Operations Support Representative - Wealth & Estates

at  Meridian Credit Union

WHAT YOU WILL DO:

• Create a consistent and positive experience for our partners and ultimately our Members.
• Maintain working knowledge of Meridian’s products and services to provide support to branches to fulfill deceased member file requests.
• Keep abreast of system changes and/or projects that may have a direct or indirect impact on operational processes, including acting as a Subject Matter Expert on cross-functional teams.
• Maintain a high level of communication within Operations and Delivery to deliver quality and meet service standards.
• Respond to inquiries, both via email and phone, from external agencies such as Solicitors, Trustees and Mutual Fund Companies.
• Escalate issues, situations, or problems appropriately as they arise to the Manager of Estates.
• Maintain knowledge of regulatory changes assessing the need to create or update existing policy and procedures.
• Collaborate with your team to update internal procedures as processes change and/or improve.
• Communicate bottleneck and pain points effectively if they are encountered in day-to-day work; continuously look for ways to do things better.
• Support development of all Estates Team Operations staff by providing training opportunities including on-going cross-training and knowledge transfer.