Member Experience Team (12 Month Term)

Bow Valley Credit Union; Airdrie; In loco; CAD 42.000 - 54.000; Tempo pieno

Vantaggi offerti da questo lavoro

Vacation benefits

RRSP program

Health/wellness spending account

Descrizione del lavoro

Bow Valley Credit Union in Airdrie seeks a Member Experience professional to handle daily transactions, assist members with account needs, and identify referral opportunities to drive branch profitability.

The role emphasizes accuracy, confidentiality, and excellent communication as you support relationship growth and service quality in person on-site.

Competenze

• Grade 12 diploma or equivalent.
• Superior customer service skills with sales experience.
• Excellent verbal and written communication skills.
• Cash handling experience is an asset.
• Proficiency in Microsoft Office applications.
• Strong critical thinking, problem solving and multitasking.
• Self-starter who works well in a team.
• Discretion with confidential information.

Mansioni

• Completes all member transactions including account openings, daily banking, and maintenance accurately.
• Supports sales by cross-selling and referring to BVCU products/services and third parties.
• Recommends products/services by assessing needs and documenting features/benefits.
• Maintains discretion and confidentiality in all member interactions.

Conoscenze

Customer service

Sales experience

Verbal and written communication

Cash handling

Microsoft Office

Attention to detail

Teamwork

Discretion with confidential info

Formazione

Grade 12 diploma or equivalent

Strumenti

Microsoft Office

Descrizione del lavoro

The Member Experience Team consists of collaborative professionals who are passionate about delivering excellent member experiences. The individuals on this team support daily banking needs, engage with members, and identify referral opportunities for key stakeholders. If you have a keen eye for detail and strong organizational and time management skills, this team may be a great fit. Our team members create a positive first impression and deliver exceptional service in every member interaction.

Member Experience Activities

• Completes all member transactions including account openings, daily banking, and account maintenance accurately and efficiently
• Participates in activities supporting the expansion of the member relationship by seeking opportunities to support sales and profitability goals including cross-selling and providing referrals for all BVCU products/services as well as 3rd party providers
• Recommends appropriate products and services to current and prospective members by identifying and analyzing their needs, explaining features and benefits, and completing documentation in accordance with policies and procedures

• Maintains discretion and confidentiality to respect members’ privacy

Operational and Administrative Activities

• Adheres to BVCU policies and procedures to ensure all daily, monthly, quarterly, and annual tasks are completed accurately, consistently and in compliance with regulatory requirements
• Processes all cash and non-cash member transactions including cash handling and end of day balancing

• Supports overall branch operations, including opening and closing procedures, and maintaining related records
• Performs internal auditing

Teamwork

• Participates in a positive, collaborative work environment that encourages pride, teamwork, and mutual respect
• Participates in training and development programs provided by internal and external resources
• Actively participates in community events that are sponsored by BVCU

EDUCATION, EXPERIENCE & QUALIFICATIONS:

• Grade 12 diploma or equivalent
• Superior customer service skills with previous sales experience
• Excellent verbal and written communication skills
• Previous cash handling experience is an asset

• Proficiency in Microsoft Office applications

• Good critical thinking, problem solving, and multi-tasking skills; keen attention to detail

• Self-starter with the ability to work effectively in a team environment.
• Demonstrates discretion and the ability to handle confidential information appropriately.

• Good investigative skills for uncovering needs for members to support business growth
• Committed to continuous learning and development

THE FINE PRINT:

• This position is on-site
• Working Hours: Monday – Friday 8:45 am to 5:15 pm
• Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer

APPLYING WITH BVCU:

BVCU is deeply rooted in the communities we serve, delivering exceptional service and financial products that help our members build a secure financial future. We are proud of our communities and are committed to helping them grow and thrive.

Total compensation includes vacation, RRSP program, and benefits, including a health/wellness spending account.

At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate.