Member Experience Representative

1 month ago

Hamilton, Canada FirstOntario Credit Union Full time

**Why FirstOntario?**
- FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial institution dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans and mortgages and highly qualified investment advice. Our Membership does more than save you money on fees, it also makes you an Owner. At FirstOntario, we believe the best way to ensure our success is by supporting the communities we serve. That's why our policies include volunteering our time, talent and resources to worthy local causes and events. It's also why we reinvest our profits in the same places they're earned, and why we sponsor programs that promote financial literacy and economic development.

**JOB DESCRIPTION**

**Job Title**: Member Experience Representative
**Dept./ Division**: Branch, Retail Services
**Reporting to**: Branch Manager

**GENERAL ACCOUNTABILITY**

The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members' financial needs. The Member Experience Representative will provide relevant, timely and accurate financial advice to members and prospective members to meet their financial goals, and to become the financial institution of choice. The Member Experience Representative must be a team player and willing to go above and beyond to provide the optimal member experience. The Member Experience Representative will assist with achieving the goals and objectives relating to business development as set forth by the Branch Manager at multiple branches.

Primary

**Responsibilities**:

- Sales_:

- Uncover and identify opportunities with members and prospective members
- Responsible for proactive business development activities and fulfilment both internally and outside the branch.
- Provide products and services to members to increase share of wallet and ensure we are the primary financial institution of choice.
- Utilize the sales cycle to optimize value for members and fully capture all sales & service opportunities including follow up by using our CRM. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
- Accountable for achieving goals for a portfolio of members as set out by the Branch Manager
- Service_:

- Must adhere to FirstOntario Credit Union's Member Experience standards with all of our external and internal members along with external partners.
- Must promote all alternative delivery channels to the Member including but not limited to online banking, PAT, mobile banking etc.
- Operate and make decisions within prescribed delegated authorities including but not limited to guidelines outline in your "letter of authority"
- Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiries
- Required to backup traditional MSR, Admin, & MC roles
- Assist / relieve other positions or with duties in the home branch or other branches within region as required.
- Operations_:

- Complete branch opening and closing activities, as required or assigned.
- Perform all audits, processes and proofing as required
- Balance cash daily or as instructed
- Provide credit and non-credit administration support to Management and other staff as required (reporting, member correspondence, etc.)
- Assist in maintaining combinations and safety deposit box records and controls
- Perform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. This includes cash orders and shipments, teller crosses, and managing branch cash holding

Organizational Competencies
- Sales & Service Orientation_
Committed to serving and satisfying the needs of the external and internal members/clients through the delivery of superior value while building, strengthening and maintaining long-term relationships.
- Continuous Learning_
Demonstrates the desire to continually grow, learn and develop skills and knowledge through external and internal education, training and cross-training opportunities to maximize personal contribution to the organizational goals and ongoing career development.
- Organizational Effectiveness_
Ability to understand the organization's strategic direction, how decisions impact the business, and how to strive to improve organizational performance.
- Ethical Behaviour_
Ability to demonstrate integrity, credibility, confidentiality and responsibility in all member/client interactions.
- Communication_
Demonstrates the ability to receive and understand information, and respond verbally or in writing when interacting with others
- Functional Excellence_
Demonstrate

  • Customer Experience Representative

    7 days ago

    Hamilton, Canada SNDL Full time

    Job Title Customer Experience Representative - Job Description About SNDL SNDL is the largest private-sector liquor and cannabis retailer in Canada with retail banners that include Ace Liquor, Wine and Beyond, Liquor Depot, Value Buds, and Spiritleaf. SNDL is a licensed cannabis producer and one of the largest vertically integrated cannabis companies in...

  • Member Service Representative

    2 weeks ago

    Hamilton, Canada FirstOntario Credit Union Full time

    **JOB DESCRIPTION** **Job Title**:Member Service Representative **Dept./Division**: Branch, Retail Services **Reporting** **to**:Branch Manager **JOB PURPOSE** Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as appropriate....

  • Member Service Representative

    1 day ago

    Hamilton, Ontario, Canada FirstOntario Credit Union Full time

    Why FirstOntario?FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans and...

  • Experience Sales Representative

    1 month ago

    Hamilton, Canada Third Watch Protection Services Inc. Full time

    Experience Sales Representative - Commission Based **Shift**: Monday to Friday - Days **Compensation**:TBD We are currently looking for Experience Sales Representatives to sell security guard service to potential clients. All sales representatives will be on Commission Based salary during the 90-days probationary period, and then will be placed on...

  • Member Service Representative

    1 day ago

    Hamilton, Canada FirstOntario Credit Union Full time

    Why FirstOntario?FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to loans and...

  • Member Service Representative

    1 week ago

    Hamilton, Canada FirstOntario Credit Union Full time

    **Why FirstOntario?** FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to...

  • Member Service Representative

    1 week ago

    Hamilton, Canada FirstOntario Credit Union Full time

    **Why FirstOntario?** FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial intuition dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs - from chequing and savings accounts to...

