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Operations Processing Representative Ii

4 months ago


St Catharines, Canada Meridian Credit Union Full time

.

**About this opportunity**

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

**About this role**:
The Operations Representative is responsible for maintaining high standards of Member service, contributing to quality control and operational efficiency within Operations that contribute to a positive Member experience. The incumbent must be responsive to partner/member needs, have a collaborative attitude and have a proactive nature.

**What you’ll do**:

- Create a consistent and positive experience for our partners and ultimately our Members through completion of work being sent to Investments Processing, Lending Processing, Mortgages Processing and ATM and Clearing Processing
- Fulfill all processing requests triggered by both member requests and the system to ensure processes run smoothly and within defined service level agreements
- Verify documentation for accuracy and completeness
- Effectively communicate bottleneck and pain points encountered in day to day work
- Appropriately escalate issues, situations, or problems as they arise to the Operations Processing Assistant Managers
- Continuously look for ways to do things better
- Work with the Operations Support team to update internal procedures as processes change and/or improve

**What you can bring to Meridian**:

- Minimum 3 years’ experience in the Financial Services Industry
- Demonstrate a genuine commitment to consistent, accurate and timely processing
- Demonstrate agility in moving from one task to another
- Ability to work independently, take initiative, prioritize work and be flexible
- Commitment to values and service excellence
- Solid product knowledge in one or more of the following areas:

- Mortgages, lines of credit and loans
- Investments - registered, non-registered and deposit broker investments
- Clearing
- Electronic payments
- Ability to exercise sound judgment
- Demonstrates effective interpersonal skills, conducive to functioning in a liaison capacity with Branches and other outside agencies
- Create a consistent and positive experience for our partners and members
- Proven ability to work independently, as well as being a positive contributor and asset in a team environment.
- Good verbal and written communication.
- Excellent organizational skills, problem solving & time management ability, and a commitment to a high degree of accuracy.
- Demonstrates creativity in streamlining processes.
- Strong ability to learn all aspects of Operations for example investments, loans, lines of credit, mortgages, electronic channels, and clearing.
- Good working knowledge of Ovation and Microsoft Office products.
- Familiar with documentation related to investment and lending.

***Office Location: 3330 Bloor Street West, Toronto OR 75 Corporate Park Drive, St. Catharines.**
- _
- Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us._

**What's in it for you?**
- We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
- You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
- Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
- This isn't your typical "corporate" job. We work hard and we have fun

**Who we are**:

- Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life._

Find our story here: About Meridian

**Experience the Difference**

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national or