Pre-Authorized Chequing Administrator (Bilingual - French / English)

First Canadian Financial Group; Sherwood Park; On-site; CAD 45,000 - 60,000; Full time

Job summary

A financial services organization in Sherwood Park is seeking a Bilingual Pre-Authorized Chequing Administrator to manage insurance policies and customer inquiries. This role requires a high school diploma and 2 years of customer service experience, with a preference for candidates familiar with banking and accounting. You will ensure compliance with policies while providing excellent Service to customers. The position offers benefits such as an early release on Fridays and an earned time-off program.

Benefits

Earned Time-Off Program

Group Retirement Savings Plan

On-site gym with free classes

Educational assistance

Health and Wellness spending account

Qualifications

• Minimum 2 years of experience in front-line customer service via phone/email.
• Experience in banking, automotive, or financial administration.
• Typing speed of 40+ words per minute.

Responsibilities

• Process new insurance certificates and customer inquiries.
• Manage customer payments and monitor payment dates.
• Conduct month-end audits for certificate accuracy.

Skills

Customer service

Bilingual (English/French)

Microsoft Office proficiency

Basic accounting knowledge

Education

High school diploma (Grade 12)

Post-secondary education in administration, finance, or related field

Tools

IBMi / AS400

Job description

Join to apply for the Pre-Authorized Chequing Administrator (Bilingual - French / English) role at First Canadian Financial Group

1 – 2 days ago

Join to apply for the Pre-Authorized Chequing Administrator (Bilingual - French / English) role at First Canadian Financial Group

Overview

First Canadian is a national organization and we are experiencing unprecedented growth. We seek bright, hard-working people who share our values and are committed to learning, career growth, and opportunity. We take pride in being an organization that our employees support long-term and celebrate their success by asking for employee opinions and feedback to continue to be a Great Place to Work.

Description

The bilingual Pre-Authorized Chequing (PAC) Administrator – Alberta supports the administration of creditor group insurance policies by processing certificates for insureds who pay premiums through scheduled withdrawals. This role registers new insurance certificates promptly, ensures accuracy in processing, and issues various types of written correspondence to customers. It also oversees processing of customer withdrawals through CIBC, assists with customer inquiries, and manages a high volume of monthly cancellations in accordance with procedures. This customer-facing role requires clear, professional communication and a focus on compliance with company policies and regulatory guidelines. Hours of work are 7:00am–4:00pm Monday–Thursday and 7:00am–3:00pm on Fridays.

Essential Responsibilities

• Receive and register new insurance certificates as they are sent in by dealers via fax, email, or regular mail, ensuring accuracy and completeness.
• Follow up with dealers daily to obtain missing information required for certificate registration, including signatures, signed authorization cards, or banking details.
• Distribute monthly emails to dealerships and account managers regarding unremitted certificates, ensuring timely follow-up and resolution.
• Manage customer payments through CIBC, ensuring timely and accurate processing of withdrawals in compliance with company policies and regulatory standards.
• Monitor and process bi-monthly transmissions for new and recurring PAC Insurance certificates, balancing the amounts generated from certificate registration before submission.
• Handle customer inquiries via phone and email regarding withdrawals, policy details, and account updates, ensuring accurate record-keeping for all communications.
• Download and review daily returned items from CIBC, taking appropriate action on insufficient funds, customer stop payments, account closures, payor deceased notifications, revoked payments, and other returned transactions.
• Monitor payment dates in relation to customer cancellation requests, ensuring that if a payment has already been transmitted to the bank, the customer is informed of the stop payment process or the need to sign a termination form for future withdrawals.
• Issue cancellation notifications via registered mail for cancellations initiated by First Canadian or due to returned payments from CIBC. Track registered mail to confirm customer receipt and ensure compliance with notification requirements.
• Reconcile and process dealer commission payments for active PAC certificates on a monthly basis, ensuring payables are balanced with new and recurring commissions, as well as cancellations.
• Conduct month-end audits of dealerships to verify the accuracy of pre-authorized chequing certificates received and processed.
• Process customer refunds upon verification of loan payouts, ensuring timely and accurate reimbursement.
• Maintain detailed records of all customer interactions, payments, and account updates within certificate files.
• Ensure compliance with company policies and regulatory requirements, particularly regarding customer payment handling and notifications.
• Perform other duties as required, contributing to the efficiency and accuracy of PAC administration processes.

Qualifications

• High school diploma (Grade 12) required.
• Post-secondary education in administration, finance, or a related field is an asset.
• Minimum of 2 years of experience in front-line customer service via telephone and/or email is required, preferably in a call center or administrative environment.
• Minimum of 2 years of experience in banking, the automotive industry, or financial administration is considered an asset.
• Familiarity with basic accounting functions, including reconciliations, debits, credits, and journal entries, is preferred.
• Typing speed of 40+ words per minute.
• Intermediate skill with Microsoft Office (Word / Excel) with the ability to adapt to new systems is required.
• Experience with IBMi / AS400 is considered an asset.
• Fluent in both English and French with proven skills in verbal and written communication is required.
• Successful completion of credit check, criminal background check, education verification, and employer reference and verification before employment is required.

Benefits

• An uplift of 5% is applied after the probationary period for qualified professional level French bilingualism (both spoken and written).
• Off work 1 hour early on Fridays.
• Earned Time-Off Program and vacation.
• Group Retirement Savings Plan with employer match.
• On-site gym including free weekly classes with a qualified trainer.
• Newly renovated facility with ergonomic desks / chairs.
• Educational assistance and career development.
• Employee benefits.
• Health and Wellness spending account.
• Employee Assistance Program (EAP).
• Employee discount programs.
• A Culture Team dedicated to diversity, inclusion, and employee programs.
• Employee recognition and appreciation events.

Equal Opportunity

We are an equal opportunities employer and welcome applications from all suitably qualified persons. Accommodations are available upon request.