Member Service Centre Representative (Part time Temporary up to 12 months)

Firstontario Credit Union Limited; St. Catharines; On-site; CAD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive compensation packages

Enhanced mental health benefits

Professional development funding

Pension Plan

Employee Volunteer program

Job summary

A leading financial institution in Canada seeks a dedicated sales representative to provide excellent customer service and transactional sales support. You will work to meet member needs proactively, following service standards and policies. Ideal candidates possess strong communication skills, adaptability, and teamwork abilities. This role offers competitive benefits including professional development and flexible working hours, ensuring you can contribute effectively in a supportive environment.

Qualifications

• Above average interpersonal and communication skills required.
• Ability to work with minimal supervision is necessary.
• Demonstrated service abilities and effective cross-selling.

Responsibilities

• Provide prompt, accurate transactional sales over phone/internet.
• Apply 'Member First' principles with all transactions.
• Complete all work accurately and adhere to policies.

Skills

Interpersonal communication

Teamwork

Customer service

Adaptability

Education

Grade 12 or equivalent

Tools

MS Office

Job description

Why FirstOntario?

• Competitive compensation packages
• Enhanced mental health benefits through SunLife and TELUS Health
• Exclusive banking benefits
• Up to $1000 per year towards professional development
• Pension Plan
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program

Job Overview

Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as appropriate. Professionally and efficiently perform sales, service, and operational accountabilities as outlined below.

Role

Sales

1. Provide prompt, accurate, efficient transactional sales to members over the phone and/or internet.
2. Recognize opportunities and act on all discussions with members to acquire more of their business, through qualified referrals to appropriate staff.
3. Determine whether to refer or to personally sell.
4. Perform retention activity when requested.
5. Track all referral sales activity.
6. Actively participate in and contribute to all campaign activity, as directed.
7. Build positive relationships with internal partners to support each other's business goals.

Service

1. Apply our "Member First" principles with all members and prospective members.
2. Adhere to "Service Standards" in all circumstances with members and fellow staff.
3. Promptly acknowledge members by name and refer them to a more appropriate staff member, if necessary, to fulfill members needs best.
4. Project a positive and professional image and attitude with members and fellow staff.
5. Work with member to resolve inquiries and/or Refer to other staff if 'wait time' for other members may be compromised.
6. Close all transactions with a positive statement and thank member for their business.
7. Develop and pursue a Personal Development Plan, jointly agreed to with the Manager for continuous positive development of skills.

Operations

1. Adhere to policies and procedures, at all times.
2. Complete all work accurately, promptly and fully from beginning to end.
3. Act as joint custodian and/or combination holder, as required.
4. Perform audits, processes and proofing, as required.
5. Consider health & safety as a primary concern to ensure the overall well-being of the department and members
6. Perform all other duties, as assigned.

Job Specifications

• Must have above average interpersonal and communication skills
• Must be able to work well with a minimum of supervision
• Must be capable of working as a team player, willing to assist other staff as required
• Must have demonstrated service abilities and be able to identify member needs cross selling certain products and referring smoothly to others, as appropriate
• Must be willing to learn and apply coaching
• Must be flexible and prepared to work hours established to meet member service demands
• Must have reliable and capable internet accessibility if remote shifts are required

Requirements

• Grade 12 or equivalent
• Previous call centre and/or customer service preferred
• Experience in MS Office is preferred

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

This posting is for an existing vacancy.