and mentor staff, complete performance reviews, as well as identify appropriate training and development needs.
- Manage resolutions to all administration related problems and inquiries; work with RSSM’s, FSO’s and CCA to create and maintain an environment that fosters good morale and encourages excellence in lending administration.
- Responsible for the record management systems ensuring all scanned or imaged lending documents are clear and retrievable for audits and legal action; all paper based files are stored at Iron Mountain and accessible when required.
- Provide assistance and support to the Assistant Manager and Manager of CLP as deemed necessary or required.
Your experience:
- Post secondary degree, diploma or certificate in business, or equivalent business experience.
- Minimum two years of loan processing experience required.
- Minimum one-year experience supervising / managing a team.
- Previous experience in the credit union industry, considered an asset.
- Proficient in PC applications of Outlook, Word & Excel.
- Critical thinker who analyzes information and uses logic to address issues, problems and challenges.
- Ability to work well in an environment with multiple and often changing priorities
How to apply:
Please submit your application to by 12:00 noon on Monday September 27, 2021. Your resume and cover letter must clearly illustrate how you meet these qualifications.