Webster First Federal Credit Union

Payroll

• Provides guidance and mentorship to the Payroll Coordinator, reviews payroll outputs for accuracy, and supports resolution of complex payroll issues.
• Supports payroll execution across multiple pay cycles, ensuring accuracy and timeliness. Coordinates with Dayforce Managed Services to resolve issues and validate outputs.
• Ensures compliance with payroll-related legislation and regulations; produces payroll remittances and annual tax documents; oversees compliance with statutory reporting and filing requirements; and develops policies and procedures for the payroll function. Assists the Manager, Payroll in maintaining compliance with federal and provincial legislation, including CRA requirements and OSFI readiness.
• Develops processes for reviews and audits of each pay cycle. Supports audit preparation and documentation and ensures payroll records are maintained accurately.
• Collaborates with Dayforce Managed Services to ensure system functionality aligns with legislative and organizational requirements.
• Reviews and recommends updates to payroll system configuration and recommends and implements changes leading best-practice operations.
• Supports the Manager, Payroll in CRA-related matters and acts as a secondary contact for escalated payroll inquiries.
• Ensures payroll processing reflects accurate benefit deductions, leave adjustments, and return-to-work arrangements. Advises on payroll implications of benefit changes.

Payroll Specialist – 12 Month Contract

Team Lead

• Provides leadership and direction to Business Membership Advisors, conducting orientation and training as required.
• Prioritizes and balances workloads and conducts regular coaching sessions.
• Builds and promotes a team environment, reinforces positive behavior, corrects performance, and initiates disciplinary action, as required.
• Works to resolve complex or escalated member issues.
• Oversees the opening of all new and unassigned business membership requests at TCB.
• Helps create a consistent member experience for all business members, which includes working closely with the branches and the Member Advice Centre.
• Ensures the team achieves or exceeds sales goals by providing sales coaching to team members.
• Has a high level of knowledge in Business Banking from a technical standpoint.
• Provides strong leadership to ensure that every membership is opened by the team is in accordance with applicable procedures and guidelines.
• Ensures the team is building strong relationships with each branch.
• Attends quarterly all-division leadership calls to provide updates on the Business Membership Advisors and compliance matters related to business banking accounts.
• Works with stakeholders to improve business membership procedures and guidelines to ultimately improve the business member experience.

Team Lead, Business Membership – Member Advice Centre

Customer Success Manager

• Provides leadership across CRM, contact centre, and member insights-related teams and resources, including coaching, development, and performance management. Establishes clear direction, priorities, and expectations aligned to enterprise objectives, fostering a high-performing, collaborative environment focused on member outcomes, innovation, and continuous improvement. Ensures work is executed in accordance with organizational policies, standards, and priorities.
• Executes and operationalizes the enterprise CRM strategy, translating strategic direction, into roadmap delivery and business outcomes. Leads the implementation and evolution of CRM as a technology capability that supports member acquisition, engagement, retention, and service delivery. Develops and executes lifecycle-driven engagement programs and ensures CRM delivers coordinated, data-informed experiences across channels, journeys, and touchpoints. Identifies opportunities to enhance CRM capabilities and drives delivery of new features and functionality that improve how members interact with Tru Cooperative Bank. Integrates AI-enabled capabilities and strategies into the CRM platform, ensuring AI is leveraged to enhance personalization, engagement, operational effectiveness, and member experience outcomes.
• Executes the strategy, implementation, and enhancement of Dynamics 365 Contact Center as the enterprise assisted-service channel. Leads the build-out of unified voice and digital engagement across channels with AI-enabled routing, and advances self-service and agent-assist capabilities to improve resolution, productivity, and member satisfaction. Monitors assisted-service performance, including service levels and member experience.
• Executes member-data and insight capability on Dynamics 365 Customer Insights, establishing a unified single view of the member that powers segmentation, predictive insight, and personalized engagement. Ensures this profile is the trusted data foundation for CRM, the contact centre, and Marketing, and partners with Marketing to connect it to real-time journey orchestration.
• Works cross-functionally across IT and stakeholders to develop and maintain a comprehensive CRM and member engagement platform roadmap that translates strategic direction into prioritized initiatives and outcomes. Ensures alignment of roadmaps and backlogs across multiple squads and teams, extending beyond individual product management to enterprise-level coordination. Accountable for the ongoing evolution, scalability, and effective utilization of the Microsoft Dynamics 365 platform, including CRM, Contact Center, and Customer Insights capabilities.
• Ensures CRM priorities, backlogs, and delivery outcomes are aligned with business needs and informed by frontline insights. Provides direction across teams to ensure consistent prioritization and delivery toward enterprise value. Acts as an escalation point to resolve misalignment between business requirements and platform capabilities.
• Provides leadership in the integration of CRM and member engagement capabilities across business units, systems, and channels to enable a unified and consistent member experience. Establishes and maintains governance frameworks to ensure CRM processes, member data, and workflows are aligned, standardized, and consistently applied across the organization. Ensures the integrity, quality, and effective use of CRM data to support a reliable enterprise member view and informed decision-making.
• Provides leadership in the identification, prioritization, and development of new and enhanced capabilities across CRM, contact centre, and member insight platforms, ensuring these interconnected capabilities evolve cohesively to support both member experience and operational effectiveness. Evaluates emerging technologies and opportunities, including AI-enabled capabilities, to continuously evolve these platforms and their collective impact.
• Builds and maintains strong relationships with leaders, frontline teams, and Centres of Expertise to ensure CRM and member engagement initiatives reflect business needs and deliver value. Maintains strong feedback loops with end users and promotes adoption and effective use of platform capabilities across the organization. Provides clear communication on strategy, roadmap, and changes to ensure alignment and engagement.
• Ensures CRM and member engagement initiatives deliver measurable outcomes, including improvements to member engagement, retention, and long-term value. Establishes and governs the performance and measurement framework, including key performance indicators, usage metrics, and reporting, to support informed decision-making and continuous optimization.

