Client Services Representative (Senior), Central 1 Credit Union

Location:	Vancouver, British Columbia
Posting Date:	November 26, 2013
Closing Date:	until filled
Web Site:	www.central1.com
Employment Type:	Full-time / Permanent

Company overview

When you’re passionate about what you do and where you work, the rest comes easy. That’s the culture at Central 1 Credit Union, and that’s precisely what we’re looking for from you. Supporting nearly 200 member credit unions across British Columbia and Ontario, we’re the backbone of the credit union system in both provinces – taking care of everything from online services and product development, to payment processing, trade association services and more.
Our team of nearly 600 employees represent some of the most innovative, passionate individuals you’ll ever meet; people who honestly care about the organization, its members and each other. In other words, people who love what they do.

Position overview

The Client Services Representative 3 performs a variety of diverse clerical duties involving the initiation, processing, reconciliation, balancing, settlement, tracing and investigation of items where the processes are more complex and dollar values are high, and where there is a requirement to work in accordance with a variety of policies, procedures, industry rules, risk controls, financial limits and confidentiality/security requirements. Provides customer service to credit unions, other centrals and external clients by responding to service requests and queries and assisting with problem resolution

You’ll be primarily responsible for:

• Undertaking various duties relating to the processing of domestic and international wire transfers, automated funds transfers, cash ordering and other related matters

• Responding in a timely and courteous manner to verbal and written requests from credit unions,  other financial institutions, corporate clients, suppliers and Central 1 employees for information and assistance in initiating transactions, resolving discrepancies, preparing adjustments and  dealing with other related problems

• Preparing and provides detailed information to sending and receiving financial institutions and prepares necessary forms for any charges

• Providing direction to credit union staff regarding the most expedient methods for processing transactions

• Processing incoming and outgoing transfers of funds, responds to trace requests and keeps all financial institutions aware of status and any issues that need to be dealt with

• Reviewing documents, variance reports and other information, analyzes unusual situations, traces items, and investigates and resolves problems

• Preparing debit/credits for posting to credit union accounts; balances daily transactions and posts to appropriate general ledgers

• Acting as intermediary where required between credit unions, other centrals, external clients and other financial institutions for processing and settlement of various items and for recalling any required payments

• Maintaining databases, logs, records and statistics, and prepares summary reports for information, billing and other purposes

• Assisting with testing of software upgrades and improvements to processing

• Maintaining up-to-date knowledge of CPA rules, FINTRAC reporting, Proceeds of Crime and Anti Money laundering and terrorist Financing Legislation, and Central 1 processes and standards applicable to the work

Your qualifications include:

As the successful candidate you possess a diploma in business or related discipline including courses in accounting and personal computer applications, or an equivalent combination of education and experience. You have a minimum 3-4 years related experience in a financial institution.
As the successful candidate you possess sound knowledge of inter-institutional money transfer systems, automated Funds Transfer systems, financial systems, settlement processes between financial institutions and CPA rules related to the work. You have a sound knowledge of computers including word processing, spreadsheet and database programs. You have the ability to analyze data, interpret reports and use sound judgment in troubleshooting and resolving complex problems. You possess strong analytical, problem solving, organizational and time management skills. In addition you have strong customer service, communication and interpersonal skills and excellent command of the English language. You have the ability to multi-task, effectively deal with conflicting priorities, work to strict deadlines and function effectively in a team environment. You have a desire to learn and understand new processes. 
As much as we believe in working hard, we also believe in personal growth and taking time for ourselves. Accordingly, our total rewards philosophy amounts to one of the best compensation and benefits packages in the industry – from performance-based incentives and extended benefits, to training and education reimbursements, ample vacation time and staff mortgage discounts.
We would like to take this opportunity to thank all applicants in advance; however, only those short-listed will be contacted.