Member Experience Specialist (MES)

Member Experience Specialist (MES)

Company Description

Pioneered in 1939, the Co-operative Superannuation Society (CSS), located in Saskatoon, Saskatchewan, provides pension and retirement services to its membership. The CSS is the Administrator of the CSS Pension Plan, one of the oldest and largest defined contribution pension plans in Canada. With approx. $5 billion in assets, CSS Pension Plan has grown to serve approx. 300 employers and 55,000 current and past co-operative and credit union employees across Canada, including more than 8,700 retirees (receiving variable benefit payments and/or a monthly pension).

Summary

We seek a motivated and conscientious person to join our team as a Member Experience Specialist. The successful candidate will focus on serving our members by providing a range of member services in a manner that aligns with organizational strategic and business objectives, through a lens of member experience excellence and within the CSS’ Member Experience Framework.

As a member of the Member Experience (MX) Department, you will strive to empower members and to support them through their entire pension and retirement journey.  Your day-to-day work will include receiving and processing the broad spectrum of member inquiries and transactions (e.g., new accounts, new retirements, account maintenance, transfers and withdrawals, retirement income payments, support the Advisors with retirement planning needs, etc.).

The successful candidate will be a technically inclined high performer who thrives in a busy environment, strives to think outside the box, and can pivot between competing priorities and complex matters. A strong sense of quality member service, belief in empowering others, and understanding of the value of the co-operative system will be positive attributes you bring to the team. The successful candidate will bring a strong understanding of both defined contribution and defined benefit pension provisions.

The successful candidate will have obtained a Pension Plan Administration Certificate (PPAC), or is able to complete it within their first year.

You will work effectively in a team environment guided by the team-developed “Pillars of Collaboration” which represents the values of “Respect, Commitment and Communications”.

Key Responsibilities

  1. Process and pension administration – The MES is responsible for receiving and processing member requests and inquiries, maintaining member records and accounts, and supporting the end-to-end member journey with CSS.  The MES is an expert on all pension provisions and ensures compliant, timely, and professional administrative practices are conducted and maintained.  The MES maintains and applies a superior knowledge of relevant law, guidelines, and standards (e.g., pension, tax).
  2. Responsibility to member experience – The MES understands the discipline of member experience and ensures that the practice of member experience is the first and foremost lens through which pension and retirement administration is conducted.
  3. Responsibility to team and culture – The MES is accountable for supporting an environment and culture of collaboration, learning, and service which respects diversity, encourages all teammates to work together to achieve results and contributes to a healthy, rewarding, and productive working environment where personal and team accountability is key to meeting the organization’s strategic and operational objectives.
  4. CSS is undergoing a significant digital transformation. This MES will play a significant supportive role in office administration and cross-training of all pension administrative functions.

Skills and Abilities

  • Passion for providing excellent member service
  • Excellent member service and communication skills, including communicating complex information straightforwardly.
  • Superior organization, administrative, and problem-solving skills.
  • Superior knowledge of pension, retirement, and other relevant products and industries.
  • Superior computer skills with proficiency using Microsoft Office (e.g., Word, Excel, PowerPoint), information technology and systems, pension databases and workflow systems, as well as the ability to generate and analyze reports and information.
  • Must be flexible and manage high work volumes and conflicting priorities to meet deadlines.
  • Self-directed, but recognizes the importance of relationship-building within the team and across the organization.

Qualifications

  • Must have five years or more experience with financial transactions or pension or benefit administration, with a focus on customer service and quality data analysis.
  • Must have a university degree in human resources, business administration or commerce.
  • Must have extensive pension knowledge, typically obtained through experience and achieving industry designations.
  • If not already completed, must be capable of successfully completing PPAC within one year of the date of hire.

CSS may consider a combination of other experience and education, at management’s discretion.

Considered an asset: credentials within the customer experience discipline and/or credentials within the retirement planning discipline.

To Apply

Please forward your resume and cover letter (including your salary expectations) to:

  • CSS Pension Plan
  • Attn: Supervisor, Member Experience
  • Email: hr@csspension.com

Competition closes: May 31, 2024 (The position may be filled sooner without notice)

We offer a fun, challenging and inclusive work environment, a competitive salary, a pension (CSS Pension Plan), and benefits package.

This position will be on-site (Saskatoon, Saskatchewan); fully remote is not an option; hybrid may be considered.

Applicant information is collected and maintained pursuant to CSS’ Privacy Policy (please see website for more information).  Background checks will be completed on successful candidates.

We thank all applicants for their interest. However, only those applicants selected for an interview will be contacted.

Financial Reporting Supervisor

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well‐being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

FNB Trust is FNBC’s wholly owned trust company providing Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust strengthens the capacity of its customers, in alignment with FNBC’s mission toward the long‐term economic well‐being of Indigenous Peoples.

