Pt Member Service Representative

6 days ago

Welland, 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 Overview**
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. Assists with achieving the goals and objectives relating to business development as set forth by the Branch Manager.

**Major Activities**

**Sales**:

- Provide prompt, accurate, efficient transactional sales to members including Travellers Cheques, drafts, money orders, AFT, bill payments, direct debit, stop payments and bill payment setup.
- Recognize and act upon appropriate opportunities to engage members in discussions to enhance their services with us through cross sells, or consolidation of business held with competitors, through appropriate referrals to other staff.
- Utilize smooth referral process, whether for new or renewal business.
- Perform retention activity (term maturities, etc.), when requested.
- Track referral activity.
- Actively contribute to campaign activity, as directed.

**Service**:

- Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiries.
- Put member's, or prospective member's needs for service and attention before any administrative or operational work of your own.
- Work with member to resolve inquiries and/or concerns. Refer to other available staff if "wait time" for other members may be compromised.
- Process ABT transactions for others as required.
- Assist / relieve other positions with duties in the branch as required.

**Operations**:

- Adhere to policies, procedures and standards.
- Complete all work accurately and efficiently.
- Balance cash daily or as instructed.
- Act as joint custodian and/or combination holder, as required (ATM, night depository, Treasury etc.).
- Perform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. Place holds, messages etc. in line with policy.
- Provide overrides and other such operational work within guidelines outlined in your "letter of authority".
- Perform all audits, processes and proofing, as required.
- Assist in the daily upkeep of the branch including filing, sorting, scanning, etc.
- Complete sundry duties as required.

**Job Requirements**
- Must have above average interpersonal and communication skills
- Must be able to work well with a minimum of supervision
- Must be capable of working as a team player, willing to assist other staff as required
- Must have demonstrated service abilities and be able to indemnify member needs cross selling certain products and referring smoothly to others, as appropriate
- Must be flexible and prepared to work hours established to meet member service demands

**Job Specifications**
- Grade 12 or equivalent
- 3 years office, credit union / bank cash experience
- On-line exposure
- Typing 30 WPM

**Contacts**

Established contacts with:

- Branch management and all staff, other department/division staff
- Members, prospective members

**Physical Demands/ Working Conditions**
- Normal office environment.

**Our Story**

Our emphasis on service means we're constantly searching for new team members whose dedication to helping people is as powerful as their ambition to succeed. We're committed to providing professional development, and to extending employee activities beyond day-to-day operations to support the communities where we're located. Our people are the difference, it's a part of why we love coming to work.

FirstOntario is proud and privileged to be able to assist and touch the lives of so many in our communities.
- We believe giving back to our communities helps everyone.
- We believe in volunteering, active community support and participation.
- We believe in investing our profits back into the credit union and the community.
- We believe in finding solutions to help our Members and communities.

If this sparks your interest and you demonstrate high levels of integrity and credibility, we should talk. Check out our webs

  • Part-time Casual Member Service Representative

    2 weeks ago

    Welland, Canada PenFinancial Credit Union Full time

    Company Description **Be a part of something different** We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and we’re on a mission to _improve lives_ and _strengthen communities_. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a...

  • Food Service Worker, Ft/pt

    5 days ago

    Welland, Canada Compass Group Full time

    **Working Title**:Food Service Worker, FT/PT **Employment Status**: Full-Time and Part-Time **Starting Hourly Rate**: 16.55 **Address**:65 THIRD STREET Welland ON L3B 4W6 **New Hire Schedule**:FLEXIBLE You might not know our name, but you know where we are. That’s because Compass Group Canada is part of a global foodservice and support services company...

  • Client Service Representative

    2 weeks ago

    Welland, Canada Main West Animal Hospital Full time

    **Client Care Specialist** Are you an experienced Customer Service Representative who happens to LOVE animals? If your job search is motivated by the desire to make a meaningful difference with your career, come use your top-notch skills as a Client Care Specialist at Main West Animal Hospital. This is a full-time opportunity on the Front Desk...

  • Client Service Representative

    2 weeks ago

    Welland, Canada Main West Animal Hospital Full time

    **Client Care Specialist** Are you an experienced Customer Service Representative who happens to LOVE animals? If your job search is motivated by the desire to make a meaningful difference with your career, come use your top-notch skills as a Client Care Specialist at Animal Care Center! This is a full-time opportunity on the Front Desk team of our small,...

  • Client Service Representative

    7 days ago

    Welland, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Group Benefits Service Representative

    1 week ago

    Welland, Canada Duliban Insurance Full time

    Are you looking to establish a professional career in a growing industry? Are you seeking advancement and longevity in a dynamic, rewarding environment? We have an incredible opportunity for you! At Duliban Insurance, we are not your average broker - when you join the Duliban Dream Team, you become part of the family! Our tenets of honesty, integrity and...

