Occupation Types: Operations/Back Office Admin

Manager Lending Support

Do you have strong organizational and prioritization skills, and can easily adapt to changing work demands?  Do you have strong analytical skills with a solution-focus approach?  Do you have a helpful and collaborative nature and can easily build relationships with your team and those you support?

_____________________________________________________________________________________

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Manager Lending Support opportunity available. Reporting to the Vice President Retail Service & Support, the Manager Lending Support is responsible for promoting exceptional member relationships, products, services, and delivery of retail and syndicated lending through administrative support.

Responsibilities:

  • Manage lending products including loan creation, user acceptance testing, deployment, and issue resolution
  • Manage all loan administration processes
  • Provide banking system administration and support in relation to lending products
  • Administer, maintain, monitor, and report on PCCU, federal, and provincial lending programs and assist in the development and technical direction of lending administration programs
  • Oversee the administration of syndicated loan files
  • Coach, develop, mentor, and motivate direct reports
  • Develop and recommend policies and procedures in the lending function and act as a corporate resource on interpretation, application, and implementation
  • Research and develop lending related pricing recommendations
  • Manage the second file check process and report findings
  • Comply with PCCU policies and procedures, and identify opportunities for department/organizational efficiencies

Qualifications:

  • Relevant degree, or a combination of education and experience within the financial services industry
  • Consumer and basic agriculture lending experience preferred
  • Management level experience with an aptitude for team building and providing top-notch customer service
  • Demonstrated analytical and numeric reasonability, with exceptional attention to detail, time management, planning, and organizational skills
  • Excellent interpersonal, oral, and written communication skills
  • Demonstrate integrity, confidentiality, and initiative

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 including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Karen McFaull, Vice President Retail Service & Support, at 306-882-5567. To apply, please submit an electronic copy of your cover letter and resume on or before October 31, 2022 to: careers@pccu.ca.

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

Senior Manager: Commercial Adjudication

Are you seeking an opportunity that provides a great work-life balance, along with the opportunity to build a satisfying career and be part of an organization that puts their community and employees first?  If you have advanced knowledge and experience in commercial credit and know what it takes to succeed in the competitive financial services market, we encourage you to read on!

THE AREA: ‘Come for a visit, stay for a career!’

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities that are within easy commuting distance. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

KOOTENAY SAVINGS CREDIT UNION

We’re the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees.  Our Corporate Office is in Trail, BC along with our Member Service Centre and we have eleven branches throughout the Kootenays offering retail and commercial banking services.  We’re community-minded and continue to strive to fulfill our vision to be the best provider of financial services and the best place to work in the communities we serve.

For more information about Kootenay Savings, please visit kscu.com

THE OPPORTUNITY:

We have an exciting opportunity for a Senior Manager Commercial Adjudication to join our team. The position is based out of Trail, BC however we are open to consider remote work options for the right candidate.

As Senior Manager Commercial Adjudication you are responsible for the operational control of the credit union’s commercial lending portfolio, commercial adjudication and retail & commercial administration in a manner that supports operational efficiency and ensures compliance with regulatory and organizational practices, policies & procedures, and risk framework.

Your main responsibilities include:

  • Being accountable for the planning, development, and implementation of policies, programs and strategies in support of commercial lending functions and credit support lending administration
  • Providing operational oversight of compliance with enterprise risk management (ERM) policies and practices and maintenance of lending operations, risk, and administrative practices, policies, and procedures
  • Providing managerial and administrative control of the commercial lending portfolio, adjudication and retail and commercial credit support administration
  • Being accountable for providing managerial direction and leadership to the centralized management team to achieve established organizational performance goals
  • Being accountable for operational oversight of commercial annual reviews and renewals of credit facilities in the commercial credit portfolio
  • Providing managerial oversight of the commercial credit collection function and having accountability for identifying areas of potential risk and initiating actions to mitigate potential losses within established controls
  • Commonly acting as a project lead, as well as supporting the execution of a variety of cross-functional strategic projects

The ideal incumbent will possess:

