Member Service Representative 1, Regional

3 weeks ago

Courtenay, Canada Coastal Community Credit Union Full time

**Position Ty**pe**: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 **to support the Comox Valley Region, 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**, under direct supervision you will process a variety of financial and non-financial transactions for members within the guidelines established. 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 a **Member Service Representative** 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:

- Accurately processes a variety of transactions to meet the needs of our members.
- Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
- Answering telephone inquiries.
- Providing members access into safety deposit boxes.
- End of day processing and balancing to be completed in a timely manner as per established procedures.
- Performing other related duties as assigned.

**What are we looking for?**
- A secondary school diploma with academic emphasis
- 1 year post-secondary education
- Up to 1 year of work experience in a sales and service position

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

- Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
- Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
- The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
- Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

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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