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Member Service Representative II

Oshawa Community Credit Union Limited

Oshawa Ontario

Salary: Neg Per Hour


Main Responsibilities:

  • To provide courteous service to members while striving to exceed member expectations with the level of service provided.
  • Cross-selling of various products and services to ensure optimal utilization of products by members. Processing all supporting documentation to ensure timely completion of transactions.
  • Promotes the credit unions’ services by offering a full range of financial services, including investments.
  • Completes all necessary documentation or system updates to ensure immediate completion of any service provided.
  • Performs various ratings or searches (credit rating, PPSA etc) which will be required to secure the credit union. Ensuring accurate documentation of same.
  • Provides assistance to members by opening membership and accounts, answering various questions, and servicing member requests for the full range of products available at OCCU.
  • Identifies and fulfils members’ financial service transaction needs relating to: - processing member transactions, deposits/withdrawals - administering payroll deposits - cash handling - process cheques orders - cross sells and processes insurance products - process credit card applications - initiate CAFT origination services - process MTS incoming and outgoing wires - Process RRSP/RRIF/TFSA/FHSA transactions
  • Completes all aspects of member requests to ensure efficient, accurate and timely response.
  • Provides monthly remittances for Non-Resident Tax and RRSP reporting.
  • Remits daily cheque listings to Central 1.
  • Provides written reports to the CEO and/or supervisor. i.e. fraud reporting, Open Closed Membership Reporting.
  • Investigates bill payment errors/rejects, manages bill vendor lists.
  • Reconciles OCCU’s official drafts, ATM card stock and any other financial instrument as required.
  • Executes responsibilities required for a deceased or estate and POA accounts.
  • Processes Accounts Payable duties and maintains records of such.
  • Handles treasury and orders and ships cash as required and sets daily foreign exchange rates.
  • Processes clearing functions
  • Transaction review and confirmation to system reports, system inputting, investment renewals, cheque reconciling and depositing to Central 1, documentation completion, accounting reports and all other assigned reports, reconciling of various general ledger accounts, including Remote Deposit Capture, POS and Switch, eTransfers.
  • Ensures balancing and cash holdings of the ATMs daily, balancing POS and AFT’s daily. Ensures accuracy of cash holdings relating to ATM. Monitors ATM/PIN fraud reporting through the Verafin and FAS systems and acts as required.
  • Knowledge relating to products and services offered by Qtrade. Ability to cross sell and assist members with their products/services.
  • Ensures that all transactions and procedures are within Credit Union Policies.
  • Knowledge relating to OCCU’s online services and ability to troubleshoot member issues.
  • Knowledge relating to Proceeds of Crime Anti Money Laundering and Terrorist Financing regulations.
  • Identifies regulatory reporting requirements under FINTRAC guidelines. Submits internal reports to the Compliance Officer for reporting.
  • Manages EFM Alerts Enterprise Fraud Management system on C1.
  • Processes and manages Third Party Demand and Garnishments, MasterCard Guarantees.
  • Knowledge relating to the Privacy Act and any other regulatory or non-regulatory regulations.
  • Performs other duties as assigned.

Technical Skills Required:

  • Completion of basic business accounting courses through an approved, accredited, recognized institution/organization.
  • Thorough product and service knowledge to ensure correct information is given to members relating to all OCCU products and services available.
  • Completion of tele-marketing courses through an approved, accredited, recognized institution/organization.
  • Completion of RRSP/RRIF/CSB courses through an approved, accredited, recognized institution/organization.
  • Completion of minimum credit granting courses (to level two) through an approved, accredited, recognized institution/organization.
  • Basic knowledge of financial planning.
  • Familiarity with estate and trustee administration.
  • Familiarity with insurance and other auxiliary services which will benefit the membership and produce additional revenue for the credit union.
  • Maintain excellent computer skills and typing skills to support all technical initiatives ensuring a competitive edge with the rest of the financial industry.
  • Sales training through an approved, accredited, recognized institution/organization.
  • Excellent communication skills, written, oral and presentation.

Performance Skill Requirements:

  • Reporting daily regarding various treasury functions; including balancing ATM.
  • Be educated and abide by AML, Terrorist Financing, and Privacy Regulations.
  • Accuracy in balancing and administrating all member services.
  • Accuracy daily in processing member transactions.
  • Attention to detail for submitting and reviewing of investment, insurance and other documents.
  • Reporting daily product activity and promotion of same.
  • Courteous service to members.
  • Timely responses to member requests.
  • Read all periodicals, bulletins, news reports etc. relating to financial services area.
  • Any other objectives, targets or functions which may be requested and required to fulfill from time to time.

Job Overview

Posted Date: 01 Mar 2026

Location: Oshawa Ontario

Salary: Neg Per Hour

Company Information

Your deposits are protected. At Oshawa Community Credit Union, eligible deposits in registered accounts have unlimited coverage through the Financial Services Regulatory Authority (FSRA).

Name: Oshawa Community Credit Union Limited

Web: www.oshawacu.com

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