Member Services Support Specialist

Vision Credit Union; Camrose; On-site; CAD 45,000 - 55,000; Full time

Job summary

Vision Credit Union in Camrose, AB, is seeking a full-time Member Services Support Specialist to receive and audit membership documentation from branches, flag questionable transactions, and coordinate with branch managers. This role supports audits and ensures compliance with policies.

You will work with a small team to maintain records, process branch reports, set up user access, and assist branches with daily operations.

Qualifications

• High school diploma required.
• Experience in a financial institution preferred.
• Strong attention to detail and accuracy.
• Effective communication with all levels.
• Ability to learn new software quickly.

Responsibilities

• Accurately complete and submit branch reports on time.
• Verify and audit membership documentation.
• Set up processing for all branches and users.
• Support internal and external audits.
• Maintain accurate records and compliance with policies.

Skills

Member service

Communication skills

Attention to detail

Team player

Adaptability

Analytical thinking

Problem solving

New software learning

Education

High school diploma

Tools

MS Word

Excel

Email

eDOCS

Job description

Member Services Support Specialist - Camrose - Corporate Office - FT

Member Services Support Specialist - Camrose - Corporate Office - FT

Member Services Support Specialist l & ll (MSSS) are responsible for receiving and auditing of all membership account documentation from the branches. The Member Service Support Specialists communicates all questionable transactions and documentation to the Branch Manager and will identify, qualify and submit accounts seeking Vision Credit Union Ltd. products and services. Other responsibilities will include research, report, prepare and assist with internal and external audits being conducted. Other duties will be performed as required consistent with the goals, objectives and responsibilities of Vision Credit Union Ltd., directed by the Manager of Member Services Support.

This is a full-time permanent position.

For complete job posting details, please visit our website www.visioncu.ca/en/about-vision/careers

The Person:

• Member Service Experience preferred.
• Basic to advanced knowledge on registered and non-registered investment services.
• Basic to advanced knowledge on membership documentation and products.
• Knowledge of basic office procedures with 2 years’ experience in a financial institution.
• Effective communication skills with individuals at all levels of the organization.
• Ability to adapt to and learn new software.
• High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
• Able to work efficiently as part of a team as well as independently.
• Meticulous records maintenance skills.

Compensation:

• Salary range $45,000 to $55,000/annually.

Reports To: Manager of Member Services Support/Member Services Support Supervisor

Only those individuals invited for an interview will be contacted.

Summary

Member Services Support Specialist l & ll (MSSS) are responsible for receiving and auditing of all membership account documentation from the branches. The Member Service Support Specialists communicates all questionable transactions and documentation to the Branch Manager and will identify, qualify and submit accounts seeking Vision Credit Union Ltd. products and services. Other responsibilities will include research, report, prepare and assist with internal and external audits being conducted. Other duties will be performed as required consistent with the goals, objectives and responsibilities of Vision Credit Union Ltd., directed by the Manager of Member Services Support.

