SUMMARY 

Under direction of the CEO, the Executive Assistant (EA) provides confidential support to the CEO, COO, Board of Directors and Board Committees in a highly organized, professional and confidential manner. This role is the primary liaison between the Board and the Executive Team. The Executive Assistant is a member of the Corporate Team.  

The Executive Assistant is distinguished from other branch clerical positions by: 

• Extensive involvement with CEO, COO, Board of Directors, Executive Management and Board Committees
  

KEY RESPONSIBILITIES 

CONFIDENTIAL ADMINISTRATIVE SUPPORT

• Assist in meeting/travel arrangements for the Executive Team, Board, Board Committees and the Management Team (when required).
  
• Responsible for forming and providing resource to the nominating committee annually ensuring that expiring board positions are anticipated in advance and the necessary election protocol is adhered to as per Credit Union Incorporation Act and LVCU A Rules.
  
• In charge of planning and organizing the Annual General Meeting which includes but is not limited to facility booking or virtual arrangements, meals, preparing meeting agendas, coordinating and distributing meeting materials, acting as liaison with all involved stakeholders, and coordinating BOD elections when required.
  
• Coordinates and attends board meetings and committee meetings as required by CEO. Drafts the agenda and accompanying reference materials, takes minutes, produces and distributes minutes as appropriate; gathers information for inclusion in management or Board reports, distributes meeting packages prior to meetings allowing for ample board review time and ensuring follow up of action items.
  
• Provides administrative support to the COO as required.
  
• The policy gate keeper ensuring all policies always reflect the current policy in effect.
  
• Prepares and submits Directors’ expense claims and Board of Directors remuneration for payroll. Balances and provides annual reporting for this purpose.
  
• Assist and coordinates Board Training including registration, travel arrangements and tracking of costs & courses attended.
  
• Ensures review and director compliance with various sections of the Credit Union Incorporation Act, the Financial Institutions Act and BCFSA that are governed by the Board of Directors.
  
• Ensures compliance and timely preparation of Personal Information Returns and other regulatory annual reporting.
  
• Adhering to the Credit Union's records management and retention as determined by LVCU policies.
  
• Ordering supplies as required.
  
• Other duties as directed by CEO.
  

PROJECT COORDINATION

Under directions from the CEO, the EA will provide project coordination for assigned projects and assignments. Duties include but is not limited to: 

• Handle projects with the goal of seeing them through on time and within budget.
  
• Create comprehensive action plans concerning resources, budgets and timeframes for projects.
  
• Track, report and communicate project status effectively.
  
• Develops and manages project budget, controlling costs and reporting on expenditures at key intervals.
  
• Manage project-related paperwork by ensuring all necessary materials are current, properly filed and stored.
  
• Direct project correspondences by preparing and reviewing project proposals, memos, meeting minutes and emails.
  
• Supports other LVCU projects as required by CEO.
  

REQUIRED KNOWLEDGE SKILL AND ABILITIES

• Must be able to work in a capacity with strict privacy and confidentiality requirements both inside and outside the organization.
  
• Proven to be highly motivated and a strategic thinker.
  
• Demonstrates dedication to providing quality work through attention to detail.
  
• Knowledge and understanding of Robert’s Rules of Order is considered an asset.
  
• Strong follow up skills.
  
• Maintains a positive attitude towards corporate initiatives and change management.
  
• Strong commitment to continuous learning.
  
• Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations.
  
• Flexible hours necessary.
  
• Requires discretion, confidentiality and detailed knowledge of the organization’s operations, procedures and people.
  
• Participates in developing, implementing and interpreting strategic business plans for the Board and executive management team that support the strategic direction of the Credit Union.
  
• Strong customer service skills, a keenness to jump in and help, and an interest in a fast-paced problem-solving role.
  

EDUCATION AND EXPERIENCE 

• One year of post-secondary education and three years’ experience in a similar role, preferably in a financial service, corporate or professional services environment.
  
• Proven competency in Microsoft Teams, Microsoft Word, Excel and Power Point applications.
  
• Familiarity with Credit Union Incorporation Act, LVCU A Rules and BCFSA regulations would be an asset.
  
