City: Turtleford

Deposit Services Supervisor

PRIMARY PURPOSE OF POSITION

The Deposit Services Supervisor supports the credit union’s business strategy by supervising and directing the day-to-day activities of the Member Service Representatives to ensure efficient operations and quality member service.

This position will identify training and development needs for all Member Service Representatives.  They are responsible for ensuring that deposit staff are supported and engaged and have access to training and development opportunities.  This position will be responsible for the performance management of Member Services Representatives and collaborate closely with the Office Manager to communicate organizational goals.

The position maintains deposit processes and procedures, so they are compliant with regulation, legislative requirements and consistently applied across the Deposit Services area.  The Deposit Supervisor also provides deposit services to members as required.

KEY RESPONSIBILITY AREAS

The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of duties performed.

 Member Service

  • Serve as a role model to the team, by providing and exemplifying superior member service.
  • Responsible to ensure the highest quality of member experience is produced by the frontline team provided through training, coaching and accountability.
  • Resolving more complex problems and member complaints referred by member service staff to ensure the needs of members and the credit union are met; escalate to management as required.
  • Knowledgeable in all areas related to personal banking services and products.
  • Monitor cash flow and maintain adequate levels of cash to meet requirements; shares joint custody of combinations, treasury cash, securities and other negotiable items.
  • Ensure that General Ledger treasury accounts and cash for the department are balanced daily; provide assistance in reconciling variances and initiate corrective action where required to resolve balancing problems.
  • Introduce new or revised procedures relevant to Member Service. Ensure activities conform to policies, procedures, legislation and regulations.
  • Within established limits, provide overrides and maintain department signing authority.
  • Introduces new and revised procedures, policies and regulations; conducts a variety of audit activities to ensure compliance with procedures, policies, and regulations. Identifies potential problems including suspicious transactions and initiates action to rectify the situation and refers more serious concerns to Office Manager.
  • Adhere to security procedures as the relate to the position.

Human Resources and Leadership

  • Professionally train, coach and support team members to ensure maximum quality of service is maintained and staff growth is promoted.
  • Establishes performance standards; evaluates performance of direct reports; identifies training and development needs; recommends to senior staff appropriate action to take regarding staff performance issues; initiates disciplinary procedures as directed; participates in the selection of new member services staff.
  • Organizes, schedules, and monitors deposit service activities to ensure for the provision of maximum service levels and the smooth flow of work
  • Provides input into deposit services goals and plans, aligned to credit union business plans and strategic goals.
  • Ensures effective communication with staff. Works closes with Office Manager to lead and organize regular and ongoing team meetings.
  • Demonstrated leadership throughout the organization, role modeling TCU values.

Maintains Deposit Processes and Procedures

 Provides input into deposit services processes and procedures, making recommendations to improve efficiency and effectiveness. Monitors internal effectiveness and external market and regulations to identify requirements for updates and changes.

  • Maintains deposit procedure and process documentation, and ensures changes are communicated to all staff.
  • Monitors the processing of member transactions and provides overrides, authorizations for cashing cheques over MSR limits; maintains signing authorities.
  • Prepares deposit department reporting for the GM and board, as additional reports assigned by the GM.
  • Works closely with the Office Manager to ensure compliance with all areas of Anti-Money Laundering (AML) and Compliance Legislation is adhered to.

 Sales, Marketing and Promotion

  • Differentiate between credit union and competitor products and services.
  • Foster business development through service excellence, recognizing member needs, product/service knowledge and cross-sell products and services to members.
  • Develop new business opportunities by utilizing the sales and service process.
  • Support promotion of marketing campaigns/plans and provide input into the development and support of the achievement of sales targets; encourage Member Service Representatives to do likewise.
  • Ensure the creation of a warm, safe and receptive atmosphere for members and team members. Maintain an orderly, effective and efficient office and workspace.
  • Provide banking system support to staff in the delivery of products and services to members and potential members.

