Province: Saskatchewan

MSR Supervisor

MSR Supervisor – Langenburg Branch

Full Time

Are you looking for a career that offers endless personal potential and makes a difference in the community? Look no further! Churchbridge Credit Union is looking for a leader who is driven, passionate, community minded and ready to join our team as a MSR Supervisor.  At Churchbridge Credit Union it’s about more than conducting a transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs.

Reporting to the Member Service Manager your key responsibilities will be to:

  • Supervise, coach, and train assigned employees
  • Administer estates
  • Open accounts and new memberships
  • Balance treasury and ATM
  • Work closely with the Member Service Manager, developing a strategic plan for your department and working within your budget

Qualifications:

The ideal candidate will have successfully completed post-secondary training in business plus has supervisory experience; however, we are willing to train the right candidate.  We are excited to consider candidates with combined academic, professional, and volunteer experience unique to them.  Successful candidates will have excellent communication, interpersonal, time management, and organizational skills. We seek a flexible team player who is comfortable with a changing environment while remaining focused on our goal of improving the financial wellbeing of every member.

 What you get in return:

Our team works tirelessly to ensure the financial success of each of our members. Churchbridge Credit Union offers competitive compensation and benefits package, formal and informal employee development, and meaningful work that makes a real difference in our members’ lives.

Our Organization:

Churchbridge Credit Union is a rural based, community focused credit union with 2 branches, assets over $210 million, and over 30 employees serving 3070 members.  Churchbridge Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there is ample opportunity for growth for career-minded individuals.  Our organization has branches in Churchbridge and Langenburg, while also serving many surrounding communities.

If this opportunity piques your interest, you may be the new team member we’ve been looking for!  The application deadline is November 30, 2022, so apply now! 

Please submit your resume, in confidence via email or mail to:

Churchbridge Credit Union

Attn: Gaylene Putland, Member Service Manager

Box 260

Churchbridge SK S0A 0M0

gputland@churchbridgecu.ca

Enterprise Content Management Specialist

Join the Cornerstone Crew!

Enterprise Content Management Specialist – Permanent Full Time – Cornerstone Credit Union (Saskatchewan)

Be Part of Something . . . .

Do you love digital decluttering? Are you organized and do you love empowering teams to improve document processes? If so, we may have the position for you! We are looking for an exceptional team member to join our dynamic and solutions-focused group of IT professionals supporting staff with a commitment to exceptional service.

We are the professionals behind the scenes that help our organization with all their technology needs. We embrace a culture of continuous learning and are adapting to new technological advances. Our team of IT professionals are always evolving and embracing change! If you have a passion for supporting staff and finding new, more efficient ways of doing things, we want you!

We are seeking the best candidate who can handle whatever is thrown their way. We want someone who is driven, sharp, and an adaptable communicator. If it sounds like we expect a lot, we do. We’ve created a “MemberFirst” workplace that we are passionate about.

Reporting to the Manager, Cloud Solutions & Enterprise Security you will work with our operations teams to effectively manage enterprise content and identify opportunities to build out or streamline systems. You will have the opportunity to make meaningful change by eliminating redundant solutions and maximizing investments in existing solutions. You will have the opportunity to build out cutting edge solutions for information management that consider the protection, integrity, and security of the credit union’s electronic data.

What you will be focusing on . . . .

  • Managing the enterprise instances of OnBase and SharePoint Online.
  • Working with records management to apply classification and retention schedules
  • Build information architecture designs
  • Proposing and presenting recommendations for solutions
  • Build a roadmap for Enterprise Content Management
  • Deliver user training on system best-practices
  • Collaborate with others to manage the design, implementation, development, documentation, and maintenance of the credit union’s Enterprise Content Management Systems
  • Work collaboratively with operations teams to understand document processes and design automations to replace manual work, which will empower teams to focus on value-add activities.
  • Create specifications and business process documentation for required APIs and code-development for advanced automations.
  • Provide Tier 3 support effectively serving our internal members
  • Develop, document, communicate and enforce a policy for enterprise content management

What we are looking for . . . .