About The Role
A core member of the finance team, the Financial Reporting Supervisor will be responsible for overseeing and producing monthly and quarterly financial statements and reports, including providing external and internal audit support. This is a permanent full‐time opportunity located in Saskatoon. FNBC offers hybrid work arrangements dependent on role.

About You
• 3 to 5 years’ experience in assurance and/or accounting roles supported with a CPA designation
• Experience with external financial reporting and management reporting
• Knowledge of and experience with accounting systems and processes
• Strong organization, presentation, and communication skills, both written and oral
• Knowledge of financial institutions would be considered an asset

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a highly competitive and comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

We thank all candidates for their interest, however, only those selected for an interview will be
contacted.

Risk Officer

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 64% Indigenous employees working at locations across Canada.

About The Role

This is an opportunity to support senior management with all aspects of risk management, risk governance and strategic risk initiatives at FNBC. You will assist the CRO with the development and maintenance of risk management frameworks, policies and strategies ensuring they are aligned with the Bank’s risk appetite. You will analyze, monitor and report on business unit risks; and liaise and maintain relationships.

About You:

• University degree in Risk Management, Business, Finance, Internal Audit or a related discipline which complements risk management and business
• 3-5 years’ or job-related experience or an equivalent combination of education, experience, and learning, preferably in a federally regulated financial institution
• Remain current and maintain a strong understanding of risk management best practices and industry standards
• Be accountable for compliance with applicable legislation and regulatory requirements
• Knowledge of risk management tools (i.e., Resolver)
• Knowledge of Microsoft Office suite (i.e., Power Point, Excel, Word)
• Analytical skills, planning and organizational skills, interpersonal skills

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Wealth Services Associate

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Full Time Wealth Services Associate, located in Saskatoon at our Stonebridge Advice Centre.

As the Wealth Services Associate you will be….

Responsible for providing professional administrative support and service to the Wealth Team and their clients. This includes:

  • Reviewing notes from client meetings, gathering data and preparing documentation required for the appointments.
  • Meeting with clients, via their preferred communication channel, to provide ongoing service and support in a timely and responsive manner.
  • Communicating with a variety of external organizations in problem-solving client situations.
  • Performing administrative tasks such as scheduling appointments, inputting client notes, ensuring paperwork processes correctly and assisting with marketing activities.
  • Supporting and fulfilling all related compliance responsibilities.
  • Maintaining up-to-date product and industry knowledge.

As the Wealth Services Associate you are ….

  • An accomplished individual with a thorough understanding of wealth management, financial products and services, and current legislation related to registered plans.
  • Highly organized with exemplary time management skills, able to prioritize daily work and plan for deadlines, peak periods and unexpected situations where decisions are extremely time sensitive.
  • A strong communicator with well-developed skills for interacting with clients and the team in a positive and sincere manner especially during negative and adverse situations.

If you are motivated by the thought of this challenge ….

And can demonstrate success through 2-3 years of administrative experience, preferably in a wealth management or financial institution environment, along with a background in customer/client service and support, then this position may be for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Tuesday, February 20, 2024.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Director of Omnichannel Experience

We are expanding our team to help us evolve through the next stage of our growth journey, and we want you to help shape our future. We now have a career opportunity for a Director of Omnichannel Experience. This position may work in branch or remotely within a flexible work environment. Travel to Saskatoon and Regina will be required.

As the Director of Omnichannel Experience you will….

Develop and implement an omnichannel strategy that integrates various digital platforms, as well as a contact centre strategy promoting a cohesive member experience, both of which will align with TCU’s vision of the future. You will be responsible for providing leadership to the contact centre team while coaching and developing high functioning member centric employees to deliver seamless member experiences across various communication channels.

You will also be responsible for:

  • Supporting a constructive culture through teamwork, positive collaboration and owning your own and TCU’s success.
  • Fostering an environment of adaptability and continuous learning within the contact centre team.
  • Establishing key metrics for evaluating omnichannel performance and using data analytics to derive insights, identify trends, and drive continuous improvement.
  • Identifying emerging channels and technologies to stay ahead of communication trends.
  • Providing leadership support through collaboration with all business lines including Retail Banking, Wealth Management and Business Solutions.

As the Director of Omnichannel Experience you are ….

  • A strategic thinker, with a deep understanding of omnichannel technologies, member engagement and operational excellence.
  • A dynamic leader of people, who promotes a highly accountable and achievement-oriented team.
  • Able to individualize your management and coaching approach, allowing employees to develop and become capable of delivering results to their full potential.
  • A change advocate, aware of opportunities for process re-engineering and the ability to solicit team support in implementing plans with a high level of acceptance.
  • Professionally accomplished, with an established track record of developing a cohesive and empowered team with a high level of trust and commitment to each other and the organization.