  • A Bachelor’s Degree or designation requiring 3 to 4 years’ full-time study or equivalent
  • A minimum of 10 years’ progressive leadership experience in the financial services industry with a focus on commercial credit execution, oversight, adjudication, underwriting and credit design
  • Advanced knowledge of commercial credit underwriting policies and procedures
  • Advanced knowledge and experience in managing commercial credit including underwriting, portfolio quality oversight and compliance with regulatory requirements
  • Strong knowledge in credit risk management policies and procedures and regulatory requirements relative to credit union credit risk management
  • Strong knowledge of credit management information reporting infrastructure to further enable overall credit portfolio management
  • Strong experience in policy and procedure administration, internal controls and auditing systems
  • Strong understanding of consumer and commercial deposit and lending practices, collection techniques and legislative regulations and statutes as they pertain to consumer and business deposit and lending activities
  • Strong knowledge of information technology best practices and the ability to keep abreast of new technologies
  • Knowledge of and commitment to maintaining current knowledge of legislative requirements, best practices, local community and financial industry trends and forecasts as they related to the functional areas of the position
  • Strong project management and planning skills

Leadership Competencies:

  • The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
  • The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
  • The ability to develop breakthrough strategies that clearly differentiate the business within the communities it serves, while operating in an environment of flux, rapid change, and technological disruption
  • The ability to understand and leverage knowledge of the credit union and financial system including key external relationships, political and economic forces, emerging alliances, competitors, and the regulatory context
  • The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that benefit members and our communities
  • The ability to recognize and moderate one’s effect on others and the organization, building trust by choosing to act with integrity and authenticity
  • The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary of $96K – $121K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care spending account
  • Paid vacation, sick time and floating holidays
  • Confidential employee and family assistance program
  • Continual training, development and coaching
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

Please apply online through the careers section of our website at kscu.com to upload your cover letter, resume and complete the application questions.

Closing date:  Open until filled

We thank all applicants for their interest; however only short-listed applicants will be contacted.

Operations Service Representative 2, Estate Assistant

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Operations Service Representative 2, Estate Assistant, so if you’re passionate about building and maintaining relationships with our members to improve their financial health while supporting the Estate Coordinators and branches, we’d like to hear from you!

What’s the role?

As a Operation Service Representative 2, Estate Assistant you are responsible for providing support to the Estate Coordinators and branches to process estate related transactions. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is the responsibility of the Operation Service Representative 2, Estate Assistant to carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the Credit Union. As an Operation Service Representative 2, Estate Assistant you will provide friendly, professional service in an efficient, financially responsible manner.

Your duties will include:

  • Set up new estate files and reviews for completeness and accuracy; notifies the Estate Coordinator or Assistant Manager regarding irregularities.
  • Receives, sorts, and files Estate department mail and documents.
  • Acts as resource for all branches and handles routine inquiries relating to estate and trust products and related services such as Power of Attorney and committee accounts.
  • Answer and responds to telephone and email inquiries.
  • Responds to clearing inquiries relating to preauthorized transactions in Estate accounts.
  • Assist Estate Coordinators in ensuring branch staff adheres to internal policies and checklists relating to estate/trust administration and funds disbursal.
  • Identifies time sensitive issues and reviews with Estate Coordinator.
  • Completes the Dormant Estate Account Report and other Estate related reports.
  • Fosters relationship building through excellent service and product knowledge.
  • Performs other duties and back up services as required.

What are we looking for?

  • Minimum of one (1) year financial service experience or an equivalent combination of education and experience.
  • Successful completion of CUIC 185 and/or CUIC 200.
  • Successful completion of the MSR II course and exam.
  • Solid working knowledge of all Coastal Community products and services.
  • Solid working knowledge of the banking system.
  • Solid working knowledge of credit union and Central 1 policies relating to estates, trust and related services.
  • Actively pursuing the CUIC Fellowship Designation and/or other related education.
  • Familiarity with Coastal Community’s policies and procedures around estate administration.
  • Above average MSR/OSR skills.
  • Demonstrated leadership skills.
  • Excellent written and verbal communication skills.
  • Estate and Trust Administration Level 1 course is an asset

Ideally, you are a flexible, collaborative team player with:

  • Proficient with the Windows suite of programs.
  • Ability to utilize sound judgement in developing recommendations.
  • Ability to multitask while providing quality service.
  • Ability to complete projects and work within time constraints in a high paced environment.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

  • We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
  • We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Senior Manager: Commercial Adjudication

KOOTENAY SAVINGS CREDIT UNION

Kootenay Savings, the region’s leading credit union with over $1 billion in assets, over 39,000 members and over 200 employees, continues to strive to fulfill our vision:

To be the best provider of financial services and the best place to work in the communities we serve.

