Member Service Representative I (Full-Time, Permanent) Winnipeg Float

Access Credit Union Limited; Winnipeg; On-site; CAD 38,000 - 46,000; Full time

Benefits offered by this job

Health benefits

Pension plan

Continuing education

Career advancement

Job summary

Access Credit Union Limited is seeking a Member Service Representative to provide high-standard financial service to existing and potential members, handle transactions, and build relationships while promoting products and services.

Key responsibilities include processing deposits, withdrawals, loans, and payments; balancing daily transactions; resolving routine issues; and proactively responding to member inquiries across in-person, phone, and email channels.

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.

Responsibilities

• Process member transactions including deposits, withdrawals, loans, and utility payments.
• Balance transactions and cash drawer daily.
• Resolve routine problems with member accounts and deposits.
• Adhere to security procedures regarding cash, negotiable items and fraud prevention.
• Promote Access Credit Union products and services to members.
• Cross-sell products and cultivate new member relationships.
• Maintain knowledge of policies, risk management, confidentiality and legislation.

Skills

Customer service

Sales orientation

Communication skills

Attention to detail

Work under pressure

Education

Grade 12 diploma

Post-secondary education asset

Tools

Computer skills

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 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 organizationaland departmentobjectives.

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 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.

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