Sep 2019

Member Advice Centre (MAC) Specialist – East Coast Credit Union

September 18th, 2019 by

East Coast Credit Union is seeking a Member Advice Centre (MAC) Specialist to join our team! This permanent position can be located in either our Dartmouth, Antigonish or Port Hawkesbury locations. The role is well suited for an individual with exceptional customer service experience seeking an opportunity in a progressive and innovative organization.

East Coast Credit Union is a full-service financial cooperative organization that is deeply committed to the communities in which we live and work. We offer refreshingly honest banking and take pride in providing an exceptional member experience.

Reporting to the Supervisor, Member Advice Centre, you will be responsible for responding to inquiries and delivering advice and solutions to existing and potential members via all virtual channels including but not limited to telephone, email, live chat, SMS, website, and any future technologies adopted by the Member Advice Centre.

You would…

  • Identify member needs, provide products and services based on their individual financial needs and goals and refer member to the appropriate department.
  • Receive incoming calls and effectively manage digital and online inquiries; perform outbound calls and support any sales and service initiatives as per established goals.
  • Recommend and process product and service solutions including but not limited to deposit accounts, term deposits, registered products, card services, digital services, Collabria Credit Cards, Matrix-approved overdrafts and pre-approved lending products within specified guidelines.
  • Identify trends in service recovery incidents and proactively recommend solutions to avoid reoccurrences.
  • Assist the branch network in booking in-person and telephone appointments. Ensure accurate member information and requests are recorded in the appointment scheduling software.
  • Champion the understanding and provide support, demonstrations and advice to members using all virtual and self-serve channels.
  • Capture member feedback on virtual and digital services and escalate feedback to the appropriate department. Provide recommendations on enhancements to online services.
  • Exhibit a team approach, provide project support and complete other duties as assigned.

You have…

  • Completed a certificate or diploma in Business or Marketing plus have a minimum of one year sales and service experience, preferably in the financial industry and/or contact centre environment; or equivalent combination of education and experience.
  • Superior customer service and business development skills.
  • Proven ability to achieve and exceed business/sales objectives.
  • An outgoing and self-motivated nature with strong work ethics.
  • Demonstrated critical thinking and problem-solving skills
  • Superior communication and time management skills.

We offer…

  • Outstanding culture and opportunity to join an engaged and community-focused team.
  • Tuition reimbursement, training and personal development.
  • Competitive compensation and benefits with performance-based incentives.
  • Additional employee perks include but not limited to: wellness credit; reduced rates on employee loans/mortgages and paid volunteer time.

The Member Advice Centre is expecting to see significant growth and expansion in the coming years. Flexibility around evening work will be required in the future (Monday to Friday until 8pm). Currently the requirement is to be flexible to work Thursday and Friday evenings.

How to apply…
If this sounds like an opportunity for you, please email your resume and cover letter in Microsoft Word or pdf format to careers@creditu.ca.

Applications will be accepted until Tuesday, October 1, 2019.

Please note that all offers of employment are conditional upon the acceptance of an Individual Fidelity Bond Application which includes a criminal check and a credit check.

We wish to thank applicants in advance; only candidates selected for an interview will be contacted.

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Financial Services Representative – East Coast Credit Union

September 18th, 2019 by

East Coast Credit Union is seeking a Full-time Financial Services Representative to join our team! This position is located in our Inverness Branch and is well suited for an individual with exceptional customer service experience seeking an opportunity in a progressive and innovative organization.

East Coast Credit Union is a full-service financial cooperative organization that is deeply committed to the communities in which we live and work. We offer refreshingly honest banking and take pride in providing an exceptional member experience.

Reporting to the Assistant Manager, you will be responsible for providing counter and telephone service to current and prospective members; processing financial transactions including daily balancing of cash and transactions; assisting members with their financial needs and promoting credit union products and services.

