Support Services Associate (Summer Student)

Kawartha Financial Services•Otonabee-South Monaghan, ON

21h•Onsite

About The Position

We are seeking a detail-oriented Summer Student to support data quality, records administration, and member account maintenance activities. This role offers hands-on experience in document management, data cleanup, quality control, and member outreach while contributing to important operational and integration-related work.

Requirements

High school diploma or GED Equivalent
Enrollment in a post secondary program
Possess knowledge with windows, excel, general office equipment and electronic mail
The successful candidate will be a patient team player with an attention to detail

Nice To Haves

Prior document management experience would be an asset
Experience making outbound calls to customers/clients is an asset

Responsibilities

Review daily remote deposit reports, identify exceptions, and flag potential fraud indicators.
Index and re-index digital lending and records files to improve document accuracy and accessibility.
Support file cleanup activities across document repositories and centralized branch records.
Assist with product, account, and member data cleanup activities in preparation for system integration and ongoing quality improvement.
Validate and correct physical and legal address information and other member data discrepancies on our banking system.
Analyze inactive or abandoned memberships and support related maintenance activities.
Supporting our Sole proprietorship and partnership conversions to Organization structure on our banking system, prepare documentation to support the changes and update banking system.
Conduct outreach calls to members regarding inactive accounts, following established procedures and service standards.