Member Fulfillment Centre Administrator (LCC)
About the role
We are currently seeking a Member Fulfillment Centre Administrator to join our team.
The Member Fulfillment Centre Administrator is responsible for performing various transactional and administrative duties that support retail branch staff and members of First West. 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
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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.
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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.
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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.
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Risk Mitigation: Follows established procedures with respect to confidentiality, negotiable items, equipment and surroundings to meet safety and legal and procedural requirements.
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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.
About First West Credit Union
First West Credit Union offers members the financial strength, comprehensive product selection and extended branch network of a large financial institution while maintaining local brand identities and a unique grassroots approach to service.
Led by Launi Skinner, First West is one of Canada’s largest credit unions with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and approximately 1,250 team members. It operates 45 branches throughout the province under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands.
Member Fulfillment Centre Administrator (LCC)
About the role
We are currently seeking a Member Fulfillment Centre Administrator to join our team.
The Member Fulfillment Centre Administrator is responsible for performing various transactional and administrative duties that support retail branch staff and members of First West. 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.
About First West Credit Union
First West Credit Union offers members the financial strength, comprehensive product selection and extended branch network of a large financial institution while maintaining local brand identities and a unique grassroots approach to service.
Led by Launi Skinner, First West is one of Canada’s largest credit unions with nearly $18.6 billion in total assets and assets under administration, more than 253,000 members and approximately 1,250 team members. It operates 45 branches throughout the province under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands.