Job Description

Closing Date - until filled

Additional information: This position could be filled as a Cash Management Advisor or Senior Relationship Manager depending on experience.

This position is eligible for a hybrid remote work arrangement and can be located in Grande Prairie or Fort McMurray.

Did you know that Servus Credit Union is Alberta\'s largest credit union and is ranked #1 in Canada on Forbes\xe2\x80\x99 World\xe2\x80\x99s Best Banks list for 2022? We are excited to be growing and moving with the times to keep up with the fast-paced, ever-changing financial industry! We are one of Canada\xe2\x80\x99s 50 Best Managed Companies and we are committed to being socially responsible and living the co-operative values. Through our operations, we strive to make a positive impact on our economy, the environment, and society. We know that our employees are our most valuable assets so we offer ongoing growth and career advancement and we reward employees for their hard work and achievements.

We are currently looking for a Cash Management Relationship Manager to join our Grande Prairie or Fort McMurray Business Banking Centre.

Our goal is to deliver personalized advice to our members. As a co-operative, we focus on our members and have a genuine desire to shape their financial fitness. We understand the Alberta market and have supported it for over 80 years. Today, we are Alberta\'s largest Credit Union but our goal is to become Canada\'s largest and strongest Credit Union.

Reporting to the Regional Manager, Business Banking the Relationship Manager Cash Management is responsible for developing and managing a profitable portfolio of Commercial, Not for Profit and Public Sector non-borrowing arrangements. You will have primary responsibility for the development of new relationships with average depository needs in the range of $100,000 to $5 million or those requiring fee-based custom cash management solutions and supporting an assigned group of relationship managers on expanding the portfolio of depository and cash management services associated with managed borrowing relationships. You will call on and meet with existing and prospective members for the purposes of uncovering their depository, cash management, operational, and business needs.

More specifically, the scope of your responsibilities will include but are not limited to:

• Develop and maintain an effective business development and community involvement strategy including establishing a network of referral sources including Associations, Accountants, Lawyers and Trade associations.
• Develop and implement a solutions based sales approach to fully explore and meet the needs of our business members..
• Ensure effective cash management strategies and solutions are presented to our existing members and new opportunities.
• Maintain an awareness and understanding of cash management industry trends and emerging services in the payment space including Remote Deposit Capture and fraud protection.
• Assess member needs and propose products/solutions to meet the member\xe2\x80\x99s business objectives as per the members first sales cycle.
• Ensure a timely pro-active approach to annual service need analysis and renegotiation is employed.
• Develop and maintain tracking of all business activity and provide timely status updates to the referring individual.

Requirements

Experience:

• A minimum 5 years of financial institution management experience.
• 5 years of relative Commercial or Cash Management experience.
• Solid understanding of financial markets with specific emphasis on money market instruments and foreign exchange.

Education and Training:

• A post-secondary degree in a business discipline or an equivalent combination of education and experience.
• Professional designation is an asset (CTP, CSC, PFP, CIM )

Benefits

By creating a healthy and inclusive work environment and providing employees with the tools and supports they need, we help our employees achieve their potential. Servus is committed to providing a great place to work, and we invest in our employees by ensuring they have:

• A supportive and engaging working environment
• Benefits that lead the field
• A total rewards strategy that includes recognition for a job well done
• Learning options that support lifelong learning and career-building opportunities
• Opportunities and support for volunteering in local communities and abroad
• Support for employee fundraising through our annual corporate fundraising events and through several less formal initiatives led by our employees

Here are some of the benefits that our employees love:

• Financial product benefits available immediately
• Group retirement program available after only 3 months
• Employee financial services team available to help you reach your financial goals
• Disability programs
• Group benefit coverage including extended health care coverage, travel insurance, dental plans, and specialized medical coverage
• Flexible spending account to purchase additional health or personal wellness items
• Wellness initiatives
• Employee and family assistance plan
• Minimum 3 weeks\' vacation and vacation purchase program
• Other leaves including parental, emergency days, and critical care days
• Reward programs
• Incentive pay program
• Recognition for years of service

As Servus, our employees are also members. This means you\'ll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the services we provide \xe2\x80\xa6 with a few additional perks!

Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate about making an impact, apply now!

Next Steps

Click on the link below to apply for this amazing opportunity. If you\'re shortlisted, you\'ll hear from us after the posting closes. Should you require an accommodation during the application and selection process, send us a quick email at with the position and location you\'re interested in. Thanks for applying with Servus Credit Union; we look forward to learning about you and your experience!

Servus Credit Union is an equal opportunity employer and employs personnel without regard to race, colour, ancestry, place of origin, religious beliefs, gender, gender identity, gender expression, age, physical disability, mental disability, marital status, family status, source of income, and sexual orientation.

#indh

Servus Credit Union