Sep 2022

Member Advice Center Specialist, Flexible location, East Coast Credit Union

September 27th, 2022 by

East Coast Credit Union is seeking a Member Advice Centre (MAC) Specialist. This part-time
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. The successful applicant must be
able to work days and evenings as required.

East Coast Credit Union is a full-service financial cooperative organization that is deeply
committed to the communities in which we live and work. With 18 locations from Halifax to Cape
Breton and a virtual presence, 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.
• Generous benefit package including a Flexible Health and Dental Plan (paid 100% by employer) and up to 9% contribution with employer match in the Defined Contribution Pension Plan.
• 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 October 5, 2022.

Learn more about working with us here: https://www.youtube.com/watch?v=m5CJRBil5lo

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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Customer Service Team Lead, OMISTA Credit Union

September 27th, 2022 by

Do you love the idea of finding solutions to customers’ problems while working for a company that focuses on people, communities, and the planet? Does the idea of leading a Team that is passionate about Customer Service Excellence fill you with purpose?

If so, please come meet with us – we want you to join our Team as Customer Service Team Lead at our Mountain Road Branch.

As a Certified B Corp® OMISTA Credit Union exists to provide a better way to bank. OMISTA provides complete banking products and services delivered with honesty, fairness, and trust. When you “Bank Local” with OMISTA, all money and profits stay in NB creating greater prosperity for our shared economy and communities.

THE POSITION

Reporting to the Branch Manager, the Customer Service Team Lead will supervise, motivate and develop the CSR Team. They will organize, schedule and monitor activities to promote the efficient servicing of member needs and monitor and maintain adequate branch cash supplies.

Responsibilities

Team Leader / Supervisor of Cash Services

  • Supervise, coach, mentor the CSR Team
  • Develop performance standards and provide technical direction in all areas of customer service functions

Delivery of Cash Related Services to Customers/ Owners

  • Monitor and coordinate cash levels for the branch

Customer Service Administration

  • Provide excellent customer service to OMISTA members and assisting other CSRs with more complicated transactions

Security

  • Maintain Branch Security Protocols and ensure Security Procedures are followed

Administration

  • Ensure daily transactions for the department are balanced daily

Credit Union Department Support

  • Work with other Leaders in the organization to create consistencies within the branch network and assist in the roll-out and success of marketing campaigns

THE IDEAL CANDIDATE

Power Skills

  • Projects a positive outlook and strong leadership skills
  • Possesses exceptional customer and sales skills and experience
  • Exhibits excellent communication skills and the ability to answer questions and solve problems
  • Ability to multitask and have a keen eye for detail
  • A knack for working quickly and accurately at the same time

Experience

  • Demonstrates a good understanding of cash services
  • Demonstrates a strong work ethic and dedication to putting the members’ needs first
  • Experience in working in a branch environment
  • Possesses a strong aptitude for administration
  • Ideally has a minimum of four years of working in a financial service setting

Education and Training

  • University degree or college diploma in a business discipline or sufficient experience in lieu of education.

 

JOB SUMMARY

Employment Type: Permanent Full Time

Required Travel:  No

Location:  Mountain Road – Moncton

Work Environment:   Branch

Pay Type: Salaried, Personal Bonus, Team Bonus

Benefits:

  • Matched Pension 2% – 7%
  • Health & Dental Cost Flex (75%/25%)
  • Paid Vacation Days (min 3 weeks)
  • Paid Sick Days
  • STD, LTD, Life Insurance, Critical Illness
  • Wellness Credit and so much more!

 

Application Deadline:  October 7, 2022

Application ID: 2022 TL – MOUNTAIN RD  006                    

Email resume to: careers@omista.com

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Financial Services Representative I – Port Saunders

September 26th, 2022 by

At Atlantic Edge Credit Union, we empower people and communities by providing financial services and advice built on honesty, fairness, and trust.

Atlantic Edge Credit Union is a full-service credit union serving over 17,500 members across Newfoundland and Labrador. Atlantic Edge was formed in 2022 with the amalgamation of Eagle River Credit Union and Leading Edge Credit Union, based on a foundation of shared values, community roots, and purpose-driven cultures.

The position

Reporting to the Branch Manager, the Financial Services Representative (FSR) will use an enthusiastic approach to foster key relationships with members while promoting personal benefits based on member’s needs and reviews additional membership opportunities at each interaction. To ensure a great member experience, at times, flexibility may be required to work evenings or at different branch locations within a reasonable travel distance.