Do you… have advanced knowledge and experience in commercial credit and know what it takes to succeed in the competitive financial services market? Are you a natural leader who thrives in an ever-evolving work environment and aspires to make a positive difference each and every day? Are you a motivated self-starter with a proven track record of success in commercial lending oversight, adjudication, and underwriting?

If so… we want to hear from you!

We’re looking for a Senior Manager Commercial Adjudication to join our team.

As Senior Manager Commercial Adjudication you are responsible for the operational control of the credit union’s commercial lending portfolio, commercial adjudication and retail & commercial administration in a manner that supports operational efficiency and ensures compliance with regulatory and organizational practices, policies & procedures, and risk framework.

Your main responsibilities include:

  • Being accountable for the planning, development, and implementation of policies, programs and strategies in support of commercial lending functions and credit support lending administration
  • Providing operational oversight of compliance with enterprise risk management (ERM) policies and practices and maintenance of lending operations, risk, and administrative practices, policies, and procedures
  • Providing managerial and administrative control of the commercial lending portfolio, adjudication and retail and commercial credit support administration
  • Being accountable for providing managerial direction and leadership to the centralized management team to achieve established organizational performance goals
  • Being accountable for operational oversight of commercial annual reviews and renewals of credit facilities in the commercial credit portfolio
  • Providing managerial oversight of the commercial credit collection function and having accountability for identifying areas of potential risk and initiating actions to mitigate potential losses within established controls
  • Commonly acting as a project lead, as well as supporting the execution of a variety of cross-functional strategic projects

The ideal incumbent will possess:

  • A Bachelor’s Degree or designation requiring 3 to 4 years’ full-time study or equivalent
  • A minimum of 10 years’ progressive leadership experience in the financial services industry with a focus on commercial credit execution, oversight, adjudication, underwriting and credit design
  • Advanced knowledge of commercial credit underwriting policies and procedures
  • Advanced knowledge and experience in managing commercial credit including underwriting, portfolio quality oversight and compliance with regulatory requirements
  • Strong knowledge in credit risk management policies and procedures and regulatory requirements relative to credit union credit risk management
  • Strong knowledge of credit management information reporting infrastructure to further enable overall credit portfolio management
  • Strong experience in policy and procedure administration, internal controls and auditing systems
  • Strong understanding of consumer and commercial deposit and lending practices, collection techniques and legislative regulations and statutes as they pertain to consumer and business deposit and lending activities
  • Strong knowledge of information technology best practices and the ability to keep abreast of new technologies
  • Knowledge of and commitment to maintaining current knowledge of legislative requirements, best practices, local community and financial industry trends and forecasts as they related to the functional areas of the position
  • Strong project management and planning skills

Leadership Competencies:

  • The ability to anticipate strategic business demands and effectively align people, processes, and systems so that the appropriate talent, structure, and operating models are in place
  • The ability to take a creative approach to opportunities or issues, think “outside the box” and explore unique ways to create value for members, communities, and the organization
  • The ability to develop breakthrough strategies that clearly differentiate the business within the communities it serves, while operating in an environment of flux, rapid change, and technological disruption
  • The ability to understand and leverage knowledge of the credit union and financial system including key external relationships, political and economic forces, emerging alliances, competitors, and the regulatory context
  • The ability to work within and across groups and/or organizations to solve complex issues and create the best solutions that benefit members and our communities
  • The ability to recognize and moderate one’s effect on others and the organization, building trust by choosing to act with integrity and authenticity
  • The ability to inspire a sense of direction and shared purpose for employees, while energizing and motivating them to advance the vision

Why work for us?