• Excellent communication, organizational and interpersonal skills.A ‘member first’ attitude and a commitment to fostering business development through service.
  

Candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.  

SUMMARY 

This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development. 

KEY RESPONSIBILITIES

• Process member transactions.
• Recognize member needs and promote all Credit Union deposit services.
• List and balance outgoing cheques utilities and all other transactions.
• Assist with night deposits.
• Process hold funds, stop payments, auto transfers.
• Complies with Money Laundering/Confidentiality Adheres to security standards.
• Ensure filing is up to date.
  
• Other duties as required.

REQUIRED KNOWLEDGE SKILL AND ABILITIES  

• Sales and Service focus with an aptitude for business development and relationship building.
• Strong commitment to continuous learning.
• Excellent communication and interpersonal skills.
• Maintains a positive attitude towards corporate initiatives and change management.
• Strong follow up skills.
• Demonstrates dedication to providing quality member sales and service.
• Proven ability to be creative and innovative.
• Able to identify members needs, answer enquires and provide solutions.
• Able to process all teller transactions promptly and accurately.
• Demonstrates product knowledge.
• Demonstrates the ability to be detail oriented and manage multiple tasks.
• Demonstrates effective organization and time management.
• Able to make sound judgment and analyze problems.
• Demonstrates an affinity for basic mathematics.
• Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations.
• Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
• Other related duties as assigned.

EXPECTED OUTCOMES OF THE ROLE 

• Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service.
• Accurate and timely member transactions.
• Positive internal and external service levels are achieved through the proactively and resourcefulness.
• Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud.
• Supports the team to achieve results.
• Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome.
• A positive and professional work environment is maintained. 

EDUCATION AND EXPERIENCE 

• Minimum 3 years’ customer service experience.
• Experience working in a financial institution an asset.
• Post-secondary education in business, finance, accounting or equivalent. 

Candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.  

SUMMARY 

This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development.  This position works closely with the Financial Services Officers in supporting revenue-generating activities. 

KEY RESPONSIBILITIES 

• Recognizes member needs, service opportunities and promotes all Credit Union services.
• Makes referrals to the Financial Services Officers and Wealth Management as appropriate.
• Demonstrates product knowledge.
• Processes cheque orders for personal and business members.
• Processes member card orders, member card re-pins and member card limit change requests.
• Processes new requests for direct services and performs maintenance on access codes and security questions.
• Processes requests for suppress and e-statements.
• Processes re-pin requests for MasterCards.
• Processes outgoing wire transfers.
• Provides members access to Safe Deposit Boxes.
• Ensures basket items are complete.
• Ensures filing is up to date.
• Opens and closes chequing, savings and safe deposit box accounts.
• Processes change of signor requests for existing business members.
• Notifies members of accounts changing from Junior to Regular and updates the banking system.
• Enhances each member experience by proactively offering suggestions and solutions that will add value to their life and the banking relationship with LVCU.
• Processes deposit and withdrawal transactions associated with LVCU’s suite of registered savings and investment products.
• Reviews members’ profiles at each interaction to identify opportunities to promote, up-sell or cross-sell LVCU credit products including consumer loans, lines of credit and credit cards.
• Supports organizational sales and sales objectives by participating in various marketing promotions, business development initiatives and community functions.
• Exhibits high commitment to personalized member relationships by promoting the concept of relationship management, proactive financial coaching and referral to other resources such as wealth management or commercial credit department.
• Establishes, builds and maintains productive and effective working relationships with members, non-members and the business community.
• Other related duties as assigned.

REQUIRED KNOWLEDGE SKILLS AND ABILITIES  

• Sales and Service focus with an aptitude for business development and relationship building.
• Strong commitment to continuous learning.
• Excellent communication and interpersonal skills.
• Maintains a positive attitude towards corporate initiatives and change management.
• Strong follow up skills.
• Demonstrates dedication to providing quality member sales and service.
• Proven ability to be creative and innovative.
• Able to identify members needs, answer enquires and provide solutions.
• Able to process all teller transactions promptly and accurately.
• Demonstrates product knowledge.
• Demonstrates the ability to be detail oriented and manage multiple tasks.
• Demonstrates effective organization and time management.
• Able to make sound judgment and analyze problems.
• Demonstrates an affinity for basic mathematics.
• Demonstrates the ability to adhere to company policies, procedures and provincial and federal regulations.
• Able to deal with people sensitively, tactfully, diplomatically and professionally at all times.
• Demonstrates accountability, integrity and cooperation in the workplace.
• Demonstrates leadership ability and team development skills.
• Strong analytical skills and entrepreneurial mindset.
• Knowledge and understanding of business planning and sales.

