Data Entry jobs in Canada

Posting Closes: Once the position is filled

Employment status: Full-time

For specific questions about this opportunity, email: HREmployment@connectfirstcu.com

At Servus Credit Union (united with connectFirst), we help our members achieve their financial goals through a community-focused banking approach aligned with our co-operative principles. We value our members as individuals, not just numbers, and are committed to connecting their dreams with their financial wellness. Over 80 years, we've grown from humble beginnings to become one of Alberta’s leading financial institutions, embodying our new, consolidated connectFirst brand.

As we unite as one credit union, this internal opportunity is open to all employees from both Legacy Servus and connectFirst Credit Union. Together, we are stronger and more innovative.

We are currently seeking a Universal Concierge Advisor to join the legacy connectFirst Fort Macleod team!

1. Deliver exceptional member service to build trust and provide responsive support, ensuring members receive personalized solutions while aligning with the credit union's interests.
2. Handle various cash and non-cash transactions such as deposits, withdrawals, payments, account updates, balances, money orders, credit card advances, foreign and domestic exchange calculations, cheque cashing, electronic funds transfers, and account closures.
3. Establish trust with members, resolve routine account issues, and refer complex inquiries to appropriate personnel.
4. Follow policies and procedures to meet safety, legal, and privacy standards.
5. Maintain area and internal security, including audits.
6. Educate members on using digital and self-serve channels to enhance convenience.
7. Support branch team activities, including member outreach, correspondence, compliance, audit activities, ATM and night deposit processing, and report reconciliation.
8. Assist with opening and closing branch duties, balancing transactions, reconciling ATM and deposit contents, and managing cash services with risk controls.
9. Serve as joint custodian for safety deposit boxes, controlling access and maintaining records.
10. Stay informed on all credit union products and services to promote business development and service excellence.
11. Participate in branch campaigns and initiatives.
12. Balance automation with personalized member service, acting as a bridge between digital convenience and personal advisory support.
13. Conduct member interviews, provide information on loans, investments, and deposit products, and make referrals to specialized banking services based on member needs.
14. Process documentation related to product sales, ensuring correct rates and charges are applied.

• 3-4 years in customer service or administrative roles.
• 1-2 years in retail banking with strong relationship-building skills.
• Knowledge of deposit products and basic investment experience is an asset.
• Proven success in meeting sales and referral targets.
• Leadership experience, even informally.
• Experience with banking technology and mobile applications.
• Grade 12 diploma or equivalent.
• Completion of relevant courses such as CUIC or Credit Union Service Representative Accreditation.
• Progress toward or completion of a post-secondary program or relevant certification.

• Strong computer skills and ability to learn new programs quickly.
• Excellent communication skills, both written and verbal.
• Critical thinking, problem-solving, organizational, and multi-tasking abilities.
• Customer service orientation and influencing skills.
• Attention to detail and numerical aptitude with accurate data entry.
• Knowledge of the financial services industry and competitor offerings.
• Financial literacy and investigative skills to identify member needs.
• Proficiency with digital solutions and adaptability.

Working at Servus offers outstanding benefits, including health and wellness programs, vacation and retirement savings, training and development, career advancement, flexible work options, competitive compensation with incentives, and opportunities for community involvement.

For more information on benefits, click here.

As a member of Servus, you'll enjoy all the benefits of credit union membership, including profit sharing, voting rights, and additional perks.

Only selected applicants will be contacted for interviews. Please inform us if you require accommodations during the hiring process.

Join a diverse team committed to reimagining financial wellness. We value unique backgrounds and experiences, and encourage you to apply even if you don’t meet every qualification.

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