Director, Dynamics CRM – Member Engagement

Business Operations

• Provides leadership across multiple teams, ensuring alignment of priorities, objectives and outcomes.
• Develops team capabilities through coaching, performance management, and succession planning, while fostering a culture of innovation, curiosity, and continuous improvement.
• Oversees resourcing, budget management, and workforce planning to support evolving business and technology needs.
• Executes on enterprise strategy and roadmap for AI enablement, business process engineering, and process automation.
• Positions these capabilities as enablers of operational excellence, productivity, and digital transformation.
• Establishes standards for identifying AI use cases within existing business processes.
• Partners with business units to identify, assess, and prioritize operational challenges and opportunities.
• Leads discovery, business analysis, and process mapping to diagnose root causes and define high-value use cases.
• Establishes and leads a business process engineering capability to standardize, simplify, and optimize processes.
• Oversees the analysis, framing, and enablement of business process engineering, process automation and AI-enabled solutions.
• Acts as a key interface between business teams and developer teams.
• Defines and tracks key performance indicators (e.g., productivity gains, cycle time reduction, automation rates, adoption metrics).

Director, Business Process Engineering – AI Enablement

Accountant

• Prepares financial statements in accordance with IFRS
• Reconciles more complex accounts and checks the accuracy of journal entries to ensure general ledger is accurate and complete
• Checks and analyzes financial information and prepares more complex reports, trend analysis and accounting statements to provide senior management with accurate and timely information for decision making
• Runs the month end process meeting established timelines
• Provides technical accounting advice within area of expertise
• Coaches less experienced accounting staff
• Runs projects independently with little manager oversight
• Provides analytical review of journal entries, reconciliations and accounting variances, ensuring compliance with accounting framework in accordance with internal control environment
• Prepares and maintains monthly working paper files to support financial statements and the external audit
• Works with internal stakeholders on variances, advising on corrective action
• Documents processes and accounting policies
• Participates in professional networks and builds collaborative relationships with internal and external stakeholders
• May be required to attend board/senior leadership team meetings
• Provides specialized educational briefings to all levels of the organization
• Participates in organization wide projects representing Finance/Accounting
• Participates in the year end external audit process including the preparation and analysis of working papers and the preparation of consolidated financial statements and note disclosures
• Ensures all supporting documentation is prepared for auditors in accordance with the audit schedule
• Prepares technical accounting position papers in accordance with IFRS for auditor’s reviews and defends accounting positions to auditors
• Investigates and prepares responses to auditor queries
• Maintains a thorough understanding of complex accounting, including treasury, tax and payroll
• Maintains knowledge of International Financial Reporting Standards (IFRS)
• Researches and interprets accounting standards on specific issues
• Leads the implementation of new accounting standards (IFRS)

Senior Accountant

Product Specialist

• Product Roadmap: With support from the Product team, is accountable for the product roadmap, including new product launches, rationalization and harmonization activities.
• Third Party Relationships: With the Director of Products, leads and maintains third party relationships like Collabria and remains point of contact for any product feature escalations.
• Product Launch: With oversite from the Director, leads the promotional approach, including the development of the strategy, competitive intelligence, sales tools, weekly reporting and debrief.
• Product Development: Completes requirements, concept validation and implementation of new banking products and services. Works with Finance, Treasury, Sales leads and Marketing Engagement teams to manage and control the development of products and services focusing on driving greater member engagement.
• Documentation: With support from the Product Analyst and Senior Product Manager, maintains all product documentation specifically the product profiles, to ensure that features, benefits and specifications are accurate.
• Product Knowledge Share: Coaches member facing team members on new product initiatives and campaigns. Responds to team members’ questions raised in product team inbox.

Administration

• Completes a range of branch support transactions and tasks including but not limited to: balancing and processing clearings, posting returned items, charge backs, credit card clearing and adjustments, and ATM/CAFT and MTS; processes administration and payment of Requirement to Pay/Family Maintenances/Garnishee orders etc.
• Completes administration tasks related to creating and maintaining retirement portfolios (RSP RIF, TFSA) and ensures maintenance of locked in products; conducts reconciliation and audit of these products, as required.
• Achieves a high degree of employee and member satisfaction by providing friendly, professional and efficient service; responds promptly to enquiries, verifies transactions and solves problems or issues, as required; meets department services standards while ensuring all department requirements are completed.
• Follows established procedures with respect to confidentiality, negotiable items, equipment and surroundings to meet safety and legal and procedural requirements.
• Completes general duties as assigned to support centralizing of administration, duties may vary and include tasks that are incorporated into the department at some point in the future.

