Member Experience Advisor

**Join Servus Credit Union** -**Canada’s Largest Credit Union**

**Employment Status**: Part-time, temporary, 20 hours per week.

**For Internal Use Only**: U1/B

At **Servus Credit Union**, we do things differently—because we’re a credit union, not a bank. And that difference matters.

We believe in putting **people before profits**, which is why our members are also our owners. Every dollar we earn is reinvested into the things that matter most**:our members, our employees, and our communities**. Whether it’s through profit sharing, competitive rates, or local initiatives that make a real impact, we’re here to help Albertans feel good about their money.

We’re looking for passionate, values-driven people to join our team. We welcome individuals from all backgrounds who are aligned with our values and are eager to contribute in meaningful ways. If you're excited to grow your career with a team that’s innovative, hardworking, collaborative and deeply rooted in community, **we want to meet you**.

**Join Servus and discover a better way to work.**

We are hiring for a temporary, part-time **Member Experience Advisor** at our** Whitecourt Branch**

The Member Experience Advisor role acts as the first line of support as members work towards their financial goals. This role is responsible for providing exceptional member service by completing transactional banking services that are right for every member, providing solutions to financial needs or referring members to an appropriate specialist, and contributing to the branch portfolio, and overall growth objectives.

**What You'll be Doing**:

- Provides exceptional member service that builds trust through responsive service and support to deliver what is right for every member, while balancing the interests of the credit union.
- Processes a variety of cash and non-cash member service transactions including deposits, withdrawals, payments, account updates, balances, money orders, credit card advances, calculations of foreign and domestic exchanges, cheque cashing, electronic funds transfers, and account closures.
- Pursues and generates sales referrals by proactively promoting Servus products and services to members and potential members by analyzing their needs; clearly explains potential solutions and the benefits to the member; records all referrals and forwards to the appropriate internal personnel.
- Builds trust with members, resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
- Applies policies and procedures in daily activities to meet safety, legal and privacy requirements.
- Accountable for area security and internal security audits.
- Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve with the goal of making it easy.
- Provides support to other branch team members such as making outgoing calls to members, composing routine member correspondence and reports, completing compliance and/or audit activities, completing end-to-end processes related to ATM and night deposits, reconciling branch reports (dependent on branch location), etc.
- Assists with opening/closing duties such as balancing of branch daily transmittals, reconciling ATM and night deposit contents, and provides support in administering branch cash services with the associated risk management and control policies.
- Acts as joint custodian on specified combinations; rents, controls, and provides access to safety deposit boxes; maintains related records.
- Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
- Promotes and participates in branch campaigns and initiatives.

**What you Bring**:

- 1-year experience in a customer service or administration role.
- Sales experience an asset.
- Grade 12 diploma or equivalent.
- An equivalent combination of education and experience may also be considered.
- Good computer skills; able to pick up new and existing programs related to the job quickly.
- Good communication skills; both written and verbal.
- Ability to problem solve, organize and multi-task.
- Good customer service orientation.
- Attention to detail.
- Aptitude for numbers, with fast and accurate data entry skills.
- Good financial literacy.
- Good investigative skills for uncovering member needs.

**What happens next?**

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