Administrator, Payments and Cash Management

3 weeks ago


Vancouver, Canada Coast Capital Savings Full time

As a member-owned cooperative, we’re helping our members with their real goals and real challenges so they can live the real life they want. It’s what we’ve been doing for over 80 years, and it’s why today we stand almost 600,000 members strong. Plus, we invest 10% of our budgeted profits back into our community - almost $90 million since 2000 alone - because when our members do well, we believe our communities should do well too.

Administrator, Payments and Cash Management
- Feb 1, 2024**Location**: Admin - Georgia**Job Type**: Full Time**myWork Options**: In-person, Hybrid**Role Purpose**
- The Administrator, Payment and Cash Management is responsible for providing product and service support to the PCM team and members through the execution of administration and operational tasks. The Administrator provides some sales support to the Relationship managers and ensures that all member information is attained and maintained in relation to the PCM products and their product and service provision is appropriate to their needs and as directed by the Relationship Managers and the Associate, PCM. The Administrator supports other Commercial Lines of Business as necessary.**Corporate Responsibility**
- At CCS, one of our goals is to be recognized as one of Canada’s leading companies. We strive to have a positive economic, environmental and social impact, providing responsible leadership in the marketplace, the workplace and in the communities where we live and work. We operate in a regulated environment whereby public trust is paramount. As a company and as employees, we will conduct ourselves with the highest standards of integrity and professionalism without exception, at all times.**Individual Key Contributions/Responsibilities**
- Working with the Associate, PCM, ensure that members are configured within Commercial Online Banking and AFT appropriate to their needs and in accordance with direction from the Relationship Managers.
- Responsible, with the Associate to provide regular reporting on product and services usage to Commercial management. Some analysis may be required to ascertain profit/cost to the business unit
- Responsible for maintaining accurate customer files for Commercial Online Banking and AFT including some direct member communication.
- Responsible for maintaining accurate, appropriate records, forms and files of activities as required for due diligence for the business unit
- With the Associate, PCM responsible for the preparation, communication and correct execution of Commercial Online Banking and AFT set up through our service partner
- Responsible for the monitoring and management of the department mailboxes, including responding or escalating appropriately
- Responsible for reviewing PCM agreements for completeness, communicating any deficiencies to Relationship Managers. Supports Associate, PCM in Account analysis, reporting and, at times making recommendations to Relationship Managers.
- Responsible for coordinating regular pricing reviews by the department including data gathering.
- Support the department in monitoring and analyzing competitor products and services
- Responsible for ensuring that user configuration changes (password resets, queries, modifications to access) as requested by Relationship Managers, Associates or members, are executed accurately and on a timely basis.
- Responsible for providing user support to members on system use and simple troubleshooting. Responsible for appropriate escalation of more complex issues following the established escalation process
- Responsible for providing product and service materials and documentation and service and technical support to Relationship Managers as necessary
- Responsible for supporting the Commercial team in providing the business member with excellent customer service with respect to all CCS's commercial products and services regardless of their product and services needs

**Qualifications**
- At least 2 years of experience in retail or commercial banking or cash management an asset and at least 2 years of experience in administrative support to a busy department or comparable mix of experience. 2 years of experience with user administration of a business system preferred.
- High School Diploma plus some additional post-secondary courses.
- Additional post-secondary courses in business administration or accounting required. A degree in Business/Commerce or other relevant designation considered an asset for future mobility.
- Proficient knowledge of financial statement and accounting principles
- Proficient in data analysis
- Proficient knowledge of commercial and personal credit analysis including processes and the underlying policies and security and legal considerations
- Proficient in ensuring regulatory and corporate governance practices, policies and controls are supported in department due diligence processes and procedures (ie Operational risk or AMLATF).
- Proficient knowledge and experience in dep



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