Access Credit Union
MemberServiceRepresentativel(Casual,Permanent)
“Member Service Representative l (Casual, Permanent) at Access Credit Union. Skills: Member service, Relationship management, Business development, Communication skills, Sales skills. Process over the counter financial services in an efficient and professional manner. Refer more complex issues to the appropriate person or department”
What You'll Achieve.
Meet the requirements for balancing, un-located outages, high-risk errors and daily work audits within the designated timelines and targets
Industry & Context.
Resolve routine problems with member accounts and deposit instruments; Ability to prioritize using sound judgment to make timely and effective decisions
What They're Looking For.
Must Have
Grade 12 diploma or equivalent, Minimum of 1-year previous experience in customer/member service role, 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
Nice to Have
Business Administration or other post-secondary education would be considered an asset, Additional experience and/or development from the Member Services Representative (MSR) position
What You'll Do.
Process over the counter financial services in an efficient and professional manner
Refer more complex issues to the appropriate person or department
Balance transactions including ATM
night deposits and the cash drawer on a daily basis
Resolve routine problems with member accounts and deposit instruments referred by members and other branch staff
Adhere to security procedures as they relate to the position including the safeguarding of cash
negotiable items and the prevention of fraudulent transactions
Meet the requirements for balancing
high-risk errors and daily work audits within the designated timelines and targets
Proactively respond to member inquiries in all mediums (in person
answering the branch phone
Understand and uses knowledge of member's فیصد situation to effectively position the value of products and services
Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management
security and fraud prevention
Differentiate between credit union and competitor products and services in terms of member needs
Using an advice-based approach
communicate product and service information to secure sale of Access Credit Union’s products and services
Utilize fact finding questions and techniques to overcome business ask for sale
Cross-sell all credit union solicit new foster business development through service excellence and product knowledge
Maintain up-to-date knowledge of all products and services offered by the credit union and relevant policies and legislation by regularly reviewing literature and attending update meetings
Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment
Work collaboratively with other team members to achieve organizational and department objectives
Actively participate in meetings
planning and training initiatives
sharing information and ideas to build organizational achievement and success
Actively look for referral opportunities for both lending and wealth teams
Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals
Pro-actively work to retain and expand existing member relationships
while pursuing new sources of business
Act as an ambassador for the credit union by being visible in the community through professional and personal involvement in various community groups and activities
How You'll Work.
Team & Collaboration
Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment; Work collaboratively with other team members to achieve organizational and department objectives; Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success
Communication Scope
Strong interpersonal and communication skills, both verbal and written
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