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Julia Young

Julia Young

Member Services

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location of Julia YoungEast Saint Paul, Manitoba, Canada

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  • Timeline

  • About me

    Financial Services Officer at Access Credit Union

  • Education

    • University of Manitoba

      -
      Human Resource Management

  • Experience

    • Assiniboine Credit Union

      Jun 2009 - Sept 2012
      Member Services

    • Entegra Credit Union

      Nov 2012 - May 2022

      • Recruitment of new Member Service Representatives and Deposit Services Representatives• Training and coaching new and existing Member Service Representatives and Deposit Services Representatives• Directly manage and motivate Deposit team and supports service excellence• Responsible for retention and growth of Branch Deposit Portfolio• Ensuring all Compliance Reports are submitted in accordance with legislated timelines• Establish and support Business Development Opportunities• Monitoring Member Service Activities to ensure maximum service levels• Ensure Security Procedures are adhered to• Cash and coin orders• Ensuring Branch totals are within insured Limits• Responds to the financial inquiries of members and non-members by the cross-selling and referral of Entegra’s products and services in order to meet their current and future needs• Manage Staff Scheduling• Provide direction in all member service and administrative areas• Resolve complex problems referred by staff Show less • Opening New Memberships and Commercial accounts• Assisting and educating members about their investment plans• Responsible for assisting members with Estates• Experience dealing with complex registered products (LIRAs, 50% unlocking, LIF/RRIF etc.)• Balancing several internal accounts and General Ledgers• Identifying member needs and assisting them in retirement investments by having a strong understanding of Registered Products• Supervising and assisting front line staff with questions• Assisting Business Members with changes to their accounts• Utilizing problem solving skills• Providing exceptional member service by having strong product knowledge Show less

      • Manager, Deposit Services

        Sept 2019 - May 2022

      • Deposit Services Representatitve

        Jul 2017 - Sept 2019

      • Support Services

        Nov 2012 - Jul 2017

    • Assiniboine Credit Union

      Jan 2022 - now
      Manager, Member Services

    • Access Credit Union

      Nov 2023 - now
      Financial Services Officer

  • Licenses & Certifications

    • Certified Executor Advisor

      Canadian Institute of Certified Executor Advisors (CICEA)
      Apr 2022

    • Fundamentals of Personal Financial Planning

      Dalhousie University
      Jul 2019

    • Human Resource Management

      University of Manitoba
      Sept 2010