To be considered for our Enterprise Content Management Specialist position, you must have:

  • Post-secondary education in Computer Science, Information Systems or Business
  • A minimum of 5 + years of managing or system administration experience with SharePoint and/or Hyland Onbase ECM technologies, or an equivalent combination of education or experience
  • Advanced knowledge of Microsoft SharePoint Online and/or Hyland OnBase is preferred and will be a requirement to obtain certification within 2 years
  • Experience with Information Architecture and Process Automation experience is an asset
  • Agile/Scrum certification is an asset
  • Advanced analytical and creative problem-solving skills
  • A highly self-motivated and directed individual
  • A proven dedication to providing quality member service, while valuing teamwork, yet also having the ability to work independently
  • A thinker who is always looking to improve things with the ability to clearly express their ideas
  • A proven task manager who is able to organize and prioritize

If you already know about the features and benefits of a credit union that’s an extra bonus!

A commitment to continuous learning and development is an important part of being on our team, as well as taking pride in caring for our internal members and providing top-notch member service!

We Say We Care, and We Mean It ♥

We offer a competitive total compensation package that includes a great employee benefits program, matched pension contributions along with wellness and employment perks! We also offer an incentive program that rewards employees for outstanding individual performance!

The salary will reflect your experience and qualifications. Union membership may be necessary depending upon location of work. For the right candidate, the opportunity exists for remote work (within Saskatchewan only).

Cornerstone Credit Union has been named one of Saskatchewan’s Top employers for 2022! This is the 6th consecutive year we have received this recognition. We are a caring and compassionate organization; our Cornerstone family is fun, inclusive, supportive, and respectful. Wouldn’t you want to be a part of that!

Check out our website at www.cornerstonecu.com

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/237676-37571.html

Manager, Brand

Manager, Brand – Any Branch

Join the Cornerstone Crew!

Be Part of Something . . . .

Cornerstone Credit Union is looking for a leader, who is passionate about improving the well-being of our members, our employees and the communities we serve, to join our team as the Manager, Brand.

Reporting to the Director, Strategy & Brand, the Manager, Brand will analyze customer insights, consumer trends, market analysis and marketing best practices to build successful strategies. This position develops and directs business activities, to the team, related to the design, development and implementation of Cornerstone Credit Union’s marketing plan. The incumbent will own product development and market segmentation. The Manager, Brand is responsible for the development and design of our corporate brand that will improve awareness and drive business to the credit union. Work collaboratively with team members and departments to deliver professional marketing programs that effectively and accurately communicates defined objectives and business goals.

Your key responsibilities will include:

  • Build a coaching culture to support a team of specialists to solve their own problems, make their own decisions and own their personal development. Provide your team with experiential learning opportunities.
  • Support the development and messaging of the brand narrative ensuring consistent alignment to Cornerstone Credit Union brand, vision, purpose, values and strategies.
  • Develop, execute and manage marketing programs and campaigns utilizing data to provide members with advice and financial literacy in the moment the members need it. Develop campaign reports and data analysis to monitor growth, member loyalty and overall campaign success.
  • Lead the planning and implementation of our member or general market research initiatives. Analyze primary and secondary research, prepare recommendations for action and execute approved plan to improve the overall brand experience for our members.
  • Stay current on market trends and competitive activity.
  • Lead the development of department budgets and tactical plans and monitor performance in relation to budget and plans.

What we are looking for . . . .

The ideal candidate will have post-secondary education in Marketing and/or Communications plus 5 to 7 years of job-related experience in marketing, brand strategy or digital media or an equivalent combination of education and experience.

The incumbent must have a proven ability to work cross-functionally, be a creative thinker and problem solver, possess effective communication skills, have project management experience with a solid understanding of project management principles and techniques, and be an analytical thinker who is able to identify long-term opportunities and trends.

If you already know about the features and benefits of a credit union that is an extra bonus!

A commitment to continuous learning and development is an important part of being on our team as well as taking pride in caring for our internal members and providing top-notch member service!

