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Scope of Position
This position is a diverse role in the branch which supports the branch on operational and administrative components. The Sales and Service Administrator will provide resourceful support as relates to normal administrative duties, support to Member Service Representatives, overseeing treasury duties and certain responsibilities related to and in support of the branch verification binder (branch administrative binder). This role will also have cash transactional and reception duties as required to fulfill branch needs.
Key Responsibilities
Support front line employee such as Member Service Representatives as relates to overrides, mentoring, problem solving and general assistance for routine transactions
Back up on the front line and reception as required along with other direct member/client contact inquiries and processing duties
Treasury duties- ordering cash, balancing treasury and respective GL’s, loading CDU, foreign currency management
Responds to member inquiries by phone or e-mail
Reviewing and auditing daily and bi-monthly, monthly and quarterly branch reports as required
Assists in the opening and closing duties of the branch and vault
ATM deposit processing, loading and balancing
Incoming/outgoing wire transfer processing and balancing
Safety deposit box maintenance and member/client service
Management of drafts and ATM cards supplies
Ordering branch supplies
Branch marketing material current and updated throughout the branch
Branch verification binder responsibilities as assigned
Audits, cash counts and report reviews as required – weekly, monthly, bi-monthly, quarterly, Semi-annually and Annually.
Resolves member/client issues at first point of contact where possible and refers to senior internal officers based on the complexity of the situation.
Ensures ongoing compliance and adherence to operational policies, procedures, objectives and Code of Business Conduct.
Performs other duties as assigned by Management.
Expectations / Outcomes
Administrative duties are up to date and audits and reporting compliant
Member/Client expectations are met and/or exceeded
Branch documentation is coordinated in a manner that is efficient and ensures that the branch runs smoothly with minimal disruption, allowing sales staff to focus on their priorities
Qualifications
Post secondary education preferred combined with 2 years related experience in a similar role in a financial institution or a high school diploma coupled with a minimum of 3 years experience in a similar administrative role ideally in a financial institution
Good knowledge of products and services offered by a financial institution
Strong knowledge of various computer application including Word and Excel etc.
Willingness to pursue additional learning programs
Key Skills
Excellent interpersonal and communication skills
Excellent problem-solving skills
Strong organizational and multi-tasking skills
A proven ability to manage change and adapt quickly
Accepts responsibility for member issues in a professional manner
Proven ability to work under pressure
Willing to work flexible hours.
Proven team player
Competencies
Member/Client Centricity-Sustains member relations.
Continuous Learning & Agility-Self assesses and monitors oneself to maintain personal effectiveness.
Teamwork-Contributes positively as a team member.
Achievement Orientation-Consistently meets work expectations.
Adaptability-Recognizes how change will affect work.
Impact & Influence-Uses facts and available information to persuade.
Initiative-Addresses current issues.
Sales Process-Applies Alterna’s sales principles.
Professional/Technical Expertise-Demonstrates working knowledge as relates to the job’s role.
About Alterna Savings
Alterna Savings and Credit Union Limited (Alterna) has been the good in banking™ for over 110 years, and based on assets under management, is one of Canada’s Top 10 credit unions (CCUA, 2021). Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank. Together, we have $10 billion in assets under management.
As the first full-service, member-owned co-operative financial institution outside Quebec, Alterna Savings shares its expertise with more than 185,000 members through a network of over 30 branches across Ontario, that includes partner Peterborough Community Savings; as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the All point Network in the US.
Working at Alterna
Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 100 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.
We are incredibly proud of our corporate culture, where everyone works together towards a common goal, the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region’s Top Employers award for six years running.
- Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.
- Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact the recruiter to let us know how we can accommodate you.
