Senior Member Service Representative

2 weeks ago

British Columbia, Canada First Credit Union Full time
Senior Member Service Representative (Permanent, Full-Time) - Bowen Island

Tuesday, April 30, 2024

Join Our Team

Location: Bowen Island Branch

Senior Member Service Representative

Be one of the many First Credit Union team members who say, “I love my job” - this resonates in our 5-star rating on Glassdoor and our standing as one of B.C.’s Top Employers. First Credit Union is a financial co-operative with branches in eight communities across the south coast of B.C., focused on the financial, social, and environmental well-being of our members and the communities we serve.

First Credit Union is looking for an experienced financial service professional to join our team on Bowen Island as a Senior Member Service Representative. This is an advisory position responsible for the recommendation and implementation of account, deposit, and loan products offered by First Credit Union. Through building relationships and analyzing member needs, a Senior Member Service Representative identifies and recommends the appropriate products or services with the goal of improving our members’ overall financial well-being.

Major Responsibilities:

Provide service excellence and foster member relationships by:

  • Maintaining a high level of knowledge of First Credit Union products and services, including continuous development to be aware of changes in the industry.
  • Exhibiting a high commitment to member-client relationships by promoting the concept of relationship building, cross-selling all credit union products and services, and referring members to other departments when appropriate.
  • Analyzing member needs and building relationships through member onboarding.
  • Responding to member requests and inquiries and dealing with member issues with minimal assistance.
  • Contributing to a high level of service by presenting a positive, pleasant, public image, and providing fast, efficient, personalized service.
  • Acting as a resource and example to other employees in regard to knowledge, experience, and superior member service.
  • Contributing to a positive team environment by working efficiently and professionally and in a friendly manner.

Perform a variety of duties relating to the promotion, sale and administration of account, deposit, and loan products and services offered by First Credit Union. This includes but is not limited to:

  • Promoting and providing advice on deposit products and services, including registered and non-registered accounts, with the ability to discuss investment options such as term deposits.
  • Promoting and processing card products, including credit and debit cards as well as all electronic services.
  • Providing guidance and administration on account options and membership, including estate administration.
  • Complete loan applications, including interviews, and collection of documentation.
  • Use the Financial Blueprint to support the overall financial well-being of our members.
  • Actively pursue opportunities to improve growth and the development of loan portfolios and pursue new business by establishing and maintaining relationships in the community.
  • Administrative duties as needed for loan documentation, reviews and renewals.
  • Documenting and processing as required.

Required Experience, Knowledge, Skill, and Ability:

  • Secondary school diploma.
  • Three years’ experience in the financial, sales or service industry.
  • Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, Consumer & Residential Mortgage Lending, and Business Financial Statement Analysis.
  • Superior knowledge of financial products and services.
  • Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives.

The successful candidate will demonstrate the following skillsets:

  • Strong computer skills and proficiency in MS Office.
  • Ability to communicate effectively, both orally and in writing.
  • Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management.
  • Strong interpersonal skills with a service-oriented focus.
  • Ability to work in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.
  • Ability to develop a correlation between personal actions, service execution, and member expectations.

Why work for us?

  • Take advantage of opportunities for career development including continuous training, education support and career planning.
  • Embrace our commitment to employee wellness including a commitment to mental health and comprehensive employee and family assistance program.
  • Enjoy a competitive compensation package including a generous benefits program.
  • Be part of a company that is dedicated to making meaningful community impact.

Who should apply?
 To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at First Credit Union. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.

First Credit Union is a community owned financial institution. When your customers are your shareholders, it changes the way you run your business. We don’t ever have to choose between what’s best for our business, what’s best for our community, or what’s best for our members; they are one and the same. This is the cooperative advantage.

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