Main Responsibilities & Focus

  • Process and balance financial transactions accurately and efficiently in accordance with established policies and procedures.
  • Ascertain member’s and prospective member’s needs, and proactively explain Credit Union products and services.
  • Promote the benefits of utilizing other Credit Union services with members and prospective members alike.
  • Promote to members various deposit services including term deposits, RRSPs, RESPs, RRIFs, (as appropriate) or refer to Financial Planning Representatives where required.
  • Actively promote the various lending and credit products and services, including term loans, line of credit, mortgages, and credit cards.
  • Resolve member’s concerns and take action to remedy or reconcile any discrepancies within member records or accounts.
  • Account reconciliation.
  • General office administration.

The Person

The successful candidate will have successfully completed a diploma in Business Administration plus have up to one year of related experience and/or training, or an equivalent combination of education and experience. The successful candidate will also have:

  • Superior customer service skills.
  • An outgoing and self-motivated nature with strong work ethics.
  • Proven history of accuracy and high attention to detail (data entry, paperwork, cash balancing).
  • Superior communication skills.

What’s in it for you?

We offer competitive compensation and benefit packages with performance-based incentives, including, extended health and dental, life insurance, EAP, optional critical illness, tuition reimbursement, Registered Pension Plan, and paid volunteer time.

We encourage regular manager-employee performance feedback and goal alignment through our employee performance management program.

Interested in applying?

Atlantic Edge Credit Union values diversity in the workplace and we are committed to the principle of Employment Equity. We are an equal opportunities employer and encourage the recruitment and promotion of aboriginal peoples, persons with disabilities, visible minorities, and women, to ensure that they are equitably represented at all levels.

The successful candidate must be legally eligible to work in Canada, and where applicable have a valid work or study permit.

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

To apply, please submit your resume to humanresources@aecu.ca.

Applications will be accepted until the position has been filled.

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Financial Services Representative I

September 26th, 2022 by

Teachers Plus Credit Union is accepting applications for a Full-time Financial Services Representative I. This position is ideal for an individual who has experience in customer service, balancing transactions and handling cash.

Teachers Plus Credit Union is a community based full-service financial institution located in Bedford, Nova Scotia, serving approximately 2800 members. We are committed to our community and offer a workplace that strives to live its values everyday.

Reporting to the Operations Manager, the Financial Services Representative I is responsible for providing counter and telephone service to current and prospective members; processing financial transactions including daily balancing of cash and transactions; presenting and explaining a basic number of credit union products and services; cross-selling credit union products and services and assisting them to utilize these products and services.

To be successful in the role, you would:

  • Processes financial transactions including opening and closing of accounts; cashing cheques; deposits and withdrawals; transfers between accounts; utility payments; stop payments orders; holds on accounts; wire transfers, calculating foreign and domestic exchange, certifying cheques, processing loan payments, processing cheque orders, issuing travelers cheques, money orders, drafts and other negotiable instruments. Balances cash drawer and daily transactions. Investigates and resolves out-of-balance conditions.
  • Performs account change updates to member account transactions and information to on-line computer.
  • Answers questions regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members to make the most effective usage of service offerings.
  • Resolves member problems and complaints; takes action to reconcile discrepancies in records and accounts within assigned limits or referring the member to another employee as appropriate.
  • Presents and explains basic credit union products and services to current and prospective members. Cross sells on the benefits of utilizing other credit union services.  Refers more complex requests for information and assistance to appropriate branch staff.
  • Removes deposits from and balances cash in night depository and/or ABM.
  • Opens and closes safety deposit accounts. Reviews safety deposit procedures with new members. Controls member entrance within the vault area. Prepares and maintains required files.
  • Scans and files teller’s days work, loan documents, member documents and other documents/forms as required.
  • Assists and backs-up other team members and completes other duties as assigned.
  • Conducts outgoing member care calls as prescribed to meet targets.
  • Looks for opportunities to refer members to loan officers as part of overall growth strategy for credit union and to meet personal targets.

Your background:

The Financial Services Representative I will have successfully completed a high school diploma or GED plus have up to one year’s related experience and/or training; or equivalent combination of education and experience.

We offer:

  • An outstanding working environment that focuses on the well-being of our staff and members
  • A strong belief in continuing education for self-fulfillment and to improve how we do our jobs
  • A competitive salary and benefit package
  • Participation in a generous defined benefit pension plan
  • Additional staff benefits which includes waived banking service fees and reduced staff interest rates on loans and mortgages.

Please note that the successful applicant will need to be bondable and to prove full vaccination against COVID-19.

