Careers

SUMMARY

This position reports to the Branch Manager. The Financial Services Officer II will be responsible for performing a wide variety of duties by providing advice, and ongoing sales and service to members and potential members by promoting a full range of investment and lending vehicles.

Under general direction, the Financial Services Officer II will manage an assigned portfolio and complete the sales of a full range of deposit and lending products and services by identifying and pursuing relationship building opportunities within the existing portfolio or through referrals. 

This position will be required to champion LVCU’s relationship selling culture by participating in branch campaigns, promotions, establishing member and potential member relationships and business contacts and assist peers in resolving complex questions and inquiries. The Financial Services Officer II must maintain a high degree of accuracy and complete confidentiality.

KEY RESPONSIBILITIES

• Enhance each member experience by proactively offering suggestions and solutions that will add value to their life and their banking relationship with LVCU.
• Responsible for opening new accounts and effectively matching appropriate services to the members’ needs.
• Responsible for the sale of LVCU’s suite of savings and investment products including deposits, transfers or withdrawals.
• Responsible for the sale of LVCU’s suite of registered savings and investment products including deposits, transfers or withdrawals.
• Responsible to manage estate accounts.
• Interview loan applicants, analyze financial information, assess credit and approve the full suite of retail lending products, including mortgages, within discretionary limits and/or make recommendations for approvals/declines to the Branch Manager.
• Review members profile at each interaction to identify opportunities to promote, up sell, cross sell the credit union credit products including mortgages, consumer loans, lines of credit, credit cards and other registered and non-registered investment products.
• Supports organizational sales objectives by taking lead role in various marketing promotions, business development initiatives and community functions.
• Exhibit a high commitment to personalized member relationships by promoting the concept of relationship management, proactive financial coaching and referral to other resources such as wealth management or commercial credit department where warranted.
• Interpret the branch operating procedures, lending policies and security requirements and ensure that guidelines are adhered to.
• Establish, build and maintain productive and effective working relationships with members, non-members and the business community.

REQUIRED KNOWLEDGE SKILL AND ABILITIES

• Sales and Service focus with an aptitude for business development and relationship building.
• Demonstrates a win-win based problem solving approach.
• Strong commitment to continuous learning.
• Excellent communication and interpersonal skills.
• Demonstrates leadership ability and team development skills.
• Maintains a positive attitude towards corporate initiatives and change management.
• Strong follow up skills.
• Strong analytical skills and entrepreneurial mindset.
• Demonstrates dedication to providing quality member sales and service.
• Proven ability to be creative and innovative.
• Knowledge and understanding of business planning, accounting, lending and sales is considered an asset.

EDUCATION AND EXPERIENCE

• Minimum 1 years experience in a financial institution focusing on customer service and sales.
• Minimum 1 years experience Financial Service Officer I plus completion of required courses for Financial Service Officer I and II or an equivalent combination of education and experience and a demonstrated ability to effectively and efficiently carry out the lending duties and responsibilities of the Financial Service Officer II position as laid out in this position description.
• Bachelor’s degree, preferably in Business, Finance or Commerce is considered an asset.
• Completed the following courses or demonstrated equivalency:
  • The Credit Union System CU00-200
  • Applied Residential Mortgage Lending CU02-RMPL
  • Applied Consumer Lending CU02-CLP
  • Residential Construction Financing CU02-RCF
  • Fundamentals of Personal Financial Planning CU00-240
  • Handling Estates Effectively CU02-HEE

Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability.

Candidates are invited to email their cover letter and resume to the Human Resources Department at hr@lvcu.ca.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted. 

Summary

Reporting to the Human Resources Manager, the Learning & Development Facilitator is responsible for designing, maintaining and delivering employee training programs, acting as a lead on key training initiatives with the management teams, and identifying any potential development gaps within the organization. They are subject matter expert and work collaboratively with other organizational subject matter experts with a focus on learning content design and optimal software utilization. The Learning & Development Facilitator is accountable for needs analysis, design, delivery, and continuous improvement of training programs. The successful candidate will also be responsible for learning management system administration, and providing advice and guidance to staff and leadership on talent development offerings. The Learning & Development Facilitator will work closely with leaders across the business to identify learning needs, deliver learning that meets those needs, and measure the impact of training and development on business outcomes. 