If you are motivated by the thought of this challenge ….

And can demonstrate success through a minimum of 5 years of proven experience in a senior leadership role (within a contact centre or financial institution), combined with a bachelor’s degree in business administration or a related field, then this exciting opportunity to shape the future of our contact centre may be the one for you!

Get to know us

TCU Financial Group is a credit union grown by Saskatchewan people. For 70 years we’ve been rooted in the province of Saskatchewan, creating our story, growing and evolving alongside the needs of our members. We provide a full suite of financial solutions to people and businesses across the province and one thing that has never changed – our heart remains committed to the people and the communities we serve.

Rewarding times ahead

To support the evolution of our organization, we need talented people who are passionate about creating and delivering meaningful financial solutions for our members. In addition to providing competitive compensation, benefits and pension programs, we support our TCU Financial Group Team and their families by providing an enhanced vacation program to enjoy time doing what they love outside of work.

Thank you for your interest in exploring your future with us!

The deadline for this career opportunity is Friday, February 2, 2024.

Please submit your resume and cover letter to:

Human Resources Department
TCU Financial Group
Email: hr@tcu.sk.ca
Web site: www.tcufinancialgroup.com

Senior Business System Analyst & Reporting Specialist

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 70% Indigenous employees working at locations across Canada.

About the Role

As a Senior Business System Analyst & Reporting Specialist you will be part of the IT team and report to the Manager Business Solutions.  You will have a disciplined approach in supporting, maintaining, and implementing business applications, data and business intelligence, and banking and payment systems, all while working towards continuous improvement in the support and development of business processes.  This role requires solid team collaboration while working in a complex environment. This role is permanent full-time. There is an option to be based in our Saskatoon, Saskatchewan Head Office or one of our branch locations, with the flexibility to work remotely, in the office or a hybrid of the two.

About You

  • You are an analytical thinker with a strong understanding of business needs and objectives, who has the ability to utilize systems to meet business goals
  • an effective communicator who can work across departments, and with individuals who have competing priorities
  • you have a strong understanding of implementing business applications
  • experience using core banking systems with a preference of Fiserv DNA and digital banking systems with a preference of Member Direct/Forge
  • possess strong analytical skills
  • experience in data analytics, reporting, and SQL query
  • some familiarity with Lodestar or similar platform.

What we’re looking for:

  • an undergraduate Computer Science degree or equivalent
  • six (6) years in the financial industry and three (3) years in business analysis
  • experience in contract drafting and dealing with financial legal issues and transactions, preferably in a regulated financial services environment with experience in dealing with multiple regulatory frameworks in different jurisdictions
  • ability to prepare detailed specifications, use cases, user stories, workflows, and other supporting documentation for the development of modifications and enhancements
  • high level of proficiency with Microsoft applications
  • acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

 

Application Specialist

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 70% Indigenous employees working at locations across Canada.

About the Role

Reporting to the Business Solutions Manager, the Application Specialist will provide operational support for the front-line staff using DNA, online banking and various other systems. This position will act as a resource on a number of projects as required and participate in testing changes to systems. If you have previous banking experience and are looking to move out of customer facing to a more back office operational role or you have worked in a previous Help Desk role, this may be the position you are looking for. This role is permanent full-time. There is an option to be based in our Saskatoon, Saskatchewan Head Office or one of our branch locations, with the flexibility to work remotely, in the office or a hybrid of the two.

Qualifications:

  • Experience with banking systems (preference to Fiserv – DNA Banking System)
  • Experience with online banking systems
  • Strong analytical and organizational skills
  • Exceptional time-management and administrative skills
  • Friendly enthusiastic self-starter and strong team player
  • Flexible and willing to take on tasks as assigned

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until the position is filled.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Application & Implementation Specialist

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 70% Indigenous employees working at locations across Canada.

About The Role

As the Application & Implementation Specialist, you will be responsible for configuration changes, release management, implementation of new features, products and services, and ongoing support for a number of applications within the Bank. This position will handle Tier 2/3 incoming support requests, work with internal teams and third-party vendors to ensure resolution of requests as per agreed service levels and provide timely escalations when applicable. This is a permanent full-time opportunity. Candidates from all Canadian regions will be considered, with preference given to those able to work out of our Saskatoon, Saskatchewan office, which is located on First Nations land.

About You

You are technically savvy and can quickly learn and master new application software. You have a strong understanding of implementing business applications; experience using core banking systems with a preference of Fiserv DNA and digital banking systems with a preference of Member Direct/Forge.  Curious, quick learner who can research and provide support for software and system issues.

