Member Experience Specialist: Financial Guidance & Service

Firstontario Credit Union Limited; Tillsonburg; On-site; CAD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive pay

Health benefits

Personal Spending Account

SunLife and TELUS Health

Pension plan

Professional development support

Volunteer program

Employee assistance program

Job summary

FirstOntario Credit Union Limited in Tillsonburg is seeking a Member Experience Representative to deliver exceptional member service and identify financial solutions. You will support business development across multiple branches, promote digital channels, and execute transactional duties while maintaining a high standard of accuracy and responsiveness.

The role emphasizes proactive sales, service excellence, and collaboration to achieve branch goals, with opportunities to advance within a

Qualifications

• Grade 12 or equivalent.
• Minimum 3 years office/banking experience or demonstrated experience.
• Strong interpersonal and communication abilities.
• Ability to work with minimal supervision and as part of a team.

Responsibilities

• Uncover opportunities with members and prospective members.
• Deliver proactive business development activities inside and outside the branch.
• Provide products and services to increase share of wallet as primary financial institution.
• Use CRM/MRM to follow up and capture sales & service opportunities.
• Refer to Wealth Management, Commercial, or Investments as appropriate.
• Achieve portfolio goals set by Branch Manager.

Skills

Customer service

Sales skills

Communication

Team player

CRM experience

Education

Grade 12 or equivalent

Tools

Microsoft Office

MRM system

Job description

FirstOntario Credit Union Limited in Tillsonburg is seeking a Member Experience Representative to deliver exceptional member service and identify financial solutions. You will support business development across multiple branches, promote digital channels, and execute transactional duties while maintaining a high standard of accuracy and responsiveness.

The role emphasizes proactive sales, service excellence, and collaboration to achieve branch goals, with opportunities to advance within a