Customer Service Representative

4 weeks ago

Guelph, Ontario, Canada Your Neighbourhood Credit Union Limited Full time
Member Services Support Associate

Job Summary:

Our Member Services Support Associate plays a vital role in building lasting relationships with our members and administering branch audit and operational functions. This role requires strong communication skills, business acumen, and a keen interest in the economic environment and financial trends.

Key Responsibilities:

  • Perform branch audit functions, including line of credit reviews and estate preparation, to ensure compliance and accuracy.
  • Identify new business opportunities through ongoing call and contact programs, and refer to the Advisor Team for follow-up.
  • Assist with business promotion campaigns and monitor results to optimize performance.
  • Proactively engage with members to understand their banking needs, provide guidance, and identify sales and referral opportunities.
  • Actively listen to members to further understand their unique needs and establish a caring and exceptional service level.
  • Market all YNCU products and services within defined policies and procedures.
  • Recommend qualified referrals to the Advisor Team for consideration by the Wealth Management Team.
  • Plan daily, weekly, monthly, and yearly activities to ensure accomplishment of day-to-day and long-term objectives, and meet timelines.
  • Assist with the administration of YNCU's credit policies to ensure all loans and credit applications are effectively evaluated and adequately secured.
  • Assist with the administration of branch operations to ensure compliance with applicable policies and procedures.
  • Identify, create, and implement ways to streamline work processes to achieve time, resource, and cost efficiencies.

Requirements:

  • Post-secondary diploma and/or certification in business, finance, or a related program, or equivalent business experience.
  • Keen interest in the economic environment and financial trends.
  • Computer literacy and an effective working knowledge of Microsoft Office (Outlook, Excel, Word) and YNCU's banking system, applications, platforms, and emerging technologies.
  • Valid Ontario driver's license and reliable available vehicle.
  • Bondable.

About Us:

YNCU strives to be a diverse workplace reflective of the communities we serve. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on protected characteristics as outlined by national, provincial, or municipal laws.

Your Neighbourhood Credit Union Limited provides accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at hrjobs@yncu.com.

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