Customer Service Representative

6 months ago

Oshawa, Canada Pathwise Credit Union Full time

**Summary**

The main focus of this role is to provide a full range of services to members including responding to members’ enquiries, analyzing needs and assisting members in utilizing the product or service that best meets those needs; cross sells credit union products; processes member transactions including deposits, withdrawals, bill payments, loan payments, money orders, travellers cheques, cheque cashing, etc. Processes member’s requests for account updates and closures.

**Position Responsibilities**
- To provide courteous service to members, striving to increase member satisfaction with the level of service provided;
- Promotes credit union products and services by identifying member needs and offering a full range of financial services, including investments as well as promoting sales and basic loan services;
- Provides assistance to members by opening memberships and accounts, answering questions, and servicing members’ requests for deposits, withdrawals and transfers;
- Balances and reconciles cash drawer;
- Filing and verification of all member account documentation. Audit of membership files as required;
- Provide relief to all other departments as required. Therefore, referencing the applicable job description for the duties assigned; and,
- Perform all other related duties as assigned.

**Position Qualifications**

Knowledge, Skills, Capabilities:

- Ability to follow a regular re-occurring established schedule or routine. Requires the ability to organize and plan work in order to deal with deadlines, peak periods and unexpected situations;
- Requires working knowledge of basic products and services;
- Requires creativity and innovation to resolve issues by selecting amongst appropriate methods, procedures, products or services. Many problems are recurring in nature;
- Able to file, inspect, complete forms and enter data accurately. Requires the ability to gather, re-organize or group information or data in a meaningful order or format;
- Excellent member service skills in order to effectively ascertain the needs of the member and recommend the best solution. Ability to effectively cross sell products and services that meet member needs;
- Able to adapt to modifications to duties and shifts in priorities;
- Requires a working knowledge of accounting (balancing, reconciliation of negotiable instruments), office administration, Pathwise banking system and associated programs, filing and records management, Credit Union policies, by-laws and procedures; and,
- Proficiency in Microsoft Office including Word and Excel.

Education & Experience:

- Minimum education is a secondary school graduation diploma or equivalent, plus a minimum of 1 year related work experience.

**Location**:
Oshawa and Bowmanville, Ontario

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

**Salary**: $19.00-$19.26 per hour

**Benefits**:

- Company events
- Company pension
- Employee assistance program
- On-site parking

Schedule:

- Monday to Friday
- No weekends

Work Location: In person

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