DECISION MAKING AND FREEDOM TO ACT:

Under general supervision; guided by established standards and procedures.  Work is varied and occasional complex; judgement is required in choosing among a variety of guidelines.

CONTACTS:

  • Members/clients/potential members
  • General Manager & Department Managers
  • other staff
  • Community Groups
  • Audits and Regulatory bodies
  • Consultants, Business Advisors, Suppliers and Vendors

 EXPERIENCE, KNOWLEDGE, SKILLS, AND ATTRIBUTES REQUIRED

Grade 12 diploma plus three – five years of job-related experience, or an equivalent combination of education and experience.

  • Knowledge of credit union products and services.
  • Proven ability to plan, schedule, organize, prioritize and assign workload.
  • Demonstrated ability to lead, coach, and motivate staff.
  • Strong interpersonal skills with an aptitude for teamwork and building relationships.
  • Self-starter with the ability to encourage and motivate others and sound judgment in solving problems.
  • Strong computer skills including office applications, banking and product applications.

 

 Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Holly Matias, Office Manager at Holly.Matias@turtlefordcu.ca.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

 

 

Accounting Administrator

Turtleford Credit Union is currently seeking an experienced and detail-oriented Accounting Administrator to join our team.  This position reports to the General Manager.  The primary focus involves looking after day-to-day and month end reconciliations, payments, remittances, maintaining the credit union ledger of accounts and supporting accounting reporting activities.

As the successful candidate you will be involved with processing moderately complex and varied accounting administrative functions.  The information within this position is often of a confidential and sensitive nature and requires specialized knowledge of the department and credit union operations.  Established practices and procedures guide decision making however knowledge and experience within the area may be applied to resolve moderately complex and varied situations.  The successful candidate will work closely with all departments within the credit union and has a passion for building relationships and creating an environment where teamwork and cooperation is a top priority.  This position requires three years of job-related experience or an equivalent combination of accounting administration education and experience.

KEY RESPONSIBILITY AREA(S)

The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of the duties.

  • Prepares and posts journal entries to general ledger; processes invoices and cheque requisitions for payment.
  • Reconciles general ledger accounts and assists General Manager in month end and year end accounting procedures and other accounting activities.
  • Runs standardized financial reports for management reporting; follows up on management enquires related to transactions and general ledger activities.
  • Prepares a variety of reports; coordinates the gathering of information required to support internal and external reporting requirements, such as Board reports and regulatory reporting.
  • Maintains a variety of records and processes a variety of branch/centralized administration tasks.
  • Performs a variety of routine and varied administrative functions in support of department operations and record keeping.

REQUIREMENTS

To qualify for this position, the successful candidate must have a minimum of three years of job-related experience.  Credit Union experience is an asset.

CORE SKILLS AND BEHAVIOURS

This position is a key position within the Credit Union.  Some of the skills required to succeed include a strong understanding of basic accounting principles, proficiency in Microsoft Office (particularly Excel), excellent attention to detail and accuracy, strong organizational and time management skills and strong communication and interpersonal skills.  This position is required to interact with all areas of the credit union and to keep up with the ongoing changes within the credit union therefore teamwork, cooperation, adaptability to change and continued learning and development is a top priority.

Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Ian Heggstrom at Ian.Heggstrom@turtlefordcu.ca.  Deadline to apply for this position is November 21, 2023.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

Loans Officer

Are you looking to work for a great organization?  Turtleford Credit Union is currently looking to hire a Loans Officer position.  This position reports to the Lending Manager and is responsible for oversight of their own lending portfolio with a primary focus on consumer mortgages, loans and credit products and within assigned lending limits.  As needed, this position would also assist the lending team with non-consumer credit.

As the successful candidate you will provide an exceptional member experience and expert advice for both new and existing members, you have a desire to learn and have an in depth understanding of lending practices and procedures.  The ideal candidate has a passion for building long term relationships with our members, provides financial advice and recommendations on our products and services to help our members meet their financial goals.  This position requires three years of job-related experience or an equivalent combination of education and experience.

