Member Solutions Centre Representative l (Full-Time, Permanent) Winkler

Access Credit Union; Winkler; Hybrid; CAD 37,000 - 46,000; Full time

Benefits offered by this job

100% health benefits

Employer-matched pension

Continuing education

Career advancement opportunities

Job summary

Access Credit Union in Manitoba is hiring a Member Solutions Centre Representative I to be the first contact for members via phone, chat, and email. You will respond to inquiries, process transactions, and promote the full range of credit union products and services.

The role emphasizes service quality, risk awareness, and teamwork within a supportive, empowering culture. The position requires strong communication, a customer-focused mindset, and the ability to identify sales opportunities while

Qualifications

• Grade 12 diploma or equivalent required.
• Minimum 1 year in customer/member service, contact centre or financial service preferred.
• Knowledge of Access Credit Union products and services.
• Desire to serve others in a friendly, professional manner.
• Ability to identify and act on sales and service opportunities.

Responsibilities

• First contact point for members via phone, chat, and email.
• Build relationships by resolving inquiries and promoting products.
• Follow policies on risk, confidentiality, and fraud prevention.
• Cross-sell products using an advice-based approach.
• Refer lending and wealth inquiries to specialists.
• Set up appointments and assist with online banking support.
• Collaborate with staff to maintain a friendly, efficient environment.

Skills

Customer service

Communication

Sales opportunities

Computer skills

Attention to detail

Decision making

Education

Grade 12 diploma

Tools

Internal software

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

Member Solutions Centre Representative I (MSCR I)

The Member Solutions Centre Representative I (MSCR I) provides a high standard of financial service to existing and potential members. As the first contact on all incoming telephone calls, chats, and e-mails, the Member Solutions Centre Representative I contributes positively to the achievement of business development objectives responding to inquiries, processing transactions and promoting the full range of credit union products and services.

Key Responsibilities and Accountabilities

• Creating positive impressions as the first point of contact for members and potential members contacting Access Credit Union.
• Build member relationships by resolving member problems/inquiries over the phone, chat, email, and other forms of communication.
• Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.
• Proactively respond, identify and cross-sell products and service using an advice-based approach
• Utilize open-ended questions and techniques to overcome business objections
• Refer to the appropriate credit union specialist for lending and wealth management inquiries
• Set up appointments with staff in the branches to further assist member’s or contact members on behalf of departments within the branch.
• Set up online banking for personal memberships; reset passwords and troubleshoot; and provide walkthroughs with members.
• Maintain open communication and cooperation with various Access Credit Union department staff to ensure a friendly and efficient work environment.
• Process non-registered and registered investment instructions using internal software and completing day-to-day tasks Balance electronic ledger on a daily basis through the banking system
• Work collaboratively with other team members to achieve organizational objectives
• Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success
• This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.

Essential Qualifications

• Grade 12 diploma or equivalent
• Minimum of 1-year previous experience in customer/member service role, experience within a contact centre or financial service preferred
• Knowledge of Access Credit Union’s products and services
• 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
• Ability to work in fast-paced environment and perform well under pressure
• Ability to prioritize using sound judgment to make timely and effective decisions
• Proficient computer skills
• Ability to follow standardized policies and procedures
• Attention to detail with high degree of accuracy
• Basic knowledge of risk management within the financial industry
• Business Administration or other post-secondary education would be considered an asset

Employee Sub-Type Regular Starting Salary $41,505.00

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