Member Assistance Representative, First Calgary Financial (Beddington)

at  Connect First Credit Union

If you’re passionate about your community, adore making an impact, thrive in a fast-paced environment and want to make a difference, then we’re looking for you! When you join our team, you’re joining an organization with deep roots, big ideas, and a commitment to doing what’s right. We work as one connected team, and value thinking big, acting local, taking charge, and making things easy.

KEY ACCOUNTABILITIES:

• Greets guests (face-to-face or telephone) and assists with routine inquiries or directs to the appropriate internal personnel.
• Generates sale referrals by actively promoting and cross-selling products and services to members by analyzing their needs; records all referrals and forwards to the appropriate internal personnel.
• Supports members/walk-ins to meet with an appropriate sales representative; books appointments as required.
• Assists members with basic banking system transactions; educates and demonstrates members in using additional service delivery channels, including technology such as Deposit Anywhere and Mobile Banking.
• Responds to inquiries on basic credit union products and services, and identifies additional information needs; refers complex questions to the appropriate internal personnel.
• Runs and reviews member account reports as required.
• Drafts written and electronic correspondence and sorts/distributes mail.
• Assists with opening/closing procedures and balancing.
• Applies policies and procedures in daily activities to meet safety, legal and privacy requirements.
• Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
• Provides support to other staff in the branch as required.
• Promotes and participates in branch campaigns/initiatives.

Experience and/or Educational Requirements:

• 1 year of experience in a customer service or administrative role.
• Grade 12 education or equivalent.
• An equivalent combination of education and experience may also be considered.

Skills and Competencies:

• Proficient computer skills in Microsoft Office applications and aptitude to learn other programs.
• Good communication skills; both written and verbal.
• Ability to organize and multi-task.
• Good customer service orientation.
• Aptitude for numbers, with fast and accurate data entry skills.
• Attention to detail.

QUALIFIED APPLICANTS ARE INVITED TO APPLY ONLINE.

We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.