Member Service Representative

2 weeks ago

Oshawa, Canada Rapport Credit Union Full time

The **Member Service Representative** will be responsible for providing exceptional service to Rapport members by performing cash and non-cash transactions through a limited range of financial services while also promoting our products and services, ensuring security measures taken at all times. The incumbent will promote all of Rapport’s products and services and resolve any member issues within set standards and timelines.

**Responsibilities**:

- Performs a number of cash and non-transactions such as: deposits, withdrawals, and transfers and orders cheques, buys/sells foreign cash, personal money orders.
- Identifies opportunities to promote, up sell, and cross sell Rapport’s investment and loan products; conducts pro-active and/or assigned outbound calls on products and services.
- Responds to members’ inquiries on all products and services offered by providing information on the benefits and features of each product and service.
- Operates and balances cash, processes deposits, cheques and other transactions according to established procedures and performance standards with speed and accuracy.
- Adheres to guidelines on hold funds and anti-money laundering.
- Assists in resolving member problems and concerns with mortgage renewals, personal loans, lines of credit and other lending services; cross-selling related insurance products. Ensures all required documentation and information have been sent promptly to members.
- Responds to members’ inquiries on investment services, including RRSP, RRIF and mutual funds, by providing information on the features of each product and service, sets up term deposits and cross-sell related deposit services. Processes each member transaction and seeks authorization as required.

**Education and Experience**:

- Post-Secondary Degree/Diploma in Business, Accounting or relevant.
- Minimum two (2) years’ experience working in retail business or financial services industry with experience handling cash in a fast-paced environment.
- Previous experience with banking products and services an asset.

**Required Knowledge, Skills and Abilities**:

- Exceptional customer service with proven relationship building skills.
- Excellent interpersonal skills to be able to communicate effectively with other functional areas.
- Excellent interpersonal skills to be able to communicate effectively with other functional areas.

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

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Vision care

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

**Experience**:

- Customer service: 2 years (required)
- Financial services: 1 year (required)

Work Location: In person

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