Interested in applying?

Please submit your resume in word or pdf along with a cover letter outlining clearly how your prior experience will lead to success in this role to the attention of Dale Roode at droode@teachersplus.ca.  Applications will be accepted until October 11, 2022

We understand the time and effort that it takes to submit an application, and we wish to thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.

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Manager, Financial Services

September 20th, 2022 by

Teachers Plus Credit Union is accepting applications for a Full-time Manager, Financial Services. This position is ideal for an individual with the ability to lead a group to success and experience providing excellent financial planning, lending, and investment solutions to members.

Teachers Plus Credit Union is a community based full-service financial institution located in Bedford, Nova Scotia, serving approximately 2800 members. We are committed to our community and offer a workplace that strives to live its values everyday.

Reporting to the CEO, the Manager, Financial Services is responsible for examining, evaluating, authorizing, and recommending solutions to our members in response to their request for lending products, deposit products or financial planning. This position supervises all other lending staff and is responsible for leading the lending team to meet or exceed budget goals with respect to loan growth, deposit growth, and insurance revenue.

To be successful in the role, you would:

  • Supervise the daily operations of the lending department.
  • Conduct personal or telephone interviews with new or current members to obtain personal and financial data to determine lending and/or investment needs.
  • Analyze financial status, credit history, and any other pertinent information including security valuation to determine feasibility of granting credit. Approve or decline loan within authorized lending limits or recommend approval to next level.
  • Compile loan package and negotiate loan structure with applicant including interest rates, terms, repayment options and other credit terms depending on risk profile.
  • Approve or decline loans within approved lending limits or refers to CEO with recommendations. Notifies member of acceptance or rejection of application.
  • Assist with growing business through marketing activities including actively interacting with the community and helping members and non-members grow their financial knowledge. This may include presenting sessions on specific financial topics to small groups.
  • Recognize any opportunities to appropriately cross-sell credit union products or refer to credit union partners.
  • Monitor overdraft activities to ensure members are operating within credit union guidelines and the risk of loss is minimized.
  • Maintain Loan Procedures Manuals, including updates and revisions. Recommend new procedures and/or changes to procedures for new and existing loan and deposit products and services.
  • Ensure adherence to credit union policies as well as any applicable legislation.
  • Act as a resource to answer difficult questions and to solve complex problems for members and staff. Follows up on details to resolve the matter to the satisfaction of all parties.
  • Provide input into the development of the credit union’s strategic plan and annual business plan. Implement and monitor the annual business plan ensuring that staff efforts are focused on achieving goals and are aligned with the credit union’s strategic objectives. Present Pre-Retirement and Budgeting seminars whenever necessary.
  • Complete reports and other duties as assigned.

Your background:

As the ideal candidate for this position, you hold a university degree and five to seven years experience in personal lending and financial planning or an equivalent combination of education and experience.  You are a strong communicator, very good at building relationships and want to use your experience and knowledge to help individuals get ahead financially. You have a sound knowledge of financial products, services, and regulatory requirements.

We offer:

  • An outstanding working environment that focuses on the well-being of our staff and members
  • A strong belief in continuing education for self-fulfillment and to improve how we do our jobs
  • A competitive salary and benefit package
  • Participation in a generous defined benefit pension plan
  • Additional staff benefits which includes waived banking service fees and reduced staff interest rates on loans and mortgages

Please note that the successful applicant will need to be bondable and to prove full vaccination against COVID-19.

Interested in applying?

Please submit your resume in word or pdf along with a cover letter outlining clearly how your prior experience will lead to success in this role to the attention of Dale Roode at droode@teachersplus.ca.  Applications will be accepted until October 7, 2022.

We understand the time and effort that it takes to submit an application, and we wish to thank all applicants for their interest, however, only those candidates selected for an interview will be contacted.

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Financial Service Officer – North Sydney

September 17th, 2022 by

North Sydney Credit Union is currently accepting applications for the position of Financial Service Officer (FSO).

Knowing our members and truly understanding their needs is how our FSOs provide the best financial advice. It’s not about selling a product or a service; it’s having engaged and meaningful conversations with our members to empower them to achieve their financial goals. We are looking for a self-motivated, ambitious people person who can build great relationships and establish trust.

To complement their interpersonal skills, the FSO will continually expand their knowledge of all the products and services offered at North Sydney Credit Union (SCU) to enable them to successfully fulfill the responsibilities of the role.