  • Client Service Representative

    2 weeks ago

    Welland, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Residence Service Representative

    6 days ago

    Welland, Canada Campus Living Centres Full time

    **Note: This position is for a 'Front Desk Attendant'** **Position Summary and Job Magnitude** The Residence Services Representative is responsible for maintaining guest satisfaction at all times. They must be able to listen and understand the needs of guests and deliver the appropriate level of service to meet their satisfaction. The Residence Services...

  • Client Service Representative

    2 weeks ago

    Welland, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Customer Service Representative

    2 weeks ago

    Welland, Canada Ontario Mutual Full time

    **Customer Service Representative** **Career Opportunity **BCM is policyholder owned, sustainably growth-oriented property and casualty insurer serving the Niagara Region since 1880.** BCM (Bertie and Clinton Mutual) Insurance provides industry leading insurance products exclusively to the Niagara Region. We have been serving Niagara for over 120 years...

  • Financial Service Representative

    7 days ago

    Welland, Canada Easy Home Full time

    Job Description So what will you do as a Financial Service Representative? You will build superior customer sales experiences by engaging, listening and understanding the financial needs of potential customers and matching their needs to our lending solutions in a pleasurable sales environment You will demonstrate compassion and empathy toward customers to...

  • Telecom Sales Representative

    4 weeks ago

    Welland, Canada Endo Networks Full time

    Endo Networks is an experiential marketing company specializing in connecting brands with customers through impactful interactions. We are currently looking for **Part-Time Telecom Sales Representatives** to represent our newest client, a leading telecommunications company, in retail stores. You will be the face of a major telecommunications company in...

  • Full-time Crew Member

    2 weeks ago

    Welland, Canada McDonald's Full time

    **Full-Time Crew Member We are more than just your local restaurant. We are a collection of hardworking small-business owners. Did you know that from coast to coast, we serve delicious choices to more than 2.5 million people in over 1,400 locations every day, or that we have proudly helped more than 387,000 Canadian families with sick children through...

  • Retail Service Representative

    6 hours ago

    Welland, Ontario, Canada Savers Full time

    Purpose-Driven CareerAs a Customer Service Associate at Savers, you'll be part of a purpose-driven organization that values uniqueness and diversity. We're committed to fair and accessible employment practices, ensuring everyone has equal opportunities.You can expect comprehensive onboarding and training from day one, with ongoing development opportunities....

  • Call Center Representative/customer Service

    1 week ago

    Welland, Canada Kingston Online Services Full time

    **Job Summary**: As a Call Center Representative/Customer Service Assistant at our Internet Service Provider, you will be the primary point of contact for our customers, providing exceptional service and support. You will handle inquiries, resolve issues, and ensure customer satisfaction by addressing concerns related to our products and...

  • Customer Service Representative

    2 weeks ago

    Welland, Canada Barburrito Restaurants Inc Full time

    We are looking for enthusiastic and energetic individuals like you to join our team! **barBurrito** is one of the Canada's fastest growing franchises. As we continue to expand across Canada, we're looking for **Team Members** who will be as passionate about our business as we are. Your Duties: - Delivering an extraordinary guest experience - Building hand...

  • Customer Service Representative

    1 week ago

    Welland, Canada Barburrito Restaurants Inc Full time

    We are looking for enthusiastic and energetic individuals like you to join our team! **barBurrito** is one of the Canada's fastest growing franchises. As we continue to expand across Canada, we're looking for **Team Members** who will be as passionate about our business as we are. Your Duties: - Delivering an extraordinary guest experience - Building hand...

  • Retail Sales Representative

    4 weeks ago

    Welland, Ontario, Canada Acosta Sales & Marketing Full time

    We are currently recruiting for a results-oriented Retail Representative to represent our clients.This role offers you the unique opportunity to utilize your retail sales experience in a more strategic way through the development of direct sales, merchandising, and POS placement. As a member of our sales team, you will be responsible for calling on clients...

  • Retail Business Development Representative

    6 hours ago

    Welland, Ontario, Canada Acosta Sales & Marketing Full time

    At Acosta Canada Corporation, we are seeking a Retail Business Development Representative to join our team. As a member of our team, you will be responsible for executing sales and merchandising strategies to drive results. You will meet with customers to discuss sales and merchandising strategies, promotions, and guidelines, identifying volume opportunities...

  • Tt Member

    2 weeks ago

    Welland, Canada Just Junk Niagara Full time

    JUSTJUNK® Niagara is currently hiring Truck Team Members as we continue to grow into the largest junk removal company in Canada. Your role is to “Make Removal Easy” for our loyal customers by removing their junk! If you have what it takes to be a part of our growing team you can look forward to: - Great Compensation. Our Truck Team Members are paid by...