• Develop and manage commercial accounts, actively seeking new business to meet sales targets by maintaining an active pipeline of prospects, generating leads from personal contacts, outbound calls, networking, customer referrals, and other sources. 
• Profile customers to identify current and future needs, provide comprehensive insurance advice, prepare quotes, and sell commercial insurance to both new and existing customers. 
• Work on multiple commercial coverage lines including property, general liability, packages, auto, business owner’s policies, directors and officers coverage, employment practices liability, errors and omissions, inland marine, and bonds.
• Meet with customers both in and outside of the office as necessary in order to build relationships, identify coverage needs, and make basic risk management recommendations. 
• Utilize negotiating skills to find creative insurance solutions for complex risks. 
• Prepare all related documentation for a portfolio of commercial customer requests including routine policy changes, additions, deletions, renewals, and cancellations.
• Respond to emergencies and assist customers with their claims while adhering to the appropriate follow-up procedures, ensuring accurate claims servicing. 
• Follow up on commercial line referrals and facilitate referrals to relevant SASCU staff. 
• Provide guidance to other insurance employees as required.

• Level 2 General Insurance Agent’s License. 
• CAIB, CIP, or FCIP designation and eligibility to act as Nominee. 
• 5 years’ personal and commercial lines experience. 
• Valid driver’s license and access to reliable transportation.

• Comprehensive understanding of all lines of insurance products and familiarity with risk management techniques. 
• Proficient computer skills including Microsoft Office and agency management systems. 
• Demonstrated results orientation in sales, service, and business development. 
• Clear understanding of the industry, market conditions, and competition. 
• Strong organizational skills, accuracy, and attention to detail. 
• Excellent communication, interpersonal, and relationship building skills.

• A competitive commission-based compensation plan (base of $36,000 plus a percentage of revenues), 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 to 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.

• Coach the branch team on branch objectives/goals and ensure teamwork to achieve the desired results. 
• Ensure effective use of campaigns to support achieving annual financial targets.
• Build relationships with internal partners and keep informed of local market activities to support other business goals.
• Implement SASCU service standards, processes, and plans.
• Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs and resolve concerns.
• Ensure strong and open channel of communication and collaboration within the branch team and across SASCU departments and subsidiaries.
• Effectively lead employees through change with particular emphasis on change tools, processes, and collaboration with Human Resources as necessary.
• Make staffing decisions (hiring, promotion, and corrective action) and participate in decisions made by the Manager, Member Experience to leverage the talents of the branch team.
• Develop and recommend operational plans, budgets, and staffing levels to ensure that the needs of the credit union are met.
• Manage and assigned portfolio of members, servicing their investing, lending, and general banking needs.

• Seven to ten years of financial industry experience, including at least three years at the leadership level.
• Mutual funds license or willing to be licensed within a three-month period.
• A degree or diploma in Business Administration is preferred.
• Access to transportation and willingness to travel within the SASCU community.

• Demonstrate a results orientation in both sales and service.
• Have an aptitude for business development and relationship building.
• Possess excellent communication and interpersonal skills.

• A competitive base salary ($93,200 – $116,600 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.

This position is full-time, Monday to Friday. 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.

• Coordinate and monitor activities with vendors, colleagues, and others as needed to ensure production, delivery, and publishing of collateral. 
• Maintain and update information on SASCU’s website and intranet, including service interruptions and other routine communications. 
• Draft, edit, proof, produce, and coordinate the distribution of SASCU communications. 
• Make recommendations to improve upon advertisement and communication channel usage. 
• Complete budget tracking by project/campaign, and provide inventory control of promotional giveaways and collateral. 
• Complete various administrative duties to support efficient operations of the department.

• Degree or diploma in Marketing or Communications, or a related field. 
• 1 to 2 years’ experience in marketing, preferably in a financial services environment, or an equivalent combination of education and experience. 
• Valid driver’s license and access to reliable transportation.

• Basic understanding of marketing and communication principles and practices. 
• Proficiency with Microsoft Office programs. 
• Excellent written and oral communication skills with an emphasis on editing and proofing. 
• Strong attention to detail, organization, and time management skills. 
• Ability to work evenings and weekends as required for special events and activities.

• A competitive base salary ($48,000 – $56,500 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.

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.

• Advise members on a full range of deposit and investment products (including new accounts, mutual funds, registered products, and term deposits).
• Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
• Service and manage an assigned portfolio of estate accounts.
• Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
• Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

• Two years of post-secondary education or equivalent.
• 4-6 years of progressive financial services with demonstrated sales skills.
• Registration as a mutual funds representative, or enrollment in an applicable course upon commencement and registered within 6 months.

• Have strong sales skills, effectively promoting financial products and services
• Demonstrate strong organizational and time management skills
• Are an excellent communicator with solid interpersonal skills and demonstrated leadership ability
• Possess a high level of ownership, accountability, and initiative
• Are committed to continuous learning and self-development

• A competitive base salary ($57,500 - $71,900 annually) 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, a flexible “Floater Day”, 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.