About the role

Member Service Representative serving members at Access Credit Union branches in Vita or Grunthal. Processing transactions, resolving account issues, and promoting financial products and services.

Responsibilities

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, 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 relevant products and services
Adhere to policies and procedures for risk management, confidentiality, security, and fraud prevention
Communicate product and service information and secure sales
Use fact-finding techniques to overcome objections and ask for sales
Cross-sell credit union products and solicit new members
Maintain current knowledge of products, services, policies, and legislation
Collaborate with team members to achieve organizational and departmental objectives
Participate in meetings, planning, training, and information-sharing initiatives
Identify lending and wealth referral opportunities
Retain and expand existing member relationships and pursue new business
Represent the credit union in the community through professional and personal involvement

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