  • Customer Experience Representative

    1 month ago

    Hamilton, Canada Cargojet Airways Ltd. Full time

    **Accelerate your career with the most awarded Air Cargo Airline in Canada!** Cargojet is Canada's leading provider of time-sensitive overnight air cargo services and carries over 1,300,000 pounds of cargo each business night. Cargojet operates its network across North America each business night, utilizing a fleet of all-cargo aircraft Cargojet has been...

  • Insurance Representative

    3 weeks ago

    Hamilton, Canada Wayne Nichols Insurance & Financial Services Ltd. Full time

    **Insurance Representative for a Desjardins Agent**: **Location: Dundas/Hamilton, ON**: **Full-time Position**: At Wayne Nichols Insurance a Desjardins Office, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness,...

  • Senior Brand Manager|FirstOntario Centre

    7 days ago

    Hamilton, Canada Spectra Experience Full time

    Developer and Operator of Climate Pledge ArenaThe Most Sustainable Venue in the WorldProud member of The Climate Pledge Previous slide Next slide We’re in the business of making Big things happen. Big ideas. Big results. Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event...

  • Senior Brand Manager|FirstOntario Centre

    6 days ago

    Hamilton, Canada Spectra Experience Full time

    Developer and Operator of Climate Pledge Arena The Most Sustainable Venue in the World Proud member of The Climate Pledge Previous slide Next slide We’re in the business of making Big things happen. Big ideas. Big results. Oak View Group is the global leader in venue development, management, and premium hospitality services for the live...

  • Senior Brand Manager|FirstOntario Centre

    6 days ago

    Hamilton, Canada Spectra Experience Full time

    Developer and Operator of Climate Pledge ArenaThe Most Sustainable Venue in the WorldProud member of The Climate Pledge Previous slide Next slide We’re in the business of making Big things happen. Big ideas. Big results. Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event...

  • Senior Brand Manager|FirstOntario Centre

    6 days ago

    Hamilton, Canada Spectra Experience Full time

    Developer and Operator of Climate Pledge ArenaThe Most Sustainable Venue in the WorldProud member of The Climate Pledge Previous slide Next slide We’re in the business of making Big things happen. Big ideas. Big results. Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event...

  • Technical Sales Representative

    1 month ago

    Hamilton, Canada Bar-Tech Enterprises ltd Full time

    **Technical Sales Representative** - Industrial Cutting Tools and Metalworking Fluids **Territory: Hamilton / St. Catherines / Burlington** We are seeking a highly motivated and results-driven Technical Sales Representative to join our team at Bar-Tech Enterprises. As a leading provider of high-quality metalworking tools, we are looking for an individual...

  • Technical Sales Representative

    1 month ago

    Hamilton, Canada Bar-Tech Enterprises ltd Full time

    **Technical Sales Representative** - Industrial Cutting Tools and Metalworking Fluids **Territory: Hamilton / St. Catherines / Burlington** We are seeking a highly motivated and results-driven Technical Sales Representative to join our team at Bar-Tech Enterprises. As a leading provider of high-quality metalworking tools, we are looking for an individual...

  • Insurance Representative

    4 weeks ago

    Hamilton, Canada Wayne Nichols Insurance & Financial Services Ltd. Full time

                                                               Insurance Representative for a Desjardins Agent                                                                       Location: Dundas/Hamilton, ON                                                          ...

  • Inside Sales Representative

    1 month ago

    Hamilton, Canada Altrom Auto Group Full time

    Company Description **Be part of a community of authentic, proud and trusted people** Our Auto Parts Division is the largest Canadian distribution network of automobile replacement parts. Our banners in this division include the renowned NAPA Auto Parts, Altrom/Auto-Camping, and NAPA/CMAX. we believe we don’t just deliver car and heavy vehicle parts all...

  • Technical Sales Representative

    7 days ago

    Hamilton, Canada Bar-Tech Enterprises ltd Full time

    **Technical Sales Representative** - Industrial Cutting Tools and Metalworking Fluids **Territory: Hamilton / St. Catherines / Burlington** **About The Company**: Based in Guelph, Ontario we are a Leading Distributor in Industrial Supplies; Our primary line of business is The sales of Cutting Tools, Metalworking Fluids & Industrial consumables to local...

  • Inside Sales Representative

    4 weeks ago

    Hamilton, Canada Altrom Auto Group Full time

    Company Description **Be part of a community of authentic, proud and trusted people** Our Auto Parts Division is the largest Canadian distribution network of automobile replacement parts. Our banners in this division include the renowned NAPA Auto Parts, Altrom/Auto-Camping, and NAPA/CMAX. we believe we don’t just deliver car and heavy vehicle parts all...

  • Campus Sales Representative

    7 days ago

    Hamilton, Canada Bounced Inc. Full time

    Join a rapidly expanding consumer-tech company with team members at over a dozen campuses across North America. ## Job Summary: We are seeking a highly motivated and outgoing individual to join our team as a Campus Representative. As a Campus Representative, you will be responsible for promoting our company and its products/services on your college campus....