 

PRIMARY PURPOSE OF POSITION

Reporting to the Lending Manager, this position supports the credit union’s business strategy by providing consumer and mortgage lending services to existing and potential members.  At times, this position may be responsible for less complex agriculture lending under the guidance of a more experienced lender.  The position administers and delivers on an assigned loans portfolio; recognizes member needs and promotes and cross-sells credit union lending and deposit services. Performs loan activities in compliance with applicable regulations, policies and procedures.

 

KEY RESPONSIBILITY AREA(S)

  • Grants consumer mortgages, loans, and credit products within approved lending limits; receives and analyzes financial and personal net worth statements, calculates debt servicing capacity and evaluates collateral security; negotiates terms and conditions of loan; presents recommendations to more senior lending staff on applications beyond assigned approval authority.
  • Provides individualized credit advice (e.g. debt consolidations) and information to members on loan and deposit services and products offered through the credit union.
  • Conducts credit research, security inspections and searches as required; prepares releases of security on paid out loans.
  • Interprets loan reports and identifies further action required to address problem areas such as pending delinquency; monitors delinquent accounts, works with member to develop remedial plans to mitigate risk of default, and initiates action to collect on delinquent loans as necessary.
  • Identifies member needs and actively promotes/cross-sells lending and deposit products and services to meet member needs and to gain a greater share of wallet.

 

REQUIREMENTS

This position requires three years of job-related experience or an equivalent combination of education and experience.

CORE SKILLS AND BEHAVIOURS

This position is a key position within the Lending team.  Some of the skills required to succeed in this position include proven business development, sales and communications skills, progressive skills in managing a diverse loan portfolio in consumer and mortgage lending, advising on a variety of products and services to meet our members financial needs, the ability to engage in marketing and proactive outreach to our members, teamwork, cooperation and continued learning and development.

 

Turtleford Credit Union offers competitive wages and a full range of employee benefits.  If you are interested in this role, we invite you to submit your resume and cover letter in confidence to Julie Brendle at Julie.Brendle@turtlefordcu.ca.  Deadline to apply for this position is November 13.

We appreciate the interest of all applicants; however, only those selected for interviews will be contacted.

PROJECTS AND IT SUPPORT OFFICER

We are excited to announce this new role to our branch!

 

PRIMARY PURPOSE OF POSITION

 This position is responsible for coordinating and establishing projects of need within the branch regarding larger scope projects, IT needs and branch needs and development.

KEY RESPONSIBILITY AREAS

 The following is intended to illustrate the type and level of work typically performed in this role and is not intended to be a comprehensive description of duties performed.

  • Look after and aide in implementation of the required technical projects within our team and services.
  • Analyze, plan, and coordinate the development and execution of the system being implemented, plan and find solutions.
  • Maintain front line support to our third-party providers, branch, and team.
  • Procure as needed through discussion with General Manager, technology needs and infrastructure to support our growing technology needs.
  • Ensure a constant communication with service providers and all level of branch staff on the progress and updates as needed for special projects and IT items.
  • Complete system modifications, system tests / audits on new and modified applications and assess system performance to ensure quality of product and system.
  • Analyze and manage the technology deployments with General Manager, Management Team, and Marketing Officer.
  • Analyze, resolve and trouble shoot system issues related to projects and IT updates and development.
  • Provide local and remote – user issue support and resolution
  • Manage change requests as needed for projects and IT.
  • Execute on other tasks as determined by General Manager, branch needs and project requirements.
  • Aid in the development of standards, procedures and policies for Special projects and IT requirements.

ESSENTIAL FUNCTIONS AND BASIC SERVICES

Administrative

  1. Communication will be key as you work with third party providers and branch teams on projects and IT implementation.
  2. Tracking and recording of what is taking place, where we are at and what may be needed will be imperative. It is essential to ensure records are kept ensuring we have details, reporting needs and updates as project move along.
  3. Ensure management, branch and teams are kept up to date of happening and requirements to ensure success and smooth transition of updates, projects and technology.

