Member Solutions Centre Representative I

17 hours ago

Winnipeg, Manitoba, Canada Access Credit Union Full time $42,000 - $60,000 per year
Grow your career with one of Manitoba's Top Employers since 2014.

At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

At Access Credit Union, our values are straightforward:

  • Do good

  • Be better

  • Own it

  • Move forward

The Member Solutions Centre Representative I (MSCR I) provides a high standard of financial service to existing and potential members. As the first contact on all incoming telephone calls, chats, and e-mails, the Member Solutions Centre Representative I contributes positively to the achievement of business development objectives responding to inquiries, processing transactions and promoting the full range of credit union products and services.

Key Responsibilities and Accountabilities

  • Creating positive impressions as the first point of contact for members and potential members contacting Access Credit Union.

  • Build member relationships by resolving member problems/inquiries over the phone, chat, email, and other forms of communication.

  • Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.

  • Proactively respond, identify and cross-sell products and service using an advice-based approach

  • Utilize open-ended questions and techniques to overcome business objections

  • Refer to the appropriate credit union specialist for lending and wealth management inquiries

  • Set up appointments with staff in the branches to further assist member's or contact members on behalf of departments within the branch.  

  • Set up online banking for personal memberships; reset passwords and troubleshoot; and provide walkthroughs with members. 

  • Maintain open communication and cooperation with various Access Credit Union department staff to ensure a friendly and efficient work environment.  

  • Process non-registered and registered investment instructions using internal software and completing day-to-day tasks

  • Balance electronic ledger on a daily basis through the banking system

  • Work collaboratively with other team members to achieve organizational objectives

  • Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success

This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor. 

Essential Qualifications

  • Grade 12 diploma or equivalent   

  • Minimum of 1-year previous experience in customer/member service role, experience within a contact centre or financial service preferred

  • Knowledge of Access Credit Union's products and services  

  • Demonstrated desire to serve others in a friendly and professional manner  

  • Ability to identify and willingness to act upon sales and service opportunities  

  • Strong interpersonal and communication skills, both verbal and written  

  • Ability to work in fast-paced environment and perform well under pressure  

  • Ability to prioritize using sound judgment to make timely and effective decisions  

  • Proficient computer skills  

  • Ability to follow standardized policies and procedures  

  • Attention to detail with high degree of accuracy  

  • Basic knowledge of risk management within the financial industry  

  • Business Administration or other post-secondary education would be considered an asset 

Employee Sub-Type

Fixed Term (Fixed Term

Target End Date

Starting Salary

$40,492.92

If you are interested in this position, apply today Applications for the position close at 12:01 a.m. on the Job Posting End Date.

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