You would…

  • Provide exceptional customer service to current and prospective members.
  • Pro-actively identify members’ financial needs; suggest appropriate product or service and refer members to other departments.
  • Process various financial transactions and balance daily work in an efficient and accurate manner.
  • Understand all products and services offered by East Coast Credit Union. These include but not limited to facts and features; benefits and advantages; rules and regulations and price structure.
  • Assist in the promotion of new products and services to Credit Union members.
  • Respond to member inquiries and resolve any concerns or discrepancies.
  • Follow the Credit Union’s security and risk management procedures.
  • Demonstrate a team approach and provide support to the Front Line team.
  • Complete other duties as assigned.

You have…

  • Completed a certificate or diploma in Business plus have a minimum of one year one year sales and service experience, preferably in the financial industry; or equivalent combination of education and experience.
  • Superior customer service and business development skills.
  • Proven ability to achieve and exceed business/sales objectives
  • An outgoing and self-motivated nature with strong work ethics
  • Demonstrated critical thinking and problem-solving skills
  • Proven history of accuracy and high attention to details (data entry, paperwork, cash balancing)
  • Superior communication and time management skills.

We offer…

  • outstanding culture and opportunity to join an engaged and community-focused team.
  • tuition reimbursement, training and personal development.
  • very competitive compensation – the starting hourly rate is $19.26 and benefits with performance-based incentives.
  • Additional employee perks include but not limited to: wellness credit; reduced rates on
  • employee loans/mortgages and paid volunteer time.

How to apply…
If this sounds like an opportunity for you, please email your resume and cover letter in Microsoft Word or pdf format to careers@creditu.ca.

Applications will be accepted until Tuesday, October 1, 2019.

Please note that all offers of employment are conditional upon the acceptance of an Individual
Fidelity Bond Application which includes a criminal check and a credit check.

We wish to thank applicants in advance; only candidates selected for an interview will be contacted

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Member Advice Specialist – Bayview Credit Union

September 13th, 2019 by

MEMBER ADVICE SPECIALIST
Saint John, NB

Bayview Credit Union is the largest Credit Union in New Brunswick with 8 branches in Saint John, Kennebecasis Valley, Hampton, Sussex and St George.

For more information on our services please visit our website at www.bayviewnb.com.

A vacancy exists for a full time Member Advice Specialist – 57 King Street, Saint John. As a Member Advice Specialist, you will be responsible to provide our members with courteous, accurate and professional customer service over the telephone in our Member Advice Centre (MAC). The MAC is the point of initial phone contact at Bayview Credit Union, answering all calls to the branch main phone lines as well as making outbound calls to our members.

Effective listening and professional telephone skills are imperative for this position. We are looking for an individual with strong written and verbal skills. You must be a clear communicator who is tactful, diplomatic and patient. You will meet or exceed our member’s expectations in all of your interactions.

The ability to be bonded is a condition of employment with Bayview Credit Union. This consists of the completion of a bonding application process which includes a criminal record and credit check.

Anyone who wishes to make a formal application for the position should do so in writing, including all relevant qualifications to the attention of:

Ginny Hourihan, CHRP
Human Resources Manager
Bayview Credit Union
email to: ginny.hourihan@bayviewnb.com

Although we appreciate all applications, only those being short-listed for an interview will be contacted.

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Assistant Branch Manager – Bayview Credit Union DZ

September 13th, 2019 by

ASSISTANT BRANCH MANAGER

Saint John Regional Hospital branch, Saint John, NB

Bayview Credit Union is the largest Credit Union in New Brunswick with 8 branches in Saint John, Kennebecasis Valley, Hampton, Sussex and St. George.

For more information on our services please visit our website at www.bayviewnb.com

We have a vacancy for a full time ASSISTANT BRANCH MANAGER reporting to the Branch Manager at our Hospital location. With guidance and support from the Branch Manager this individual will be responsible to manage the day to day operation of the branch including supervision and coaching of staff as well as management of investment and loan portfolio. They will ensure all investment and lending activities are in compliance with relevant legislation, regulations, policies and procedures.