Compliance and Risk

  1. Adhere to security procedures as they relate to the position
  2. Adhere to legislation, policy & procedure as they relate to the position.
  3. Adhere to privacy, market code and other relevant legislation when dealing with members and disclosing information

 

Human Resource

  1. Train and support team members as required.
  2. Relieve for other staff as required.
  3. Actively participate in department/work unit and credit union meetings.
  4. Support team members and branch to achieve goals.

OWNERSHIP OF POSITION

 To train, support, provide relief, to all staff within the organization,

To participate and provide input to all levels of meetings held

To not perform functions for immediate family

To work as a team player for the Credit Union

To accept and be willing to take on duties as assigned by management.

 

DECISION MAKING AND FREEDOM TO ACT

 Under general supervision, guided by established standards and procedures, work is routine but varied and use of good judgement for normal decision making.

CORE EFFECTIVENESS SKILLS FOR POSITION

 Interpersonal/Communication

  • builds and sustains effective working relationships with staff, management, and board.
  • communicates clearly and concisely
  • strong written communication skills
  • spelling/grammar/structure
  • effective listening skills
  • effective telephone skills
  • deals with conflict positively and supports others to resolve differences
  • ability to sustain openness and trust, provides emotional support and effectively handles expressions of strong feeling
  1. Leadership
  • a positive attitude toward change
  • recognition of and respect for people’s diversity and individual differences
  • coach, mentor, motivate fellow team members assigned to tasks and projects.
  • take responsibility for actions
  • personal initiative – act to get job done effectively and efficiently and support others on the team to get job done
  • participate with others outside the team to enable them to act (ie: provide information that enables others to act)
  1. Managing Change
  • continuous learning and development; cross training to foster skill development
  • flexible and adaptable in implementing the credit union’s goals
  • ability to balance work and home responsibilities
  • stress management
  • effective time management
  • understanding and commitment to making changes
  1. Problem Solving and Decision Making

Problem Solving

  • ability to identify, analyze and generate solutions to problems based on established procedures and/or past experience
  • ability to recognize when a problem requires referral to supervisor
  • anticipate problems, generate solutions
  • take action within scope of position

Decision Making

  • ability to make sound decisions based on policies, procedures and experience
  • take action within scope of position
  1. Working in Teams
  • work collaboratively to accomplish common goals
  • participate in team development and in identification of team roles, responsibilities and goals as position evolves.
  • recognize and celebrate team successes
  • complies with requests to support team efforts
  1. Innovation/Creativity
  • finding and communicating new ideas for old problems
  • presenting new ideas that have productive outcomes (results in the generation of practical applications or development of new procedures)
  1. Strategic Thinking and Planning
  • ability to relate actions to the strategic plans of the organization
  • knowledge of the organization and the credit union system

 

BEHAVIOURS

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Enthusiastic: Shows intense and eager enjoyment and interest.

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

Training: interested in continued development of self and role, continued learning.

 

BENCHMARKS

  • Development of processes, including diarized notes where applicable, to ensure consistent completion of all reporting required.
  • Promoting what Turtleford Credit Union can do for the membership. Knowing our products and services with confidence, aids in promotion of Turtleford for their main banking needs.
  • Other Duties as assigned.

CORE OCCUPATIONAL SKILLS

  • Word processing (i.e. Microsoft Word) – Basic & Advanced levels
  • Spreadsheet (i.e. Microsoft Excel) – Basic & Advanced levels
  • Email program (i.e. Microsoft Outlook) – Basic knowledge
  • Experience in IT infrastructure and application support
  • Experience in Integration Software and programs
  • Client focused approach and possess the ability to analyze and resolve hardware and software problems quickly and efficiently.
  • Demonstrate organizational and analytical skills
  • Outstanding approach to teamwork, collaboration, and communication
  • Network knowledge and wireless technologies
  • Identifies and manages project milestones, deliverables, dependencies, and critical pathing
  • Has at least 2 – 4 years of experience within a Credit Union system.