Key Responsibilities

• Develops, maintains, and facilitates training programs to support employee career growth and development, onboarding/new hire training, and training for new products/services/initiatives.
• Remains current in effective methods and various training tools used within the learning and development industry.
• Provides coaching tools and insights to staff & management.
• Subject matter expert & resource for programs, systems, and products used within the Credit Union (particularly DNA/ASAPP); ensures training, optimization and utilization.
• Coordinates and facilitates the delivery of employee development programs to all positions (virtually and in-person); this includes preparing and maintaining training materials and guides.
• Supports the development and promotion of the organization’s culture, mission, vision, and values through course facilitation.
• Maintains and develops content and training resources on our company drive
• Produces training related communications, deployed through multiple mediums.
• Acts as a resource to other staff & management.
• Partners with key business stakeholders to understand ongoing employee development needs.
• Measures and analyzes the effectiveness of training through ROI assessment.
• Measures and assesses the transfer of knowledge to participants.
• Reviews and evaluates training initiatives to ensure they are consistent with the direction of the organization.
• Conducts research to provide recommendations or identify trends which can be implemented in programs/initiatives.
• Supports the development, implementation, and maintenance of departmental initiatives/programs.
• Remains current on organizational practices, policies, procedures and legislative requirements; identifying areas requiring clarification or improvement and referring to management for further action.
• Builds collaborative working relationships with staff external to the department and external networks within area of specialization.
• Perform other duties as assigned to support LVCU

REQUIRED KNOWLEDGE SKILL AND ABILITIES

• Solid knowledge and understanding of DNA, financial products and services, industry best practices and the legal and regulatory environment within which the Credit Union operates (including knowledge of relevant legislation such as PCMLTFA, PIPA, FATCA, etc.)
• Exceptional strength in communication, leadership, coaching and development
• Strong computer skills in Microsoft Office applications and aptitude to learn other programs.
• Excellent attention to detail, prioritization skills, and problem-solving.
• Proactive, adaptable, and creative.
• Experience in course and curriculum design or managing training projects
• Familiar with Learning Management Systems
• Strong communication, including technical or procedural writing
• Clear understanding of the principles of adult education and educational design.
• Excellent interpersonal and presentation skills
• Strong organizational and analytical skills

EDUCATION AND EXPERIENCE

• 3+ years of financial services experience preferred
• 3+ years of on-the-job experience in a corporate training environment;
• Completion of post-secondary education in adult education, or a related field;
• Experience and education in human resources is an asset.
• Experience working with a Learning Management System is an asset.
• Knowledge and understanding of adult learning principles, instructional methodologies, technology-enabled design and learning methods; and,
• Willingness to learn various applications/tools/technologies and eLearning authoring tools (to develop learning; or,
• An equivalent combination of education and experience.

EXPECTED OUTCOMES OF THE ROLE

• Plays a key role in ensuring that LVCU remains current on training and development opportunities and availabilities in the financial industry
• Provide consistent and ongoing training and development opportunities organization to create a learning focused environment and promote career growth.
• Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service
• Accurate and timely delivery of requested support and tasks
• Positive internal and external service levels are achieved through proactive planning and resourcefulness
• Supports multiple teams, managers, and key stakeholders to achieve strategic and mandatory requirements
• A positive and professional work environment is maintained
• Work across the organization to provide learning solutions that align to the strategic initiatives and core values.

Candidates are invited to email their cover letter and resume to the Human Resources Department at hr@lvcu.ca.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted. 

SUMMARY

This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development.

KEY RESPONSIBILITIES

• Process member transactions
• Recognize member needs and promote all Credit Union deposit services
• List and balance outgoing cheques utilities and all other transactions
• Assist with night deposits
• Process stop payments, auto transfers
• Complies with Money Laundering/Confidentiality
• Adheres to security standards
• Ensure filing is up to date
• Other duties as required

REQUIRED KNOWLEDGE SKILL AND ABILITIES

• Sales and Service focus with an aptitude for business development and relationship building
• Strong commitment to continuous learning
• Excellent communication and interpersonal skills
• Maintains a positive attitude towards corporate initiatives and change management
• Strong follow up skills
• Demonstrates dedication to providing quality member sales and service
• Proven ability to be creative and innovative
• Able to identify member needs, answer enquires and provide solutions
• Able to process all teller transactions promptly and accurately
• Demonstrates product knowledge
• Demonstrates the ability to be detail oriented and manage multiple tasks
• Demonstrates effective organization and time management
• Able to make sound judgment and analyze problems
• Demonstrates an affinity for basic mathematics
• Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations
• Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
• Other related duties as assigned

EXPECTED OUTCOMES OF THE ROLE

• Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service
• Accurate and timely member transactions
• Positive internal and external service levels are achieved through the proactively and resourcefulness
• Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud
• Supports the team to achieve results
• Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome
• A positive and professional work environment is maintained

EDUCATION AND EXPERIENCE

• Minimum 3 years’ customer service experience
• Experience working in a financial institution an asset
• Post-secondary education in business, finance, accounting or equivalent

Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability.

Candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca by the closing date.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.