Union Liaison Officer

Community Savings Credit Union | Full time

"We exist to unite working people to build a just world"

As a member-owned financial cooperative and the largest fully unionized credit union in B.C., Community Savings Credit Union exists to serve our members and strengthen our communities—not to maximize profits. For over 80 years, we’ve made a meaningful impact by supporting working families, advocating for social justice, and creating positive local change. Our team is passionate about transforming our Social Purpose into action and contributing to a more just and equitable world.

We are dedicated to ensuring that all candidates are treated fairly and without discrimination throughout the recruitment process.

Community Savings Credit Union acknowledges the Indigenous Peoples on whose traditional territories we live and work.

We are committed to building a diverse and inclusive workplace that reflects the communities we serve across British Columbia. We welcome applications from people of all backgrounds and encourage applicants from equity-deserving and underrepresented groups to self-identify voluntarily during the recruitment process, should they feel comfortable doing so.

Under executive direction, develops and maintains profitable relationships with Labour Organizations; markets products and services, establishes policies and procedures for dealing with union organizations, negotiating new and existing account agreements; manages the overall Labour Organizations deposit and loan portfolio; assists with the set-up of Pre-Authorized Payment/Deposit System procedures for corporate clients; prepares departmental budget; and other related duties as assigned.

Core Outcomes:

• This position is member-service driven, develops and maintains the profitable growth of the union portfolio, manages the Labour Organization portfolio by service and sales; troubleshoots, actively solicits new business, maintains and expands existing relationships and referrals, promotes and cross-sells the services of the credit union to Labour Organizations and through them, to their members. Contributes to the credit unions marketing plan where necessary, recommends and administers policy guidelines, and sets short- and long-term goals for the department;
• Sells services and products by developing, implementing, and presenting initiatives to increase profitable sales of our products and services to Labour Organizations and through them, their members;
• Establishes guidelines on product and service provision and pricing, for the department. Reviews and negotiates new and existing account agreements to ensure consistency, profitability, and adherence to policies, procedures, and guidelines. Ensures department adheres to proper security procedures;
• Manages the handling of the overall deposit and lending portfolios and operational aspects for the Labour Organization market segment, including initiatives directed to their members through the Labour Organizations;
• Assists setting up of Pre-Authorized Payment/Deposit System of electronic transmission of funds through BC Central 1’s Customer Automated Funds Transfer System (CAFT);
• Prepares departmental budget by establishing goals and objectives and assesses and ensures the department’s ability to meet these objectives;
• Participates in a variety of management initiatives by contributing to the design and development of policies and programs, presenting proposals to executive management, and preparing reports and making recommendations.
• Presentations using Power Point & familiarity with the World Wide Web.

• Knowledge of the structure, philosophy and protocol of unions, and the ability to utilize this knowledge to build the union base;
• Knowledge of and ability to successfully present and sell full range of Credit Union products and services, to current and prospective members;
• Knowledge of and ability to sell Registered Retirement products including setting up and administering group plans;
• Knowledge of credit union operations, including financial, lending, administrative, and other operational procedures, practices and requirements;
• Knowledge of principles,…