Member Service Representative (Permanent, Full-Time) - Powell River

First Credit Union; Powell River; On-site; CAD 73,214,000 - 85,389,000; Full time

Benefits offered by this job

Career development

Wellness program

Competitive compensation

Community impact

Job summary

First Credit Union in Powell River is hiring a full-time Member Service Representative. You will deliver high-quality service, build lasting member relationships, and promote a range of deposit, card, and lending products while maintaining knowledge of industry changes.

You will report to the Branch Manager and contribute to a service-driven, friendly team environment supporting community financial well-being.

Qualifications

• Secondary school diploma.
• Experience in the financial, sales or service industry.
• Education or equivalent experience with Products & Services and Fundamentals of Personal Financial Planning and Consumer & Residential Mortgage Lending (recommended).
• Superior knowledge of financial products and services.
• Demonstrated accountability for growth goals and initiatives.

Responsibilities

• Provide service excellence and foster member relationships.
• Promote and cross-sell credit union products and refer to other departments as needed.
• Analyze member needs and onboarding processes.
• Handle inquiries and member issues with minimal assistance.
• Deliver fast, personalized service and document processes.
• Support overall member financial well-being using Financial Blueprint.
• Promote deposits, card products, and account options.

Skills

MS Office

Communication skills

Multi-tasking

Interpersonal skills

Initiative & resourcefulness

Education

Secondary school diploma

Products & Services knowledge (recommended)

Personal Financial Planning knowledge (recommended)

Residential Mortgage Lending knowledge (recommended)

Tools

MS Office

Job description

Join a team where passion meets purpose! At First Credit Union, we take pride in being one of B.C.’s Top Employers—a reflection of our team members who value meaningful work, opportunities for growth, and making a difference. Driven by values, we use business as a force for good, placing people and the planet at the center of everything we do. With branches in eight vibrant locations along B.C.'s south coast, we are driven by our vision of building financially healthy communities and our purpose to empower through knowledge. If this vision excites you, we’d love to have you join our team!

FCU Community Financial is looking for a financial service professional to join our team at our Powell River Branch as a full-time Member Service Representative. Our Member Service Representatives are member-centric and focused on creating impactful connections. Reporting to the Branch Manager, you will be responsible for proactively discovering member needs and providing tailored advice, empowering our members through education and building meaningful relationships. You will process day-to-day transactions and solve routine issues with members’ accounts. Additionally, you will open term deposits, registered products (RRSPs, RRIF, TFSA), member accounts, and lending products.

Major Responsibilities:

Provide service excellence and foster member relationships by:

• Maintaining a high level of knowledge of First Credit Union products and services, including continuous development to be aware of changes in the industry.
• Exhibiting a high commitment to member-client relationships by promoting the concept of relationship building, cross-selling all credit union products and services, and referring members to other departments when appropriate.
• Analyzing member needs and building relationships through member onboarding.
• Responding to requests and inquiries and dealing with member issues with minimal assistance.
• Contributing to a high level of service and providing fast, efficient, personalized service.
• Acting as a resource and example to other employees in regard to knowledge, experience, and superior member service.
• Contributing to a positive team environment by working efficiently, professionally and in a friendly manner.

Perform a variety of duties relating to the promotion, sale and administration of account, deposit, and loan products and services offered by First Credit Union. This includes but is not limited to:

• Promoting and providing advice on deposit products and services, including registered and non-registered accounts, with the ability to discuss investment options such as term deposits.
• Promoting and processing card products, including credit and debit cards and all electronic services.
• Providing guidance and administration on account options and membership, including estate administration.
• Use the Financial Blueprint to support the overall financial well-being of our members.
• Documenting and processing as required.

Required Experience, Knowledge, Skill, and Ability:

• Secondary school diploma.
• Experience in the financial, sales or service industry.
• Education or equivalent experience with Products & Services and Fundamentals of Personal Financial Planning and Consumer & Residential Mortgage Lending (recommended).
• Superior knowledge of financial products and services.
• Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives.

The successful candidate will demonstrate the following skillsets:

• Strong computer skills and proficiency in MS Office.
• Ability to communicate effectively, both orally and in writing.
• Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management.
• Strong interpersonal skills with a service-oriented focus.
• Ability to work in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.
• Ability to develop a correlation between personal actions, service execution, and member expectations

What You’ll Earn:

This role offers a salary range of $25.52 to $29.80 per hour. Base pay offered may vary depending on factors such as relevant qualifications, skills, previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for our annual incentive program, subject to program eligibility requirements.

Why work for us?

• Take advantage of opportunities for career development including continuous training, education support and career planning.
• Embrace our commitment to employee wellness including a commitment to mental health and comprehensive employee and family assistance program.
• Enjoy a competitive compensation package including a generous benefits program.
• Be part of a company that is dedicated to making meaningful community impact.

Who should apply?

To support employment equity and diversity in the workplace, we welcome applications from all groups, including visible minorities, Indigenous Peoples, persons with disabilities, persons of diverse sexual orientation, gender identity or expression (LGBTQ2S+), and others who may contribute to diversity at FCU Community Financial. We also recognize unique styles, perspectives, and beliefs that support a diverse, respectful, and inclusive work environment.

First Credit Union is a community owned financial institution. When your customers are your shareholders, it changes the way you run your business. We don’t ever haveto choose between what’s best for our business, what’s best for our community, or what’s best for our members; they are one and the same. This is the cooperative advantage.