Commercial Relationship Manager
Permanent, Full Time
Salmon Arm, British Columbia

We invite you to join a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism, not to mention fun!

As a Commercial Relationship Manager, you’ll offers specialized lending services and financial advice to business members with complex financial needs. This role focuses on managing and growing the commercial loan portfolio while providing tailored solutions to help members optimize their financial position and feel confident in achieving their business goals.

• Meet with business members in their preferred setting to understand their financial needs and provide advisory support that allows for long-term business growth.
• Act as a consultative partner, sharing insights on industry trends, economic conditions, and best practices in business finance.
• Evaluate loan viability and offer tailored strategies to mitigate risks and address financial concerns in both business and personal finance.
• Coordinate with internal and external partners to deliver comprehensive financial solutions.
• Monitor portfolio growth and actively manage a pipeline of opportunities to acquire new commercial business members.
• Cultivate community relationships to expand the membership base, grow the commercial lending portfolio, and promote SASCU as the preferred financial partner.
• Underwrite and structures complex commercial credit applications, ensuring compliance with policies and regulations.
• Monitor loan accounts for compliance and performance, approve overdrafts within limits, and review delinquencies with the collections officer.
• Contribute to team success by meeting performance targets, embodying SASCU’s service standards, and participating in process improvements for increased efficiency.

• 2 years of post-secondary education or equivalent.
• 4-5 years of progressive banking and commercial lending experience.
• Accredited Business Lender credential from CUIC within 18 months of attaining the position.
• Valid driver’s license, access to reliable transportation, and willingness to travel to any SASCU related business location is required.

• Have a thorough and current understanding of commercial lending products, services, and statutory requirements.
• Possess strong organizational, time management, communication, and interpersonal skills.
• Display a high level of ownership, accountability, and initiative.
• Are comfortable with technology and proficiency with banking system and other programs.
• Show commitment to continuous learning and self-development.

• A competitive base salary ($66,800 – $83,500 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

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

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Training & Development Advisor
Permanent, Full Time
On-Site, Salmon Arm, British Columbia

Create your future with SASCU. We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

As a Training & Development Advisor, you’ll design and implement comprehensive training and development programs that support the employee experience and align initiatives with SASCU’s objectives. This role provides a hands-on program delivery, ensuring the workforce is equipped to meet current and future challenges.

• Introduce new employees to the organization by assisting with the development, coordination, and facilitation of SASCU’s Orientation and Onboarding programs.
• Design and deliver tailored training programs, workshops, and resources to address identified needs.
• Set up technical equipment and prepare physical spaces for training sessions as required.
• Conduct training needs assessments in collaboration with managers, and trainee progress reports upon completion of training.
• Stay current with industry trends to incorporate innovative learning practices and technologies, and work with external vendors as needed to deliver specialized training programs.
• Assess the effectiveness of training programs and make recommendations for program adjustments based on data and feedback.
• Develop and maintain a repository of training materials and resources.
• Partner with HR and other departments to align training initiatives with organizational objectives.
• Foster a culture of learning and development by promoting continuous growth opportunities.

• Bachelor’s degree in Human Resources, Education, Organizational Development, or a related field.
• 4-5 years of experience in training, learning, and development roles, preferably within a corporate or organizational setting.

• Possess a strong understanding of adult learning principles and instructional design methods.
• Have excellent facilitation, presentation, and communication skills.
• Show proficiency with learning management systems (LMS) and e-learning tools.
• Are analytical, with the ability to evaluate program success and recommend improvements.
• Demonstrate exceptional organizational and project management skills.
• Are able to build relationships and influence stakeholders at all levels of the organization.

• A competitive salary plus performance-based incentive pay. The salary range for the role is $58,320 to $72,900 per year; the upper half of the salary range is typically reserved for individuals who have demonstrated consistent, strong performance in the role and possess a high level of job knowledge and skill.
• A pension plan with full employer contribution matching.
• Comprehensive group benefits coverage including extended health and dental care, life insurance, disability insurance, and an Employee and Family Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

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

Our Commitment to Diversity, Equity, and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity, Equity, and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Wealth Advisor
Permanent, Full Time
On-Site, Salmon Arm, British Columbia

SASCU is seeking a dedicated and knowledgeable Wealth Advisor to join our team. As a trusted financial partner in the community, you’ll work closely with clients to provide personalized advice and solutions, helping them build and manage their wealth.