For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website.

https://cornerstonecu.prevueaps.com/jobs/236718-37571.html

Financial Specialist

Do you have an entrepreneurial spirit and can easily build positive relationships with your team and those you serve? Would you thrive in an environment committed to providing exceptional service and individualized financial advice? Are you a motivated professional driven by results with a genuine interest in helping others achieve their financial goals?
Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Financial Specialist opportunity available. The successful candidate will be a proactive, self-motivated individual who will provide exceptional service to our members within the LeRoy branch. Reporting to the Manager Financial Specialists, the Financial Specialist will have a strong aptitude for relationship-building and will deliver expert advice to both current and prospective members to assist them in meeting their financial objectives.

Responsibilities:

  • Build value-based relationships with colleagues and members
  • Provide solutions that support the financial wellbeing of members, through the delivery of deposit, investment, and loan products, including specializing in the function of investment planning
  • Promote, sell, and manage the mutual fund and term deposit book of business for the region, and ensure that growth targets are achieved
  • Collaborate with the regional team to develop creative and innovative approaches to achieving results
  • Develop and implement business development, growth, and community engagement strategies

Qualifications:

  • Certified Financial Planner (CFP) or Personal Financial Planning (PFP) designation, or willingness to obtain
  • Mutual Fund License including Labour Sponsored Funds, or willingness to obtain
  • Industry experience preferred, with a demonstrated ability to gather assets
  • Sales-oriented background with a strong understanding of the sales process and business development

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits, and a matched superannuation plan.

For additional information on this opportunity, please contact Tammy Pregizer Legge, Manager Financial Specialists, at 306-882-5588. To apply, please submit an electronic copy of your cover letter and resume on or before November 29, 2022, to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

Clearing & Settlement Manager

Clearing and Settlement Manager

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

First Nations Bank of Canada is seeking a Manager, Clearing and Settlement.  This position is a subject matter expert supporting internal and external clients as it relates to clearing and settlement while ensuring adherence to the rules set out by Canadian Payments Association and minimizing losses to the Bank.  They will oversee the daily clearing and reconciliation processes for the Bank.

Location: This position is a Monday through Friday work week and has the option to be based in Saskatoon Head Office or one of our branch locations with the flexibility to work remotely, in the office or a hybrid of the two.

Responsibilities:

  • Follow and keep up to date with all related regulatory and legislative
  • Oversee and as required perform the duties of the Clearing Operation staff including decision to pay (rejects), performing returns, authorize outgoing and incoming wires, support for customer AFT, trace requests, processing of NSF and chargebacks, action fraud alerts, and verify and balance all incoming and outgoing transactions including but not limited to wires, bill payments, POS and ATM, EMT, and Interac Online Payments
  • Identify and recommend process improvement
  • Ensure productivity standards that are held with internal and external providers are consistently achieved and Service Level Agreements are met or exceeded
  • Evaluate and recognize indicators that would identify possible Fraud/Money Laundering situations
  • Liaise with internal and external agencies including customers, branches, Central 1 and other Financial Institution
  • Ensuring daily work and reports are completed thoroughly for auditing purposes
  • Ensure clearing rules are adhered to, resulting in no loss of income to the organizations and also giving the best service to our member and clients
  • Mentor, coach and motivate the clearing staff. Ensures they have the skills, knowledge, and resources to perform all aspects of their job successfully

Here’s the background and skills we think will make you successful:

  • Minimum 3 years of related experience in a financial institution
  • Good knowledge of basic accounting principles and understand reconciliation processes
  • Strong knowledge of the Canadian Payments Associations rules (CPA)
  • Experience with core banking systems (experience with Fiserv DNA would be ideal)
  • Experience with clearing and settlement system (experience with Central 1 systems would be ideal)
  • Sound judgement with good investigative, research and problem-solving skills
  • Strong service quality experience with excellent interpersonal and communication skills (written and verbal)
  • High level of accuracy and attention to detail
  • Management level experience with an aptitude for team building and providing top-notch customer service
  • Ability to multi-task and meet daily deadlines in a fast-paced environment
  • Ability to exercise initiative and tact
  • Ability to accept and embrace change

 Please submit your cover letter and resume to: hr@fnbc.ca 

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

Senior Business Analyst

Senior Business Analyst

 

The Company:

First Nations Bank of Canada (www.fnbc.ca) is a federally chartered bank servicing Indigenous and non-Indigenous customers throughout Canada. We are focused on delivering superior customer service and offering a full range of personal and business banking products. As an equal opportunity employer, we are rapidly expanding in the Canadian marketplace and provide our employees the opportunity to advance in their career.

