Job Description

Description :

About connectFirst Credit Union

As a credit union, we\'re different than a bank - and we like it that way.

At connectFirst, we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking that\xe2\x80\x99s true to our co-operative principles. You\xe2\x80\x99re our member, not a number. We\xe2\x80\x99re your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years, we\xe2\x80\x99ve grown to become one of Alberta\xe2\x80\x99s leading financial institutions through a desire to connect the dots between your dreams, your goals, your community, and your financial wellness and we echo these desires through our new, consolidated connectFirst brand.

We believe that banking is about more than money - it\xe2\x80\x99s a cornerstone of every vibrant community and that our members should expect us to positively impact the financial success and viability of the communities that we call home. We invest meaningfully in the potential and well-being of our employees, and what matters most to our members. We have honest conversations about real things, as real people. Our members are owners, they have a say in how we operate, they earn dividends on common shares and investment shares, and they have access to an extensive array of financial products and services.

• Our mission: Make money make a difference.
• Our vision: Do what\'s right for every member.
• Our values: Think big, act local, take charge, and make it easy.

We\xe2\x80\x99re committed to providing remarkable experiences to our members, our communities, and our employees, and we\xe2\x80\x99re proud to be regarded as one of the best:

• Named among Canada\xe2\x80\x99s Most Admired Corporate Cultures\xe2\x84\xa2 by Waterstone Human Capital
• Recipient of Canada\xe2\x80\x99s Best Managed Companies award for 21 consecutive years
• $12.3 billion book of business (Deposits=45%, Loans=43%, Wealth Management=10%, Syndicated Loans=2%)
• 750 employees
• $585 million in Member\'s equity

Key Accountabilities:

• Provides remarkable and high-quality investment support services to our branch network and internal & external partners, through effective execution, accuracy, and attention to detail.
• Demonstrates the expertise required to understand a member\xe2\x80\x99s unique circumstances and using critical thinking skills, helps us to deliver on our vision to do what is right for every member while ensuring we balance the interests and responsibilities of the credit union.
• Processes a wide variety of tasks, as they relate to investment processes such as clearing, overdrafts, e-transfers balancing, and many other processes.
• Reviews cFCU internal reports for errors & discrepancies; resolves identified discrepancies in a timely manner.
• Reviews and performs high risk investment transactions; this includes providing requirements and status of registered and non-registered investment plan transactions.
• Reviews and performs high risk estate transactions; this includes improving estate management policies and procedures, and completing the estate disbursement and closure.
• Creates a remarkable member experience through proactive, timely and effective administration support while responding to complex process inquiries and provides technical support to the department and the department/branch network.
• Identifies and resolves compliance queries and processing errors while mitigating any impact to the member experience and credit union; refers complex inquiries accordingly.
• Supports year-end balancing, reporting to CRA, and conducting several internal audits.
• Conducts research and provides recommendations to support business decisions.
• Overall management and processing of specialized investments such as LIRA, LIF and RESP while ensuing liaison with Concentra, CRA, etc.
• Assists in supervising the management of all third party demands.
• Ensures audit controls and risk management processes and practices are in place; identifies and recommends to management potential improvements or immediate risk concerns.
• Proactively identifies and addresses process and procedure challenge and makes recommendations for improvement to innovate and elevate our business best practice.
• Supports the development, implementation, and maintenance of departmental initiatives/programs including leading and participating into departmental projects.
• Remains current on organizational practices, policies, procedures and legislative requirements; identifies areas requiring clarification or improvement and referring to management for action.
• Acts as a resource, provide back up coverage and provide training to other staff within the department.
• Assists management team by providing supervision to the team members, when necessary.
• Builds collaborative working relationships with staff external to the department and external networks within area of specialization to facilitate and continually improve member journey.
• Job duties as otherwise assigned.

Experience and/or Educational Requirements:

• 4 - 6 years experience in retail banking.
• Completed a relevant certificate, diploma, degree or designation program.
• Strong knowledge pertaining to all investment facilities including product knowledge and supporting processes, regulations and banking policies and procedures; working knowledge of Estates and Deposit policies and procedures considered an asset.
• An equivalent combination of education and experience may also be considered.

Skills and Competencies:

• Strong computer skills in Microsoft Office applications and ability to learn other programs.
• Excellent communications skills; both written and verbal.
• Strong critical thinking and analytical skills.
• Strong understanding of tax reporting requirements.
• Excellent organizational and multi-tasking skills.
• Excellent attention to detail.

Qualified applicants are invited to apply online.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

For more information on Connect First Credit Union Careers, please visit

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