We know that our dedicated employees give us a lot and are key to our success; in return we offer a total rewards package that includes:

  • Competitive salary of $96K – $121K based on skills and experience
  • Competitive benefits including extended health, dental and vision coverage
  • Health care spending account
  • Paid vacation, sick time and floating holidays
  • Confidential employee and family assistance program
  • Continual training, development and coaching
  • Unique staff benefits on products such as bank accounts, loans & mortgages
  • The opportunity to build a satisfying career in an organization that incorporates many leading-strategic initiatives
  • Being part of an organization that puts their community and employees first
  • Being part of a talented and dedicated team who improve our members’ financial lives

Remote work options for this opportunity may be considered.

Nestled in the natural beauty of the Selkirk and Monashee mountain ranges, next to the mighty Columbia River, the Greater Trail area offers year-round activities for the outdoor enthusiast from golfing to skiing, mountain biking, kayaking, fishing, hiking and much more.  Amenities include the region’s largest hospital, Selkirk College and an aquatic and leisure centre, all surrounded by inviting neighbouring communities. Affordable, safe and volunteer-oriented communities provide all the modern technology and amenities to keep you connected. Here you will find outstanding opportunities for living life well and to its fullest.

For more information about the Greater Trail region, please visit imaginekootenay.com

For more information about Kootenay Savings, please visit kscu.com

Please apply online through the careers section of our website at kscu.com to upload your resume and complete the application questions.

Closing date:  July 29 2022

We thank all applicants for their interest; however only short-listed applicants will be contacted.

Senior Credit Adjudicator

We are expanding our team to help us evolve through the next stage of our growth journey, and we hope that you can help shape our future. We now have a career opportunity for a Full Time Senior Credit Adjudicator. This position may work remotely within Saskatchewan or onsite at our Saskatoon or Regina location.

As the Senior Credit Adjudicator you will be….

Responsible for providing credit analysis and adjudication services, primarily for commercial (small and medium-size business) credit requests, in adherence to the credit management framework. You will participate in the management of the syndicated loan portfolio and contribute to the success of TCU through the management of credit risk.

As the Senior Credit Adjudicator you are ….

  • An accomplished, motivated professional with a thorough understanding of credit analysis and adjudication, particularly as it pertains to commercial lending.
  • A credible, knowledgeable specialist with strong inter-personal skills necessary to develop and maintain foundational relationships with TCU’s internal and external partners.
  • An adept negotiator, capable of protecting TCU’s interests and margins while maintaining positive relationships with our partners.
  • An analytical thinker, proficient in objectively analyzing data, research and financial statements to substantiate decisions.
  • A highly ethical decision maker, with the ability to remain objective and independent when making decisions.
  • A positive and driven self -starter, with clear determination to ensure both personal and departmental success.

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

And can demonstrate success through a minimum of 3-5 years of experience in the commercial lending field along with a post-secondary degree in Commerce or Business Administration and formal training related to general lending/commercial lending, this position may be for you!

Get to know us

TCU Financial Group is a Saskatchewan credit union who, for over six decades, has been dedicated to helping our members and our own TCU Team reach their goals. Our roots and our commitment to fostering financial health in our communities run deep.

Rewarding times ahead

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

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

The deadline for this career opportunity is Friday, June 3, 2022.

Please submit your resume and cover letter to:

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

Estate & Trust Representative

Closes March 24

Any Advice Centre Location

Annual Salary: $46,470 – $58,087

 

THE COMPANY: Our Purpose is to redefine banking by helping Canadians simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

THE POSITION: This position is part of a centralized unit and the primary contact for all estate needs: working with deceased members executors and/or family, providing accurate and timely advice, consultation, options and completing the documentation of the member’s accounts with care, empathy and precision. How does one do this? Glad you asked! 