Some of the qualifications, which are desired for this position, include, but are not limited to:

  • Experienced in consumer lending and investments in a financial institution along with strong administration skills
  • Supervisory skills preferred
  • Post-secondary education in a related discipline such as commerce, accounting, finance or an investment designation is preferred
  • A strong advocate for continuing education and self improvement
  • A believer in the collaborative team concepts of leadership and operations, able to lead and develop the branch and achieve exceptional results in a team environment
  • Proven needs-based relationship selling experience utilizing coaching and a team leadership approach
  • Experience within a branch environment demonstrating compliance with sound business credit judgment and practices with emphasis on following established internal policies, limits, guidelines and procedures
  • Strong negotiation and interpersonal skills as well as tact and diplomacy
  • Team player who is recognized among your peers as a coach/mentor with a solid work ethic and superior communication skills

The ability to be bonded is a condition of employment with Bayview Credit Union. This consists of the completion of a bonding application process which includes a criminal record and credit check.

Anyone who wishes to make a formal application for the position should do so in writing, including all relevant qualifications to the attention of:

Ginny Hourihan, CHRP
Human Resources Manager
Bayview Credit Union
email to: ginny.hourihan@bayviewnb.com

Although we appreciate all applications, only those being short-listed for an interview will be contacted.

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Member Experience Officer – Valley Credit Union

September 10th, 2019 by

Valley Credit Union is a full service financial institution with 7 branch locations, 70 employees, and over $150M in assets.  Located in the beautiful Annapolis Valley, Valley Credit Union has an immediate need for a Member Experience Officer to join our Team.

  • Do you enjoy interacting with people?
  • Would you like to make an impact with meaningful work?
  • Do you see people first, not a number?
  • Can you pride yourself in accuracy and attention to detail?
  • Are you interested in future advancement and progression opportunities?
  • Are you looking for a supportive team environment?
  • Will you go the extra mile?

If this describes you, keep reading…

We are looking for a full time Member Experience Officer to be trained and positioned in our Cambridge Branch. Your duties may include, but are not limited to:

  • Having meaningful conversations with members to understand their needs and present solutions
  • Providing financial counselling to assist our members achieve their financial goals
  • Assist our members with their borrowing, day to day banking, and investment needs
  • Compiling and completing documents for member accounts
  • Providing support to the day to day operations of our branches
  • Participating in community events

 

Qualifications include:

  • Successfully completed a certificate or diploma in Business Administration
  • You will have three to five years experience in credit and collections in a financial institution; or an equivalent combination of behaviours, training and experience and a desire to learn
  • Exceptional communication skills
  • Work planning and management skills
  • Proven sales experience with a customer service mindset
  • Demonstrated accuracy and attention to detail

If you are interested in joining a Team that believes in going the extra mile, please submit your cover letter and resume outlining your qualifications to Nicole Trentelman, Manager, Human Resources  at ntrentelman@valleycreditunion.com quoting job number VCU-021-2019

Although we appreciate all applications, only those selected for an interview will be contacted.

Closing Date: September 27th 2019

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Financial Service Representative II – OMISTA Credit Union

September 6th, 2019 by

Are you a sales person that loves to solve problems using your analytical skills to make an impact with your team and the community? If so, we may have the position for you!

OMISTA Credit Union is a B-Corp Certified, full-service co-operative financial institution with 4 branches, approximately $253 million in assets, and more than 10,000 members. We are committed to providing high quality financial solutions to enhance the economic well-being of our members and the communities in which we serve.

