Opportunity Profile Deposit Agency Representative (Part Time Hourly-1 Year Contract)

Peace Hills Trust January 13, 2023

Company

Peace Hills Trust is Canada’s largest and oldest First Nations owned federally regulated financial institution, and is also Canada’s only independent Trust Company. Employing over 100 people, Peace Hills Trust provides personal and business financial services through a network of 9 Regional Offices and electronic services.

Peace Hills Trust is wholly owned by the Samson Cree Nation of Maskwacis, Alberta. Its Corporate Office is located in Edmonton, Alberta.

The Opportunity

We offer a wide range of financial and retail banking products and services to our personal and business customers. As part of our business services, we also provide deposit services for deposit brokerage firms from across Canada and offer competitive deposit rates in the market for our customers.

The Deposit Agency Representative position is located in Edmonton, Alberta and supports the Supervisor of Treasury. The role provides high quality customer care and customer service for all agents and our clients and is responsible for the daily processes and procedures of deposit services. This includes; daily postings, preparing and maintaining deposit agency applications, certificates and cheques for the Deposit Agency Network, while complying with company policies and applicable laws and regulations.

The role will provide an opportunity in improving your communication skills, gain valuable insight to financial customer service processes, build stronger relationships and ultimately establish our reputation as a company that provides excellent customer support with potential leading into future growth and career opportunities within the company.

Responsibilities:

• Complete full cycle deposit agent/client transactions by following deposit procedures in a timely manner
• Verify and maintain documentation with a high degree of accuracy
• Prepare and complete daily data entry requirements of all deposit agent journal entries; and prepare and reconcile period end cheque & EFT reports
• Process RRSP Transfers, Redemptions, Agent Commission Cheques and Claw backs
• Ensure customer care is handled in a professional and courteous manner
• Demonstrates strong service skills and strong effective communication when dealing with internal and external stakeholders
• Ability to work to time constraints; strong attention to detail a must; have the ability to multitask; highly dependable; strong organization skills; and must work well under pressure
• Demonstrates ability to work independently and as a team member; and possess a genuine willingness to learn
• Takes the initiative to lead and be consistent with achieving results
• Exercises sound judgment and provide accurate, timely information for internal control and security

The Ideal Candidate

To be successful in this role, you should be an excellent communicator who’s able to earn our clients’ trust and offer excellent customer support in addressing customer needs.

Basic understanding of the deposit services processes, including administration support and strong attention to detail.

Understand the basics of accounting and familiarity with transaction processing systems.

Qualifications:

• Minimum 1 year of banking customer service experience or financial services training would be an asset
• Minimum High School Diploma or General Equivalency Diploma
• Minimum 1 year Data Entry experience or Accounts Payable experience
• Minimum Introductory Accounting experience or equivalent related post-secondary education in accounting an asset
• Proficient in Microsoft Word and Microsoft Excel is mandatory

To be considered for this exciting opportunity, please forward your resume to or download your resume via link:

Human Resources

Phone: 780.421.1606

We appreciate the interest of all applicants however only those selected for consideration will be contacted.

Closing Date: January 13, 2023

Job Types: Part-time, Fixed term contract
Contract length: 12 months
Part-time hours: 37.50 per week

Salary: $16.00 per hour

Schedule:

• Day shift
• Monday to Friday

COVID-19 considerations:
To protect the health & safety of customers and staff, Communicable Disease & Covid Policy in place; including Safety Protocols and Vaccination Requirements.

Application question(s):

• Will you be able to reliably commute to 10011 109 Street, Edmonton, Alberta for this job?

Education:

• Secondary School (preferred)

Experience:

• Banking Customer Service or Financial Services Training: 1 year (preferred)
• Data Entry or Accounts Payable: 1 year (preferred)
• Microsoft Word and Excel: 1 year (preferred)

Work Location: One location

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