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Member Service Representative

2 months ago


Nanaimo, British Columbia, Canada Coastal Community Full time
Job Summary

We are seeking a highly skilled and customer-focused Member Service Representative to join our team at Coastal Community. As a key member of our team, you will be responsible for providing exceptional service to our members, processing financial transactions, and promoting our products and services.

Key Responsibilities
  • Process a variety of financial and non-financial transactions for members within established guidelines.
  • Provide sales and service expertise to inform members of new products and services, and changes to existing products and services.
  • Answer telephone inquiries and provide members with access to safety deposit boxes.
  • Perform end-of-day processing and balancing in a timely manner, as per established procedures.
  • Perform other related duties as assigned.
Requirements
  • A secondary school diploma with academic emphasis, or 1 year post-secondary education.
  • Up to 1 year of work experience in a sales and service position.
  • Keyboarding skills of 40 wpm and proficiency with Windows products, such as Outlook, Word, and Excel applications.
  • Excellent communication and listening skills, with the ability to articulate in a clear and concise manner.
  • Effective multitasking skills, with the ability to navigate online client data and product information while conversing with members.
  • Interviewing skills and the ability to ask probing questions, with flexibility to adapt to each member's concerns and requests.
What We Offer
  • A comprehensive total rewards package, including a substantial extended benefits package and an impressive 11.50% Employer-paid RRSP contribution.
  • Investments in your education and training, banking perks, and a great work-life balance.
  • A generous total rewards package and a workplace culture that's second to none.
About Us

Coastal Community is a 100% member-owned financial institution, with all decisions made locally. We're proud of our legacy and the things that make us who we are:

  • We're a growing organization with over $4 billion in assets under management.
  • We help improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, and our wide range of online and digital services.
  • We believe in making meaningful contributions to the communities we call home, with over half a million dollars given to community organizations and programs each year.

We value every individual's unique experience and perspective, and empower individuals to achieve their financial goals, enrich lives, and build healthier communities.