Member Service Representative

3 weeks ago

Courtenay, Canada First Credit Union Full time

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 Courtenay Branch as a part-time Member Service Representative. Our Member Service Representatives are member-centric and focused on creating impactful connections. Reporting to the Assistant Manager, you will be responsible for proactively discovering member needs and providing tailored advice, empowering our members through education and building meaningful relationships. You will process day-to-day transactions and solve routine issues with members’ accounts. Additionally, you will open term deposits, registered products (RRSPs, RRIF, TFSA), member accounts, and lending products.

**This is a part-time position requiring availability on Mondays, Tuesdays, and Thursdays. Additional coverage may be needed on other days as necessary. Working hours will range from 21 to 35 hours per week.**

**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 requests and inquiries and dealing with member issues with mínimal assistance.
- Contributing to a high level of service 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, 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 and all electronic services.
- Providing guidance and administration on account options and membership, including estate administration.
- Use the Financial Blueprint to support the overall financial well-being of our members.
- Documenting and processing as required.

**Required Experience, Knowledge, Skill, and Ability**:

- Secondary school diploma.
- Experience in the financial, sales or service industry.
- Education or equivalent experience with Products & Services and Fundamentals of Personal Financial Planning and Consumer & Residential Mortgage Lending (recommended).
- Superior knowledge of financial products and services.
- Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives.
- 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 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?**

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.

**Job Types**: Part-time, Permanent

Pay: $22.31-$26.09 per hour

Expected hours: 21 - 35 per week

**Benefits**:

- Dental care
- Employee assistance program
-

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