Member Service Representative - (Full-time, permanent) Kenaston

Access Credit Union; Winnipeg; On-site; CAD 35,000 - 43,000; Full time

Benefits offered by this job

100% health benefits

Employer-matched pension plan

Continuing education

Career advancement opportunities

Competitive compensation

Job summary

Access Credit Union is hiring a Member Service Representative to deliver high-standard financial services to existing and prospective members. You will process transactions, build member relationships, and promote credit union products and services to meet member needs.

The role emphasizes a friendly, professional demeanor, accurate handling of cash, and strong communication across channels. Join a team committed to empowerment and trust within Manitoba's Top Employers since 2014.

Qualifications

• Grade 12 diploma or equivalent.
• Business Administration or other post-secondary education would be asset.
• Minimum of 1-year experience in customer/member service.
• Ability to identify and pursue sales and service opportunities.
• Proficient computer skills and knowledge of credit union products.

Responsibilities

• Process over-the-counter financial services efficiently and professionally.
• Handle deposits, withdrawals, loan payments, and related transactions.
• Balance the cash drawer and ATM activity daily.
• Protect cash and negotiable items; prevent fraudulent transactions.
• Respond to member inquiries across in-person, phone, and email channels.
• Promote Access Credit Union products and services to meet member needs.
• Maintain knowledge of policies, procedures, and risk management.
• Collaborate with staff to deliver excellent service and cross-sell offerings.

Skills

Customer service

Sales mindset

Communication

Interpersonal skills

Education

Grade 12 diploma

Post-secondary education asset

Tools

MS Office

CRM software

Job description

Grow your career with one of Manitoba's Top Employers since 2014. At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union. At Access Credit Union, our values are straightforward: Do good Be better Own it Move forward The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting the products and services of the credit union.

• competitive compensation
• 100% company paid health benefits
• employer-matched pension plan
• continuing education
• career advancement opportunities within our credit union

Key Responsibilities & Accountabilities

• Member Services: Process over the counter financial services in an efficient and professional manner, referring more complex issues to the appropriate person or department.
• Transactions: May include deposits, withdrawals, loans and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange and cheque cashing. Balance transactions including ATM, night deposits and the cash drawer on a daily basis.
• Resolve routine problems with member accounts and deposit instruments referred by members and other branch staff.
• Adhere to security procedures as they relate to the position including the safeguarding of cash, negotiable items and the prevention of fraudulent transactions.
• Meet the requirements for balancing, un-located outages, high-risk errors and daily work audits within the designated timelines and targets.
• Proactively respond to member inquiries in all mediums (in person, answering the branch phone, respond to email).
• Understand and use knowledge of member's financial situation to effectively position the value of products and services.
• Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.

Relationship Management

Differentiate between credit union and competitor products and services in terms of member needs. Using an advice-based approach, communicate product and service information to secure sale of Access Credit Union’s products and services. Utilize fact finding questions and techniques to overcome business objections; ask for sale. Cross-sell all credit union products; solicit new members; foster business development through service excellence and product knowledge. Maintain up-to-date knowledge of all products and services offered by the credit union and relevant policies and legislation by regularly reviewing literature and attending update meetings.

Team Work

• Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment.
• Work collaboratively with other team members to achieve organizational and department objectives.
• Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success.

Business Development & Community Relations

• Actively look for referral opportunities for both lending and wealth teams.
• Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.
• Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.
• Differentiate between credit union and competitor products and services in terms of member needs.
• Act as an ambassador for the credit union by being visible in the community through professional and personal involvement in various community groups and activities.

This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.

Essential 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.
• Additional experience and/or development from the Member Services Representative (MSR) position.
• 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.
• Ability to prioritize using sound judgment to make timely and effective decisions.
• Knowledge of Access Credit Union’s products and services.
• Ability to follow standardized policies and procedures.
• Basic knowledge of risk management within the financial industry.
• Proficient computer skills.

Employee Sub-Type Regular

Starting Salary $39,000

At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, continuing education, and career advancement opportunities within our credit union. Grow your career with one of Manitoba's Top Employers since 2014!

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