Deposit Services Representative (Full Time, 18 Month Term) 803 Leila

Access Credit Union; Winnipeg; On-site; CAD 46,000 - 56,000; Full time

Benefits offered by this job

Competitive compensation

100% company paid health benefits

Employer-matched pension plan

Continuing education

Career advancement opportunities

Job summary

Access Credit Union in Winnipeg, Manitoba, is hiring a Deposit Service Representative to open memberships, manage accounts, and promote products. You will support self-serve electronic services and ensure compliance with risk and policy guidelines.

You will build member relationships, process estates and term deposits, and assist with POS terminal inquiries. A strong service mindset and attention to detail are essential for success.

Qualifications

• Grade 12 diploma or equivalent.
• Post-secondary education in Business Administration or other field is an asset.
• Previous customer service and/or sales experience.
• Strong interpersonal and communication skills, both verbal and written.
• Ability to identify and act upon sales and service opportunities.
• Knowledge of financial products and risk awareness.

Responsibilities

• Open new personal and corporate memberships, accounts, debit cards, and credit card applications.
• Administer and process specialized accounts (estates, term deposits, RRSPs, RRIFs, etc.).
• Promote credit union products and services while building member relationships.
• Serve as primary member contact to maintain profitable relationships.
• Handle inquiries regarding Fiserv/Clover POS terminals.
• Follow policies on risk, privacy, security and fraud prevention.

Skills

Interpersonal skills

Communication skills

Sales experience

Fast-paced environment

Attention to detail

Computer skills

Education

Grade 12 diploma or equivalent

Post-secondary education in Business Administration or similar asset

Tools

POS Terminal

Job description

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.

• competitive compensation
• 100% company paid health benefits
• employer-matched pension plan
• continuing education
• career advancement opportunities within our credit union

At Access Credit Union, our values are straightforward:

• Do good
• Be better
• Own it
• Move forward

The Deposit Service Representative is responsible for providing various account, deposit and investment services to new and existing members. This position is also responsible for administering and promoting the full range of credit union products and services and building member relationships that add value and contribute positively to the credit union's profitability.

Deposits, Member Accounts & Electronic Services (Self Serve)

Responsible for opening new personal and corporate memberships, accounts, debit cards, credit card applications and assisting members with alternate banking channels.

Administer and process specialized accounts such as estates, term deposits, POA's, and registered products (RRSPs, TFSAs, RESPs, RRIFs, LIFs etc.) .

Communicate to the member all terms and conditions of any product being presented ensuring that the product is within the member's risk tolerance and that all instructions are clearly laid out. Proper documentation must follow within the deadlines given.

Administer and process all required reports and documentation in compliance with Concentra Financial' s procedures and regulations.

Act as the member contact point for Fiserv/Clover(POS Terminal) inquiries.

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

Observe all credit union policies and security requirements for privacy, safeguarding information, frauds, forgeries and holdup procedures.

Relationship Management

Operates as the primary contact for members, managing the relationships on behalf of the credit union to ensure the members' needs are met and the relationship remains profitable.

Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.

Team Work

Actively participate in regular staff meetings providing input when necessary.

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

Provide input into the development of and support the achievement of branch sales goals.

Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment.

Work collaboratively with other team members to achieve organizational and department objectives.

Business Development & Community Relations

Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.

Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.

Differentiate between credit union and competitor products and services in terms of member needs.

Act as an ambassador for the credit union by being visible in the community through professional and personal involvement in various community groups and activities.

Essential Qualifications

• Grade 12 diploma or equivalent
• Business Administration or other post‑secondary education would be considered an asset
• Previous customer service and/or sales experience
• 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
• Attention to detail with high degree of accuracy
• Knowledge of Access Credit Union's products and services
• Ability to follow standardized policies and procedures
• Basic knowledge of financial statements
• Knowledge of risk management within the financial industry
• Proficient computer skills

Employee Sub-Type

FixedTerm (Fixed Term)

Target End Date

2028-06-30

Starting Salary

$46,064.00

Salary Band

$46,064.00 - $56,411.00

In most situations, candidates will be offered the starting salary for the position. In exceptional circumstances, at the organization's discretion, an offer may be made above the stated minimum based on factors such as the candidate's qualifications, internal equity and external compensation factors. When underfilling a position, the salary offered may be in a lower salary band.