Financial Services

Position Vacancy

Job Title: Member Service Representative (MSR)

Job Status: Regular Part-Time – One (1) New Vacancy

Primary Location: Limeridge Branch

Introduction

Do you have a passion for helping people? Are you a self-starter who can build trust and guide meaningful financial conversations? If so, a position as a Member Service Representative (MSR) at Healthcare and Municipal Employees’ Credit Union (HMECU) could be the perfect fit for you.

Company

HMECU has been serving our healthcare, municipal, fire and police community for over 90 years We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union, and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.

Our Purpose

We care for the financial needs and wellbeing of our members so you can focus on what matters most.

Job Purpose & Summary

As an MSR, you are often the first point of contact for our members. You’ll take the time to understand their needs and proactively offer financial solutions that support their goals. This includes assisting with daily transactions, asking the right questions, identifying opportunities to refer to other specialists, and helping members make confident financial decisions. Your ability to build trust and provide clear, helpful guidance is key to strengthening long‑lasting member relationships.

Skill Requirements

Required Experience:

- 1 year of cash‑handling experience in a retail environment;

- 1 year of work experience in a financial services sales’ environment preferred;

- Strong technical and computer skills, including MS Office applications (Word, Excel, Outlook);

- Prior banking/credit union experience preferred;

- Must be bondable.

What you’d be doing:

Member Service & Account Support

- Open and close member accounts with accuracy and professionalism

- Provide timely and courteous assistance to members via in‑person, phone, or email communication

- Process bill payments, payroll deductions, and account splits with precision and adherence to HMECU guidelines

- Support members in setting up and navigating CU‑Line and internet banking services

- Distribute member statements in a timely and organized manner

- Process personalized cheque orders and ensure correct routing to designated staff

- Maintain up‑to‑date working knowledge of all applicable policies, procedures, guidelines, and legislative requirements, including Anti‑Money Laundering (AML) and Privacy regulations

Transactional Excellence & Operational Accuracy

- Ensure all member transactions are processed correctly, including RRSPs, term deposits, and account changes

- Balance daily cash drawer and outgoing cheque totals with attention to detail and accuracy

- Handle daily filing responsibilities, including loan documentation, RRSPs, and GIC paperwork

- Maintain accurate and complete member files in compliance with internal standards and audit requirements

- Perform clearing duties and other operational support tasks as required

Product Knowledge & Cross‑Sell Opportunities

- Maintain current knowledge of HMECU’s full suite of products and services

- Identify and act on cross‑sell opportunities, recommending solutions tailored to member needs

- Sell and process primary cheques (bank drafts), US money orders, travellers’ cheques, and travel insurance

- Solicit new business through member engagement and proactive discussion of financial solutions

Member Experience & Professional Communication

- Deliver exceptional service by understanding and anticipating member financial needs

- Engage in meaningful conversations with members to understand and address their specific financial goals and needs

- Communicate clearly and professionally with members, colleagues, and leadership across all channels

- Handle all interactions in accordance with HMECU’s Privacy Policy and confidentiality standards

- Escalate potential or known concerns related to policies, procedures, or regulations to the appropriate Manager

Team Collaboration & Culture

- Support teammates by offering assistance and contributing to a positive branch environment

- Participate actively in team‑building initiatives and work collaboratively toward shared objectives

- Uphold a respectful, inclusive, and solutions‑focused approach in all team interactions

- Recognize how individual responsibilities contribute to the Credit Union’s broader vision and goals

Adaptability & Continuous Improvement

- Remain open to change and flexible with work schedules or responsibilities as business needs evolve

- Embrace new initiatives, technologies, and procedural changes with a growth mindset

- Stay informed and adaptable during organizational transitions, including policy updates or system conversions

- Promote a culture of learning by participating in ongoing training and staying current with internal communications

Other Duties and Responsibilities as may be assigned

Please note: Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with disabilities. If you require a specific accommodation because of a disability or a medical need, please contact HR so arrangements can be made.

Job Type

Part - time One (1) New Part – time vacancy

Location

Limeridge Branch

Pay

$27.19 hourly (includes % in lieu of benefits and vacation)

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