The Position:

Reporting to the Acting Manager, the Financial Service Officer will be responsible for:

  • Establishing and maintaining a strong relationship with members by adopting a holistic approach towards managing their overall financial well-being.
  • Taking ownership of the member experience, ensuring they have a clear understanding of the features and benefits of the products and services recommended to them.
  • Preparing credit information necessary to establish credit limits including such factors as applicant’s assets, credit experience and personal references, debt/income ratio, credit score and other underwriting procedures, in accordance with policy and procedures.
  • Verifying applicant’s credit worthiness by obtaining credit bureaus, contacting employers, existing and former creditors, and personal references, and approving or declining credit within approved lending limits, or referring to the next higher approving position level with recommendations.
  • Maintaining strict confidentiality and adhering to privacy policy in regard to access to member information.
  • Compiling lending package and establishing loan and/or mortgage structure with applicant, including rates, terms, repayment options, and other credit terms, while educating the member on debt management best practices.
  • Ensuring loan and/or mortgage agreements are complete and accurate according to policy and regulatory requirements, and security in place prior to the disbursement of the funds.
  • Proactively reaching out to the members, discussing their evolving financial goals, providing individual financial counseling and cross selling on the benefits of utilizing other credit union products and services, making referrals to partner providers as required.
  • Ensuring members’ accounts are up to date. In the event of arrears, the FSO will be the first point of contact to set up payment arrangements to maintain a low level of delinquencies and prevent write-offs. Additionally, you will grant a temporary overdraft where required, while adhering to the appropriate limits and policy currently in place.
  • Approving loan payment extensions and substitution of loan securities.
  • Instrumental in taking a lead in the digital marketing of North Sydney Credit Union, updating and creating content for the website, social media and traditional media platforms.
  • Participating in credit union promotions, special member and community events.
  • Assisting and backing-up other team members and completing other duties as assigned.

The Person:

The successful candidate will have successfully completed a one or two-year business administration course plus have three to five years related experience and/or training in a financial services institution; or an equivalent combination of education and experience. The incumbent will also demonstrate the following:

  • Ability to utilize strong communication and interpersonal skills to effectively manage member expectations.
  • Demonstrated ability to build trust and maintain long-term relationships.
  • Passion for learning and expanding knowledge towards personal development.
  • Strong time management skills with the ability to prioritize their agenda coupled with a high attention to detail.
  • Motivation to actively participate in and contribute to the measurable success of in-branch campaigns.
  • Knowledge of lending and wealth management.
  • Knowledge of financial accounting and financial principles and policies within a regulatory environment.
  • Demonstrated proficiency in the use of Microsoft Office applications.
  • Proven ability to perform basic mathematical calculations, with or without a calculator.
  • Initiative, enthusiasm and a keen understanding and commitment to nurturing member relations would be essential attributes of the successful candidate.
  • A confident and competitive person who is a positive influence on your co-workers.
  • A self-starter who can see opportunities and find solutions with the proven ability to meet and exceed business/sales objectives.

The successful candidate will also demonstrate strong competencies in:

  • Adapting to and Embracing Change
  • Concern for Order, Quality and Compliance
  • Customer Service Orientation
  • Impact and Influence
  • Listening, Understanding and Responding
  • Information Seeking
  • Results Orientation
  • Organizational Awareness
  • Teamwork and Cooperation
  • Initiative
  • Strategic Orientation
  • Problem Solving and Judgment
  • Planning, Organizing and Coordinating
  • Self Confidence
  • Conceptual Thinking
 

Compensation:

This is a full-time permanent position with North Sydney Credit Union and remuneration will be determined based on education and experience.  Compensation will be adjusted after the initial six-months, and annually thereafter. North Sydney Credit Union offers a competitive benefits package with coverage beginning three-months after hiring. As well, the credit union offers a Group RRSP on a 50/50 cost sharing basis after one year’s employment. A pro-rated amount of vacation is  provided in the first year!

To apply: Please send a resume and cover letter to careers@northsydneycreditunion.com.

North Sydney C U wishes to thank all applicants; however, only those candidates selected for an interview will be contacted. Successful applicants will be subject to a Criminal Record Check, Credit Check and must qualify for a Fidelity Bond.

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Financial Services Representative

September 15th, 2022 by

Caisse populaire de Clare Ltée is a community based full-service financial institution with assets of $117 million, serving approximately 4400 members from 2 locations in Clare.  Operating a diversified lending portfolio with the business sector focus on small to medium enterprise, Caisse populaire de Clare Ltée is looking for a Financial Services Representative – Full Time Contract Position at the Church Point branch.

