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WorkBC Powell River Job Posting

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Senior Member Service Representative for First Credit Union

Details

How To Apply

Position:Senior Member Service Representative
Employer:First Credit Union
Sector:Finance
Posted:2019-Sep-26
Closing Date:2019-Oct-10
Salary or Wage:$22.83-$26.78 per hour
Full or Part Time:Full Time
Location:Powell River, BC
Start Date:ASAP
Contact:Kelsey Wood, HR Specialist
Online:www.firstcu.ca/careers

Requirements

QUALIFICATIONS AND EXPERIENCE:
- Secondary school diploma
- One to three years experience in the financial services industry
- Strong knowledge of financial products and services
- Ability to communicate effectively with strong organizational skills and time management
- Strong interpersonal skills with a service-oriented focus
- Ability to work in a fast-paced environment, perform under pressure, and demonstrate a high degree of initiative, resourcefulness and flexibility

The following courses and experience would be considered an asset:
- Previous financial industry experience
- Cash services, account opening, lending, and investment experience
- Applicable financial industry courses and training
- Successful completion of CUIC 185, 210, 240

Duties and Responsibilities

Provide service excellence and build member relationships by:
- (a) Maintaining a high level of knowledge of First Credit Union products and services, including continual development to be aware of changes in the industry
- (b) Exhibiting a high commitment to member relationships by promoting the concept of relationship building; cross-selling First Credit Union products and services and referring members to other departments when appropriate
- (c) Analyzing member needs and building relationships through member onboarding. This includes supporting members to achieve their financial goals with the use of the Financial Blueprint
- (d) Responding to member requests and inquiries as well as handling member issues with minimal assistance
- (e) Proactively reaching out to follow up with current and new members to determine outstanding needs and provide advisory services
- (f) Actively be involved and participate in First Credit Unionís community and branch events

Perform a variety of duties relating to the promotion, sale and administration of account, deposit and loan products and services offered by First Credit Union by:
- (a) Providing advice, guidance and administration on cash services, account opening and operations, lending and investments
- (b) Promoting and processing card products, including credit and debit cards as well as all electronic services
- (c) Promoting and providing advice on deposit products and services, including registered and non-registered accounts with the ability to discuss investment options
- (d) Contributing to a positive team environment by working efficiently and professionally and in a friendly manner

Provide leadership to the branch by:
- (a) Providing direction to the branch in the absence of the branch manager
- (b) Leading by example in terms of knowledge, experience, and superior member service; provide technical advice and direction for problem resolution
- (c) Fostering inter-department learning and relationships to contribute to an enhanced member experience
- (d) Monitoring branch operations to support efficiency and adherence to processes and regulations

WorkBC Powell River posts this position as a free service for the community. WorkBC Powell River does not screen employers or applicants, and assumes no responsibility or liability for the job posting. Any arrangements are between the job seeker and the employer.