First Nations Bank of Canada is seeking a Senior Business Analyst with 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.

 

Location: This position is a Monday through Friday work week and has the option to be based in Saskatoon Head Office or one of our branch locations with the flexibility to work remotely, in the office or a hybrid of the two.

 

Responsibilities:

  • Implement and maintain business and banking applications
  • Be a subject matter expert with business applications, banking and payment systems
  • Understand and translate business requirements into business enhancements
  • Analyze, recommend, and promote change driven by business need
  • Develop and maintain process and procedural documentation
  • Provide support in business intelligence/reporting needs of the organization
  • Prepare detailed specifications, use cases, workflows, and other supporting documentation for the development of business improvements and enhancements
  • Provide tier 2/3 end user support
  • Perform additional duties as assigned

Here’s the background and skills we think will make you successful:

  • Experience with core banking systems (preference to Fiserv DNA)
  • Experience with digital banking system (preference of Member Direct/Forge)
  • Demonstrated experience implementing business applications
  • 6 years of experience in financial services industry and 3 years of experience in business analysis
  • Ability to prepare detailed specifications, use cases, user stories, workflows, and other supporting documentation for the development of modifications and enhancements
  • You possess strong interpersonal and communication skills and are able to build professional business relationships within, and outside the organization.
  • You possess a strong commitment to customer satisfaction and teamwork
  • You have the ability to manage multiple projects with varying complexities, priorities and timelines
  • Experienced in data analytics, reporting, and SQL query. Familiarity with Lodestar or similar platform would be an asset.
  • Working knowledge of API integration (Rest, SOAP)
  • High level of proficiency with Microsoft applications
  • Demonstrates a passion for delivery excellence
  • Strong analytical and problem-solving skills, with the ability to grasp abstract concepts
  • Ability to work effectively independently and within a team environment
  • You are a continuous learner
  • Collaborative and friendly approach

Please submit your cover letter and resume to: hr@fnbc.ca 

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

Credit Card Product Manager – Saskatoon or Regina

af-fin-i-ty (noun):

  1. a natural compatibility
  2. the name on our doors

We want our employees to feel great coming to work so that’s why we give our talent the tools to excel. After all, a remarkable employee experience leads to extraordinary experiences for our members. If you have an affinity for working in a vibrant environment where your achievements are celebrated, then a career with us sounds like the perfect fit!

At Affinity, we foster a culture that promotes continuous improvement, collaboration and innovation. The banking industry is constantly changing and evolving, as are we as we anticipate and deliver a remarkable experience to our Affinity members!

We’re seeking an innovative expert to provide leadership and strategic direction in driving the development and delivery of credit card management under Affinity’s umbrella. This new role focuses on driving sales and growth of Affinity’s credit cards and will serve as the main contact for anything credit card related, including optimizing sales, marketing and operations of the credit card portfolio.

What You’ll Do:

If you’re looking for a role where no two days will be the same – you’ve come to the right place! In this position, you’ll manage and oversee the continued success and growth of the credit card portfolio, including profit and loss accountability and business direction. You’ll ensure KPI metrics are met and opportunities for performance optimization are identified and implemented. On top of that, you’ll coordinate and oversee product development, marketing, processing systems, operations, financial elements, underwriting and other strategies related to the portfolio.

You’ll be responsible for all initiatives that impact business, as well as relationship management responsibility for partner relationships and serves as the liaison and primary contact between Affinity and suppliers/vendors. You’ll lead a talented team that you’ll provide mentorship to, as well as across the organization to maintain and grow the credit card business line. Developing and assessing acquisition strategies and campaign growth strategies is the name of your game, while overseeing development and implementation of programs intended to increase profit, sales, brand consistency and/or growth.

