Member Services Representative

3 weeks ago


Vaughan, Canada BCU Financial Full time

Location: Vaughan, ON Posted Date: May 6, 2024

Overview:
Buduchnist Credit Union, carrying on business as BCU Financial, is looking for a skilled problem solver
with strong interpersonal skills to join our team as a part-time Member Services Representative. We
need an enthusiastic individual who can listen to customer service issues and then offer innovative
service policies, and be well-trained in product knowledge including technology platforms that can be
critical for offering quick and accurate assistance to customers.

**Responsibilities**:
Answer incoming customer calls regarding billing issues, product issues, service enquiries and
general member issues.

Assist and direct members in-branch to use available technology to complete banking
transactions (i.e., ATM-deposits, e-transfers, online banking) and assist in Online Transaction
(OLT) tracing when required.

Initiate requests for cheque orders, member cards, stop payments, account information updates
and member statements.

Process member transactions (deposits, withdrawals, bill payments, cash or certify cheques,

receive bill payments, buy/sell foreign cash, drafts, renew GICs and registered plans etc.) when
required.

Update member account information and track customer service calls.
Approve Teller transactions when required.
Promote and sell financial products to meet member needs and meet sales goals.
Engage in Treasury duties.
Process incoming branch mail.
Order and maintain office supplies and documentation.
Remain updated on product knowledge and sales initiatives and be informed of any changes in

company policies.
Proficiently use BCU’s platforms and systems.
Adhere to applicable industry regulations, privacy laws and BCU policies and procedures.

Maintain a high level of professionalism and excellent rapport in all communications with
members and colleagues

Other duties as required.

**Requirements**:
Knowledge:
Knowledge of banking products and services.

Skills & Abilities:
Exceptional customer and sales skills and experience.
Solid troubleshooting abilities and decision-making skills, both proactive and reactive.

Education/Experience:
Relevant working experience or any equivalent combination of experience, training and/or
education.

Compensation:
This is a full-time position offering a competitive compensation and benefits package commensurate
with experience and qualifications.



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