Part-time Casual Member Service Representative

Penfinancial Credit Union Ltd; Welland; On-site; CAD 30,000 - 60,000; Part time

Job summary

Penfinancial Credit Union Ltd is seeking a PT Casual Member Service Representative for their Welland Branch. This role focuses on delivering exceptional customer service and assisting members with banking solutions. Candidates should have a high school diploma and relevant experience in a bank or credit union. Join a company committed to community and employee wellbeing with a comprehensive benefits package.

Benefits

Comprehensive benefits package

Living Wage salary

Defined contribution pension plan

Performance-based success sharing

Wellness days

Educational allowances

Qualifications

• High School Diploma or equivalent required; post-secondary preferred.
• At least 2 years of experience in a bank or credit union is an asset.
• Previous sales experience is a plus.

Responsibilities

• Provide exceptional customer service at the front counter and via phone/email.
• Handle member transactions such as deposits, withdrawals, and transfers.
• Promote credit union products and services, referring to specialists as needed.

Skills

Customer Service

Communication

Sales

Education

High School Diploma

Post-Secondary Education

Job description

PT Casual Member Service Representative - Supporting Welland Branch

• Part-time

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 six branches in Niagara and Haldimand.

At PenFinancial, our people are our greatest asset, guided by our core values: accountability, passion, integrity, respect, and knowledge. These values influence everything we do, fostering an inclusive environment where everyone’s voice matters. Check out our latest annual report to see our recent achievements.

We offer a comprehensive benefits package, including a Living Wage salary, a defined contribution pension plan, and performance-based success sharing. We also support employee wellbeing through wellness days, educational allowances, and other benefits, contributing to our high employee engagement scores.

Our commitment to community

We embody our brand from the inside out. Our Truly Local Commitment starts with our employees, promoting an inclusive, diverse, and caring culture. We encourage giving back through volunteer opportunities and representing our credit union as Truly Local Ambassadors. Additionally, we reinvest a portion of our profits into local communities.

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

The Member Service Representative provides exceptional customer service in all interactions—whether at the front counter or via phone/email. They identify opportunities to assist Members with banking solutions and refer them to appropriate specialists to help achieve their financial goals. They also ensure adherence to operational procedures to safeguard assets.

Key Responsibilities:

1. Create an exceptional Member experience through relationship development, communication, and timely responses, increasing satisfaction.
2. Handle member transactions such as deposits, withdrawals, and transfers; assist with ATM, MasterCard, and Debit Card inquiries and applications.
3. Promote credit union products and services, including investments and loans, and refer to specialists when 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 to promote credit card applications and conduct regular care calls.
7. Open accounts as needed, resolve member concerns, and escalate issues to management when necessary.
8. Support a culture of innovation by improving efficiency and adhering to procedures, ensuring branch audit standards are met.
9. Develop community relationships and attract new Members by participating in local events and establishing community contacts.
10. Perform other duties as assigned.

Minimum Qualifications:

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

Hourly Wage Range: $22.51 - $25.77
Wage depends on skills, experience, education, and qualifications.

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

We appreciate all applications; only shortlisted candidates will be contacted.

Accessibility accommodations are available upon request.