Operations Service Representative 2, Settlement

3 months ago

Nanaimo, Canada Coastal Community Credit Union Full time

**Position Type**:Temporary

**Duration**: Approximately 4 months

**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 2, Settlement & Operations Support,** so if you’re passionate about improving people’s financial health and engaging with various teams to identify needs and provide the best solution, we’d like to hear from you.

**What’s the role?**

As an **Operations Service Representative, Settlement & Operations Support**, under general supervision, you assist in providing efficient and timely support to the department and branches as well as the reconciliation of electronic banking networks. You are also required to back-up various tasks within the Central Operations Department. 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 the **Operations Service Representative, Settlement & Operations Support** to carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union. As the **Operations Service Representative, Settlement & Operations Support**, you will provide friendly, professional service in an efficient, financially responsible manner.

Your duties will include:

- Work is routine but varied, requiring the incumbent to provide assistance to others to achieve optimal departmental and organizational performance.
- Answers and responds to telephone inquiries as required.
- Reconciles ABM and POS network settlements and prepare the reconciliation package, processing adjustments as required and maintaining records.
- Orders cash for branches.
- Performs other related duties and back-up service as required.

**What are we looking for?**
- Minimum of one (1) year financial service experience or an equivalent combination of education and experience;
- Successfully completed CUIC 185 and/or CUIC 200 and be actively pursuing the CUIC Fellow Designation;
- Successfully completed the MSR II exam;
- Above average MSR demonstrated skills are required.

Ideally, you are a flexible, collaborative team player with:

- Extensive knowledge with all basic Coastal Community Credit Union products and services is required, as well as the banking system.
- Working knowledge of credit union policy and procedures as it relates to electronic banking networks. A familiarity of ATM networks and POS settlement reporting are required.
- Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
- Effective listening skills 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 on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
- In addition, you 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.

**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% member-owned, 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.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We offer a generous total rewards package and a great work/life balance because we want you to spen

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