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Thinking about a career at Pathwise?

Pathwise is an innovative full-service financial institution committed to providing excellent personal financial service.

We are committed to supporting our community and valuing our members and employees by acting with respect, integrity and trust.

Because we truly believe that our employees are our most valuable resource, we provide competitive wages and a supportive environment that promotes career advancement.

Our goal is to attract, hire, and retain qualified professional people who are looking to make a difference in our industry and our community.

At Pathwise Credit Union people are first. That is not only true for our members, but for our team as well.

We are currently hiring for the following positions: 

Branch Manager

JOB DESCRIPTION

The Branch Manager is responsible for providing leadership to both the Bowmanville and Oshawa Branches along with the Call Centre to create a superior member and employee experience. This position will provide leadership to the team and support the growth and development of each individual on the team through coaching. The Branch Manager will provide input, develop and execute action plans to support the achievement of business goals and strategy, along with ensuring the highest quality member service and ensuring a high standard of compliance to internal controls and procedures. 


ROLE ACCOUNTABILITY

Employee Engagement

  • Lead, coach and develop staff to create a positive employee experience and build individual and team capability. Motivate and coach the team to achieve their performance goals and support the credit union’s objectives, ensuring recognition of accomplishments. Encourage and empower staff participation in decision-making and innovation. Ensure individual development plans are in place and provide one-on-one employee coaching and support.         
  • Monitor team activities and work to ensure adherence to policies, procedures, completeness and accuracy. Ensure that the team is cross-trained to provide position coverage during vacations and staff absences. Analyze processes and identify opportunities to increase efficiency and streamline work.  Member Engagement
  • Ensure consistent delivery of high quality service in the Branch in order to meet or exceed member expectations.  Plan and schedule employees appropriately to optimize service levels. Conduct interactive product and service learning sessions in order to build employee capability. Monitor member traffic and ensure staff is allocated to meet service standards and minimize wait times.
  • Be visible and interactive with members during high traffic periods. Ensure that member inquiries and concerns are responded to in a timely, effective and efficient manner in accordance with policies, procedures and standards. Identify reoccurring concerns and key issues expressed by members and staff. Recommend, develop and implement action plans to correct problems.Grow the Business
  • Lead in the development and attainment of all Branch and Call Centre targets.
  •  Develop and implement Branch and Call Centre strategies, goals, objectives and overall Branch and Call Centre efficiencies.
  • Coach employees to develop and implement a proactive data-mining member call program to deepen the relationships with our members.
  • Work collaboratively with peers by sharing best practices and learning opportunities.
  • Liaise with third parties to ensure a seamless member experience.
  • Develop the Branch and Call Centre budget through effectively understanding the data in all areas of the location. 


Community Engagement

  •  Represent the credit union to enhance its image with the public, community, and business community through interaction, presentations, functions and events.
  •  Act as an ambassador within the community in support of Pathwise Credit Union’s objectives. 


General Responsibilities

  • Initiate action to improve growth and development of the Branch and Call Centre deposit and loan portfolios. Pursue new business by establishing and maintaining liaison with business and community contacts. Monitors all Branch activities to ensure awareness of operational problems and successes.
  • Assist with reviewing and approving lending applications.
  • Accountability for deposits, credit cards, other income streams and referrals, along with estates.
  • Assist, at both Pathwise Branches, in resolving any issues that may be required to ensure the ATM is working at all times with little interruption of service to the public.
  • Answer and respond to any alarm issues received from Chubb Security.
  • Participate as a member of the management team in the strategic and business planning process. Identify and recommend short and long-term goals and objectives for the Branches, including contribute to the design and development of plans and ensure goals, plans and programs are effectively communicated to staff.
  • Ensure risk management policies, procedures and controls are being observed, i.e. loss prevention, authorization letters, money laundering, client confidentiality, emergency procedures and warning signs of compliance breakdown. Ensure the Code of Conduct is understood and followed. Ensure regulatory training is completed by staff as required and applied consistently.
  •  Monitor the performance of probationary staff and current staff in “training” role and take corrective actions, as necessary. Effectively manage staff in accordance with human resources policies, procedures, standards, practices and the collective agreement. 
  • Call Center Administration.
  • Privacy Officer responsibilities.
  • Act as the Backup
  • ATM & CRU. 


KNOWLEDGE, SKILLS AND ABILITIES

  • Demonstrate a continued commitment to personal development and continuous learning. 
  • Knowledge of credit union vision and values and branch operations.
  • Demonstrate leadership capability through developing and maintaining high levels of staff enthusiasm, teamwork, motivation and commitment.
  • Strong people management skills and experience performing recruitment activities, developing employee capability, managing performance, coaching, applying and explaining human resource policies, procedures, standards and collective agreement terms and conditions. 
  • Demonstrate interpersonal skills to establish and maintain good relationships with employees, employee representatives and the management team. Able to interact effectively with members.
  • Strong knowledge of credit union products and services, including cash and negotiable instrument controls. 
  • Effective time management skills in order to plan, prioritize and organize work of others and self.
  • Highly developed communication and interpersonal skills to effectively interact with employees, members, management team, etc.
  • Effective problems solving skills i.e. information gathering, analysis, root cause identification and selecting the most appropriate solution for implementation.
  • Strong computer literacy in windows environment, particularly word and excel.
  • Effective and professional communication is required in both written and verbal forms. Tact and discretion are required to resolve problems, conflicts or misunderstandings. 