An Estate & Trust Representative does the following:

  • Provide accurate information to all parties involved in the estate, answer inquiries from staff on estates, power of attorneys, and trust situations; perform all meetings with executors and provide guidance and options
  • Oversee opening estate accounts (and any changes that may occur) as well as statement and account reporting
  • Maintain estate accounts, bill payments and distribution of funds once probate has been completed
  • Document registered plans and estates and process centralized transactions and forms
  • Ensure all appropriate documentation has been obtained for transfer of bonds, safety deposit boxes, payments of bills, and submitting insurance claims
  • Spot opportunities to cross-refer to other areas of the organization
  • Maintain up-to-date knowledge of regulations and legislation pertaining to registered products and loans

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have 3-5 years’ experience in dealing with estates and/or retail relationship building; achievement of a Certified Executor Advisor (CEA) designation would be an asset
  • You have a solid understanding of the duties and functions of the estate process including registered tax details/estate tax slips, and administration
  • You are empathetic and compassionate in handling difficult and delicate situations
  • You have strong communication skills with a high comfort level in using electronic means to communicate with executors and staff
  • You have experience working with Microsoft Office Suite and knowledge of Account Opening Software

Operations Coordinator, Risk-Based Supervision

We are seeking a confident, highly motivated professional who enjoys working in a fast-paced co-operative environment.

What you’ll do:

As Operations Coordinator – Risk-Based Supervision, you will provide administrative support and contribute to the coordination of workflows required by team members to ensure ongoing operations and initiatives are met in a timely, accurate, and efficient manner. This position is responsible to:

  • Provide administrative support including the coordination, development, formatting, editing/proofreading, and distribution of materials and reports
  • Support corporate process such as, records management, purchasing supplies, and coordinating meeting logistics
  • Compile meeting packages and record minutes for internal and external stakeholder engagements
  • Provide back-up support to the Executive Assistant and other Operations Coordinators

What you’ll need:

  • Office Education or Business Administration and/or administrative experience
  • Intermediate to advanced proficiency with Microsoft Office Suite including Outlook, Word, PowerPoint, and Excel
  • Exceptional proofreading and editing skills with a high degree of attention to detail
  • Ability to set priorities and manage multiple assignments within deadlines
  • Excellent communication and interpersonal skills
  • Ability to understand and execute oral and written instruction

The core competencies for these positions focus on initiative, analytical thinking, concern for quality, teamwork, communication, and relationship building.

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.

What we offer:

The salary range for this position is $43,852 – $54,816. We also 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.

Ready to apply?

Please submit your resume and cover letter stating competition OCRBS-CUDGC by March 25, 2022 to HR@cudgc.sk.ca. We thank all applicants for their interest; however, only those selected for an interview will be contacted. The Corporation values and supports workplace diversity. We believe diverse ideas, opinions and perspectives make our organization stronger.

Service Delivery Manager & Fraud Specialist – Prairie Payments Joint Venture (PPJV)

About PPJV:

In response to the rapidly changing payments landscape and the multiyear Payments Canada modernization initiative, the Centrals of Alberta, Manitoba (CUCM) and Saskatchewan formed a joint venture known as PPJV on behalf of all prairie credit unions. PPJV resources are in year two of a multi-year project to move to a payments as a service model with IBM. They are also intent upon streamlining the payments functions between the three Centrals. The goal is to ensure prairie credit unions are competitive in payments and have access to efficient, cost-effective, modernized payments processing infrastructure.

Service Delivery Manager

The Service Delivery Manager oversees a number of key functions to enable the delivery of high quality service to credit unions by ensuring service support and processes are in place to meet business needs.  You will oversee, monitor and report on work performed and act as first point contact on escalation for incident, problem and service requests. You will review and respond to trending and analysis for problem management.  With a primary focus on quality of service and user satisfaction, you play a key role on the PPJV Operations Team.

Skills & Experience Required

  • Minimum of five years of experience in service delivery/customer support
  • Post-secondary education
  • Release Management experience
  • Understanding of payments industry and payments processing is considered an asset
  • Active listener, relationship builder, and client centric
  • You enjoy working in a fast-paced, changing environment
  • Documentation and Knowledge Base Documentation
  • Intermediate to advanced PC skills (MS Word, Excel, PowerPoint)
  • Intermediate business analysis and project coordination skills

Must-have skills

  • Proven interpersonal, communication and problem resolution skills
  • Proven ability to build rapport while effectively analyzing and identifying solutions to mitigate risk and protect our clients
  • Process Driven
  • Desire to build exceptional client experiences, and is passionate and curious to help clients meet their needs and solve their concerns, has the ability to influence others
  • Writing skills for documentation, process flows, Knowledge Articles, client communications

Nice-to-have

  • Ability to bridge technical aspects and components to business needs and client facing communications
  • Organization Change Management

 

Fraud Specialist

Acting as the subject matter expert you are responsible for developing awareness, strategy and policies to mitigate fraud losses for credit unions.  You will act as the client advocate on behalf of credit unions bringing new information and awareness on managing fraud. You will participate with industry partners to understand existing and new policy and operational regulations that impact client, business and operations for PPJV systems and fraud modelling.

