Representative - Customer Service Agent

4 weeks ago


Hamilton ON, Canada Firstontario Credit Union Limited Full time

FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans and mortgages and highly qualified investment advice. At FirstOntario, we believe the best way to ensure our success is by supporting the communities we serve. That's why our policies include volunteering our time, talent and resources to worthy local causes and events. It's also why we reinvest our profits in the same places they're earned, and why we sponsor programs that promote financial literacy and economic development.
Provide prompt, efficient and courteous transactional sales and service to members. Recognize and act upon appropriate opportunities to engage members in discussions to enhance their services with us through cross sells, or consolidation of business held with competitors, through appropriate referrals to other staff.
# Service:
# Apply our "Member First" principles and service standards with all members and prospective members.
# Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiries.
# Put member's, or prospective member's needs for service and attention before any administrative or operational work of your own.
# Adhere to policies, procedures and standards.
# Act as joint custodian and/or combination holder, as required (ATM, night depository, Treasury etc.).
# Perform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. in line with policy.
# Assist in the daily upkeep of the branch including filing, sorting, scanning, etc.
# Must have demonstrated service abilities and be able to indemnify member needs cross selling certain products and referring smoothly to others, as appropriate
Must be flexible and prepared to work hours established to meet member service demands
3 years office, credit union / bank cash experience
~ Typing 30 WPM

Normal office environment.

Our emphasis on service means we're constantly searching for new team members whose dedication to helping people is as powerful as their ambition to succeed. We're committed to providing professional development, and to extending employee activities beyond day-to-day operations to support the communities where we're located. FirstOntario is proud and privileged to be able to assist and touch the lives of so many in our communities.
We believe giving back to our communities helps everyone.
We believe in volunteering, active community support and participation.
We believe in investing our profits back into the credit union and the community.
We believe in finding solutions to help our Members and communities.
Check out our website for the full job description and prepare your cover letter and resume listing your experience, qualifications, and submit it online through our careers page on the company website.
No phone calls please.
FirstOntario Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.
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