We are currently seeking a Member Fulfillment Centre Administrator to join our team for a temporary 8-month contract. This is a hybrid position with the opportunity to work at one of our Collaboration Centers in Duncan, Penticton, Kelowna, Victoria and Langley.
The Member Fulfillment Centre Administrator is responsible for performing various transactional and administrative duties that support retail branch staff and members of Tru Cooperative Bank. This role provides efficient and courteous service to branch staff and members.
Here’s what would be included as a part of your typical day
Administration:
Completes a range of branch support transactions and tasks including but not limited to: balancing and processing clearings, posting returned items, charge backs, credit card clearing and adjustments, and ATM/CAFT and MTS; processes administration and payment of Requirement to Pay/Family Maintenances/Garnishee orders etc.
Retirement Products:
Completes administration tasks related to creating and maintaining retirement portfolios (RSP RIF, TFSA) and ensures maintenance of locked in products; conducts reconciliation and audit of these products, as required.
Service Delivery:
Achieves a high degree of employee and member satisfaction by providing friendly, professional and efficient service; responds promptly to enquiries, verifies transactions and solves problems or issues, as required; meets department services standards while ensuring all department requirements are completed.
Risk Mitigation:
Follows established procedures with respect to confidentiality, negotiable items, equipment and surroundings to meet safety and legal and procedural requirements.
General duties:
Completes general duties as assigned to support centralizing of administration, duties may vary and include tasks that are incorporated into the department at some point in the future.
Required Skills, Experience & Qualifications
High School Diploma required
1 year related experience in the financial services industry required
Effective interpersonal and communication skills
Demonstrated ability to adapt to change and learn new processes quickly
Proven strong organizational skills with the ability to complete work accurately within established deadlines
Proficient in computer software application e.g. MSOffice
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.