Operations Representative I - 18 Month Contract

Meridian Credit Union; St. Catharines; On-site; CAD 45,000 - 60,000; Full time

Job summary

A regional financial institution in the Niagara Region is seeking an Operations Representative I for an 18-month contract. The role involves supporting retail investment processes, ensuring accuracy and compliance. Ideal candidates will have 1-3 years of experience in retail investment operations and strong communication skills. This position is office-based, offering an opportunity to contribute to future banking innovations.

Qualifications

• 1-3 years progressive experience in retail investment operations or a related field.
• Desire for continuous learning and growth.
• Ability to collaborate and influence effectively.

Responsibilities

• Support Retail in the sale and fulfillment of all investment solutions.
• Execute complex activities like account transfers and withdrawals.
• Resolve Member issues and manage transactions accurately.

Skills

Member Experience focus

Knowledge of retail Investments

Excellent communication skills

Strong computer skills

Critical thinking

Education

Background education in accounting or finance

Tools

Microsoft Office

Ovation / Encore

Job description

Overview

Operations Representative I - 18 Month Contract at Meridian Credit Union. The role involves fulfilling specialized retail investment requests on behalf of branch teams, ensuring accuracy, compliance, and timely execution. You will interact with branch teams and cross-functional departments to build internal relationships and support Meridian’s strategy.

Responsibilities

• Support Retail in the sale and fulfillment of all investment solutions
• Execute complex activities such as transfers in / out, issuing and receiving cheques, RESP opening / management / deposits / withdrawals, RIF administration
• Fulfill requests within timelines, verify documentation and transactions for accuracy
• Investigate Member accounts and activities, manage transactions on multiple systems with precision
• Resolve Member issues, manage resolutions and support branches with Member concerns to mitigate risks
• Use policies to solve errors or omissions, stay updated and maintain policies, procedures, forms
• Comply with regulations, handle correspondence and information discreetly

Employee Experience

• Partner effectively with internal and external stakeholders, cross-train and support knowledge transfer
• Contribute to a fair, positive and unbiased environment that supports diversity

Modernizing Work

• Communicate bottlenecks and pain points, support process improvements and update internal procedures as processes change
• Stay updated on system changes and act as a subject matter expert

Knowledge, Skills, And Abilities

• Member Experience focus, commitment to Service Excellence
• Solid knowledge of retail Investments in Registered Plans, RESP, Locked-In plans, Non-Resident regulations
• Familiarity with investment and lending documentation
• Strong knowledge of computer systems, including Ovation / Encore and Microsoft Office products
• Desire for continuous learning and growth
• Excellent communication, negotiation, and interpersonal skills
• Initiative and ownership, acting decisively within authority; escalate where needed
• Effective organizational time management and critical thinking
• Ability to collaborate, partner and influence
• Creative and innovative thinking

Experience

• 1-3 years progressive experience in retail investment operations or a related field
• Background education in accounting, finance, commerce, business administration, or equivalent would be an asset

Education, Designations, Training, and Experience

• Knowledge / Education : Analytic / Systematic Thinking, Communication (interpersonal and written), Organization Skills, Multitasking, Problem Solving, Professional Judgment, Results Driven, Flexibility and Resilience, Process Oriented Thinking, Teamwork and Partnering

Competencies

• Member Focus – Members are the highest priority
• Proactive – Anticipate needs and provide a high level of service
• Open Communication – Honest and transparent dialogue
• Business Savvy – Apply knowledge productively
• Partner Orientation – Collaborate to achieve goals
• Integrity – Open, honest, respectful actions
• Talent Developer – Develop team members’ skills
• Creates a Supportive and Positive Team Environment

Join us in-office at 75 Corporate Park Dr, St Catharines, ON. Build the Future of Banking with Meridian.

Meridian is committed to an inclusive, accessible environment. Qualified applicants will be considered without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Please note that due to volume of applications, only those under consideration will be contacted for an interview. Follow Meridian Careers on LinkedIn for updates.