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Regional Operations Coordinator

DUCA Credit Union Ltd.about 23 hours ago
Toronto, ON
$51,904 - $64,880/annual
Mid Level
Full-Time

About the role

Why DUCA?

We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.

We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™.

DUCA (www.duca.com) is distinguished for the following:

  • Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
  • Competitive rates.
  • Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
  • Profit sharing among Members.
  • Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
  • A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab (www.ducaimpactlab.com), a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.

A career with DUCA means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.

Regional Operations Coordinator

DUCA is looking for a Regional Operations Coordinator to join our growing team!

Job Purpose & Summary

Working closely with the Regional Vice President, the Regional Operations Coordinator supports a variety of administrative, clean-up, audit, and regular reporting activities as well as some Member-facing activities, throughout their assigned region. This position is required to resolve questions quickly and collaborate with a variety of teams across DUCA to find answers to time-sensitive matters.

Key Accountabilities & Duties

  • As directed, complete administrative activities related to compliance and/or audit findings, helping to close any gaps in paperwork or information by attending branches within the region to pull paperwork or call Members to confirm or obtain information
  • Assist with first-level Member complaints or concerns, calling Members to enable problem resolution at the first point of contact
  • Review and compile data from multiple sources into accurate reports, tracking activities across the region or for specific branches
  • Make outbound awareness and service follow-up calls to Members as well as proactive outbound calls to book advisor appointments
  • Remain current on DUCA products, services, operational and risk policies, and procedures
  • Other projects and administrative duties, as assigned
  • Work with internal teams (Deposits, Estate Administration, Marketing, etc.) on assigned audit or clean-up activities, or to process Member requests
  • Attend Regional meetings as required
  • deliver exceptional customer service through developing relationships, maintaining regular communication, and providing timely responses and value-added information to Members

Occupational Experience & Education Requirements

  • Post-secondary education
  • Minimum of 3 years’ banking experience, Credit Union experience considered an asset
  • Knowledge of retail banking products and services, knowledge of features and benefits of credit union products and services considered an asset
  • Experience with DUCA’s Banking System (DNA), Automated Loan Origination System (ASAPP), and Customer Relationship Management (CRM) system considered an asset

Knowledge, Skills & Attributes

  • Passion for providing excellent Member service and helping Members to achieve their goals
  • Strong customer service, relationship building, and follow-up skills
  • Pro-active, motivated team player, comfortable working in a fast-paced environment
  • Demonstrated ability to take initiative and work independently
  • Strong written and verbal communication skills
  • Strong business acumen and financial industry knowledge
  • Ability to self-manage workload with strong time management, planning, prioritization, and organization skills
  • Excellent problem-solving skills, striving for continuous improvement of processes and practices
  • Experience using Customer Relationship Management (CRM), Loan Originating System (LOS), or other related software, considered an asset
  • Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint

Working Conditions

  • Normal office environment. Standard work week of 38 hours with additional time may be required to meet deadlines and project deliverables.
  • Regular travel to branches in assigned region, working from one branch primarily with requirement to travel to other locations

Department: Retail Management

Primary Location: Corporate Office

Employment Status: Full-Time

Hours per Week: 38

Salary: The annual salary range for this position is $51,904 to $64,880. Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training. This position may be eligible for discretionary bonuses.

Number of Existing Vacancies: 1

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Our hiring process includes AI screening for keywords and minimum qualifications. Talent Acquisition Partners review all results.

Qualified applicants are encouraged to submit their application. Applications must include a resume.

We thank all applicants but only those considered for an interview will be contacted.

About DUCA Credit Union Ltd.

Financial Services