Job Description

Company Overview

Your Credit Union is a financial co-operative dedicated to serving our member-owners Our Mission : To improve the financial well-being of our members the communities that we serve.

Our Vision: Your Credit Union will be the preferred lifelong financial partner with our member-owners.

Summary

We are seeking a Product Support professional to join our team at Your Credit Union in the Ottawa. This role is crucial in enhancing member satisfaction by ensuring that the administrative function for our registered products is handled in a timely and accurate manner. You will play a key part in upholding our values of community focus, safeguarding our member-owners, and member service. Must be able to work in the office a few days a month as well as work from home.

Responsibilities

Ensuring that registered contracts are complete and accurate and that they align with the information gathered from the member. Utilize computer systems to manage member accounts and provide accurate information. Assist with administrative tasks including data entry, filing, and maintaining organized records. Collaborate with external providers and team members to enhance service delivery and operational efficiency. Maintain knowledge of products and services to effectively assist members. Ensure that accurate information is sent to the appropriate legislated parties. IE CRA or other departments. Process withdrawals and maintain appropriate database for year end filings. Review and correct any T4 receipt errors. Manage communications through various channels, ensuring professionalism at all times. Support the implementation of new processes or tools that improve member experience. Participate in training sessions to continuously improve skills and knowledge.

Qualifications

Advanced EXCEL skills, and proven ability in database management. Exceptional problem solving skills. Proven experience in customer service or support roles. Strong computer skills, including proficiency in Microsoft Office and Teams. Excellent organizational skills with attention to detail. Demonstrated knowledge of registered products in Canada such as TFSA, RRSP, RIF etc. Ability to handle data entry accurately and efficiently. Bilingual candidates are encouraged to apply for enhanced member communication. Strong time management skills with the ability to prioritize tasks effectively.

Call-To-Action

If you're ready to make a meaningful impact on our members' lives while growing your career, we invite you to apply today and join our dedicated team at Your Credit Union!

Job Type: Full-time

Pay: $28.09 per hour

Expected hours: 35 per week

Benefits:

Company events Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off RRSP match Vision care
Work Location: Hybrid remote in Ottawa, ON K1S 1V9