Operations Service Representative 4, Banking System

1 week ago

Nanaimo, British Columbia, Canada Coastal Community Credit Union Full time

Position Type**:
Permanent

Together, Let's Do Great Things


We're the largest financial institution based on Vancouver Island and the Gulf Islands, and we've got an opportunity for you.

We are looking for an
Operations Service Representative 4, Banking System Support Coordinator, so if you're passionate about improving people's financial health, we'd like to hear from you.


What's the role?


As an
Operations Service Representative 4, Banking System Support Coordinator, under mínimal supervision, you will act as the primary coordinator and resource for all matters relating to the banking system.

Coastal Community Credit Union strives "to be the leaders in building relationships that improve financial health, enrich people's lives and build healthier communities." It is your responsibility as
Operations Service Representative to carry the mission statement forward in order to build, maintain, attract and expand the member's relationship with the credit union.

As an
Operations Service Representative you provide friendly, professional service in an efficient, financially responsible manner.

Your duties will include:

  • Acts as a primary coordinator and resource for all matters relating to the banking system.
  • Liaisons with third party service providers (i.e., Fiserv, Central1,Treshold and participates in testing of upgrades to banking system and MemberDirect)
  • Audits banking system data; investigates and rectifies errors as required and advises management of anomalies.
  • Prepare monthly database integrity package.
  • Performs other related duties and backup service as required.
  • Answers and responds to telephone inquiries.

What are we looking for?

  • 36 years financial experience or an equivalent combination of education and experience in the sales and service environment;
  • Successfully completed CUIC 185 and/or CUIC 200 and be actively pursuing CUIC Fellow Designation;
  • Successfully completed MSR2 exam and demonstrated leadership skills.
Ideally, you are a flexible, collaborative team player with:

  • Working knowledge of Coastal Community Credit Union products and services is required, as well as advanced knowledge of the banking system.
  • Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members, as well as to handle complex lending transactions.
  • The incumbent must effectively listen to and engage members/team members in conversation to understand and identify their needs to provide resolution through sourcing information and matching an appropriate product/service/support; as well as provide a referral to the appropriate individual to complete the request if required.
  • The ability to multitask with above average keyboarding and internet/computer navigation skills for searching online client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
  • Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.
  • In addition, the incumbent must be a strong team player who prioritizes and exhibits initiative to assist in the completion of projects and work within specific time constraints in a high paced environment.
  • This position requires the use of some judgement in developing recommendations/decisions that could have an impact on credit union operations.
If you're an approachable problem solver who embraces self-development and life-long learning, you'll be a great fit with us.

Who are we?


Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island.

We're proud of the legacy we've built and the things that make us who we are:

  • We're 100% memberowned, with all decisions made locally—right here on Vancouver Island.
  • We're a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.
If you join us you'll work hard, but have a lot of fun along the way.

We offer a generous compensation package and a great work/life balance because we want you to spend your career here.

Many people do

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