Member Services Representative (Full-Time)

BCU Financial

Vaughan

On-site

CAD 41,000 - 52,000

Full time

8 hours ago
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Job summary

BCU Financial in Vaughan is seeking a friendly Member Services Representative to join our frontline team. You will process transactions, assist members with banking needs, and promote products with a service-first mindset.

The ideal candidate has cash-handling experience, strong communication skills, and solid tech proficiency with tablets and online banking tools. Ukrainian language skills are a plus, and previous sales experience is desirable.

Qualifications

  • High School Diploma or equivalent; undergraduate degree preferred.
  • Experience handling cash.
  • Knowledge of banking products and services.
  • Strong technological skills, including tablet and mobile applications.
  • Solid troubleshooting abilities and decision-making.
  • Proficiency in Excel and Word.
  • Ability to communicate in Ukrainian is an asset.
  • Previous sales experience is an asset.

Responsibilities

  • Process member transactions (deposits, withdrawals, bill payments, cheques, GICs, etc.).
  • Answer incoming calls regarding billing, product issues and service enquiries.
  • Assist members in-branch with technology for banking transactions (ATM, online banking).
  • Initiate requests for cheques, member cards, stop payments and updates.
  • Review emails and elevate as needed.
  • Update member information and track service calls.
  • Promote and sell financial products to meet needs and sales goals.
  • Assist with teller approvals and treasury duties.
  • Handle branch mail and office supplies; maintain documentation.
  • Keep up-to-date on product knowledge and policies.

Skills

Cash handling
Customer service
Banking knowledge
Technology proficiency
Troubleshooting
Excel/Word proficiency
Ukrainian language
Sales experience

Education

High School Diploma or equivalent

Tools

Excel
Word

Job description

Buduchnist Credit Union, operating as BCU Financial, is seeking a skilled problem solver with strong interpersonal skills to join our team as a full‑time Member Services Representative (MSR). The ideal candidate is an enthusiastic, service‑oriented professional who listens carefully to Member needs and delivers accurate, timely, and effective solutions. The MSR demonstrates a strong understanding of customer service best practices, solid product knowledge, and confidence using technology platforms to support Members efficiently.

As a key front‑line representative of BCU Financial, the MSR ensures that every Member feels welcomed, respected, and supported. Working collaboratively with colleagues, the MSR provides seamless service, refers Members to the appropriate advisor or Financial Services Officer (FSO) when needed, and follows up to ensure a high standard of care and service excellence.

Key responsibilities
  • Process member transactions (deposits, withdrawals, bill payments, cash or certify cheques, receive bill payments, buy/sell foreign cash, drafts, renew GICs and registered plans etc.).
  • Answer incoming customer calls regarding billing issues, product issues, service enquiries and general member issues.
  • Assist and direct members in-branch to use available technology to complete banking transactions (i.e., ATM-deposits, e-transfers, online banking) and assist in Online Transaction (OLT) tracing when required.
  • Initiate requests for cheque orders, member cards, stop payments, account information updates and member statements.
  • Review emails and action appropriately or elevate as needed.
  • Update member account information and track customer service calls.
  • Promote and sell financial products to meet Member needs and achieve sales goals.
  • Approve Teller transactions when required and engage in Treasury duties.
  • Process incoming branch mail, order and maintain office supplies/documentation.
  • Remain updated on product knowledge and sales initiatives and be informed of any changes in company policies.
  • Proficiently use BCU’s platforms and systems.
  • Adhere to applicable industry regulations, privacy laws and BCU policies and procedures.
  • Maintain a high level of professionalism and excellent rapport in all communications with members and colleagues.
  • Perform all other duties as required.
Requirements
  • High School Diploma or equivalent (Undergraduate degree or equivalent preferred)
  • Experience working with and handling cash.
  • Knowledge of banking products and services.
  • Strong technological skills, including tablet and mobile applications.
  • Solid troubleshooting abilities and decision-making skills, both proactive and reactive.
  • Proficiency in Microsoft Office Suite applications, specifically Excel and Word.
  • Ability to communicate in Ukrainian is an asset.
  • Previous sales experience is considered an asset.
Compensation

Salary Range: $41,000 – $51,500 annually.

You can find the full detailed job description HERE .

BCU Financial Group is an equal opportunity employer dedicated to building an inclusive and diverse workforce. BCU Financial Group provides accommodation during the recruitment process upon request. Requests received regarding accommodation will be addressed confidentially.

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