Centralized Administrator II (Service)

Cambrian Credit Union; Winnipeg; On-site; CAD 36,000 - 48,000; Full time

Benefits offered by this job

Extended health and dental plans

Defined contribution pension plan

Disability and life insurance

Paid sick days and emergency absent

Employee banking benefits

Annual performance reviews

Job summary

Cambrian Credit Union is seeking a Centralized Administrator II (Service) to join the Centralized Administration team. The role involves end-to-end administration of registered products like RRSP, RRIF, and RESP, plus processing reports and wire transfers with strict adherence to policies.

The position requires Grade 12 or equivalent, with post-secondary education as an asset, and 2+ years in retail banking in admin or member service roles.

Qualifications

• Minimum education of Grade 12 or equivalent; post-secondary education is an asset.
• Two years retail banking experience with Achieva and/or Cambrian is an asset, preferably in admin or member service.
• Knowledge of deposit services, especially account opening requirements.
• Proficiency in PC applications: Outlook, Word & Excel.
• Ability to work well in a diverse environment with changing priorities.

Responsibilities

• Provide prompt, courteous service to internal and external contacts per policies.
• Deliver high quality, accurate, compliant, timely operational requirements.
• Be SME on Cambrian & Achieva products; manage maintenance and service requests.
• Coordinate and process transactions with knowledge of compliance, wires, reporting, and registered products.
• Develop and maintain relationships to strengthen team communication and service excellence.
• Engage in effective communication to drive performance and positive work environment.
• Assist CAP and Branch employees with good judgement and timely decisions.
• Identify areas for improvement and seek solutions to digitalize or streamline processes.

Skills

Communication

Adaptability

Teamwork

Education

Grade 12 or equivalent

Post-secondary education asset

Tools

Outlook

Word

Excel

Job description

As a locally based financial institution, Cambrian Credit Union is known for working within our community to deliver financial advice and exceptional value to our members. At Cambrian our mission is to deliver high member value through simplifying banking, saving time and money, and solving financial problems. Everything we do at Cambrian is guided by our five simple values: Integrity and Honesty; Member Focused; Competitive; Community Involvement; and Innovative Spirit.

Cambrian is seeking a Centralized Administrator II (Service) to join our team! As a key member of the Centralized Administration team, the Centralized Administrator II (Service) is responsible for reviewing select reports, wire transfers, Achieva and Cambrian requests, and the end-to-end administration and support of registered products (such as RRSP, RRIF and RESP).

In the role of Centralized Administrator II (Service) you will:

• Provide prompt and courteous service to all internal and external contacts according to defined policies and procedures.
• Be responsible for delivering high quality, accurate, compliant, and timely completion of operational requirements.
• Be a subject matter expert on Cambrian & Achieva products and services, Maintenance and service requests, compliance knowledge on account opening requirements, and registered product tasks.
• Coordinate and process all required transactions while maintaining an expanded knowledge and experience in areas pertaining to compliance, wires, reporting requirements and reviews, and registered , products & service offerings to effectively support operations.
• Develop and maintain relationships to strengthen team effectiveness and communication, promote a culture of service excellence.
• Engage in meaningful and effective communication with team members to drive performance and maintain a positive work environment.
• Willingly assist both CAP and Branch employees as needed, using good judgment to make timely & sound decisions through identifying and understanding issues, priorities and opportunities.
• Continually analyze areas for improvement, contribute ideas and to seek potential solutions to digitalize or streamline processes.

We are looking for:

• A minimum education level of Grade 12 or equivalent, with post-secondary education considered an asset.
• Minimum two years retail banking experience with Achieva and/or Cambrian an asset, preferably in administrative or member service role .
• Knowledge of deposit services, specific to Account Opening requirements.
• Proficient in PC applications of Outlook, Word & Excel.
• Ability to work well in a diverse environment with multiple and often changing priorities.

The Centralized Administrator II (Service) consistently displays Cambrian’s core values as follows:

Cambrian offers a work environment where creative thinking and teamwork are valued. In addition, we offer a competitive total compensation package including:

• Extended health and dental plans with up to 80% employer paid premiums (depending on the option chosen)
• Defined contribution pension plan - matched at 6%
• Short Term Disability, Long Term Disability, Life Insurance, AD&D insurance and an EAP
• Paid sick days and paid emergency absent days
• Staff banking benefits, including employee interest rates on Cambrian credit cards, lines of credit, mortgages, and loans
• Annual performance reviews and merit increase reviews

Cambrian Credit Union would like to thank all applicants for their interest, however, only those selected for a phone screen will be contacted.

Note: Cambrian Credit Union is an equal-opportunity employer. We welcome and encourage applications from individuals with diverse backgrounds, abilities, and experiences. Accommodations are available on request for candidates taking part in all aspects of the selection process.