Education and Experience

  • Minimum education is a secondary school graduation diploma or equivalent.
  • Minimum of five (5) years in the Credit Union system.
  • Call Centre experience managing call structure and regulations, an asset.
  • Completion of designated CAMLO Training Courses and maintaining current on legislation.
  • Minimum of three (3) years lending experience and accredited Lending courses.
  • Completion of Pathwise approved Management courses is required. 


APPLICATIONS

Candidates should submit their application, cover letter and resume to:

Attn:                   People and Culture

E-mail:               careers@pathwise.ca

By:                      5:00pm, July 6th, 2020


 ACCOMMODATION

In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act, 2005, accommodation will be provided in all parts of the hiring process. Applicants need to make their needs known in advance by contacting us at Careers@pathwise.ca subject line “accommodation”.

Admin Clerk, Permanent, Part-time

JOB DESCRIPTION

The Admin Clerk provides a full range of administrative services to the branch to ensure efficient operations and a positive member experience.   

ROLE ACCOUNTABILITY

  • Filing, pulling files, and verifying member account documentation.
  • Scanning of documents.
  • Final Report follow up/Out of order follow up.
  • Insurance endorsements (inputting information into the system and scanning to ACE).
  • Back-fill support to the Member Services Representatives, as required.
  • Completes administrative functions and mail distribution.
  • ATM duties, including cash duties. 


KNOWLEDGE, SKILLS AND ABILITIES

  • Must have the ability to work in a fast-paced environment and able to execute on work assigned with a high degree of professionalism and accuracy.
  • A strong commitment to service excellence, teamwork and ability to self-develop is a must and critical to success in this role.
  • Must be highly organized.
  • Requires well-developed communication skills, both written and verbal.
  • Requires working knowledge of office administration
  • Intermediate proficiency in Microsoft Office including Word and Excel. Education & Experience:
  • Minimum education is a secondary school graduation diploma or equivalent, plus a minimum of two (2) years of related work experience.
  •  Intermediate skills in MS Word, Excel, Power Point, Outlook and other software specific to the role. 


APPLICATIONS

Candidates should submit their application, cover letter and resume to: 

Attn: People and Culture 

E-mail: careers@pathwise.ca


ACCOMMODATION

In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act, 2005, accommodation will be provided in all parts of the hiring process. Applicants need to make their needs known in advance by contacting us at careers@pathwise.ca, subject line “accommodation”.


Member Services Representative Permanent, Part-time

JOB DESCRIPTION

Member Services Representatives provide a full range of services to members including: responding to members’ enquiries, analysing needs, assisting members with products/services, cross-offer credit union products, and process member transactions and requests.

ROLE ACCOUNTABILITY

  • Provide courteous service to members, striving to increase member satisfaction.
  • Promote Pathwise products and services by identifying member needs and offering a full range of financial services, investments, promoting sales and basic loan services.
  • Provide assistance to members by opening memberships, accounts, answering questions, and servicing members’ requests for deposits, withdrawals and transfers.
  • Identify and fulfil member’s financial service’s needs; cashes or certifies cheques, receives bill payments, orders cheques, buys/sells foreign currency, processes statements, sells travellers cheques, personal money orders and travel insurance, processes RRSP, term deposit, Investment Shares, GIC, TFSAs, RRIF withdrawals, savings bond transactions, accepts credit cards applications, foreign notes transactions, and all electronic channels.
  • Filing and verifying member account documentation and audit membership files as needed.


KNOWLEDGE, SKILLS AND ABILITIES

  •  Able to be flexible, organize and plan work in order to deal with deadlines and peak periods.
  •  Creative problem solving skills.
  • Excellent member service skills, effectively ascertain needs of member.
  • Ability to communicate clearly, both verbally, in writing and by e-mail.
  • Requires a working knowledge of accounting.
  • Proficiency in Microsoft Office including Word and Excel (may be an in-basked assessment).
  • Minimum education is a secondary school graduation diploma or equivalent, plus a minimum of one (1) year related work experience.
  • Subject to extended hours as per Article 5:01 (b) of the Collective Agreement.

APPLICATIONS

Candidates should submit their application, cover letter and resume to:

Attn: People and Culture

E-mail: careers@pathwise.ca


ACCOMMODATION

In accordance with the Ontario Human Rights Code, Accessibility for Ontarians with Disabilities Act, 2005, accommodation will be provided in all parts of the hiring process. Applicants need to make their needs known in advance by contacting us at careers@pathwise.ca, subject line “accommodation”.

Applications

Candidates should submit their application, cover letter and resume to: Attn: People and Culture 


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