Job Duties/Responsibilities

• Accurately complete and submit branch reports and audits in a timely manner.
• Set up processing of CUBO users for all branches.
• Schedule all employees for training in the absence of the Manager of Member Services Support Member Services Support Supervisor.
• Verify and audit all membership documentation.
• Insert membership documentation scanned by branch staff into eDOCS.
• Verify and Audit imaged membership documentation in eDOCS that have been inserted by other employees within the Member Services department.
• Reporting Errors and Omissions to branches and ensuring corrections are made within a given deadline.
• Input and verify all new, changed and deleted member and business CAFTs within CUPS deadlines.
• Upon receipt of documentation from the branches, process and submit Requirement to Pay, Garnishee, Third Party Demands, and Maintenance Enforcement Support Deduction Notices
• Set up member users for Alberta Finance & AGLC submission.
• Custodian of all branch combinations. Ensure all branch combinations are up-to-date with new employees and changes are made in accordance with loss prevention policies and procedures.
• Assist branches as required in a positive, friendly and timely manner.
• Process ACCULINK ATM corrections sent in from branches for members and non-members.
• Send all Returned Mail to City Centre branch to input into Sharepoint for corresponding branches.
• Maintain all Stop Payments on member accounts within a timely manner.
• Accurately correct member AFT and Cheque errors within specified timelines.
• Assist the branches in completing Pay no Pay within specified timelines.
• Process Manual AFT and Cheque Returns.
• Process and complete daily non-postables within set timelines.
• Maintain Member Service Help Desk Tickets submitted by branches.
• Assist branches and verify and audit all Unauthorized Overdrafts (TOR’s).
• Verify all Foreign ATM Deposits for Branch 041 – vNow Branch.
• Verify and complete vNow branch applications in the vNow Admin Portal.
• Input new/changes to membership documentation Errors and Omissions.
• Maintain an errors and omissions tracking system on outstanding membership documentation.
• Verify applicable DRVA and cView reports for accuracy, errors and research as required.
• Reconcile CAFT and Common Share internal accounts.
• Investigate and locate errors/rejects related to AgriInvest, CAFT and Common Share internal accounts.
• Submit all Aura submissions, changes, and cancellation of cards.
• Maintenance of First Data Referral program for branches
• Monitor of Duplicate Cheques and process cheque returns if applicable
• Adhere to all Vision Credit Union Ltd. policies and procedures.
• Follow all compliance policies and procedures in relation to Anti-Money Laundering and Anti-Terrorist Financing Guidelines.
• Assist Manager of Member Services Support/Member Services Support Supervisor with other duties as assigned.

Requirements

• High school diploma
• Knowledge of basic office procedures with 2 years’ experience in a financial institution
• Strong problem identification and problem resolution skills.
• Demonstrated ability to accurately post, correct, and manage reports.
• Effective attention to detail and a high degree of accuracy.
• Strong work ethic and positive team attitude.
• Sound analytical thinking, planning, and execution skills.
• Computer literate, including effective working skills of MS Word, Excel and e-mail.
• Effective communication skills with individuals at all levels of the organization.
• Ability to adapt to and learn new software.
• High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
• Able to work well under pressure and meet set deadlines.
• Good organizational, time management and prioritizing skills.
• Attention to detail in all areas of work.
• Self starter.
• Able to work efficiently as part of a team as well as independently.
• Meticulous records maintenance skills.

We may very well be the right fit for you….and you for us.

We’re Vision Credit Union. Although we offer loans, deposits, financial planning service, RRSP’s, mutual funds, insurance products and other product that most F.I.’s are able to offer, we do things a little (some would say a lot) different at our “shop”.

Our focus is our 37,000 member-owners. We’re an organization based on principles over profit. If you are eager to launch a rewarding career with our organization, you will need to be able to naturally and consistently provide “well above the norm” member service. After all, the Credit Union system has been chosen tops in Canada for twelve years straight in the area of customer service. That’s a reputation we pledge to continue.

We believe that charging excessive fees or providing products and services that benefit our Credit Union more than our valued members is wrong. We also believe that the bulk of our profits must be shared by our members and that some of our profits need to be channeled back to community initiatives in the small rural communities where we live and work.

At Vision Credit Union, an equal opportunity employer, we treat members special. Our goal is to ensure that every one of our members feels like an extension of our “family”. The team, of which you would be a part, is small in numbers but capable of “moving mountains”. We believe in common purpose (life-long member-owners). We strive for error-free work and accountability. We’re collectively recognized for our great work: in both 2016 and 2017 Vision C.U. was named one of Alberta’s Top 70 Employers. In 2016, 2018 and 2019, Vision earned the title: Alberta’s Credit Union of the Year.

We are always “on the hunt” for enthusiastic, astute and motivated team members. Joining us represents an opportunity to go home from work feeling fulfilled. At Vision, you will enjoy a salary that is at or above industry standards and there are exceptional advancement opportunities for the right individual. If you feel you can offer skill and passion to help our organization continue being the financial service provider of choice in rural and entrepreneurial Alberta,