Member Service Representative I (Full-Time, 13 Month Term) Oakbank

Access Credit Union Limited; Oakbank; On-site; CAD 39,000 - 46,000; Full time

Benefits offered by this job

100% company paid health benefits

Employer-matched pension plan

Continuing education

Job summary

Access Credit Union is seeking a dedicated Member Service Representative to deliver high-quality financial services and build lasting member relationships.

The role involves processing transactions, handling inquiries, and promoting credit union products. It offers a stable environment with competitive pay, benefits, and opportunities for advancement within Manitoba's Top Employers.

Qualifications

• Grade 12 diploma or equivalent.
• Business Administration or other post-secondary education would be considered an asset.
• Minimum 1 year in a customer/member service role.
• Strong customer service and relationship-building skills.
• Knowledge of financial products and services a plus.
• Proficient computer skills and accuracy.

Responsibilities

• Process over-the-counter financial services efficiently and professionally.
• Balance cash, ATM, night deposits and cash drawer daily.
• Refer complex issues to the appropriate person or department.
• Respond to member inquiries via in person, phone or email.
• Cross-sell Access Credit Union products and services.
• Differentiate CU products from competitors to meet member needs.
• Maintain knowledge of policies, risk management and confidentiality.

Skills

Customer service

Interpersonal skills

Verbal and written communication

Attention to detail

Ability to work under pressure

Product knowledge

Computer skills

Sales mindset

Education

Grade 12 diploma

Post-secondary education asset

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.

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 uses knowledge of members 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 Fixed Term (Fixed Term) Target End Date 2027-11-26

Starting Salary $39,000

Salary Band $37,752.00 - $46,258.00

In most situations, candidates will be offered the starting salary for the position. In exceptional circumstances, and at the organization's discretion, an offer may be made above the stated minimum based on factors such as the candidate's qualifications, internal equity and external compensation factors.

When underfilling a position, the salary offered may be in a lower salary band.

Applications for the position close at 12:01 a.m. on the Job Posting End Date.

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!

Access Credit Union Privacy Code: https://www.accesscu.ca/en/privacy