- Monitor the accuracy of incoming clearing including suspense, delayed, rejected, and qualified/unqualified and ensure they are debited/credited on the date negotiated/due.
- Process daily overdraft reporting.
- Reconcile e-Transfers, Remote Deposits and other electronic transactions.
- Research and resolve discrepancies related to clearing.
- Global Payment card administration.
- Process monthly Mastercard billing.
- Dormant account administration.
- Answer phone calls and respond to various inquiries.
- Lost/stolen card report completion.
- Clerical duties relating to the filing of AML reports.
- Clerical duties relating to fraud incidents.
- Perform other related duties and provide back-up service as required.
- Minimum of one (1) year financial service experience or an equivalent combination of education and experience.
- Successful completion of CUIC 185 and/or CUIC 200.
- Successful completion of the MSR II course and exam.
- Solid working knowledge of all Coastal Community products and services.
- Solid working knowledge of the banking system.
- Solid working knowledge of CPA rules and credit union policy and procedures as it relates to clearing.
- Actively pursuing the CUIC Fellowship Designation and/or other related education.
- Above average MSR/OSR skills.
- Demonstrated leadership skills.
- Excellent written and verbal communication skills.
- Proficient with the Windows suite of programs.
- Ability to utilize sound judgement in developing recommendations.
- Ability to multitask while providing quality service.
- Ability to complete projects and work within time constraints in a high paced environment.
- 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.
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Operations Service Representative 2, Clearing Clerk - Nanaimo, Canada - Coastal Community
Description
Job Details
Description
**Posting Deadline: Please submit your application by 11:59 PM PST, May 3, 2024**
Position Type: Temporary
Duration: Approximately six (6) 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, Clearing Clerk, so if you're passionate about improving people's financial health and have experience with posting transactions and monitoring clearing items, we'd like to hear from you.
What's the role?
As an Operations Service Representative 2, Clearing Clerk , under general supervision, you will process a variety of financial and non-financial transactions of an administrative nature. Coastal Community 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 to carry the vision statement forward in order to build, maintain, attract and expand the member's relationship with Coastal Community. The Operations Service Representative provides friendly, professional service in an efficient and financially responsible manner.
Your duties will include:
What are we looking for?
Ideally, you are a flexible, collaborative team player with:
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:
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 spend your career here. Many people do
We take pride in offering a comprehensive total rewards package and workplace culture that's second to none. This includes a substantial extended benefits package, an impressive 11.50% Employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more
The wage ranges provided are based on the Union collective agreement. Full Time annual salary range based on 35 hour work week.
Full Time Role Range (Annual Salary) - $44,358.00 to $53,766.24
If this role resonates with your passion and skills, we would love to hear from you.
Qualifications
Skills
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:Motivations
:Education
Experience
Licenses & Certifications
Operations Service Representative 2, Clearing Clerk professionals in Nanaimo
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Oudom He
Clerk / customer service