Member Fulfillment Centre Administrator

Advisor

• Builds strong relationships with current and potential members; identifies member life stage cycle and provides financial advice to members or refers to appropriate advisor; works in partnership with the branch network in providing back up support for inbound calls.
• Processes a full range of member transactions including, but not limited to: opening personal or business accounts, debit/credit cards, deposits, overdraft protection, lines of credit, personal and/or investment loans (within assigned limits), and related insurance products.
• Supports achievement of annual team and individual goals and objectives through proactive promotion of Tru Cooperative Bank (Tru) products and services, participation in campaigns, and actively seeking potential cross-sell and/or referral opportunities during interaction with members or potential members. Achieves established annual sales and referral targets.
• Performs a variety of administrative duties which may include, but not limited to: administration of estates, completion of loan applications, conducting credit investigations, assisting with loan interviews, and follow-up phone calls to members, as required.
• Acts as multi-divisional support to technical support calls/emails, as required.

Member Solutions Advisor – Langley Collaboration Centre

Data Analyst

• Provides leadership to team members by setting direction, establishing priorities, allocating resources, and ensuring team objectives align with People & Culture strategies and organizational priorities.
• Owns the operational effectiveness, governance, and control environment for HR systems and employee data processes.
• Leads the HR Solutions functional direction for HR projects, system initiatives, process changes, and cross-functional implementations.
• Sets the direction for advancing HR analytics maturity by defining workforce measures, reporting priorities, dashboard standards, and insight products.

Manager, HR Technology – Analytics

General

• Provides professional and comprehensive financial planning advice to high value members within assigned credit union branches.
• Completes a review of the member’s investment portfolio and provides recommendations that meet the members life cycle needs.
• Proactively seeks business development opportunities with current and potential members for wealth management as well as subsidiary products and services.
• Provides support/ informal mentoring to branch employees and Wealth Advisors within assigned branches on investment products and services, as required.
• Ensures member accounts are opened and transactions/purchases completed accurately and within required timeframes; maintains up to date member files with all required documentation.

Wealth Planning Specialist

Manager

• Shape, integrate, and execute First West’s Environmental, Social, and Governance (ESG) and social impact agenda
• Translate strategic ESG commitments into practical actions, tools, and processes
• Lead or support the implementation of ESG initiatives across all areas of the business
• Design, manage, and support social impact initiatives including financial inclusion, community impact, and social enterprise programs
• Develop and maintain ESG data analytics and impact measurement systems
• Prepare ESG disclosures and reporting aligned with frameworks and relevant banking regulations
• Work cross-functionally with Risk, Compliance, Legal, Finance, HR, and Business teams
• Continuously improve ESG metrics, tools, and reporting processes

ESG & Social Impact Manager

Compliance

• Key contributor to the production, completeness and accuracy of all regulatory reporting. Interprets rules and regulations, ensures that reporting follows guidelines. Manages the internal and external credit reporting for the credit union.
• Researches and interprets accounting standards with respect to how they relate to regulatory reporting and works with senior finance management, to ensure regulatory reporting complies with International Financial Reporting Standards (IFRS).
• Maintains the regulatory control framework, researching new regulations or guidance. Documents overall process that ensures the integrity of regulatory reporting.
• Develops and implements new procedures to enhance workflow of the department; monitors and analyses department work to develop more efficient procedures and use of resources while maintaining a high level of accuracy.
• Maintains a network with peers at other credit unions, participating in committees and projects; attends board/Tru Cooperative Bank Leadership meetings as required; provides specialized educational briefings to all levels of the organization; and participates in organizational projects.
• Maintains a thorough understanding of regulatory guidance; maintains knowledge of International Financial Reporting Standards (IFRS); researches and interprets accounting standards on specific issues, prepares position papers; advises on the implementation of new regulations or new accounting standards (IFRS); maintains a thorough understanding of accountabilities of regulatory reporting; and takes on these areas as required.

Senior Regulatory Reporting Specialist

Full-stack Engineer

• Designs, develops, and maintains scalable web applications and robust APIs supporting the digital ecosystem
• Builds and maintains responsive front-end interfaces and scalable back-end systems using modern frameworks (e.g., .NET, React, Angular, Node.js, Python)
• Designs and implements secure, efficient RESTful and GraphQL APIs with robust documentation and performance
• Optimizes application performance and troubleshoot technical issues
• Integrates banking systems and financial data workflows, ensuring compliance with industry standards and internal policies
• Manages relational and non-relational databases (e.g., Azure SQL, PostgreSQL, MongoDB) with a focus on data integrity and scalability
• Implements security protocols including OAuth and JWT
• Configures observability solutions for comprehensive monitoring, logging, and alerting across applications and infrastructure
• Works closely with cross-functional teams including product managers, designers, and other developers