Member Service Representative

5 months ago

Orangeville, Canada DUCA Financial Services Credit Union Ltd. Full time

**Why DUCA?**

At DUCA, we strive for excellence in everything we do. Our commitment to **_Do more, Be more, Achieve more_** is what sets us apart and drives our company culture. DUCA’s impact goes beyond our financial solutions - we're dedicated to making a real difference in the lives of our members and in our community.

We believe our employees are our most valuable resource We are committed to providing you with the tools, support, and challenge you need to develop your career and achieve a healthy work-life balance while contributing to our outstanding culture. DUCA offers a strong total compensation package including competitive salaries and bonuses, employer-paid benefits, banking perks, wellness days, and much more.

**Member Service Representative (Full-time)**

DUCA is currently looking for a Member Service Representative (MSR) to join our dynamic Orangevile branch

**Branch Hours**

Mon to Wed: 9:30 am to 5:00 pm
Thur: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm

**Job Purpose & Summary**

Reporting to the Branch Manager, the Member Service Representative provides outstanding customer service that is accurate, timely, and efficient. MSRs partner with other members of the branch team to collaborate and deliver the best solutions to help our Members achieve their financial goals. The MSR acts as a representative of DUCA and greets Members when they arrive and ensure they feel welcome.

MSR’s also uncover opportunities where we can better help DUCA Members, and potential Members, with our fantastic array of banking solutions and services. Once they identify the opportunity, the MSR figures out who can best help the Member whether it be themselves or a DUCA advisor (Financial Services Officer). They will always follow up to ensure the Member was taken care of once they have referred.

As for the day-to-day responsibilities, the MSR will maintain cash balances, list and balance outgoing cheques, and balance all daily transactions. The MSR will ensure they are aware of, and adhere to, operating procedures and policies to safeguard the assets of the organization and the member.

**Key Accountabilities & Duties**
- Provide outstanding service to Members (both at the front counter and/or by phone), answer inquiries and always strive to increase Member satisfaction through service provided. The objective is to delight the member.
- Making outbound awareness and service follow up calls to members
- Handle Member requests for deposits, withdrawals, transfers, and other basic transactions
- Promote DUCA’s services by explaining benefits and features of DUCA solutions
- Identify and fulfill Members’ financial service needs, including cashing and certifying cheques, processing bill payments, ordering cheques, buying/selling foreign currencies, processing Member statements, identifying the need for travel insurance, processing RRSP and term deposit transactions, assisting Members in getting a debit card, and online banking set up
- Promotes DUCA products and services when a need or opportunity specific to the member is identified
- Having up front dialogue with members to identify unrealized needs. Proficient at “opportunity spotting”
- Make referrals to specialists and advisors as required
- Solve member issues and know when to escalate if required
- Participates in the counting of large cash deposits
- Rotate with staff to cover reception duties and tasks
- Assists with general office duties, processing and administration as required

**Occupational Experience & Education Requirements**
- High School Diploma or equivalent (Post-Secondary School Preferred)
- Experience helping Members or customers in either a bank or credit union for a minimum of 2 years considered an asset
- Previous experience with sales is considered an asset
- Cash handling experience

**Knowledge, Skills & Attributes**
- Basic mathematical skills
- You have a desire to learn and grow
- Working directly with members and customers is what makes you tick
- You are a big fan of team work and demonstrate your enthusiasm for your job and member every day
- You are a terrific multi-tasker and can organize and prioritize other work while putting the member first
- Excellent communication skills, both verbal and written.
- You have a keen attention to detail and emotional intelligence.

**Department**:Retail Banking

**Primary Location**:Orangeville Branch - 16 Broadway, Orangeville ON L9W 1J4

**Employment Status**: Full-time

**Hours per Week**: 38

We thank all applicants but only those considered for an interview will be contacted.

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