Kawartha Financial Services

Role Description As a Broker Business Development Specialist, you will: - Support in the design, delivery, and monitoring of the broker channel strategy - Coordinate day-to-day broker operations, including broker onboarding, communication, and issue resolution - Assist in managing broker agreements, documentation, compliance checks, and reporting - Ensure timely and accurate processing of broker-related transactions and referrals - Collaborate with credit, underwriting, and branch teams to facilitate smooth workflows and enhance broker experiences - Build and maintain strong relationships with brokers and internal stakeholders - Act as a key point of contact for broker contract negotiation, escalations, and program updates - Support the execution of broker recognition, engagement, and education initiatives including webinars and trade shows as applicable - Gather feedback from brokers to identify opportunities for program improvement and innovation - Monitor performance metrics and meet with key broker relationships to review broker reports on broker productivity, conversion rates, and program growth - Analyze sales data to identify trends and opportunities to improve broker performance and profitability - Identify referrals to strengthen share of wallet with broker members - Support the preparation of presentations and performance summaries for leadership reviews - Ensure adherence to all internal policies, regulatory requirements, and compliance standards - Identify and escalate potential risks or irregularities within broker activities - Support training and communication efforts related to compliance updates and product changes - Provide strategic insight to Kawartha Executive team collaborating on pricing and marketing efforts - Assist with planning strategic activities to meet corporate goals for the broker program and conduct service meetings with staff regarding broker relationships Qualifications - Post secondary education with emphasis in business, Finance, or a related discipline (or equivalent work experience) - Five to seven years of experience in financial services, preferably in mortgage, lending, or broker services - Five years of proven management or supervisory experience - Five years of sales, service and administration experience - Five years of proven business development - Accredited Mortgage Professional Designation or equivalent - Willingness to complete additional educational components Benefits - Generous vacation time - Comprehensive medical and dental benefits - Pension Plan - Focus on employee well-being - Dedication to your learning and development - Celebrating your achievements through our employee recognition program - Supportive work environment

Role Description As a Contact Centre Associate, you will: - Contribute to the success of the Credit Union by providing member service excellence; - Assist members and non-members with inquiries, requests and/or problems ensuring each inquiry or problem receives 100% resolution; - Assist members with routine to complex transactions through a variety of electronic and digital channels; - Recommend products and services that align with a member's needs and that will enhance their financial well-being. Qualifications - High School Diploma or GED Equivalent; post-secondary education with emphasis in business would be an asset - One year in a Branch Ambassador role, or equivalent experience - Prior loan and investment administration experience would be an asset - Excellent customer service, problem solving, and organization skills Benefits - Generous vacation time - Comprehensive medical and dental benefits - Pension Plan - Focus on employee well-being - Dedication to your learning and development - Celebrating your achievements through our employee recognition program - Supportive work environment Company Description

Role Description We are looking for a candidate to provide excellent member service in the Northumberland, Peterborough, and Kawartha Lakes Regions. - Apply relationship selling and relationship management principles and techniques as a trusted advisor to local commercial and agricultural producers, business members, and prospects. - Accountable for risk management of the commercial loan portfolio, quality of information, analysis, profitability, and credit recommendations. - Maintain an effective business development and community involvement strategy to protect and expand share of profitable commercial and agriculture business. - Actively engage in the local agriculture and business community to build visibility and foster new business opportunities. - Attend and participate in industry events, networking groups, and local business associations to strengthen Kawartha’s presence. - Liaise with professional service providers such as Central 1, lawyers, real estate appraisers, credit reporting/collection agencies, and insurers. - Work co-operatively with all Credit Union branch or department personnel to identify opportunities to meet and exceed members' needs and expectations. - Retain and expand commercial and agricultural relationships to achieve portfolio retention, sales, service, and profitability objectives. - Complete annual credit reviews in a timely manner according to policy, coordinating financial information requirements with the Commercial Credit Funding Department. - Analyze information received to assess risk; develop action plans to minimize Credit Union exposure where appropriate. - Identify commercial and retail opportunities; review pricing and submit recommendations for renewal for approval. - Visit clients on a regular basis (at least annually) to ensure loan security is protected. Qualifications - Business related University Degree/College Diploma, or appropriate combination of Business, Agriculture, and lending related courses. - 1-5 years commercial lending experience. - Proven experience managing a diverse business portfolio, including small to medium-sized businesses and agricultural enterprises. - Knowledge of the Credit Union system would be an asset. - Able to be decisive and firm, while demonstrating empathy. - Excellent oral and written communication skills. - Negotiating skills. - Excellent decision making and problem-solving skills. - Excellent sales and service skills. - Good organizational and time management skills. - Must have a reliable vehicle as travelling is required for this position. Benefits - Rate of Pay: $1,159.61 - $2,028.28 per week (plus pension and applicable benefits). - Hours: Monday to Friday, 37.5 hours per week. Company Description At Kawartha Financial Services, diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know. If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process, apply now!

Contact Centre Associate (Permanent, Full-time) Location: Remote Position; The successful candidate must reside within 3 hours of our Regional Office in Peterborough, ON. Hours: 40 hours per week, Monday to Saturday Rate of Pay: $872.10 - $1,179.90 per week (plus applicable benefits) Compensation: Compensation for this position is determined by skills, experience, and education. It is aligned with the locations market data, as well as internal equity. Candidates whose qualifications more closely align with the job requirements may be placed higher within the compensation range. Our Talent Partner will share additional details about our compensation and total rewards during the recruitment process. As a Certified Living Wage employer, we offer a guaranteed living wage along with a comprehensive benefit package which includes, - Generous vacation time - Comprehensive medical and dental benefits - Pension Plan - Focus on employee well-being - Dedication to your learning and development - Celebrating your achievements through our employee recognition program - Supportive work environment Position Description: As a Contact Centre Associate, you will: - Contribute to the success of the Credit Union by providing member service excellence; - Assist members and non-members with inquiries, requests and/or problems ensuring each inquiry or problem receives 100% resolution; - Assist members with routine to complex transactions through a variety of electronic and digital channels and; - Recommend products and services that align with a member's needs and that will enhance their financial well-being. Qualifications: - High School Diploma or GED Equivalent; post-secondary education with emphasis in business would be an asset - One year in a Branch Ambassador role, or equivalent experience - Prior loan and investment administration experience would be an asset - Excellent customer service, problem solving, and organization skills At Kawartha Financial Services diversity and inclusion are reflected in our core values and highlighted in our care for others. We take pride in providing a workplace that appreciates difference and encourages respect. We are committed to providing a culture that is accessible and inclusive for both our members and employees. If you require accommodation during the recruitment and selection process, please let a member of our Human Resources team know. If you are interested in pursuing a career in the financial services industry with a dedicated, enthusiastic team of professionals in a growing organization that supports an inclusive barrier-free recruitment and selection process apply now!