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Member Service Representative
2 months ago
Member Service Representative
Member Service Representative
Join our team at YNCU as a Member Service Representative and be part of a dynamic and community-focused organization.
About YNCUYNCU is a credit union that is passionate about investing locally and giving back to our community. We are a team of like-minded individuals who work together to provide tailored financial services to our members, support small businesses, and create local jobs.
Job SummaryWe are seeking a highly motivated and customer-focused Member Service Representative to join our team. As a Member Service Representative, you will be responsible for providing prompt and courteous member service, processing transactions, and cross-selling our products and services.
Key Responsibilities- Process members' transactional requests (deposits, withdrawals, transfers, etc.)
- Answer the telephone in the branch to provide member service
- Balance the ATM when requested
- Promptly respond to member inquiries/problems in a courteous and efficient manner
- Uncover members' needs and assist members to utilize the products or services which best meet those needs
- Proper completion and submission of tracking sheets
- Make a minimum of 5 sales calls per week
- Make at least 1 high-level referral per week
- Make at least 1 MemberCARE referral per month
- Follow our Quality Service Standards consistently
- Have the flexibility to work a varying schedule, which could change, including evenings and weekends
- Willingness to work at any branch of YNCU when requested
- Meet YNCU's Balancing Standards:
- Same-day Balancing Ratio 75% minimum (Goal: 90%)
- Accumulated Difference YTD within $100.00
- Time Required to Balance 15 minutes average
- Be willing to accept increased responsibilities
- Be a team player
- Have the ability to communicate effectively with staff and members alike and a desire to not just do a job, but to do it well
- Professional demeanor and professional dress
- Be comfortable using the Internet and e-mail programs including the use of YNCU's On-line Banking
- Competitive compensation
- Incentive programs and benefits
- 37.5-hour work week
- 7.25% matching pension
- Benefits are 100% paid for by YNCU
- Wellness initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, and LIFT Virtual Fitness
- Training and development opportunities
- Community-sponsored events
- Employee and paid volunteer opportunities
- Free banking account
- Discounted employee rates
YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to join our team. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.
YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws.
