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Member Services Representative

3 months ago

Hamilton, Canada BCU Financial Full time

Locations: Hamilton, ON

Posted Date: February 16, 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.

needed and process incoming branch mail.

Process member transactions (deposits, withdrawals, bill payments, cash or certify cheques,
receive bill payments, buy/sell foreign cash, drafts) 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.
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:
A competitive hourly wage will be determined based on qualifications and experience.

who are selected for an interview will be contacted.

BCU Financial is a member-owned, financial cooperative dedicated to improving the lives of members and their
community. BCU Financial is a part of BCU Financial Group - a fast-growing Ontario-based financial group
providing Canadians with diversified services and products. BCU Financial Group offers its members a real
alternative to high-fee, big-name banking by providing no-fee chequing accounts, competitive savings accounts,
loans, mortgages, cards, investment services, online banking, and insurance services. BCU Financial, together with
its BCU Wealth Management division, currently oversees $1 billion in assets.

BCU Financial Group also recognizes the importance of building a strong community. That’s why it provides
generous sponsorship funding annually to a wide array of community-based projects and activities. The Credit
Union and its member-supported charitable institution, BCU Foundation, provide sponsorship funding of over $1
million annually for community organizations, charity fundraisers, student scholarships, cultural events, and
educational projects.

BCU Financial Group is an equal opportunity employer dedicated to building an inclusive and diverse workforce.
BCU Financial Group provides accommodations during the recruitment process upon request. Requests received
relating to accommodation will be addressed confidentially.