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Member Service Associate

3 months ago

Canada, CA Accoravillage Full time
Member Service Associate (Permanent, Full-Time) - Powell River

Wednesday, July 24, 2024

Location: Powell River

Member Service Associate

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 a financial service professional to join our team at our Powell River Branch as a full-time Member Service Associate. Reporting to the Branch Manager, the Member Service Associate is responsible for greeting and responding to member inquiries about products and services, and directing them to the appropriate department. This role involves providing the highest standard of service to meet members' needs and delivering exceptional member experiences. The incumbent will perform a variety of duties related to the promotion, sale, and administration of accounts, deposits, and loan products and services offered by First Credit Union. Additionally, this position provides support in daily tasks to ensure the smooth operation of the branch.

This is a full-time position requiring availability Monday-Friday.

Major Responsibilities:

  • Greet members, respond to their inquiries, identify their needs and direct them to the appropriate areas.
  • Continuously administer member appointments with the use of Coconut and Outlook calendar.
  • Balance ATMs and troubleshoot any issues that arise.
  • Process registered transfers, incoming balance of account transfers, wire transfers, and mortgage payouts.
  • Open, sort, and route incoming and outgoing mail, including handling registered mail, special deliveries, and time-sensitive items accordingly. Prepare mailbags for distribution.
  • Re-document business and organization accounts as a result of a change of signers.
  • Promote and provide advice on deposit products and services, including registered and non-registered accounts with the ability to discuss investment options such as term deposits.
  • Promote and process card products, including credit and debit cards as well as all electronic services.
  • Assist Member Service team with interviewing members, documentation and processing of applications.
  • Proactively contact members utilizing our monthly reports, for example; term maturity, over cap, etc.
  • Ensure a high personal standard of service and performance by effectively completing duties assigned, and actively participating in education opportunities and training programs.
  • Support call center when needed by responding to member phone and email inquiries.
  • Contribute to member relationship-building by referring members to other departments when applicable.
  • Adhere to security procedures and policies including audit and privacy as they pertain to the position.
  • Engage in continuous education and self-development to improve understanding of products and services.

Required Experience, Knowledge, Skill, and Ability:

  • Secondary school diploma.
  • Successful completion of CUIC 240* Fundamentals of Personal Financial Planning course (within 6 months of start date).
  • Thorough knowledge of account, lending, and deposit products and services and related policies, procedures and documentation requirements.
  • Accountability for both personal and branch-assigned growth goals, targets and major initiatives.
  • Minimum 2 years experience in the financial, retail, or hospitality industry.

The successful candidate will demonstrate the following skills:

  • Excellent interpersonal skills, fostering effective collaboration and communication across all levels of the organization.
  • Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management and prioritization.
  • Commitment to adhering to First Credit Union’s policies and procedures, maintaining compliance and integrity in all aspects of work.
  • Ability to thrive in a fast-paced environment, performing under pressure with a high degree of initiative, resourcefulness, and flexibility.
  • Consistent track record of meeting deadlines, ensuring timely completion of tasks and projects.
  • Demonstrated commitment to continuous learning and self-improvement.
  • Proven dedication to supporting the growth of colleagues through training and development initiatives.

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 comprehensive employee and family assistance program.
  • Enjoy a competitive compensation package including commission and a generous benefits program.
  • Be part of a company that is dedicated to making a 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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