Member service representative supporting Access Credit Union members across Manitoba branches. Handling inquiries, administrative support, referrals, and community-focused business development.
Responsibilities
Greet members and potential members and respond to inquiries about basic credit union products and services
Resolve member problems wherever possible and refer complex issues to appropriate personnel or departments
Refer members to appropriate staff members and departments in person or by telephone
Solicit new members and foster business development through service excellence, product knowledge and teamwork
Provide clerical support and assistance to department or branch staff
Process reports and documentation efficiently and accurately while meeting deadlines
Coordinate resources and supplies to ensure Access standards are met
Maintain open communication and cooperation with other staff
Identify referral opportunities for lending and wealth teams
Seek new business and referral opportunities supporting branch and organizational goals
Retain and expand existing member relationships while pursuing new business
Differentiate credit union and competitor products and services based on member needs
Represent the credit union in the community through professional and personal involvement
Perform other tasks and responsibilities assigned by the supervisor
Provide lending services support to the Beausejour, Oakbank and Whitemouth branches
Requirements
Grade 12 diploma or equivalent
Previous customer service experience
Demonstrated desire to serve others in a friendly and professional manner
Ability to identify and willingness to act upon sales and service opportunities
Basic understanding of account opening and credit granting functions
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
Knowledge of risk management within the financial industry
Proficient computer skills
Business Administration or other post-secondary education would be considered an asset
Benefits
100% company paid health benefits
Employer-matched pension plan
Continuing education
Career advancement opportunities within the credit union
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