Customer Service Associate

4 weeks ago

Canada Penfinancial Credit Union Ltd Full time

Part Time Casual Member Service Representative
Part-time Be a part of something different We may offer the same products and services as a big bank,but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to improve lives and strengthen communities . We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand. At PenFinancial, our people are our greatest asset and our values speak for themselves: accountability, passion, integrity, respect, and knowledge . We provide all of our employees with a generous benefits package that includes aLiving Wagesalary, defined contribution pension plan and performance-based success sharing. Our commitment to community We live our brand from the inside out, and ourTruly Local Commitmentstarts with our employees. We support an inclusive, diverse, and caring internal culture. We encourage our employees to give back to the causes that are meaningful to them and their families by providing opportunities to volunteer and represent our truly local credit union through ourTruly Local Ambassadorprogram. And, we also commit to investing a portion of our profits directly back into our local communities. We are a proud Certified B Corporation committed to doing business for good, and we choose 100% renewable energy with Bullfrog Power to support environmental sustainability. The Member Service Representative provides excellent customer service that is accurate, timely, and efficient to our Members in all interactions, both at the front counter and/or by phone/email. MSR’s also uncover opportunities where we can better help Members, and potential Members, with our various banking solutions/services and refers them to appropriate branch partner to help our Members achieve their financial goals. The MSR will ensure they are aware of, and adhere to, operating procedures and policies to safeguard the assets of the organization and the Member. Create a personal and exceptional Member experience (both at the front counter and/or by phone), by developing and deepening relationships, maintaining regular communication, answer inquiries, providing timely responses, value-added information and advice to Members while always striving to increase Member satisfaction through service provided.
Handle Member requests for deposits, withdrawals, transfers, identify and fulfill member’s financial service’s need and other basic transactions. Promotes credit unions’ products and services when a need or opportunity specific to the member is identified by offering a full range of financial services, including registered and non-registered investments, and basic loan services. Responsible for balancing of daily cash as required and location of all cash differences, ensuring the immediate supervisor is advised immediately. Open account types and demands, as required and proactively resolve Member concerns and refer to Manager when required.
Improve efficiency and simplicity while supporting a culture of innovation, utilize all procedures as appropriate for organizational consistency in application and execution including being personally accountable to ensure that you have read, understood and have implemented your daily work resulting in a satisfactory rating on all branch audits while constantly producing innovative solutions to create efficiencies in your work.
Foster truly local banking by identify opportunities to develop business within the community and attract new Members by establishing “centers of influence” outside the branch, and participating in community and branch events as a brand ambassador.
Experience assisting Members in a bank or credit union for a minimum of 2 years considered an asset
Previous experience with sales is considered an asset To learn more visit While we welcome all applications, only those who are selected for an interview will be contacted.

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