You will collaborate with your PPJV colleagues in providing insights for the strategic fraud roadmap.  In addition, you lead change management deliverables and activities resulting from operational initiatives. You will spend the majority of your day involved in breaking down problems, analyzing data and providing insights and recommendations.

Skills & Experience Required

  • Previous experience in fraud monitoring, fraud detection or fraud investigations within a financial institutions of fintech
  • Post-secondary education
  • Fraud related certification would be an asset
  • Working knowledge of Consortium Models, industry tools and software
  • Hands on experience with Fraud Operations
  • Demonstrated active listening, questioning and analytical skills
  • Proven ability to interpret and communicate complex data
  • Understanding of payments industry and payments processing is considered an asset
  • You enjoy working in a fast-paced, changing environment
  • Documentation and Knowledge Base Documentation
  • Intermediate to advanced PC skills (MS Word, Excel, PowerPoint)
  • Intermediate business analysis and project coordination skills
  • Ability to bridge technical aspects and components to business needs and client facing communications

 

The Environment

  • PPJV is a fast paced and focused environment where employees and contractors share the mission to deliver efficient, cost effective, modernized payments processing to prairie credit unions.
  • This position is currently designated as a remote position. Ideally, candidates will be located in our current customer areas of Alberta, Saskatchewan or Manitoba.

Closing Date: March 23, 2022

Forward Resume and Cover Letter to: hrcucm@cucm.org

COVID-19 considerations:
This role is fully remote (work from home)

 

Support Services Specialist – Investments

Permanent Full-Time
Closes March 6
Open to any Advice Centre Location (including Regina & Saskatoon)

Annual Salary: $53,652 – $67,064

Would you like to earn above average pay helping members meet their financial goals, maintain a strong work life balance, a flexible schedule and have the security of a career – path supported by your organization? We offer that and so much more.

THE COMPANY – Our Purpose is to redefine banking by helping Members and Potential Members simplify their lives and reach their financial goals by reinvesting profits into our members, communities and our people. Now that Responsible Banking!

Click the link below to see what Innovation Credit Union is about! Trust us, you are going to want to learn more about who we are!

Innovation Credit Union – About Us (innovationcu.ca)

THE POSITION: Reporting to the Supervisor, Support Services, this position provides expertise in investment administration, registered and non-registered, providing the knowledge of products, tax implications, compliance to internal practices as well as CRA, FCAC and OSFI standards and guidelines. The Support Services Specialist ensures all year-end reporting is accurate and is responsible for the research and/or updates to member reporting and slips. How does one do this? Glad you asked!

A Support Services Specialist does the following: 

  • Develop procedures and provide investment product knowledge training of support and front-line staff to ensure efficient and accurate delivery of products and services
  • Discover issues or gaps related to processes or procedures and work with internal task forces and other Credit Unions for solutions and train to those solutions
  • Procedures and forms creation, management, and maintenance
  • Provide technical direction to support staff on complex investment product-related issues
  • Act as an SME for various projects or initiatives, including online registered applications being considered
  • Ensure compliance with organization and department policies, procedures, and processes

Why Should You Apply?

  • You want to be an ambassador of a forward-thinking, member focused organization
  • You have demonstrated efficiency and accuracy skills in your previous positions, you have the ability to be decisive and results oriented, and can meet deadlines in an ever-changing fast paced environment
  • You have the ability to work cooperatively with other teams, internally and externally
  • You have a minimum of one year of related post-secondary education or equivalent (Business Certificate plus additional courses, e.g. CUIC, sales training, lending training); three to five years of credit union operations experience, or equivalent combination of education and experience.
  • You are proficient and comfortable working in the Microsoft environment (including MS Office, Excel and SharePoint)
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