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Member Service Representative
Access Credit Union. Provide financial service to existing and potential members .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services, including processing transactions and resolving member inquiries while adhering to risk management and confidentiality policies. Proven ability to cross-sell products and maintain strong member relationships in a fast-paced environment.
Highest-signal resume keywords
Financial Service ProvisionTransaction ProcessingRisk Management KnowledgeInterpersonal Communication SkillsCustomer Service Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ProcessingCash HandlingLoan ProcessingDeposit ManagementFraud PreventionSales TechniquesProduct KnowledgeAudit ComplianceRisk ManagementComputer Proficiency
Soft Skills
Attention to DetailProfessionalismTeam CollaborationEffective Decision-MakingCustomer Relationship Management
Industry Keywords
Credit UnionMember ServicesFinancial TransactionsCustomer ServiceSales OpportunitiesCommunity EngagementPolicies and ProceduresConfidentialityService OpportunitiesBusiness Administration
About the role
Key responsibilities & impact- Provide financial service to existing and potential members
- Process deposits, withdrawals, loans, utility payments, money orders, credit card advances, foreign and domestic exchange, and cheque cashing
- Balance ATM, night deposits, and cash drawer transactions daily
- Resolve routine member account and deposit instrument problems
- Safeguard cash and negotiable items and prevent fraudulent transactions
- Meet balancing, outage, high-risk error, and daily work audit requirements
- Respond to member inquiries in person, by phone, and by email
- Use members’ financial situations to position products and services
- Adhere to policies and procedures for risk management, confidentiality, security, and fraud prevention
- Communicate product and service information and secure sales
- Cross-sell credit union products and solicit new members
- Maintain current knowledge of products, services, policies, and legislation
- Collaborate with team members and participate in meetings, planning, and training
- Identify lending and wealth referral opportunities
- Retain and expand existing member relationships and pursue new business
- Represent the credit union in community groups and activities
- Perform other tasks and responsibilities assigned by the supervisor
Requirements
What you’ll need- Grade 12 diploma or equivalent
- Minimum of 1-year previous experience in customer/member service role
- Additional experience and/or development from the Member Services Representative (MSR) position
- 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
- Attention to detail with high degree of accuracy
- Ability to work in fast-paced environment and perform well under pressure
- Ability to prioritize using sound judgment to make timely and effective decisions
- Knowledge of Access Credit Union’s products and services
- Ability to follow standardized policies and procedures
- Basic knowledge of risk management within the financial industry
- Proficient computer skills
- Business Administration or other post-secondary education would be considered an asset
Benefits
Comp & perks- 100% company paid health benefits
- Employer-matched pension plan
- Continuing education
- Career advancement opportunities within the credit union
- Competitive compensation