 

  EDUCATION AND EXPERIENCE

IT experience with similar responsibilities

Understanding of:

  • Networking concepts
  • Installing and troubleshooting devices
  • Backup Systems
  • Knowledge of Microsoft based Operating systems and software
  • Office 365
  • Teams
  • One Drive
  • Website and system updates
  • Project development and supervision

 

COMPENSATION RANGE

$45,000 – $90,000 (Depending on expertise)

 

Training Education with branch

Annual Review of Code of Conduct/Oath of Secrecy

AML Training

Overview of Credit Union System

Your Role in Privacy

Robbery Prevention and Protection

Other Training through CU Source, webinars and CU deposit courses as management deems necessary.

SPECIAL PROJECTS AND INITIATIVES OFFICER

Turtleford is looking to add a new member to our team, Special Projects and Initiatives Officer.  If your interested in joining our team and please review details and send us an email.

This position is responsible for coordinating and establishing projects of need within the branch regarding larger scope projects, IT needs and branch needs and development.

We look forward to hearing from you.

 

 

MEMBER SERVICE REPRESENTATIVE – POSITION AVAILABLE

We are looking for a new team member!

 

PRIMARY PURPOSE OF POSITION

The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting the products and services of the credit union.

Understanding that the development of the Member Service Representative (MSR) will transition through Trainee to Senior Member Service Representative.  Key Responsibility areas, requirements and expectations will differ depending on the time in position, learning and development of the MSR.

 

KEY RESPONSIBILITY AREA(S)

Trainee

  • Routine transactional services
  • Identifies basic member needs
  • Promotes products and services to meet needs
  • Responds to enquiries to others as appropriate
  • Practices and follows procedures until standard
  • Continued learning
  • Basic skill knowledge and development
  • Balances cash and daily transactions
  • Under direct supervision
  • Other duties and learning as assigned

Member Service Representative

  • Support the credit union’s business strategy through the provision of personal service to members
  • Develop and maintain effective member relationships.
  • Under direct and general supervision.
  • Provide routine transactional services and responds as learning permits to more complex matters and service requirements.
  • Recognizes member needs and promotes and cross sells credit union deposit services to members.
  • Continued learning

With advanced learning:

  • Performs a variety of duties relating to the promotion and sale of deposit products and services, such as registered products, term deposits, safety deposit boxes and card products.
  • Processes new accounts and account closure requests.
  • Continues with processing member transactions, learns and understands money orders, certified Cheques, managers trust Cheques, foreign and domestic exchange and Cheque cashing.
  • Other duties and learning as assigned.

 

SENIOR MEMBER SERVICE REPRESENTATIVE

  • General and minimal supervision
  • Acts as work leader to team engaged in similar functions
  • Provides training and orientation to new MSR’s in accordance with established training guidelines
  • Provides updates to team of new and revised procedures and policies.
  • Resolves non routine problems, enquiries and member complaints referred by team members.
  • Provides some input when asked into appraisals and performance of staff.
  • Organizes and schedules teller activities to ensure a smooth flow of work and frontline services delivery.
  • Assists with a variety of administrative activities including maintenance of dormant accounts and production of month end reports.
  • Orders and maintains cash supplies, balances and reconciles general ledger accounts.
  • May perform a variety of routine administrative and branch support activities.
  • Recognizes member needs and promotes and cross sells credit union deposit services to members by explaining basic credit union products and services, refers more complex requests for information and assistance to appropriate branch staff.
  • Other duties and learning as assigned.

 

OWNERSHIP OF POSITION

 

  • To Train, support and provide relief, when needed within organization.
  • To participate and provide input on position to all levels of meetings held.
  • To NOT perform functions for immediate family and close relations.
  • To work as a team player for Turtleford Credit Union.
  • To accept and be willing to take on duties as assigned by management.

 

DECISION MAKING AND FREEDOM TO ACT

 

Under general supervision, guided by established standards and procedures. To have the use of good judgement for normal decision making.

