Future Opportunities – Member Services Representative

BCU Financial; Toronto; On-site; CAD 41,000 - 52,000; Full time

Benefits offered by this job

Competitive benefits package

Job summary

BCU Financial in Toronto is seeking a motivated Member Services Representative (MSR) to greet members, listen to needs, and provide accurate, timely banking solutions using available platforms.

The ideal candidate will have strong customer service skills, cash handling experience, and knowledge of banking products with a drive to achieve sales goals while maintaining regulatory compliance and a high level of professionalism.

Qualifications

• Experience in cash handling and service excellence.
• Knowledge of banking products and services.
• Strong tech skills including tablet and mobile apps.
• Good troubleshooting and decision-making abilities.
• Experience in sales is a plus.

Responsibilities

• Process member transactions (deposits, withdrawals, etc.).
• Answer calls regarding billing, product, and member issues.
• Guide members to use online banking and ATMs.
• Initiate requests for cheques, cards, stop payments, updates.
• Review emails and escalate when needed.
• Maintain accurate member information and service logs.
• Promote and cross-sell financial products to meet needs.
• Adhere to privacy laws and company policies.

Skills

Customer service

Cash handling

Tech proficiency

Product knowledge

Sales awareness

Education

High school diploma

Undergraduate degree preferred

Tools

Microsoft Office

Excel

Word

Banking platforms

Job description

Job summary

Buduchnist Credit Union, operating as BCU Financial, is building a pool of qualified candidates for future Member Services Representative (MSR) opportunities. The ideal candidate is an enthusiastic, service‑oriented professional who listens carefully to member needs and delivers accurate, timely, and effective solutions. The MSR demonstrates a strong understanding of customer service best practices, solid product knowledge, and confidence using technology platforms to support members efficiently.

Passionate about delivering an outstanding member experience, the MSR takes pride in building meaningful relationships through thoughtful communication and inquiry. This role is well suited for a driven, organized individual who enjoys engaging with members, asking the right questions, and identifying opportunities to help members better achieve their financial goals.

As a key front-line representative of BCU Financial, the MSR ensures that every member feels welcomed, respected, and supported. Working collaboratively with colleagues, the MSR provides exceptional service, addresses member needs, and connects members with appropriate BCU products and services.

Key responsibilities

• Process member transactions (deposits, withdrawals, bill payments, cash or certify cheques, receive bill payments, buy/sell foreign cash, drafts, renew GICs and registered plans etc.).
• Answer incoming customer calls regarding billing issues, product issues, service enquiries and general member issues.
• Assist and direct members to use available technology to complete banking transactions (i.e., ATM-deposits, e-transfers, online banking) and assist in Online Transaction (OLT) tracing when required.
• Initiate requests for cheque orders, member cards, stop payments, account information updates and member statements.
• Review emails and action appropriately or escalation as needed.
• Update member account information and track member service calls.
• Promote and sell financial products to meet member needs and achieve sales goals.
• Engage in Treasury duties.
• Process incoming branch mail, order and maintain office supplies/documentation.
• Remain updated on product knowledge and sales initiatives and be informed of any changes in company policies.
• Proficiently use BCU’s platforms and systems.
• Adhere to applicable industry regulations, privacy laws and BCU policies and procedures.
• Maintain a high level of professionalism and excellent rapport in all communications with members and colleagues.
• Perform all other duties as required.

Requirements

• High School Diploma or equivalent (Undergraduate degree or equivalent preferred)
• Experience working with and handling cash.
• Knowledge of banking products and services.
• Strong technological skills, including tablet and mobile applications.
• Solid troubleshooting abilities and decision-making skills, both proactive and reactive.
• Proficiency in Microsoft Office Suite applications, specifically Excel and Word.
• Ability to communicate in Ukrainian is an asset.
• Previous sales experience is considered an asset.

Compensation

Salary Range: $41,000 - $51,500 annually

Compensation for this role will be determined based on experience, knowledge, skills, qualifications and education/training. BCU Financial also offers a competitive and comprehensive benefits package.

BCU Financial Group is an equal opportunity employer dedicated to building an inclusive and diverse workforce. BCU Financial Group provides accommodation during the recruitment process upon request. Requests received relating to accommodation will be addressed confidentially.