Job Posting Details

Credit Union Banking System Liaison, Infonancial Solutions

Location:GTA, Ontario
Posting Date:July 25, 2019
Closing Date:until filled
Employment Type:Full-time / Part-time / Permanent

Infonancial Solutions provides retail and commercial bank systems for managing all front- and back-office banking activities, including core retail and commercial banking, customer relationship management, lending, collections and reporting.

We proudly serve Credit Unions and other financial institutions in Canada for 30 years.

We are looking for a Credit Union Banking System Liaison.


· Be a primary client liaison inside Infonancial Solutiosn

· Be familiar and advise on front-line processes (ie: lending, registered products, day-to-day banking)

· Be familiar and advise on backroom-processes (configure/activate new products, rate changes/ service charges)

· Train clients on the use of Infonancial software products.

· Provide quality service and support to both company staff and external clients.

· Interact with clients via phone and emails to provide and process information in response to inquiries, concerns, and requests about products and services.

· Gather client information and determine issues by evaluating and analyzing the symptoms.

· Research and provide advice about DICO, DGC, Ficanex, IFRS 9 and FATCA/CRS requirements, etc.

· Follow standard processes and procedures.

· Identify and escalate priority issues per client specifications.

· Redirect problems to appropriate resource.

· Offer alternative solutions where appropriate with the objective of retaining clients’ business.

· Organize ideas and communicate oral messages appropriate to listeners and situations.

· Follow up and make scheduled calls to clients as necessary.

· Suggest new system features, Test system changes and updates.

· Create Infonancial system documentation and user manual;

· Perform some system maintenance or operation activity, including but not limited to system configuration changes, ATM card orders, clearing files.

· Follow standard processes and procedures.

· Participate in “on-call” duties.


· Experience with Infonancial software package a big advantage.

· Working in credit union for at least 5 years

· Solid understanding of business practices in the credit union environment.

· Strong interpersonal skills and an outgoing and engaging personality.

· Excellent communication skills in English, both written and verbal.

· Ability to build and maintain good relationships with clients.

· Ability to train clients.

· Strong work ethics.