We are currently seeking aDeposit Services Associate (Term) for ourCentralized Services.
The Deposit Services Associate works within and across teams to provide Family Banking& Wealth Management staff with registered plans, estate and POA administrative support; freeing up time for sales staff for relationship building activities with members.
The Deposit Services Associate prepares documents, processes transactions, settles estates, reviews trust and POA documents, manages CRA registered plan tax remittances and completes various administrative reports following established policies and procedures to safeguard the credit union and members.
What you’ll do:
Creates strong working relationships with Family Banking& Wealth Management teams and deposit agents by proactively anticipating, identifying and responding to the needs of members, staff and agents.
Meets or exceeds service level agreements by answering all incoming calls, conferencing in subject matter experts for first call resolution and by speaking directly with members either for administrative follow-up or real-time collaboration with sales teams.
Spearheads clear, concise and constant communication within Deposit Services and with Family Banking& Wealth Management teams, other internal members and third parties to deliver a best-in-class member experience and to identify roadblocks to high quality and timely delivery of support.
Processes registered plan applications, fees, revisions, transactions and transfers. Processes and administers self-directed third party mutual funds and mortgages. Completes registered plan CRA reporting and tax slips.
Administers Estate and Trust accounts and processes POA requests. Prepares deposit agent applications for approval and obtains annual compliancy acknowledgement and insurance from deposit agents.
Reconciles various internal management and general ledger accounts.
Follows established policies and procedure to safeguard our members and Prospera Credit Union, is empowered and uses good judgement to provide win-win solutions for members and the credit union.
Identifies process inconsistencies to support team development, deliver a consistent experience and to identity process gaps.
Takes personal ownership for learning and career development, follows through on all training and development plans, seeks out feedback to identify opportunities to grow and develop.
Helps drive learning across the team, is relied upon to train others and proactively shares information amongst the team.
What you’ll need:
Self-starter who is passionate about going the extra mile in bringing our Vision and Purpose to life
Active within your community and eager to make a difference through volunteerism
Well-developed communication skills with an ability to quickly build a rapport, actively listen and correctly interpret information
Curious to learn more about our members’ financial needs, money pain and goals and is comfortable asking members’ about their financial and life goals
Ability to organize and prioritize a busy workload with strong attention to detail and a high degree of accuracy
Thrives in an environment of ongoing change and fast-paced teams
Well-developed knowledge of daily banking and investment products and services
Well-developed knowledge of wealth management products
One plus years in a customer service role;
One plus years in the financial services industry; or an equivalent combination of education and experience.
What’s in it for you?
Career Advancement! We are committed to our employee’s growth and development and we want to see you soar. There are a number of career pathing options this position leads to, let us be your spring board.
Fun& Camaraderie. We care deeply about our members and our employees and we want the hours you spend with us to be fun, rewarding and sometimes lighthearted. We like to work hard, play hard, have fun and be there for each other.
Show me the money!We also offer a competitive salary, flexible benefits program and a generous defined benefits pension plan.
Community Focused: We care about giving back to the communities we live, work and play in. We provide a paid volunteer day and many community minded activities throughout the year.
Please apply for this opportunity at www.prospera.ca/Careers