• 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.

• Lead the branch team in achieving sales and activity targets by effectively implementing SASCU’s sales strategies.
• Build strong relationships with internal partners and identify opportunities to enhance the branch’s presence within the community.
• Drive success by focusing on sales, referrals, and aligning team efforts with organizational goals.
• Champion SASCU’s service standards to ensure consistent and positive member experiences.
• Actively engage with employees and members to resolve concerns and promote programs that enhance the member experience.
• Promote open communication within the branch and lead performance management practices to support accountability and growth.
• Support talent development, make staffing decisions, and drive employee engagement to foster a high-performing team.
• Develop operational plans, budgets, and staffing strategies to effectively meet business needs.
• Monitor performance, ensure compliance, and oversee staff scheduling to meet service delivery and efficiency targets.

• Business Administration degree or diploma.
• 4-5 years of progressive financial industry experience including at least one year at the leadership level.
• Registered as a mutual funds representative or willing to obtain license within a three-month period.
• Access to transportation and willingness to travel within the SASCU community.
• Strong results orientation in both sales and service.
• Solid experience in consumer lending and investments.
• An aptitude for business development and relationship building.
• Excellent communication and interpersonal skills.

• A competitive base salary ($86,900 – $108,600 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, disability insurance, 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, Tuesday – Saturday 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 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. Learn more at www.sascu.com

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of reference, criminal record, and credit checks.

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.

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

As a Wealth Management Associate, you will deliver on the SASCU Member Experience by demonstrating initiative in identifying client needs, providing sound advice, and partnering to actively promote the growth of SASCU products and services.  You will be responsible for delivering professional financial advice to clients, primarily focused on savings, investment, and retirement solutions. The Wealth Management Associate provides financial advice and investment solutions that build a bridge for clients as their needs progress towards high net-worth advisory services and financial planning.

• Build and maintain a book of business by sourcing new business, building relationships with other SASCU business lines, and developing existing client and community relationships.
• Provide comprehensive investment and financial advice in a way that educates the client and enables them to make sound financial choices based on their specific goals and objectives.
• Advise on SASCU off-book (mutual fund) investment products.
• Perform ongoing client service, financial goal review, and portfolio rebalancing as appropriate to proactively identify existing and emerging needs.
• Serve as an internal resource for SASCU peers in the provision of financial products and services, concepts, and advice.
• Partner with credit union peers through referrals and joint client meetings to consolidate business held elsewhere and provide the right product at the right time.

• Valid and current BC Mutual Funds License (IFIC or Canadian Securities Institute).
• 4 – 5 years of investment-related experience in a fast-paced professional sales role within a financial institution or investment firm.
• 2 years of post-secondary education or equivalent.
• Professional-level knowledge of Canadian investment products, strategies, and concepts.
• Proven track record of achieving sales objectives.
• Understanding of regulatory and compliance policies and procedures.
• Strong communication, organizational, and time management skills.
• 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.
• Ability to operate with a high degree of autonomy and professionalism.

• A competitive base salary ($66,830 - $83,530 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, disability insurance, 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 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.