In this new and innovative role, you’ll provide direction, coaching, mentoring and feedback to other units across the organization on the credit card portfolio, including providing sales and operational coaching. Reporting will come secondhand to you as you provide regular and ongoing reporting on the status of new initiatives, while proactively anticipating and highlighting risks and developing contingency plans. This position will keep you and your team moving!

What You’ve Got:

  • Post-secondary diploma or degree in a related field, plus 7 years of related experience or an equivalent combination of education and experience
  • Advanced knowledge and experience of business management, including profitability, operations, finance and marketing
  • Industry leading sales ability in growing a book of business, achieving targets and building a pipeline using a member centric approach
  • Ability to coach employees, set clear expectations, review progress, provide feedback and guidance, and hold people accountable

What You’ll Get:

Working at the largest credit union in Saskatchewan and 8th largest in Canada has its perks! Affinity is proud of our remarkable employee experience; working in a vibrant learning organization where employees thrive, do what they love, and can be their whole selves at work! On top of the contractual connection (your pay and benefits), we offer rewards and experiences that also speak to your experiential and emotional connection to work and to the communities we serve. A few more perks include:

  • A competitive salary with commission plus bonuses for your hard work
  • A total rewards package, including health and dental benefits, pension and health spending account
  • A focus on a healthy work/life balance that includes vacation time starting at 4 weeks, 8 personal days off, a paid volunteer day per year and so much more

How to throw your hat in the ring:

Review all of our current job opportunities at www.affinitycu.ca/careers/opportunities and submit your application there using our new Application Portal!

We can’t wait for you to fully unbank yourself and join the Affinity team!

Posting Close Date: November 13, 2022

Associate Manager, Corporate Services

 

Associate Manager, Corporate Services

Credit Union Deposit Guarantee Corporation

 

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced co-operative environment to join our Corporate Services department.

 

What you’ll do:

As Associate Manager, Corporate Services, you will contribute to the development, delivery and maintenance of the Corporation’s support requirements and governance and risk management frameworks. You will support the development of the Corporation’s business plan, and corporate compliance reporting. This position is responsible to:

  • Support human resources, including benefits, payroll, job evaluation, recruitment, compensation, and HR policies/procedures
  • Support corporate communications, including the development and execution of communication strategies, and the production of corporate publications
  • Develop and maintain the corporate records and information management program
  • Provide backup support to the finance and accounting function

 

What you’ll need:

  • A degree in business administration/commerce with three years related experience or an equivalent combination of education and experience.
  • Knowledge of Human Resources principles and best practices, Records Information Management principles, and the financial services industry
  • A professional designation or enrolment in CPHR would be considered an asset
  • Knowledge, experience and/or education in communication, operations management, finance, and accounting would be considered an asset
  • Ability to set priorities and manage multiple assignments within deadlines
  • Excellent communication, relationship management, and conflict resolution skills

 

The core competencies for these positions focus on teamwork, communication, relationship management, conflict resolution and problem solving.

 

What we Offer:

The salary range for this position is $75,000 – $93,749. We offer competitive benefits including immediate coverage of health and dental insurance, matched pension contributions, an employee wellness program, and education, training, and development opportunities. For more information on the Corporation, please visit our website: www.cudgc.sk.ca.

 

To Apply:

Please submit your resume and cover letter stating competition AMCS-CUDGC by November 4, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

 

Who are we?

Credit Union Deposit Guarantee Corporation (the Corporation) is the deposit guarantor for Saskatchewan credit unions and the primary regulator for Saskatchewan credit unions and SaskCentral, together, Provincially Regulated Financial Institutions (PRFIs). We work closely with these institutions to ensure they employ sound business practices to enhance the strength and stability of the Saskatchewan credit union system.

 

The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Director-Core Banking

*This position is open to applicants across Canada*

About Celero
Celero is a leading provider of IT solutions to financial institutions across Canada. A full-service IT shop, Celero provides complete banking solutions, IT planning, systems integration, hosting, support, maintenance and professional services to meet the unique needs of financial institutions of all sizes and delivers world-class reliability through our Canadian-based data centres, employees and operations.

