Part Time Casual Member Service Representative

PenFinancial Credit Union; Niagara Falls; On-site; Full time

Job summary

A leading credit union in Niagara Falls is seeking a Member Service Representative to provide exceptional customer service. The role involves assisting Members with banking solutions, promoting products, and ensuring compliance with operational policies. Ideal candidates will have strong customer service and sales skills, along with a commitment to community engagement. Join a team that values accountability, integrity, and community support.

Benefits

Living Wage salary

Defined contribution pension plan

Performance-based success sharing

Wellness days

Education allowances

Qualifications

• At least 2 years of experience assisting Members in a bank or credit union.
• Cash handling experience.

Responsibilities

• Create an exceptional Member experience by developing relationships.
• Handle Member requests for deposits, withdrawals, and transfers.
• Promote credit union products and services.

Skills

Customer Service

Sales

Education

High School Diploma

Post-Secondary

Job description

Company Description

Be a part of something different

We may offer the same products and services as a big bank, but we couldn’t be more different. We’re rooted in purpose and on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.

At PenFinancial, our people are our greatest asset, and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. These values guide everything we do and are lived every day. Everyone has a voice and is listened to. Check out our latest annual report to see what we’ve been up to.

We provide our employees with a generous benefits package, including a Living Wage salary, a defined contribution pension plan, and performance-based success sharing. We also support employee wellbeing through competitive benefits, wellness days, and education allowances, contributing to our consistently high employee engagement scores.

Our Commitment to Community

We live our brand from the inside out. Our Truly Local Commitment starts with our employees. We promote an inclusive, diverse, and caring culture. Employees are encouraged to give back through volunteering and representing our credit union via the Truly Local Ambassador program. Additionally, we invest a portion of our profits back into local communities.

As a proud Certified B Corporation, we are committed to doing business for good. We also support environmental sustainability by choosing 100% renewable energy with Bullfrog Power.

Job Description

The Member Service Representative provides excellent customer service in all interactions, whether at the front counter or by phone/email. They identify opportunities to better assist Members with banking solutions/services and refer them to the appropriate branch partner to help achieve their financial goals. The MSR ensures adherence to operating procedures and policies to safeguard organizational and Member assets.

Duties and Responsibilities

1. Create an exceptional Member experience by developing relationships, maintaining communication, answering inquiries, and providing value-added advice to increase satisfaction.
2. Handle Member requests for deposits, withdrawals, transfers, and assist with ATM, MasterCard, and Debit Card transactions.
3. Promote credit union products and services, including investments and loans, and refer to specialists as needed.
4. Balance daily cash and assist with ATM loading and balancing.
5. Prepare and audit reports, manage investment renewals, and handle internal accounting tasks.
6. Identify opportunities for credit card applications and conduct regular care calls.
7. Open various account types and proactively resolve Member concerns, escalating when necessary.
8. Support a culture of innovation by following procedures, ensuring compliance, and proposing efficiencies.
9. Develop community business and attract new Members by participating in community and branch events as a brand ambassador.
10. Perform other responsibilities as assigned.

Qualifications

• High School Diploma or equivalent (Post-Secondary preferred)
• Cash handling experience
• At least 2 years of experience assisting Members in a bank or credit union (asset)
• Sales experience (asset)

Additional Information

Hourly Wage Range: $22.51 - $25.77

Salary will be based on skills, experience, education, and other relevant qualifications.

Learn more at https://www.penfinancial.com/careers

While we welcome all applications, only those selected for an interview will be contacted.

Accessibility accommodations will be made upon request.