Member Services Support Specialist - Term Position (Camrose)

Member Services Support Specialist - Term Position (Camrose)

19 Apr
|
Vision Credit Union
|
Camrose

19 Apr

Vision Credit Union

Camrose

Member Services Support Specialist - Camrose - Term Position

Member Services Support Specialist (MSSS) are responsible for receiving and auditing all membership account documentation from the branches, communicating issues with questionable transactions and documentation to the Branch Manager, and identifying, qualifying, and submitting accounts for Vision Credit Union Ltd. products and services. Other responsibilities include research, reporting, preparation, and assistance with internal and external audits, as directed by the Manager of Member Services Support. This is a full‑time term position (9‑15 months).

Qualifications

- Member Service Experience preferred.
- Basic to advanced knowledge of registered and non‑registered investment services.
- Basic to advanced knowledge of membership documentation and products.
- Knowledge of basic office procedures with 2 years’ experience in a financial institution.
- Effective communication skills with individuals at all levels of the organization.
- Ability to adapt to and learn new software.
- High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
- Ability to work efficiently as part of a team as well as independently.
- Meticulous records‑maintenance skills.

Responsibilities

- Accurately complete and submit branch reports and audits in a timely manner.
- Set up processing of CUBO users for all branches.
- Schedule all employees for training in the absence of the Manager of Member Services Support / Member Services Support Supervisor.
- Verify and audit all membership documentation.
- Insert membership documentation scanned by branch staff into eDOCS.
- Verify and audit imaged membership documentation in eDOCS that have been inserted by other employees within the Member Services department.
- Report errors and omissions to branches and ensure corrections are made within a given deadline.
- Input and verify all new,



changed and deleted member and business CAFTs within CUPS deadlines.
- Upon receipt of documentation from the branches, process and submit Requirement to Pay, Garnishee, Third Party Demands, and Maintenance Enforcement Support Deduction Notices.
- Set up member users for Alberta Finance & AGLC submission.
- Custodian of all branch combinations, ensuring updates for new employees and changes in accordance with loss‑prevention policies and procedures.
- Assist branches as required in a positive, friendly and timely manner.
- Process ACCULINK ATM corrections sent in from branches for members and non‑members.
- Send all returned mail to City Centre branch to input into SharePoint for corresponding branches.
- Maintain all stop payments on member accounts within a timely manner.
- Accurately correct member AFT and Cheque errors within specified timelines.
- Assist the branches in completing Pay‑no‑Pay within specified timelines.
- Process manual AFT and Cheque Returns.
- Process and complete daily non‑postables within set timelines.
- Maintain Member Service Help Desk tickets submitted by branches.
- Assist branches and verify and audit all unauthorized overdrafts (TORs).
- Verify all foreign ATM deposits for Branch 041 – vNow Branch.
- Verify and complete vNow branch applications in the vNow Admin Portal.
- Input new or changes to membership documentation errors and omissions.
- Maintain an errors and omissions tracking system on outstanding membership documentation.
- Verify applicable DRVA and cView reports for accuracy, errors and research as required.
- Reconcile CAFT and Common Share internal accounts.




- Investigate and locate errors/rejects related to AgriInvest, CAFT and Common Share internal accounts.
- Submit all Aura submissions, changes, and cancellations of cards.
- Maintain the First Data Referral program for branches.
- Monitor duplicate cheques and process cheque returns if applicable.
- Adhere to all Vision Credit Union Ltd. policies and procedures.
- Follow all compliance policies and procedures related to Anti‑Money Laundering and Anti‑Terrorist Financing Guidelines.
- Assist the Manager of Member Services Support / Member Services Support Supervisor with other duties as assigned.

Requirements

- High school diploma.
- Knowledge of basic office procedures with 2 years’ experience in a financial institution.
- Solid problem identification and problem resolution skills.
- Demonstrated ability to accurately post, correct, and manage reports.
- Effective attention to detail and a high degree of accuracy.
- Strong work ethic and positive team attitude.
- Sound analytical thinking, planning, and execution skills.
- Computer literate, including effective working skills of MS Word, Excel and e‑mail.
- Effective communication skills with individuals at all levels of the organization.
- Ability to adapt to and learn new software.
- High level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
- Ability to work well under pressure and meet set deadlines.
- Good organizational, time management and prioritizing skills.
- Attention to detail in all areas of work.
- Self‑starter.
- Confident, consistent, decisive personality.
- Ability to work efficiently as part of a team as well as independently.
- Meticulous records‑maintenance skills.

Compensation

- Salary range $45,000 to $55,000 annually.
- Comprehensive benefits package.

Reports To: Manager of Member Services Support / Member Services Support Supervisor

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📌 Member Services Support Specialist - Term Position (Camrose)
🏢 Vision Credit Union
📍 Camrose

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