Member Experience Representative

7 months 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 Duties and 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
Demonstrates the knowledge and

  • Guest Experience Centre Consultant

    3 weeks ago

    Hamilton, Canada Guest Experience Center Full time

    Overview: **RECIPE is looking for a Guest Experience Centre Consultant for our Hamilton area** **to join our Guest Services team!** Recipe Unlimited Corporation is Canada’s leading full service restaurant company. Home to such iconic brands as Swiss Chalet, Harvey’s, St.Hubert, The Keg, Montana’s, Kelseys, Milestones, Pubs, Bier Markt, East Side...

  • Member Service Representative

    7 months ago

    Hamilton, Canada Healthcare & Municipal Employees' Credit Union Full time

    **Position Vacancy** **Job Title**: Member Service Representative (MSR) **Job Status**: Regular Part-Time - One (1) Vacancy **Primary Location**: Limeridge Branch **Introduction** Do you have a passion for helping people? Are you a self-starter who has the ability to make sound decisions in a fast-paced environment? If so, a position as an MSR at...

  • Msr- Member Service Representative

    6 days ago

    Hamilton, Canada Crunch Fitness- Hamilton East Mountain Full time

    Crunch is best known for our colorful personality and kickass group fitness and training programs that are OnlyAtCrunch. Crunch Fitness is looking for energetic, enthusiastic people that take PRIDE in delivering great member Service and believe they can provide GREAT member experience that exceeds expectations. Your Role: A Member Services Representative...

  • Member Services Representative

    2 months ago

    Hamilton, Canada BCU Financial Full time

    **Location**:Hamiton, ON** Posted Date**:November 27, 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 full-time Member Services Representative. We need an enthusiastic individual who can listen to customer service issues and...

  • Member Services Representative-hamilton East

    7 months ago

    Hamilton, Canada Crunch Fitness- Hamilton East Mountain Full time

    **Crunch is best known for our colorful personality and kickass group fitness and training programs that are** **#OnlyAtCrunch.** **Crunch Fitness is looking for energetic, enthusiastic people that take PRIDE in delivering great member** **Service and believe they can provide GREAT member experience that exceeds expectations.** **Your Role**: A Member...

  • Member Service Representative

    4 months ago

    Hamilton, Canada Golden Horseshoe Credit Union Full time

    **Job Summary**: Golden Horseshoe Credit Union is looking for a motivated individual to join our team as a member service representative. The position is responsible for assisting members with all their transactional banking needs and questions regarding their products and services. This position requires a high level of customer service skills, excellent...

  • Member Services Representative- Upper Centennial

    7 months ago

    Hamilton, Canada Crunch Fitness - Upper Centennial Full time

    Crunch is best known for our colorful personality and kickass group fitness and training programs that are #OnlyAtCrunch. Crunch Fitness is looking for energetic, enthusiastic people that take PRIDE in delivering great member Service and believe they can provide GREAT member experience that exceeds expectations. **Your Role**: A Member Services...

  • Member Service Representative

    2 months ago

    Hamilton, Canada DUCA Financial Services Credit Union Ltd. Full time

    **Why DUCA?** We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...

  • Customer Experience Representative

    7 months 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...

  • 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 Services Representative

    2 months ago

    Hamilton, Canada BCU Financial Full time

    **Location**:Hamiton, ON** Posted Date**:November 27, 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...

  • Customer Experience Representative

    7 months ago

    Hamilton, Canada Enterprise Holdings Full time

    Enterprise Mobility operates the Enterprise Rent-A-Car, National Car Rental, and Alamo car rental brands and has frequently been named one of the top places to work. Enterprise Mobility is the largest and fastest growing privately owned automotive rental and leasing company in North America and we are hiring now! We are working towards our shared vision to...

  • Member Services Rep

    7 months ago

    Hamilton, Canada Crunch Fitness Full time

    Crunch is best known for our colorful personality and kickass group fitness and training programs that are #OnlyAtCrunch. Crunch Fitness is looking for energetic, enthusiastic people that take PRIDE in delivering great member Service and believe they can provide GREAT member experience that exceeds expectations. **Your Role**: A Member Services...

  • Customer Experience Specialist

    4 months ago

    Hamilton, Ontario, Canada beBee Professionals Full time $30,000 - $45,000

    {"h1": "Customer Service Representative Role at beBee Professionals", "p": "We are seeking a dedicated and friendly Customer Service Representative to provide exceptional service to our customers in Hamilton, Canada. In this role, you will be responsible for handling customer inquiries, providing information about products and services, and resolving...

  • Member Services Representative-ancaster

    7 months ago

    Hamilton, Canada Crunch Fitness -Ancaster Full time

    Crunch Fitness is looking for energetic, enthusiastic people that are GREAT at Customer Service and can provide a GREAT Member and Guest Experience. **Reports to**: Manager **Requirements**: Fluent in English Proficient reading and writing skills Computer Skills **Special Skills**: Strong customer service skills **Responsibilities**: Membership...

  • Member Service Representative Teller

    3 months ago

    Hamilton, Canada Talka Credit Union Limited Full time

    **Responsibilities**: - Handle member inquiries and complaints in branch, online and by phone - Identify member needs and promote Talka’s products and services best suited to address those needs - Maintain cash balances in accordance with authorized limits, list and balance cheques and daily balance transactions - Document and update customer records...

  • Customer Experience Representative

    7 months 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...

  • Member Services Representative

    2 weeks ago

    Hamilton, Canada Crunch Fitness -Waterdown Full time

    **Requirements**: - Fluent in English - Proficient reading and writing skills - Computer Skills **Special Skills** - Strong customer service skills **Responsibilities** - Membership Sales - Greet all members & guests with a smile and wish them well as they exit the club - Check in all members and guests in accordance with company procedures - Facilitate...

  • Customer Representative

    4 weeks ago

    Hamilton, Canada Natural Purity Full time

    As an industry leader in environmental handling and treatment services, Natural Purity is looking for Customer Representatives to join our team. The Customer Representative is responsible for the brand and market presence of a well-established environmental solutions company and establishing and continuing relationship development with our customers....

  • Customer Service Representative

    1 week ago

    Hamilton, Canada Trevor Capra - Desjardins Insurance Agent Full time

    **Insurance Customer Service Representative - Desjardins Agent Team Member**: Location: Hamilton, ON Type: Full Time **Position Overview**: Successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - Desjardins Agent Team Member. We seek an energetic professional interested in...