Turtleford – Credit Union Careers

Office Manager – Deposit Team

JOIN THE TURTLEFORD TEAM!

Things are changing and we may need you, consider us for your next adventure.

PRIMARY PURPOSE OF POSITION

As a member of the credit union’s leadership team and under minimal supervision, this position supports the credit union’s business strategy through the development, management, and execution of corporate strategies. This position is responsible for personal service to members and work leadership to front line MSRs. As a work leader, this position organizes daily work activities and schedule, and provides orientation, training, and direction to front line staff to ensure compliance with position requirements. The Office Manager develops and maintains effective member relationships, identifies member needs, and promotes products and services to meet needs or refers more complex matters and service requirements to others as appropriate. Established practices and procedures guide decision-making but knowledge and experience may be applied to resolve basic, but non-routine situations.

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.

Acts as a work leader to Member Service Representatives engaged in front line service; provide training and orientation to new MSRs in accordance with established training practises or procedures and provides updates and implementation of new and revised procedures and policies.
Resolves non-routine problems, enquiries and member complaints referred by front line staff.
Establishes performance standards; evaluates performance of direct reports through performance management process; identifies training and development needs; takes appropriate action regarding staff performance issues; initiates disciplinary procedures as required; participates in the selection of new member services staff.
Within established limits, provide overrides, initial cheques for encashment
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.
Fosters relationship building through service excellence and product knowledge.
Directly supervises and motivates member services staff representing the full range of deposit services products
Monitors member service activities to ensure for the provision of maximum service levels and the smooth flow of work for front line services delivery
Monitors branch cash flow and maintains adequate levels of cash in CUC account; maintains joint custody of combinations, treasury cash, and other negotiable items.
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 risk rates all new member relationships and refers more serious concerns to the General Manager.
Participate in the development and support achievement of sales and service goals. Ensures adherence to member service standards through ongoing monitoring, communications, and training

For complete job posting details, please visit our website https://www.turtlefordcu.ca/about/careers, click on the Office Manager link.

Compensation:

Salary Range $60,000 to $90,000 (depending on experience)
Comprehensive benefit package.

Submit resume and cover letter to:

Ian Heggstrom
General Manager
Turtleford Credit Union Limited
PO Box 370
Turtleford, SK S0M 2Y0
Ian.heggstrom@turtlefordcu.ca

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

Communication will be key as you work with third party providers and branch teams on projects and IT implementation.
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.
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

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

Human Resource

Train and support team members as required.
Relieve for other staff as required.
Actively participate in department/work unit and credit union meetings.
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

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)

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

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

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

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)

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

LOANS CLERK – PART TIME – TURTLEFORD CREDIT UNION LIMITED

Job posting for Part time Loans Clerk

Please review attachment for details on the position.

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