Deposit Services Officer, CUA Halifax
CUA is a full-service banking institution that offers flexible products, personalized service and quick decisions that are made in the local marketplace. CUA serves more than 20,000 individuals and businesses in the HRM / Halifax market. Our success is the result of the CUA Team, a collection of problem-solvers and opportunity-seekers who are genuinely interested in doing what is best for our members. CUA invites qualified, enthusiastic individuals to apply for the following career opportunity:
Deposit Services Officer
Reporting to the Manager of Member Services Support, the Deposit Services Officer is responsible for carrying out all processing activities pertaining to deposit products and estates within CUA. The positon is accountable to initiate and complete tasks related to registered (RRSP, TFSA, RRIF and LIF) products and non-registered term deposit products received from the branches, deposit brokers and key organizations. This work includes monitoring and reviewing daily reports, completing required forms, managing all maturities and disbursing interest payments, withdrawals and transfers. As part of the deposit and estate function, the Deposit Services Officer files all required documents with third parties within the prescribed timeframe and completes the necessary tax forms on an annual basis and as required.
As the successful candidate, you are highly experienced in deposit services, including expert knowledge of estates and registered and non-registered products. You understand the life cycle of these products and have executed all of the requirements at each stage, including initiation, reporting, revisions, filing, payments / disbursements and overall management. Your attention to detail is excellent and you are self-directed in determining priorities and carrying out the necessary tasks in a timely, complete and accurate fashion. Because of your attention to detail, there are rarely any errors in your work and you are known to be very efficient in completing a high volume of transactions. Your ability to apply sound judgement in determining an appropriate course of action with a file has been a key and noted strength in past performance.
- University degree or college diploma, with three to five years of related banking experience.
- Expert deposit knowledge and experience, including the management and work with legal, estate or tax documents.
- Strong knowledge of MS Office, including Excel, Word and Access.
- Certification in estate planning, completion of the Canadian Securities Course (CSC) or the Investment Funds in Canada (IFIC) course would be considered an asset.
This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications. Closing date for this opportunity is May 22, 2018.
Method of Applying:
Please apply by submitting a resume to firstname.lastname@example.org as well as providing your salary expectations. While we appreciate all submissions, only those considered for an interview will be contacted. Thank you for your interest in joining the CUA Team!