Customer Service Representative
2 weeks ago
- Key Responsibilities:
- Customer Service: Provide exceptional customer service to our members in all interactions, both at the front counter and by phone/email.
- Opportunity Identification: Uncover opportunities where we can better help our members and refer them to the appropriate branch partner to help them achieve their financial goals.
- Operating Procedures: Ensure awareness and adherence to operating procedures and policies to safeguard the assets of the organization and the member.
Differentiating Accountabilities:
- Create a Personal Experience: Develop and deepen relationships with members, maintain regular communication, answer inquiries, and provide timely responses and value-added information and advice.
- Handle Member Requests: Handle member requests for deposits, withdrawals, transfers, and identify and fulfill members' financial service needs.
- Promote Credit Unions' Products: Promote credit unions' products and services when a need or opportunity is identified by offering a full range of financial services, including registered and non-registered investments and basic loan services.
- Responsible for Balancing: Responsible for balancing of daily cash as required and location of all cash differences, ensuring the immediate supervisor is advised immediately.
- Attend to Reports: Attend to the accurate and prompt preparation and audit of all assigned reports, status checking, investment renewals, and internal accounting reports.
- Identify Opportunities: Identify opportunities to promote and complete credit card applications with members and complete regular care calls.
- Open Account Types: Open account types and demands as required and proactively resolve member concerns and refer to Manager when required.
- Improve Efficiency: Improve efficiency and simplicity while supporting a culture of innovation, utilizing all procedures as appropriate for organizational consistency in application and execution.
- Foster Local Banking: Foster truly local banking by identifying opportunities to develop business within the community and attract new members by establishing 'centers of influence' outside the branch.
Qualifications:
- High School Diploma: High school diploma or equivalent (post-secondary school preferred).
- Cash Handling Experience: Cash handling experience.
- Member Service Experience: Experience assisting members in a bank or credit union for a minimum of 2 years considered an asset.
- Previous Sales Experience: Previous experience with sales is considered an asset.
Additional Information:
To learn more visit https://www.penfinancial.com/careers.
While we welcome all applications, only those who are selected for an interview will be contacted.
Accessibility accommodations will be made for job candidates upon request.
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