The Financial Service Representative II Position:
Reporting to the Senior Branch Manager, the Financial Service Representative II under broad managerial direction, promote and sell consumer mortgage, lending, and deposit services to current customers/members and potential customers/members.  Lending responsibilities are focused on Personal clients.  Administer and control assigned portion of loans portfolio; Recognize customer/member needs for lending and deposit services; Ensure all loan and deposit activities are in compliance and follow relevant legislation, regulations, policies and procedures; Coach and support junior lenders; Cross-sell all credit union products; solicit new customers/members; foster business development through service excellence and product knowledge.
Responsibilities:

  • Acquire, grow and deepen member relationships through personalized financial advice;
  • Proactively connect with members, and potential members, to gather insights through personal contact to best understand their needs and fulfill their personal financial needs;
  • Be accessible to members and as permitted, visit them on-site;
  • Manage risk and exercise due diligence in all banking procedures and develop appropriate action plans in response to concerns/risks;
  • Drive business sales volume, and business solutions, through opportunity spotting to enhance revenue opportunities;
  • Develop and foster external business referral sources through networking, your centres of influence, and active engagement in community activities;

Qualifications:

  • Diploma/degree in Business Administration or Commerce and a minimum of 3 years of personal lending experience or an equivalent combination of education and experience.
  • A Personal Financial Planning designation is considered an asset
  • Superior financial analytical skills and sound credit judgment
  • Demonstrated ability to analyze risk and apply strong problem-solving skills
  • Success in meeting and exceed business objectives
  • Proven business development and relationship management skills
  • Strong organization skills and attention to detail
  • Creative and resourceful
  • Excellent written and verbal communication skills

Working with OMISTA Credit Union:
This is a full-time position at either our Fredericton, NB branch or Oromocto, NB branch, with competitive compensation and a generous benefits package that includes but not limited to; health & dental, a pension plan, and participation in a wellness plan. OMISTA Credit Union will provide you with opportunities to develop, to take on new challenges, and help you to reach your potential at work.

E-mail: careers@omista.com

Reference: FSR II F/O
Deadline:  September 23, 2019

We appreciate your interest in OMISTA!  Only those candidates selected for an interview will be contacted.

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Financial Service Representative 1 – Public Service Credit Union

September 5th, 2019 by

Public Service Credit Union is a community based full-service financial institution with assets of $63 Million , serving approximately 5000 members from one branch in St. John’s NL.  Public Service Credit Union is looking for a Financial Service Representative 1. This is a temporary position with the opportunity for full time hours.

Position summary:

Under the direction of the Manager of Credit & Operations, the FSR I provides counter and telephone service to members, responds to member enquiries, cross sells services, processes member transactions, balance cash and transactions and resolves routine problems with member accounts.

Specific Accountabilities:

  • Provides services to members by receiving and processing financial transactions within CU policy and procedures including opening and closing of accounts; cashing cheques; deposits, ICU transactions, withdrawals; transfers between accounts; utility payments; stop payment orders; hold on accountsbank transfers, calculating foreign & domestic exchange; certifying cheques; processing loan payments; processing cheque orders; issuing travelers cheques, money orders, drafts and other negotiable instruments; ordering and replacing lost and stolen debit cards, changing debit card limits authorized by management.
  • Balances internal accounts and cash daily.
  • Scans cheques and ensures the cheque total in banking agrees to the total in Remote Deposit Capture Program.
  • Maintains accurate cash supply in accordance with cash custody and safekeeping procedures.
  • Escorts members to Safety Deposit Boxes and provides instruction.
  • Responds to member inquiries, cross selling services to current and potential members; identifying member needs and referring more complex requests for information and assistance to appropriate staff.
  • Completes forms for Suspicious Transactions and Large Cash Transactions and submits to Manager of Finance within the specified timeframes.
  • Maintains knowledge of credit union deposit services and products and follows relevant policies & procedures.
  • Performs a variety of general office tasks including typing, filing (signature cards and other credit union documents), answering the telephone, arranging monthly statements for mailing, checking reports, and other general office administration.
  • Participates in Credit Union marketing campaigns to cross-sell services & products and attract new members.
  • Performs other related duties as assigned.

Qualifications and Experience:

  • The Financial Services Representative I will have successfully completed a certificate or diploma in Administration (1 year) including courses in Technology, Marketing and Accounting as well as 1 year’s experience in financial industry or equivalent combination of education and experience.
  • Must be bondable.
  • Demonstrated ability to use Computerized Systems and Programs
  • Demonstrated ability to use good writing and oral communication skills.
  • Demonstrated ability to work independently and to interact effectively with staff and members.
  • Working Knowledge of policies and procedures of the Credit Union.
  • Demonstrated ability to calculate discounts and interest.

