Member Service Representative (Part-Time)

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

Benefits offered by this job

Competitive compensation packages

Top-tier health and wellness benefits,

Enhanced mental health benefits viaSun

Exclusive banking benefits

Up to $1000 per year towards professs>

Pension Plan

Employee Volunteer program (Blue Wave)

Employee and Family Assistance Program

Job summary

Firstontario Credit Union Limited in the Niagara Region is seeking a customer-focused professional to deliver prompt and courteous transactional sales and service to members. You will assist with business development under the Branch Manager and support cross-selling opportunities to enhance member satisfaction.

The role emphasizes accurate transaction processing, adherence to service standards, and teamwork to ensure efficient branch operations.

Qualifications

• Grade 12 or equivalent is required.
• Prior cash handling and/or customer service experience is preferred.
• Proficiency with MS Office applications is preferred.

Responsibilities

• Provide prompt, accurate transactional sales to members (drafts, AFT, bill payments, direct debit, stop payments).
• Engage with members to discuss and promote additional services and refer to other staff as appropriate.
• Utilize the referral process for new or renewal business and support campaign activities.
• Balance cash daily and perform custodian duties as required.
• Assist in daily branch operations, including filing, sorting and sundry tasks.

Skills

Interpersonal skills

Communication skills

Education

Grade 12 or equivalent

Tools

MS Office

Job description

Why FirstOntario?

• Competitive compensation packages
• Top-tier health and wellness benefits, including comprehensive benefits 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. Assists with achieving the goals and objectives relating to business development as set forth by the Branch Manager.

Role

Sales

1. Provide prompt, accurate, efficient transactional sales to members including, drafts, AFT, bill payments, direct debit, stop payments and bill payment setup.
2. Recognize and act upon appropriate opportunities to engage members in discussions to enhance their services with us through cross sells, or consolidation of business held with competitors, through appropriate referrals to other staff.
3. Utilize smooth referral process, whether for new or renewal business.
4. Perform retention activity (term maturities, etc.), when requested.
5. Track referral activity.
6. Actively contribute to campaign activity, as directed.

Service

1. Apply our "Member First" principles and service standards with all members and prospective members.
2. Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiries.
3. Put member's, or prospective member's needs for service and attention before any administrative or operational work of your own.
4. Work with member to resolve inquiries and/or concerns. Refer to other available staff if "wait time" for other members may be compromised.
5. Process transactions for others as required.
6. Assist / relieve other positions with duties in the branch as required.

Operations

1. Adhere to policies, procedures and standards.
2. Complete all work accurately and efficiently.
3. Balance cash daily or as instructed.
4. Act as joint custodian and/or combination holder, as required (ATM, night depository, Treasury etc.).
5. Perform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. Place holds, messages etc. in line with policy.
6. Provide overrides and other such operational work within guidelines outlined in your "letter of authority".
7. Perform all audits, processes and proofing, as required.
8. Assist in the daily upkeep of the branch including filing, sorting, scanning, etc.
9. Complete sundry duties as required.

1. Consider health & safety as a primary concern to ensure the overall well-being of the department and members

Job Specifications

• Above average interpersonal and communication s kills
• 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

Job Requirements

• Grade 12 or equivalent
• Previous cash handling 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 is for an existing vacancy.