You must have:

  • A Bachelor’s in Computer Science, Information Technology or related field
  • Four (4) years of experience in financial services industry or four (4) years of experience in IT in a similar role
  • Demonstrated experience implementing and supporting business applications
  • You possess strong interpersonal and communication skills and are able to build professional business relationships in and outside the Bank
  • You possess a strong commitment to customer satisfaction and teamwork
  • Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until it is filled.

We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Security Architect

About Us

First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK and named one of Saskatchewan’s Top Employers, FNBC takes pride in its workforce of over 70% Indigenous employees working at locations across Canada.

About the Role

As a Security Architect, you will be responsible for identifying security design gaps in existing and proposed architecture, the day-to-day operations of the in-place security solutions; identification, investigation and resolution of security breaches detected by those systems and identifying and mitigating risks to the Bank’s infrastructure and data assets. This is a permanent full-time position. We are open to remote, hybrid or in-office at our head office location in Saskatoon.

Here’s what you’ll be doing:

  • Support development, implementation, and management of security strategies, policies, processes, standards, and solutions that mitigate risk and maximize security, service availability, efficiency and effectiveness
  • Mitigate and manage cyber security threats
  • Participate in security incident responses. Conduct initial investigations of escalated security and network events
  • Maintain a library of documented response procedures
  • Assist with security assessments related to risk, controls, implemented control procedures, and vulnerabilities for both on premise and cloud-based solutions
  • Support development of technology related risk reporting
  • Participate and provide advice / guidance on projects of varying complexity.
  • Influence behavior to reduce risk, foster a strong security culture
  • Input into the Disaster Recovery and Business Continuity plans and participation in testing of plans as required
  • Support various Infrastructure and Business projects by providing input on security technologies and operational practices
  • Assist in the management and monitoring of IDS, IPS, firewall, log management, SIEM and antivirus
  • Maintain current knowledge of applicable privacy laws
  • Creation and delivery of monthly Security Awareness Training for staff
  • Perform security audits against policy, processes, departments, applications and vendors.
  • Perform vulnerability analysis in pre-production and production applications & systems using standard application vulnerability scanning tools

 

What we’re looking for:

  • Bachelor’s degree or diploma in information systems, computer science, cybersecurity, or related field, with a minimum of five years of related experience
  • Understanding of information security standards (e.g. ISO 17799/27002, NIST CSF etc.), rules and regulations related to information security and data protection
  • Relevant security and architecture certifications (such as CISSP, SABSA, TOGAF)
  • Proven experience understanding current state, desired capabilities and documenting target architectures, gaps, and roadmaps
  • Experience in developing security designs and performing design reviews coupled with an ability to assess security implications for introduction of new or differing technologies within the environment
  • Experience with implementing security management /security governance tools; creating/maintaining security policies and procedures and educating developers/solutions architects
  • Excellent leadership skills
  • Analytical and problem-solving skills
  • Organizational and time-management skills
  • Ability to maintain high levels of confidentiality
  • Friendly enthusiastic self-starter and strong team player
  • Flexible and willing to take on tasks as assigned
  • Acceptable criminal record and credit checks

We are passionate about creating an inclusive workplace and value and respect diversity of our staff.

We offer a comprehensive total rewards package, including group benefits, savings plan, professional development, and opportunities for career growth. If you are interested in this opportunity, meet the qualifications, and are eligible to work in Canada, please visit our website at www.fnbc.ca or send your resume and cover letter by email to apply@fnbc.ca. The posting will remain open until it is filled.

 We thank all candidates for their interest, however, only those selected for an interview will be contacted.

Chief Executive Officer

The Chief Executive Officer (CEO) role is guided by Affinity’s vision, mission, values, and strategic direction. The CEO is accountable for providing stewardship, oversight and leadership to Affinity and plays a key role in ensuring the execution of the Board-approved strategy, including championing the change necessary to realize on the strategy.

The CEO assumes overall responsibility and accountability for Affinity’s growth opportunities and leveraging Affinity’s unique value proposition. The CEO is responsible to ensure competitiveness, financial sustainability, community engagement, and effective relations with both internal and external stakeholders.

The CEO shapes the development of Affinity’s annual plan, taking the lead in interpreting the external environment and Board-approved strategy, and providing direction to the executive leadership team and the organization as a whole. This role drives the organization forward, supporting senior leaders in harnessing the energy and enthusiasm of their teams to deliver, collaboratively, on Affinity’s strategic vision and provide value to its members. The CEO also establishes, monitors, and reports on key metrics that drive performance and enable achievement of the strategic direction.

TO VIEW FULL PROFILE & APPLY:

https://leadersinternational.com/conexus-credit-union-chief-executive-officer/

 

FOR MORE INFORMATION

Allan Nelson or Shalini Bhatty

Leaders International Executive Search

saskatoon@leadersinternational.com

www.leadersinternational.com

 

CLOSE DATE:  November 15, 2023

Reference ID:  23-1564

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