Customer Service Representative

2 weeks ago


Welland, Ontario, Canada PenFinancial Credit Union Full time
  • 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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