Deposit Services Representative

1 week ago

Dawson Creek, Canada Lake View Credit Union Full time

**DEPOSIT SERVICES REPRESENTATIVE (FULL TIME)**
- **Title** Deposit Services Representative
- **Department** Deposit Services
- **Reports to** Branch Manager
- **Grade** 1
- **Salary** As per the Collective Agreement

**SUMMARY**

This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development.

**KEY RESPONSIBILITIES**
- Process member transactions
- Recognize member needs and promote all Credit Union deposit services
- List and balance outgoing cheques utilities and all other transactions
- Assist with night deposits
- Process hold funds, stop payments, auto transfers
- Complies with Money Laundering/Confidentiality
- Adheres to security standards
- Ensure filing is up to date
- Other duties as required

**REQUIRED KNOWLEDGE SKILL AND ABILITIES**
- Sales and Service focus with an aptitude for business development and relationship building
- Strong commitment to continuous learning
- Excellent communication and interpersonal skills
- Maintains a positive attitude towards corporate initiatives and change management
- Strong follow up skills
- Demonstrates dedication to providing quality member sales and service
- Proven ability to be creative and innovative
- Able to identify members needs, answer enquires and provide solutions
- Able to process all teller transactions promptly and accurately
- Demonstrates product knowledge
- Demonstrates the ability to be detail oriented and manage multiple tasks
- Demonstrates effective organization and time management
- Able to make sound judgment and analyze problems
- Demonstrates an affinity for basic mathematics
- Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations
- Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
- Other related duties as assigned

**EXPECTED OUTCOMES OF THE ROLE**
- Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service
- Accurate and timely member transactions
- Positive internal and external service levels are achieved through the proactively and resourcefulness
- Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud
- Supports the team to achieve results
- Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome
- A positive and professional work environment is maintained

**EDUCATION AND EXPERIENCE**
- Minimum 3 years’ customer service experience
- Experience working in a financial institution an asset
- Post-secondary education in business, finance, accounting or equivalent

**Job Types**: Full-time, Permanent

**Salary**: From $3,893.00 per month

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Paid time off
- RRSP match
- Vision care
- Wellness program

Flexible Language Requirement:

- French not required

Schedule:

- 8 hour shift
- Day shift
- Monday to Friday

**Experience**:

- Customer service: 1 year (preferred)
- Financial services: 1 year (preferred)

Work Location: In person

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