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About the role

  • Member Support Specialist delivering personalized financial solutions through virtual and telecommunications channels for Manitoba’s values-based credit union. Resolving concerns, encouraging digital adoption, and growing member relationships across diverse communities.

Responsibilities

  • Provide exceptional member service through virtual and telecommunications channels with efficiency and accuracy
  • Engage members to understand financial needs and offer personalized solutions supporting short- and long-term goals
  • Develop, retain, and grow member relationships through advice-based conversations and tailored financial solutions
  • Refer quality opportunities to appropriate internal experts or partner channels when outside scope
  • Inspire, educate, and empower members to adopt digital and self-serve solutions
  • Deliver efficient, effective, and confidential member interactions aligned with service standards and Contact Center KPIs
  • Achieve individual performance targets and collaborate to support team success
  • Maintain working knowledge of ACU and Outlook Financial processes, procedures, industry trends, competitor products, and strategies
  • Resolve member concerns using de-escalation techniques and escalate complex matters appropriately
  • Identify and recommend process improvements to enhance efficiency, member experience, and internal workflows
  • Assess and process requests within assigned authorities while adhering to credit union procedures, internal controls, and risk management policies
  • Participate in strategic sales, service, marketing, and organizational initiatives
  • Maintain confidentiality and privacy
  • Execute internal policies and procedures and maintain compliance with regulatory and legislative requirements

Requirements

  • Completion of a high school diploma
  • Minimum 1 year of demonstrated experience in a member-focused, goal-oriented environment, preferably within financial services
  • A combination of relevant experience and education will be considered
  • Strong verbal and written communication skills; clear and professional
  • Emotional intelligence to adapt style, show empathy, and manage interactions effectively
  • Results-driven with ability to meet or exceed goals
  • Excellent customer/member service focused on understanding needs and providing support
  • Strong problem-solving and critical thinking skills
  • Ability to work independently with strong self-management
  • Efficient multitasking in fast-paced environments with attention to detail
  • Proficient with computers and multiple software/communication tools
  • Above-average typing speed and accuracy for efficient documentation
  • Ability to work Monday to Saturday during Member Communication Centre business hours
  • Commitment to confidentiality, privacy, compliance, and risk management

Benefits

  • Bonuses
  • Matched pension program
  • Health and dental benefits
  • Training programs
  • Long-term career development
  • Supportive workplace culture
  • Workforce diversity and inclusion
  • Reasonable accommodation during the selection process

Job type

Full Time

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

HybridWinnipegCanada

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