Key Responsibilities (the position):

  • Responsible for providing counter and telephone service to current and prospective members.
  • Processing financial transactions including daily balancing of cash and transactions.
  • Presenting and explaining a basic number of credit union products and services.
  • Cross-selling credit union products and services and assisting them to utilize these products and services.
  • Responsible for checking daily reports.
  • Other duties as assigned.

Full Position Description available upon request.

Qualifications (the person):

As the ideal candidate for this position, you will have successfully completed a high school diploma or GED plus have one to three years financial services experience and/or training; or equivalent combination of education and experience. Bilingual candidate is an asset.

Does this sound like you? If so, please submit your resumé by email to ccomeau@caissepopclare.com and for any inquiries contact Cindy Comeau by phone at 902-769-5312 or email. Deadline is open until position is filled.

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Financial Services Officer – Deer Lake

September 8th, 2022 by

Atlantic Edge Credit Union is a full-service financial cooperative organization that is deeply committed to the communities in which we live and work.  We are hiring a Financial Services Officer with the desire to work in a solution-focused and member driven environment and to share in our success as we continue to grow!

The Position

Reporting to the Branch Manager, the Financial Services Officer (FSO) will use an enthusiastic approach to foster key relationships with members and reviews the member’s financial information to determine the appropriate credit, investment, and product or service offering.

Main Responsibilities & Focus

  • Conducts interviews with applicants to obtain personal and financial data to determine lending and/or investment needs
  • Evaluates and authorizes or recommends approval of credit applications – Line of Credit, Loan, Mortgage
  • Compiles loan package and negotiates loan structure with applicant, including rates, terms repayment options, and other credit terms.
  • Promotes and sells various deposit services including term deposits, RRSPs, RESPs, RRIFs, etc. (as appropriate) to members
  • Processes member transactions, loan applications, mortgages, lines of credit, overdrafts, credit cards and payment cards
  • Provides individual financial counseling and information to members on loan and deposit product and services; and sells various deposit services including term deposits, RRSPs, RESPs, RRIFs, LIFs, Mutual Funds
  • Monitors overdraft activity and ensures appropriate action is taken to minimize losses to the credit union
  • Initiates collection action
  • Document preparation for loan renewals, payment extensions and provides support to the audit department for loan documentation
  • Provides front line counter service support during peak hours, staff shortages and vacations

The Person

The successful candidate will have successfully completed a certificate or diploma in Business Administration plus have three to five years’ experience in credit and collections in a financial institution; or an equivalent combination of education and experience.

The successful candidate will also have:

  • Superior customer service skills
  • Proven ability to achieve and exceed business/sales objectives
  • Experience with work planning management
  • Ability to work independently and within a team environment
  • Established knowledge of the lending process with proven sound lending judgement
  • An outgoing and self-motivated nature with strong work ethics
  • Demonstrated critical thinking and problem-solving skills
  • Knowledge of policies, financial principles, and the regulatory environment
  • Proven history of accuracy and high attention to detail (data entry, paperwork, cash balancing)
  • Proficiency with Microsoft 0365 applications
  • Superior communication and time management skills

What’s in it for you?

We offer competitive compensation and benefit packages with performance-based incentives, including, extended health and dental, life insurance, EAP, optional critical illness, tuition reimbursement, Registered Pension Plan, and paid volunteer time.

We encourage regular manager-employee performance feedback and goal alignment through our employee performance management program.

Interested in applying?

Atlantic Edge Credit Union values diversity in the workplace and we are committed to the principle of Employment Equity.  We are an equal opportunities employer and encourage the recruitment and promotion of aboriginal peoples, persons with disabilities, visible minorities, and women, to ensure that they are equitably represented at all levels.

The successful candidate must be legally eligible to work in Canada, and where applicable have a valid work or study permit.

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

To apply, please submit your resume to humanresources@aecu.ca.

Applications will be accepted until the position has been filled.

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Lending Administrator

September 8th, 2022 by

The backbone to any Lending Team is the Lending Administrator. The Lending Administrator is tasked with balancing Member facing deadlines and ever-increasing regulatory standards. The role requires organization, attention to detail, and a broad knowledge of lending. Sound interesting? GREAT – read on!

OMISTA is looking to fill a Lending Administrator role at our Cornhill Street location.

As a Certified B Corp® OMISTA Credit Union exists to provide a better way to bank. OMISTA provides complete banking products and services delivered with honesty, fairness, and trust. When you “Bank Local” with OMISTA all money and profits stay in NB creating greater prosperity for our shared economy and communities.