 

CORE SKILLS FOR POSITION

 

  • Flexibility
  • Interpersonal Skills
  • Computer/Technical Literacy
  • Adaptability
  • Communication Skills

 

 

 

 

 

 

BEHAVIOURS

 

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Enthusiastic: Shows intense and eager enjoyment and interest

:

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

Training: interested in continued development of self and role, continued learning.

 

BENCHMARKS

LEVEL ONE MSR

–       Year of Learning

–       ATM Balancing

–       Night Depository

–       Cash Holdings

–       Initial Courses

–       Products and Services

–       Tracking of Development

–       Opening and Closing Accounts

–       Member Direct

–       Card Services

–       Online Banking

–       Balancing

–       Outage Review and Searching

–       Phone Etiquette

–       Service Delivery

–       Timelines

–       Confidence Building

–       Success of Follow up

–       Learning about Referrals

–       Art of conversation

–       Understanding Needs

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 LEVEL TWO MSR

–       Continued Development

–       Support of Junior / Learning Team Members

–       Learning Daily Duties / Reports and requirements

–       Cross Training on duties Senior MSR Preforms

–       Investment Learning

–       Advanced inquiries learning, to help the membership

–       Problem Solving

–       Confidence Evolving

–       Follow up requirements

–       Cold Calls

–       Monthly reporting

–       Clean Up / System Requirements

–       Advanced Product Knowledge

–       Referrals to Investment Team

–       Selling / Business Development

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

–       Ordering Introduction

 SENIOR MSR

–       Advanced Training

–       Development of Team

–       Training of Team

–       Implementation of new requirements

–       Learning and cross training with Team Lead to ensure cross training and development continues for themselves, team and succession planning for Team Lead position.

–       Introduction to Coaching

–       Advanced Problem Solving

–       Treasury

–       Cash Holdings

–       Ordering

–       Maintaining Member Service Standards

–       Advanced Problem Solving

–       High Level Member Service

–       Setting the service standard

–       Holding team accountable for their actions

–       Maintaining a positive work environment

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 

 

MEMBER SERVICE REPRESENTATIVE – FULL TIME – TURTLEFORD CREDIT UNION

Location: Turtleford, SK

Posting Date: 15 March 2021

Closing Date: 3 March 2021

Website: turtleford.cu.sk.ca

Occupation Type: Administrative / Clerical / Support, Deposits, Financial Services / Member Service

Career Level: Experienced (Non – Manager)

Employment Type: Full – Time

This role supports the corporate vision to offer the best possible financial service and services to our community by providing a high level of member service, administrative data entry, balancing of accounting support tasks and product knowledge. This position is integral to our branch and team as it is the first point of contact for our members.

 

MEMBER SERVICE REPRESENTATIVE

 

As the ideal candidate, you will possess excellent communication skills, have a commitment to delivering outstanding service and support our branch as we sell and promote services available and process member banking needs (deposits and withdrawals, front line transactions, open/close personal accounts).  As well as be able to recognize member needs, promote lending, deposit services, and refer the more complex requests to respective staff professionals, in branch.

 

Daily balancing of transactions- outgoing cheques, transactions, and cash.

Reporting to Office Manager, the ideal candidate will have at least 2 years of experience within a Credit Union or Financial Institution, be willing to learn and take on requirements of a smaller branch with cross department requirements of our team. We are willing to train should we find a candidate who is a good fit for our growing and developing team.

 

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

 

Interested applicants may submit a resume and cover letter, in confidence by April 16, 2021 to:

 

Office Manager

Turtleford Credit Union Limited

208 Main Street / PO BOX 370

Turtleford, SK      S0M 2Y0

Fax: (306) 845 3035

 

Email: holly.matias@turtleford.cu.sk.ca

 

Turtleford Credit Union Limited thanks all interested applicants. Only those applicants being considered will be contacted.

 

For more information on Turtleford Credit Union Limited, please visit our website at Turtlford.cu.sk.ca

 

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