Member Service & Relationship Advisor I

Access Credit Union; Oakbank; On-site; CAD 39,000 - 48,000; Full time

Benefits offered by this job

Health benefits

Employer-matched pension

Continuing education

Career advancement opportunities

Job summary

Access Credit Union in Canada seeks a proactive Member Service Representative to deliver high-quality financial services to existing and prospective members, process transactions, and build lasting relationships while promoting the credit union's products and services.

The role emphasizes customer service excellence, cross-selling opportunities, and adherence to security and policy standards within a community-focused branch environment.

Qualifications

• Grade 12 diploma or equivalent.
• Business Administration or other post-secondary education would be considered an asset.
• Minimum of 1-year previous experience in customer/member service role.
• Demonstrated desire to serve others in a friendly and professional manner.
• Ability to identify and willingness to act upon sales and service opportunities.
• Strong interpersonal and communication skills, both verbal and written.
• Attention to detail with high degree of accuracy.
• Ability to work in fast-paced environment and perform well under pressure.
• Knowledge of Access Credit Union's products and services.
• Proficient computer skills.

Responsibilities

• Process over-the-counter financial services (deposits, withdrawals, loans, utilities, money orders, card advances, exchanges, cheque cashing).
• Balance transactions including ATM, night deposits, and cash drawer daily.
• Resolve routine problems in member accounts and deposits.
• Adhere to security procedures and prevent fraud.
• Meet balancing and audit targets within timelines.
• Respond to member inquiries in person, by phone, and by email.
• Use knowledge of members' financial situations to position products/services.
• Maintain knowledge of policies on risk, confidentiality, security, and fraud prevention.
• Differentiate products/services to meet member needs.
• Cross-sell products; solicit new members; build business through service and product knowledge.
• Maintain up-to-date product knowledge and comply with policies.

Skills

Customer service

Interpersonal skills

Communication skills

Computer skills

Attention to detail

Sales ability

Teamwork

Education

Grade 12 diploma or equivalent

Post-secondary education (asset)

Job description

Access Credit Union in Canada seeks a proactive Member Service Representative to deliver high-quality financial services to existing and prospective members, process transactions, and build lasting relationships while promoting the credit union's products and services.

The role emphasizes customer service excellence, cross-selling opportunities, and adherence to security and policy standards within a community-focused branch environment.