Member Service Representative 2

5 days ago

Campbell River, Canada Coastal Community Credit Union Full time

**Position** Type**:Permanent

**Together, Let’s Do Great Things**

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a **Member Service Representative 2**, so if you’re passionate about improving people’s financial health and have experience with sales and service, we’d like to hear from you.

**What’s the role?**

As a **Member Service Representative 2**, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products). Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is your responsibility as the **Member Service Representative 2** to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

- Provide sales and service expertise to inform members of new products/services and changes to existing products/services.
- Identify and actively pursue internal referral opportunities to develop business; as well as work to achieve sales objectives.
- Complete member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.
- Handle member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.
- Complete preliminary estate documentation with executors.
- As required, authorize transactions of other employees within own signing limits and provide guidance to same.
- Performs other related duties as required.

**What are we looking for?**
- 1-3 years’ financial experience or an equivalent combination of education and experience;
- Completed CUIC 185 and/or CUIC 200 and be actively pursuing further education;
- Be enrolled in and/or completed a recognized public speaking course;
- Successful completion of the Level II exam;
- Completed or actively working on all annual courses;
- A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required.

Ideally, you are a flexible, collaborative team player with:

- Working knowledge of credit union products and services, the banking system, administration procedures and accounting.
- Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

**Who are we?**

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

- We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.
- We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
- We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do

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