Celero is consistently ranked among the world’s top financial technology companies on the annual FinTech 100 list.

Your Opportunity

As Director, Core Banking you will be responsible for delivery of Celero’s current premier core banking system to existing and new clients that today represents over 80 credit unions and financial institutions in Canada.  Responsibility areas include day to day operations; enhancements; release management; conversions and mergers.  In addition, you will be accountable for working with Celero’s Architectural Team and Core Banking’s Technical Director,  Celero’s customers, industry peers and internal stakeholders to shape Celero’s future Core Banking Strategy. This role will contribute to other strategic initiatives such as Open Banking and Payments Modernization to ensure coordinated delivery with the Core Banking suite of products.

A Day in the Life

Reporting to the Vice President, Core Banking, Payments & Cards, you will be responsible for defining Celero’s future customer experience, service development functions and ensuring a consistent approach to the market while collaborating with internal and external stakeholders.

You will be responsible to ensure stability of the core banking system by meeting customer expectations and SLA’s through continuous improvement initiatives.  You will also be the sponsors of varied projects focused on delivering new features and capabilities onto the platform.

On an ongoing basis you will meet with clients, vendor partners, internal stakeholders and investigate best practices and new ideas in the financial services area. You will actively research related technology and market trends and financial sector solution developments. From these discussions, and your knowledge, you will define the vision for Celero’s future product and service portfolio of the core banking area and provide customers a vision of what that future would look like and how it will enable their success. You will work with the product management team to translate future plans into product development priorities and drive development projects through internal gating processes. In addition to market research, you will monitor competition, follow market trends and generate market insights. You are forward looking with a focus on greater customer enablement and profitable growth.

Your experience in leading teams providing operational delivery of core banking products and services with a view on the future; and your ability to act as a knowledge expert in new areas of financial services will provide leadership to Celero and our customers.

In terms of aligning your role and responsibilities with Celero’s business strategy and plan, you will act as a collaborative partner with the leads for each of the other initiatives in the company’s business plan. In this capacity, you will be the central point within Celero to identify dependencies and ensure alignment among the various teams to effectively prioritize work to advance the business plan, while ensuring effective use of time and resources and the achievement of key measures of success.

You will have Profit & Loss responsibility for the Core Banking Line of Business, contributing to Celero’s annual strategic and budget planning cycle.  Monitoring and reporting of same on a monthly basis.

 Your Resume

  • Experience working with C-suite customers and understanding their business strategies/problems.
  • Track record of delivering measurable results through product growth and development initiatives.
  • Strategic thinker, with exposure to industry strategy development.
  • Experience working in the financial services industry with a focus on core banking systems; products and services.
  • Exceptional written and oral communications skills.
  • The ideal candidate will have a combination of continuous education and 10+ years of experience in Financial Services.
  • Experience in operational delivery of core banking suite of products and services.
  • Demonstrated success leveraging partners to deliver new solutions.
  • Previous success developing strategies and working with stakeholders to execute.
  • Facilitator of needs analysis and with a large number of stakeholders.
  • Leading large teams of experienced professionals, ability to build a strong cohesive team with focus on client satisfaction.
  • P&L responsibility for a large portfolio.
  • Vendor management experience an asset.

Our Expectations

We have high expectations of all Celero employees and strive to recruit applicants with the following characteristics:

  • Strong analytic skills coupled with innovative thinking, and a bias for action.
  • Ability to drive clarity out of ambiguous situations.
  • An ability to build strong professional relationships with peers, leaders and clients.
  • Excellent leadership and communication skills resulting in the ability to work effectively with both technical and business professionals.
  • Self-starter who drives positive change and can drive clarity out of confusion.
  • Ability to lead in a matrixed environment.

 

To Apply

Please visit our career board at https://celero.applicantpro.com/jobs no later than October 28, 2022.

 

We wish to thank all applicants for their interest, however only short-listed candidates will be contacted.

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

 

 

 

 

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