Member Service Representative
2 weeks ago
Scope of Position:
The Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience.
This role quickly develops a rapport with members/clients and proactively identifies their needs, promotes Alterna products and services and refers members/clients to the appropriate internal partner based on the complexity of their requirements, while ensuring compliance and adherence to operational policies and procedures.
As part of ongoing development, this role will require that you be flexible to assist in other areas of the branch, as required, with greeting and directing members as well as opening new accounts and dealing with general inquiries regarding our products and services.
Major Responsibilities:
Responds to member/client needs by delivery of friendly, efficient service and accurately processing various financial transactions including deposits, withdrawals, cheque cashing/ordering, bill payments, money orders, transfers, or foreign currency exchange. Resolves member/client issues at first point of contact where possible and refers to senior internal officers based on the complexity of the situation. Strives to create a positive member/client experience through each interaction and looks for ways to continuously improve the overall member/client branch experience. Maintains a strong level of knowledge with respect to Alterna Savings' products, services, sales disciplines, and current marketing campaign programs/strategies. Actively participates in all sales disciplines (i.e., high five goals, side-by-side coaching, quarterly sales cycle training) and participates in branch campaign initiatives. Utilizes quarterly learning to adapt strategies and increase results. Ensures ongoing compliance and adherence to operational policies, procedures, objectives, and Code of Business Conduct. Actively collects applicable fees and revenues, contributing to branch financial goals. Finds solutions to enhance the member/client experience and minimize factors that may negatively impact the member/client experience. Actively participates in setting individual sales and referral targets, goal setting and regular coaching sessions. Performs other duties as assigned by Management.Expectations / Outcomes:
Alterna Savings' members will view the organization as exceeding their expectations in terms of service quality. Personal sales and referral goals will be achieved, contributing to the overall growth of the branch and the organization. Alterna Savings' members will have the appropriate products that suit their needs. Professional and safe work environment is maintained. Accurate posting, cash management (including balancing), administrative, and security and risk management procedures.Qualifications:
Post-secondary education preferred or an equivalent level of experience and education. Previous experience in a sales role, including cash is preferred. Previous Teller experience would be an asset. Ability to work flexible hours, including weekends.Competencies:
Member/Client Centricity-Sustains member relations Continuous Learning & Agility-Self assesses and monitors oneself to maintain personal effectiveness Teamwork-Contributes positively as a team member Achievement Orientation-Consistently meets work expectations Adaptability-Recognizes how change will affect work Decision Making & Problem Solving-Makes decisions based on guidelines Impact & Influence-Uses facts and available information to persuade Initiative-Addresses current issues Follow all Alterna Savings and Alterna Bank Policies and ProceduresAbout Alterna Savings:
Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.
Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.
To learn more about Alterna Savings, please visit , X, Facebook, Instagram, or LinkedIn.
Working at Alterna:
We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for eight years running.
* We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.
* Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.
-
Customer Service Representative
2 days ago
Canada the Customer Service Representative job Full time $45,000 - $57,000 per yearWhat you'll need to succeed as a Customer Service Representative at XPOMinimum qualifications:2 years of customer service experienceStrong computer, typing and 10-key skills Experience with Microsoft Office Available to work a variety of shifts, including days, evenings, nights and weekendsPreferred qualifications:Transportation experienceExcellent verbal...
-
Member Service Representative
7 days ago
Toronto Willowdale Branch Toronto, Ontario, Canada DUCA Financial Services Credit Union Full time $40,634 per yearWhy DUCA? We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Member Service Representative
1 week ago
Toronto Mount Pleasant Branch Toronto, Ontario, Canada DUCA Financial Services Credit Union Full time $40,634 per yearWhy DUCA? We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Member Service Representative
2 days ago
Pembroke, Ontario, KAM, Canada Alterna Savings Full time $40,000 - $80,000 per yearScope of PositionThe Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience.This role quickly develops a rapport with members/clients and proactively identifies their...
-
Member Service Representative
1 week ago
Rainy River, Ontario, PWL, Canada Alterna Savings Full time $45,000 - $65,000 per yearScope of PositionThe Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience.This role quickly develops a rapport with members/clients and proactively identifies their...
-
Member Service Representative
4 days ago
Toronto, Canada Duca Full time**Member Service Representative** DUCA is currently looking for a full-time Member Service Representative (MSR) to join our dynamic CBC branch! **Branch Hours** Mon to Wed: 9:30 am to 5:00 pm Thur: 9:30 am to 7:00 pm Fri: 9:30 am to 5:00 pm **Job Purpose & Summary** Reporting to the Branch Manager, the Member Servcie Representative provides outstanding...
-
Member Service Representative
1 week ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full time**Member Service Representative (Full-time)** DUCA is currently looking for a full-time (38 hours per week) Member Service Representative (MSR) to join our dynamic Richmond Hill branch! The Member Service Representative (MSR) is passionate about delivering outstanding service to customers, known as Members. We are looking for driven, organized individuals...
-
Member Service Representative
5 days ago
Toronto, Canada DUCA Financial Services Credit Union Ltd. Full timeWhy DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to...
-
Member Service Representative
1 week ago
Toronto, Canada DUCA Financial Services Credit Union Full timeWhy DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve. We...
-
Member Service Representative
7 days ago
Toronto, Canada DUCA Financial Services Credit Union Full timeWhy DUCA? We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve. We...