• Develop and manage a portfolio of clients by sourcing new business, nurturing relationships, and enhancing existing client and community connections.
• Educate and deliver tailored financial strategies and advice to help clients achieve their financial plans and goals.
• Promote and sell investment products, including mutual funds and, if licensed, life insurance.
• Build long-term, trust-based client relationships through proactive financial guidance, needs assessments, and portfolio adjustments.
• Monitor personal performance and take action to meet or exceed sales, growth, and professional development goals.
• Collaborate with peers and external contacts to generate referrals, consolidate business, and provide appropriate solutions for clients' evolving needs.
• Serve as a resource to peers on financial products, services, and advice.
• Contribute to SASCU’s success by supporting initiatives that grow membership, attract new business, and positively impact the community.

• Valid and current BC Mutual Funds License (IFIC or Canadian Securities Institute).
• Certified Financial Planner (CFP) or Personal Financial Planner (PFP) designation within 3 years of attaining the position.
• 4 – 5 years of investment related experience in a fast-paced professional sales role within a financial institution or investment firm.
• Post-secondary education preferred.

• Have professional level knowledge of Canadian investment products, strategies, and concepts.
• Have a proven track record of achieving sales objectives.
• Understand regulatory and compliance policies and procedures.
• Demonstrate advanced communication, organizational, and time management skills.
• Are fully proficient with industry standard systems and programs such as securities processing and portfolio management software; experience with Dataphile and Morningstar software is an asset.
• Operate with a high degree of autonomy and professionalism

• Competitive compensation ($60,000 per year plus commision and incentives), and a pension plan with SASCU matching all funds. 
• Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program. 
• Flexible spending account for additional health and personal wellness activities and expenses. 
• Flexible work arrangements and paid time off including vacation, medical/care time, paid personal days, and paid community volunteering. 
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition. 
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday-Friday position. If you're looking to make a positive impact and grow your career in a supportive, client- and community-focused environment, we’d love to hear from you! To apply, please email a cover letter and résumé to us at hr@sascu.com.

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment based solely on their qualifications, training, and experience as they relate to the position, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 20,000 members, 165 staff, and $1 billion in assets. In addition, SASCU stewards $235 million in client investments and serves more than 5,000 insurance customers. Learn more at www.sascu.com

The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

• Prepare quotes and sell Autoplan and general insurance to new and existing customers.
• Provide counsel to customers to ensure they have adequate information prior to entering into an insurance agreement.
• Actively develop new business by utilizing standard sales techniques, including facilitating referrals to relevant staff.
• Direct incoming telephone calls, distribute mail, and prepare regular correspondence.
• Maintain all assigned filing systems, organize the front counter, and ensure branch tidiness.
• Prepare binders and complete applications, change requests, report claims, and policy paperwork as necessary.
• Complete ICBC batching, inventory, and decal/plate return.
• Order ICBC and general office supplies, including travel policies and wording booklets.

• Level 1 Insurance License or CAIB 1 equivalent, or completion of required licensing within 6 months.
• 1 year of sales experience in a service-oriented environment.
• Working knowledge of insurance products and services and the underwriting process.

• Have a strong service orientation.
• Are accurate and organized, with strong computer skills including word processing, database, and spreadsheet programs.
• Display excellent communication and listening skills.
• Possess an interest in ongoing learning and development.

• A competitive base salary ($46,900 – $58,600 per year) plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
• Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
• Flexible spending account for additional health and personal wellness activities and expenses.
• Flexible work arrangements and paid time off including vacation, medical/care time, personal days, and paid community volunteering.
• Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
• Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

• Have strong problem-solving skills, with the ability to manage complexity, multiple tasks, and priorities for maximum success.
• Display confidence in decision-making, suggesting solutions consistent with SASCU values, goals, and strategic direction.
• Possess excellent verbal and written communication skills.
• Can foster an atmosphere of trust and camaraderie across all levels within SASCU.
• Demonstrate time management skills, including ability to effectively prioritize and delegate.
• Maintain an awareness of the external economic environment.