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

Health benefits

Employer-matched pension

Continuing education

Job summary

Access Credit Union in Manitoba is hiring a Deposit Service Representative to provide account, deposit and investment services to new and existing members. You will open memberships, issue debit/credit cards, and promote the full range of credit union products while building valuable relationships.

You will also administer specialized accounts, ensure documentation meets deadlines, and follow privacy and risk policies.

Qualifications

• Grade 12 diploma or equivalent.
• Previous customer service and/or sales experience.
• Demonstrated desire to serve others in a friendly and professional manner.
• Strong interpersonal and communication skills, both verbal and written.
• Ability to work in fast-paced environment and perform well under pressure.
• Attention to detail with high degree of accuracy.
• Knowledge of Access Credit Union’s products and services.

Responsibilities

• Open new personal and corporate memberships, accounts, debit cards, and credit card applications.
• Assist members with alternate banking channels and promote full range of products and services.
• Administer and process specialized accounts (estates, term deposits, POA, RRSPs, TFSA, RESP, RRIF, LIF).
• Ensure terms and conditions are understood and documents are properly filed.
• Maintain policies on risk management, confidentiality, privacy and fraud prevention.
• Act as member contact point for POS inquiries and support accounts.
• Retain and expand member relationships and pursue new business opportunities.
• Support branch sales goals and participate in team planning and training.

Skills

Customer service

Sales experience

Interpersonal communication

Written communication

Attention to detail

Education

Grade 12 diploma

Business Administration education asset

Tools

MS Office

Financial software

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.At Access Credit Union, our values are straightforward:Do goodBe betterOwn itMove forwardThe 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 preventionObserve all credit union policies and security requirements for privacy, safeguarding information, frauds, forgeries and holdup procedures.Relationship ManagementOperates 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 WorkActively 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 RelationsParticipate 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 QualificationsGrade 12 diploma or equivalentBusiness Administration or other post-secondary education would be considered an assetPrevious customer service and/or sales experienceDemonstrated desire to serve others in a friendly and professional mannerAbility to identify and willingness to act upon sales and service opportunitiesStrong interpersonal and communication skills, both verbal and writtenAbility to work in fast-paced environment and perform well under pressureAbility to prioritize using sound judgment to make timely and effective decisionsAttention to detail with high degree of accuracyKnowledge of Access Credit Union’s products and servicesAbility to follow standardized policies and proceduresBasic knowledge of financial statementsKnowledge of risk management within the financial industryProficient computer skillsEmployee Sub-TypeFixed Term (Fixed Term)Target End Date2028-06-30Starting Salary$46,064.00Salary Band$46,064.00 - $56,411.00In most situations, candidates will be offered the starting salary for the position. In exceptional circumstances, and 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.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.