THE POSITION

Reporting to the Branch Manager, the Lending Administrator supports the Lending Team in the processing of lending applications and related loan documentation. The Lending Administrator reviews applications to ensure all lending activities are in compliance with legislation, regulations, policies and procedures. The position requires a good understanding of the Loans and Mortgage process and plays a big part in the daily activities of the Cornhill  Team.

Responsibilities

  • Delivery of lending support services to Lending Team and Customers
  • Process and/or check loan applications and related loan documentation
  • Conduct security searches and administer security registrations and renewals
  • Adhere to legislation and security procedures as they pertain to the position
  • Develop and maintain filing systems of loan materials and records
  • Provide general branch administrative support
  • Provides support to the Front-Line Team when needed

THE IDEAL CANDIDATE

  • Is detail oriented.
  • Has the ability to work independently and within a team environment.
  • Is not only capable, but strong at managing multiple priorities.
  • Possesses tact and diplomacy when responding to inquiries from various stakeholders.
  • Has strong technical skills.
  • Adapts well to Change in Tactics/Decisions.
  • Builds Strong Relationships with the Customer.
  • Effectively Uses Empathy.
  • Creates Their Own Measure of Excellence and Improves Performance.
  • Expresses Positive Expectations of Team.

Experience, Education & Training

  • Good understanding of financial products and services (especially lending products)
  • Good understanding of risk management methodologies as it pertains to lending
  • Critical thinker
  • Post-secondary diploma or certificate in financial services or a Bachelor of Administration, plus a minimum one year of experience, or an equivalent combination of education and experience.
  • Experience in Lending would be considered an asset.
  • A strong commitment to a People First – Banking Second methodology

JOB SUMMARY

Employment Type: Permanent Full Time

Required Travel:  No

Location:  Moncton (Cornhill Street)

Work Environment:   Branch, Monday-Friday

Pay Type: Salaried, Personal Bonus, Team Bonus

Benefits:

  • Matched Pension 2% – 7%
  • Health & Dental Cost Flex (75%/25%)
  • Paid Vacation Days (min 3 weeks)
  • Paid Sick Days
  • STD, LTD, Life Insurance, Critical Illness
  • Wellness Credit and so much more!

Application Deadline:  September 16, 2022

Application ID: LendingAdmin 2022 005

Email resume to: careers@omista.com

We appreciate your interest in working with OMISTA; however, please note only those chosen for an interview will be  contacted.

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Administrative Assistant / Receptionist

September 8th, 2022 by

Members of the CUA Team work to create and deliver a “wow” banking experience to 20,000 individuals and businesses across Nova Scotia.  The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province.  CUA’s continued growth and member satisfaction reflects a team of committed problem-solvers who think big and outside the box to help others take a step forward in their financial health.  If you are excited about the opportunity to help people achieve what matters most, while changing the way people think about banking, consider the following opportunity.

Administrative Assistant / Receptionist

Reporting to the Executive Assistant to the President & CEO, the Administrative Assistant / Receptionist is accountable for general office duties such as courier, mail and all stationery-related orders.  The position serves as the first point of contact for Corporate Office visitors as well as responds to all incoming calls coming into the general line.  The Administrative Assistant / Receptionist consistently provides a strong level of administrative support to the Executive Assistant and to the President & CEO’s office including creation and formatting of correspondence, briefings, meeting minutes, tables, presentations and other documents.  The position proactively arranges travel, meetings, catering and assists with preparation related to various corporate events.

Attributes:

As the successful candidate, you are an experienced administrative professional possessing a high-level of experience with MS Office Suite, and are competent with IT and presentation equipment.  Your strong attention to detail is complemented by your solid ability to prioritize and multi-task a variety of ongoing projects / requests.  You have excellent typing skills, including speed and accuracy.  Providing exceptional customer service in alignment with CUA’s brand both internally and externally is important in this role, as is the ability to problem solve, listen, understand and respond to various requests.

Education / Experience:

  • Minimum of three (3) years in an administrative support role;
  • Completed a two (2)-year office administration course from a recognized institution;
  • High school diploma or GED; or,
  • Equivalent combination of education and experience will be considered.

This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

Closing date for this opportunity is September 29, 2022.

Method of Applying: 

Please apply by submitting a resume to careers@cua.com as well as providing your salary expectations.   While we appreciate all submissions, only those considered for an interview will be contacted.  Thank you for your interest in joining the CUA Team!

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