Member Service Representative

2 days ago

Thunder Bay, Canada Rapport CU Full time

The **Member Service Representative** will be responsible for providing exceptional service to Rapport members by performing cash and non-cash transactions through a limited range of financial services while also promoting our products and services, ensuring security measures taken at all times. The incumbent will promote all of Rapport’s products and services and resolve any member issues within set standards and timelines.

**Responsibilities**:

- Performs a number of cash and non-transactions such as: deposits, withdrawals, and transfers, certifies and orders cheques, buys/sells foreign cash, sells traveller's cheques, personal money orders.
- Identifies opportunities to promote, up sell, and cross sell Rapport’s investment and loan products; conducts pro-active and/or assigned outbound calls during special promotions on products and services.
- Responds to members’ inquiries on all products and services offered by providing information on the benefits and features of each product and service.
- Operates and balances cash, processes deposits, cheques and other transactions according to established procedures and performance standards with speed and accuracy.
- Confirms posting on daily register, balances daily, ensuring that security measures are in place at all times. Maintains custody of cash holdings within authorized guidelines; locks cash drawer and keeps passwords confidential.
- Prepares bank deposits daily and forwards to bank; adheres to guidelines on hold funds and anti-money laundering.
- Resolves member problems and concerns with mortgage renewals, personal loans, lines of credit and other lending services; cross-selling related insurance products. Ensures all required documentation and information have been sent promptly to members.
- Responds to members’ inquiries on investment services, including RRSP, RRIF and mutual funds, by providing information on the features of each product and service, sets up term deposits and cross-sell related deposit services. Processes each member transaction and seeks authorization as required.
- Ensures all required documentation and information has been sent promptly to the member.

**Education and Experience**:

- Post-Secondary Degree/Diploma in Business, Accounting or relevant.
- Minimum two (2) years’ experience working in retail business or financial services industry with experience handling cash in a fast-paced environment.

**Required Knowledge, Skills and Abilities**:

- Exceptional customer service with proven relationship building skills.
- Excellent interpersonal skills to be able to communicate effectively with other functional areas.
- Basic mathematical abilities, such as balancing, determining percentages and ratios are required.

Schedule:

- Day shift
- Monday to Friday

Ability to commute/relocate:

- Toronto, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Customer service: 2 years (preferred)
- Financial services: 2 years (preferred)

Work Location: One location

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