Member Service Representative

2 weeks ago

Hamilton, Canada Healthcare & Municipal Employees' Credit Union Full time

**Position Vacancy**

**Job Title**: Member Service Representative

**Job Status**: Regular Part-time

**Location**: Limeridge Branch

**One (1) Vacancy**

**Introduction**

Do you have a passion for helping people, a knack for problem solving, a strong eye for detail, the ability to make sound decisions - then Healthcare & Municipal Employees' Credit Union (HMECU) is the place for you.

**Company**

**Job Purpose & Summary**

Reporting to the Branch and Assistant Managers, the Member Service Representative (MSR) of HMECU will be responsible for providing a full range of services and product knowledge to the members of the Credit Union. The MSR will be required to provide exceptional service to the members and always striving to improve member relations with the Credit Union.

HMECU’s mission is to provide the best care of our members’ financial needs. MSRs play a critical role in achieving the goal of the organization by being the front-line staff and building strong and long-lasting member relations.

**Required Experience**
- 1 year of cash-handling experience in a retail environment.
- At least 1 year of equivalent work experience in a financial services sales’ environment with a proven track record in sales preferred.
- Superior customer service skills, including dealing with difficult member situations.
- Prior banking/credit union experience preferred.
- Must be bondable.

**Job Duties and Responsibilities**

Member Service
- Responsible for closing accounts
- Receives and processes member’s bill payments
- Supports members in setting up Telephone and Internet services
- Responsible for distribution of statements to members
- Ensures that all payroll deduction and splits are properly completed, sent to the right person and filed
- Accurately completing personalized cheque orders and directing the orders to the appropriate person

Accountability
- Responsible for having a working knowledge of all job related policies, procedures, guidelines and legislation. This includes but not limited to Money Laundering and Privacy policies and procedures. This can be accomplished by reviewing literature provided by Managers or Human Resources and by attending meetings, regularly.
- Ensures that product and service knowledge is up-to-date
- Ensures that all processing of member’s transactions are done correctly. This includes but not limited to RRSP and term deposits
- Ensure that all outgoing cheques and cash drawer are balanced
- Responsible for daily filing, such as cheques, loans and RRSPs and GICs paperwork etc.
- Maintaining member’s files and ensuring that all paperwork is filed correctly

Service Orientation
- Responsible for selling personal money orders, travellers cheques and insurance to our members.
- Ensures that product and service knowledge is up-to-date.
- Focuses on cross-selling opportunities of the Credit Union’s services and products. Solicits new business from members by addressing specific financial needs of our members.

Communication
- Consults with members to provide them exceptional service and the best care of their financial needs.
- Communicates information with clarity to other employees, managers and members.

Problem Solving
- Informs a manager, when appropriate, of any potential/known issues regarding any work-related policies, procedures, guidelines or regulations.

Team Work
- Offers support, when needed to other employees.
- Clearing duties as needed.
- Other Duties as may be assigned._

**Other Elements**

**Adaptability**
- Understands that change happens and keeps an open mind to new initiatives.
- Ensures flexibility with normal working conditions in order to get a job done (i.e. will work late, offers assistance to co-workers; take on assignments outside of the regular job duties).
- Remains positive during times of uncertainty (i.e. the conversion or changes to loan policies and procedures).
- Able to accept changes and new policies, procedures and products.

**Health and Safety**
- All employees must commit to ensuring health and safety in the workplace and be aware of its key role in the organization. The prevention of accidents is an essential part of a healthy and safe work environment and requires the cooperation between Management, staff and the Health Cares Committee
- Please refer to HMECU’s Health and Safety Policy for more information

**Training and Development**

At HMECU we value the importance of continuous growth and learning. We see “training” as our responsibility and are glad to provide the time and finances to maintain up-to-date knowledge, skills and technical expertise to your current job role. We view “education” as an employee’s responsibility to enhance their knowledge for further career advancement and development. CU Learning provides employees with several job related courses to further their knowledge and expertise. We encourage all employees to take courses that are outside of their position to enhance your knowledge o

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