Retail Operations Associate

5 days ago

Ottawa, Canada Alterna Full time

**Scope of Position**

The Retail Operations Associate forms part of the Retail Operations team which provides support to the Retail Branch Network to assist in the delivery of exceptional member/customer experience. Working under the supervision of the Manager, Retail Optimization and Compliance, the incumbent will assist with reports for Retail Branch activities, collecting and compiling data, and completing activities required in accordance with established policies and procedures.

Key deliverables for this position include problem solving for existing members and/or customers, review and vetting of personal accounts for operational excellence and assistance with the Branch Verification Binder Audit activities.

**Major Responsibilities**
- Review various monthly Branch Reports, including but not limited to Security Reports, Cash Deposit Reports, and various Regulatory Reports, ensuring all required activities are completed in the requisite timeframe.
- Review Monthly Branch Verification Binder Reports. Depending on the requirements of the Report
- complete and appropriately record the required activities
- cull the data for completion by the Retail Branch Teams
- assisting with the audit functions, report on the completion of Report activities by the Retail Branch Teams
- Assist with the processing of information of the Compliance Department Report of Personal On-boarding.
- Assist with data cleanse requirements identified in Reports, Merger Projects, Regulatory Compliance, etc.
- Assist in Quality Assurance testing for requested Wealthview Builds or Projects as required.
- On a rotating basis, reviews the New Customer Report for each Retail Branch for anomalies or trends and reports findings to the appropriate Retail Operations Manager
- As a member of the Retail Operations Team, assists Branch Retail employees with process questions and vendor investigations, as required.
- Assist with completion of Dashboard for OPEX, as required.
- Cross trains and assume the duties and responsibilities of the Non-Personal Operations Associate in his/her absence
- Assists the Manager, Retail Operations and Compliance and other members of the Retail Operations Team with the operations of the department, on request.

**Qualifications**

**Education / Certifications / Experience**
- Post-Secondary education in a related discipline or related financial service experience
- 2 years’ experience in a retail banking position

**Knowledge / Skills**
- Knowledge of principals, practices, and techniques related to banking
- Knowledge of regulatory compliance requirements as they relate to the delivery of banking products and services
- Strong competency in MS Office, particularly Excel

**About Alterna Savings**

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking for over 110 years. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with 217,000 members through a network of 46 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the Allpoint Network in the US.

**Working at Alterna**

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 110 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal, the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for seven years running.
- Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact the recruiter to let us know how we can accommodate you.

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