 

Application close date is Friday, October 4th, 2019.  Interested candidates should forward their resume and cover letter in confidence to:

Sharon Tucker, Manager of Credit and Operations
stucker@pscu.ca
Public Service Credit Union
403 Empire Ave.
St.John’s, NL
A1E 1W6

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Loans Officer – Princess Credit Union

September 4th, 2019 by

PRINCESS Credit Union is a community based full service financial institution with a membership of over 2000 and 1 branch located in Sydney Mines, NS.

PRINCESS Credit Union is currently accepting applications for the position of full time Loans Officer at our Sydney Mines location.

Reporting to the Manager, the Loans Officer will be responsible for but not limited to:

  • Manage and develop a portfolio, providing lending  and deposit services to current and potential members
  • Ensuring all lending and deposit activities are in compliance with sound business practices, legislation, regulations, policies and procedures
  • Proactively identify members current and future needs through active listening skills during member conversations, to provide our members with appropriate products and services
  • Retain and expand member relationships to achieve business objectives
  • Present an exceptional, proactive, customized experience to all current and potential members

The successful candidate will hold a diploma or degree in Business Administration or Commerce and have a minimum of 2 years of lending experience or an equivalent combination of education and experience.

The successful candidate will also have:

  • Superior member service skills with ability to develop business
  • Ability to achieve and exceed business/sales objectives
  • Demonstrate critical thinking and problem solving skills
  • Ability to work independently and be a team player
  • Proven history of accuracy and high attention to details (data entry, paperwork)
  • Strong time management/organizational skills

The salary range will be based on qualifications and experience.

PRINCESS Credit Union also offers a competitive benefits package.

Obtaining an up to date clearance letter from the Police/RCMP, credit check and eligibility to be bonded are conditions of employment.

Application close date is September 30th, 2019.  Interested candidates should forward their resume and cover letter in confidence to:

Brian J. McGean, Manager 
Princess Credit Union 
22 Fraser Ave Sydney Mines, NS B1V 2B7 
Email: brian.mcgean@princesscreditunion.com

*Please note that preference will be given to candidates who most closely meet the knowledge, skills outlined above.  We wish to thank applicants in advance and only candidates selected for an interview will be contacted.

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Marketing Officer (Term) – Atlantic Central

August 27th, 2019 by

Atlantic Central is the trade association for credit unions in Atlantic Canada. We provide a range of services, leadership and advocacy at the provincial, regional and national levels. Collectively, the 45 credit unions we support are entrusted to manage $6 billion in assets on behalf of 300,000+ members. League Savings and Mortgage Company is a subsidiary of Atlantic Central and has been a trusted credit union partner for more than 50 years.

Atlantic Central is currently accepting applications for a thirteen-month and two weeks term position of a Marketing Officer to provide input into the region’s annual marketing activities and assists with the implementation of regional marketing tactics including campaign measurement, as well as supporting the Marketing Department in meeting organizational objectives. The Marketing Officer will also provide support to the Marketing Department and assists with marketing programs that support Atlantic Central, League Savings and Mortgage and the Atlantic credit unions in their brand and marketing objectives.

THE POSITION:

Reporting to the Manager, Brand Marketing, the Marketing Officer is responsible for:

