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Member Service Representative I, Full-Time
Access Credit Union. Process over-the-counter financial services, including deposits, withdrawals, loans, utility payments, money orders, credit card advances, foreign and domestic exchange, and cheque cashing .
About the role
Key responsibilities & impact- Process over-the-counter financial services, including deposits, withdrawals, loans, utility payments, money orders, credit card advances, foreign and domestic exchange, and cheque cashing
- Balance ATM, night deposits, cash drawer, and other transactions daily
- Resolve routine problems with member accounts and deposit instruments
- Safeguard cash and negotiable items and prevent fraudulent transactions
- Meet balancing, error, outage, and daily work audit requirements
- Respond to member inquiries in person, by phone, and by email
- Use knowledge of 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, solicit new members, and support business development
- 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 duties 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
- Business Administration or other post-secondary education would be considered an asset
- 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
Benefits
Comp & perks- 100% company paid health benefits
- Employer-matched pension plan
- Continuing education
- Career advancement opportunities within the credit union
- Competitive compensation