Coordinator Community Impact (Term)

Status: 12 months term

Scope of Position

Reporting to the Director, Community Impact & Financial Inclusion, this position plays a key role in supporting the operations within the Community Impact Department to meet the objective of generating and retaining business from existing members and building new business.

Key accountabilities include courier program administration, monthly Community reports, year-end reporting and daily administrative duties related to the Community & Financial Inclusion Granting Programs and financial education under the Community Impact Department.

Major Responsibilities

Community Financial Resiliency Program:

• Contribute to the growth and ongoing tracking and reporting of the Community Accounts portfolio.
• Monitor and input data in the Community Accounts pipeline tracker.
• Perform annual data cleanse on the Community Accounts portfolio with the help of the retail branches.
• Support and generate the monthly and year-end reporting for the Community Accounts portfolio.
• Intake new prospects from Alterna's website and triage to the appropriate staff, branch, or department, supported by Account Manager, NFP & Affordable Housing when required.
• Field all inquiries from the inbox and triage to the appropriate staff, branch, or department, supported by Account Manager, NFP & Affordable Housing when required.
• Create the CHIP payment calculation reporting, and work closely with the Account Manager, NFP & Affordable Housing and Director, Community Impact & Financial Inclusion to review the payment calculation for presentations to Federations.
• Participate in preparing presentations on formal banking proposals to Board of Directors and/or Senior Officer in the Community sector alongside Account Manager, NFP & Affordable Housing.
• Problem solve service inquiries through ASK, Nonpersonal, and the Contact Centre when possible (supported by Account Manager, NFP & Affordable Housing).
• Other duties and tasks to be determined at the discretion of the Director, Community Impact & Financial Inclusion.

Administrative duties related to the Community & Financial Inclusion Granting Programs and financial education under the Community Impact Department:

• Act as liaison with the Marketing and Communications departments when possible surrounding required deliverables for Community Impact financial education.
• Input all workshops and community engagements in the trackers (Community & Marketing calendars) and share results with the Community Impact team monthly and quarterly.
• Administrative tasks related to coordinating Eventbrite pages and Mailchimp invitations for Community Impact financial education with support from the Marketing and Community Impact teams when needed.
• Administrative tasks related to the Community & Financial Inclusion Granting Programs, including, but not limited to:
  • Emailing applicants
  • Letters to applicants
  • Tracking applicant information
  • Preparations for Committee meetings (presentation decks, scorecard calculations, inputting information into Committee shared drive, etc.)
• Other duties and tasks to be determined at the discretion of the Director, Community Impact & Financial Inclusion.

Expectations / Outcomes

• The expectations of Director, Community Impact & Financial Inclusion, will be met and exceeded.
• Support the Community Impact Department to meet Community Accounts portfolio expectations.
• Accurate and timely completion of all Community Accounts portfolio expectations.
• Accurate and timely completion of all Community & Financial Inclusion Granting Programs assigned administrative tasks and duties.
• Effective time management skills.
• Productive and positive team member attitude.
• Member-focused "Service & Fulfillment" mindset.
• Familiarity with Alterna's Community Impact Department goals and targets.
• Consistent compliance with Community Impact Department policies and procedures.
• Corporate goals for Community Impact Department will be met and exceeded.

Qualifications

• Post-secondary education in a related discipline or 2 year related financial services experience.
• Alterna's banking system an asset
• Some knowledge of the nonprofit, charitable, co-operative, and affordable housing sector an asset.
• Good Communication Skills- Oral and written.
• Experience with data entry.
• Experience designing/creating and working with reports.
• Experience with program administration an asset.
• Strong knowledge of various computer applications including Word, Excel, PowerPoint, MS Teams, etc.
• Strong organizational and multi-tasking skills.

Competencies

• Ability to thoroughly analyze situations and problem solve.
• Keen attention to details, critical thinker.
• Ability to adhere to deadlines.
• Agility to plan and organize.
• Ability to handle complex data reporting.
• Ability to utilize professional and tactful interpersonal skills to facilitate resolution to member issues or concerns.
• Ability to communicate effectively with management, employees and members/clients, both written and verbally.
• Ability to exercise tact, initiative, discretion, and judgement.
• Results oriented with the ability to work under pressure, on numerous tasks simultaneously and meet deadlines.
• Ability to work effectively with others, demonstrating dependability, adaptability, and a willingness to take direction as required.
• Willingness to pursue continuous learning opportunities and skills development
• Ability to work both independently and in a team environment.
• Proven self starter that is motivated and innovative.

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has been the good in banking™ for over 115 years. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

As the first full-service, member-owned cooperative financial institution outside Quebec, Alterna Savings shares its expertise with over 210,000 members through a network of over 40 branches across Ontario, as well as call centre and digital channels. Members and customers also benefit from an industry-leading online brokerage, investment management services, and have access to over 43,000 surcharge-free ATMs in North America with THE EXCHANGE Network in Canada and the Allpoint Network in the US.

Working at Alterna

Alterna offers a fast-paced, impactful work experience in an organization that cares about doing good. For over 115 years, Alterna has been creating financial services that transform lives for the better, all while giving back to our community.

We are incredibly proud of our corporate culture, where everyone works together towards a common goal; the financial wellbeing of our members and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for seven years running. * Although we appreciate all applicants, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

* Alterna is compliant with the Ontarians with Disabilities Act. If you have a disability, please contact our Recruitment Team and let us know how we can accommodate you.