  • Collecting, analyzing and presenting banking system data and reports as required. Creating queries and reports that support marketing programs and campaign creation. Creating and maintaining program and campaign measurement tools, surveys, databases and market and credit union data.
  • Providing input into the development of the annual marketing department plan and budget including researching market trends, proofing materials and assisting with writing content. Tracking and reporting on performance results for the various marketing initiatives.
  • Providing support to the credit unions on the regional marketing program including: distributing materials, answering questions, resolving issues, preparing and sending communications to various stakeholders and providing advice and guidance on the implementation of the plan in the credit unions.
  • Gathering and interpreting market research data from external agencies and presenting findings of trends, opportunities and gaps.
  • Providing input in the creation and production of the regional marketing program. Participating in the development of marketing materials for new and/or changed campaigns or programs including developing, designing writing content, and proofing materials.
  • Developing and delivering brand and marketing related training sessions to both internal and external audiences including coordinating and conducting the training sessions.
  • Assisting with various marketing initiatives including development and management of project plans, providing advice and guidance to co-workers on project management process.
  • Serving on internal and external committees as required.
  • Completing other projects and duties as assigned.

THE PERSON:

The ideal candidate for this position will have successfully completed a Degree in Marketing, plus have 3-5 years relevant experience; or have an equivalent combination in education and experience.

The successful candidate will also have the following skill set:

  • Excellent oral and written communication skill
  • Excellent interpersonal skills
  • Demonstrated working knowledge of marketing principles
  • Demonstrated working knowledge of data management
  • Demonstrated proficiency in Microsoft Office applications (Excel, Word, PowerPoint, Access, InDesign)
  • Demonstrated proficiency in copywriting for marketing, direct marketing and social media
  • Working knowledge of financial products and services including features and benefits
  • Ability to work with content management tools
  • Proven analytical skills
  • Proven project management skills
  • Proven research and analysis skills

COMPETENCY REQUIREMENTS:

The successful candidate will also demonstrate strong competencies in:

  • Adaptability to Change
  • Customer Service Orientation
  • Listening, Understanding and Responding
  • Results Orientation
  • Teamwork and Cooperation
  • Strategic Orientation

COMPENSATION:

This is a thirteen-month and two weeks term position and is rated a Salary Level CU-5 ($49,371 – $58,083).  Atlantic Central offers a competitive contract benefits package as well as the opportunity to participate in the Performance Sharing Incentive Plan.

Applications will close on Tuesday, September 10, 2019.

Interested candidates should forward their résumé, in confidence, to:

Human Resources Department
Atlantic Central
6074 Lady Hammond Road
Halifax, NS   B3K 2R7

Email: mailto:humanresources@aclsm.ca(When sending applications by e-mail, please send in MS Word format)

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Customer Service Representative Position – OMISTA Credit Union

August 22nd, 2019 by

OMISTA Credit Union is a B-Corp Certified, full-service co-operative financial institution with 4 branches, approximately $253 million in assets, and more than 10,000 members. We are committed to providing high quality financial solutions to enhance the economic well-being of our members and the communities in which we serve.

The Customer Service Representative Position:
We are actively seeking a dynamic individual to join our team as a Customer Service Representative. The position is located in Moncton, NB. Reporting to the Branch Manager, a Customer Service Representative provides customers with a variety of services related to the promotion and sales of cash and non-cash related deposit products and services with courtesy and accuracy; responds to customer and potential customer inquiries, analyzes needs and assists current and potential customers to utilize the products or services, which best meets those needs; cross-sells all credit union products; solicits new customers; and fosters business development through service excellence and product knowledge.

Qualifications:

The successful candidate will have successfully completed a high school diploma plus have a minimum of one to three years related experience and/or training. Candidates will also have:

  • Superior customer service skills
  • Excellent interpersonal skills
  • Strong communication skills
  • Demonstrate accuracy and attention to detail
  • Demonstrate time management skill with the ability to manage multiple tasks
  • Experience working with cash and sales experience in the financial industry are considered assets

Working with OMISTA Credit Union:
This is a full-time position with competitive compensation and a generous benefits package. OMISTA Credit Union will provide you with opportunities to develop, to take on new challenges, and help you to reach your potential at work.

E-mail: careers@omista.com
Reference: CSR – MNCTN
Deadline: September 6, 2019

As a standard component of the OMISTA recruitment and selection process, interview applicants may be required to complete a behavioural profiling assessment.

We appreciate your interest in OMISTA! Only those candidates selected for an interview will be contacted.

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