EXPECTED OUTCOMES OF THE ROLE 

• Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service.
  
• Accurate and timely member transactions.
  
• Positive internal and external service levels are achieved through the proactively and resourcefulness.
  
• Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud.
  
• Supports the team to achieve results.
  
• Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome.
  
• A positive and professional work environment is maintained.
  

CORE COMPETENCIES AND BEHAVIOURS

• Accountability
  
  • Takes personal ownership in contributing to the organization.
    
  • Inspires others to take personal ownership.
    
• Adaptability
  
  • Demonstrates flexibility, adapts to the situation.
    
  • Adapts to widely varied needs.
    
  • Adapts plans and goals.
    
• Building Trust/Integrity
  
  • Communicates information fairly, honestly and objectively.
    
  • Advises co-workers of political conflicts.
    
• Continuous Learning
  
  • Demonstrates self-awareness and lifelong learning.
    
  • Continually improves skills and capabilities; is willing to learn new things; actively identifies new areas for growth.
    
  • Proactively investigates new perspectives, attitudes and behaviours and takes steps to evaluate and improve performance in the organization.
    
• Member Focus
  
  • Establishes effective member relationships
    
  • Contributes to positive outcomes for the member.
    
  • Meets long-term members needs.
    
• Teamwork
  
  • Actively participates on team.
    
  • Encourages and involves other team members.
    
  • Facilitates effective outcomes.
    
  • Resolves conflicts within the team. 
    

POSITION COMPETENCIES  

• Attention to Detail.
  
• Communication.
  
• Concern for Excellence.
  
• Decision Making.
  
• Drive.
  
• Initiative.
  
• Judgment.
  
• Member Service Orientation.
  
• Problem Analysis.
  
• Problem Solving. 
  

EDUCATION AND EXPERIENCE 

• Minimum 3 years’ customer service experience.
  
• Experience working in a financial institution an asset.
  
• Post secondary education in business, finance, accounting or equivalent 
  

Candidates are invited to email their cover letter and resume to HR Department at hr@lvcu.ca by the closing date.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.   

SUMMARY 

This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development. 

KEY RESPONSIBILITIES

• Process member transactions.
• Recognize member needs and promote all Credit Union deposit services.
• List and balance outgoing cheques utilities and all other transactions.
• Assist with night deposits.
• Process hold funds, stop payments, auto transfers.
• Complies with Money Laundering/Confidentiality Adheres to security standards.
• Ensure filing is up to date.
• Other duties as required.

REQUIRED KNOWLEDGE SKILL AND ABILITIES  

• Sales and Service focus with an aptitude for business development and relationship building.
• Strong commitment to continuous learning.
• Excellent communication and interpersonal skills.
• Maintains a positive attitude towards corporate initiatives and change management.
• Strong follow up skills.
• Demonstrates dedication to providing quality member sales and service.
• Proven ability to be creative and innovative.
• Able to identify members needs, answer enquires and provide solutions.
• Able to process all teller transactions promptly and accurately.
• Demonstrates product knowledge.
• Demonstrates the ability to be detail oriented and manage multiple tasks.
• Demonstrates effective organization and time management.
• Able to make sound judgment and analyze problems.
• Demonstrates an affinity for basic mathematics.
• Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations.
• Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
• Other related duties as assigned.

EXPECTED OUTCOMES OF THE ROLE 

• Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service.
• Accurate and timely member transactions.
• Positive internal and external service levels are achieved through the proactively and resourcefulness.
• Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud.
• Supports the team to achieve results.
• Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome.
• A positive and professional work environment is maintained. 

EDUCATION AND EXPERIENCE 

• Minimum 3 years’ customer service experience.
• Experience working in a financial institution an asset.
• Post-secondary education in business, finance, accounting or equivalent. 

Candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.