Member Service Representative 2 - RC - Union

at  Coastal Community Credit Union

Posting Deadline: Please submit your application by 11:59 PM PST, April 13, 2024
Position Type: Temporary
Duration: Approximately eighteen (18) months

TOGETHER, LET’S DO GREAT THINGS!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Member Service Representative 2 in our Relationship Centre (aka contact center) who is and is eager to help members and clients meet their financial needs through a variety of emerging channels. We are not your average contact center! We are passionate about building relationships with our members. It’s so important to us, it’s in our name! So if you’re an individual who is passionate about providing superior member service, and excited about being a part of the Relationship Centre success, we’d like to hear from you!

As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products) through a variety of emerging channels. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities” and it is your responsibility as the Member Service Representative 2 in this emerging member service position to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Your duties will include:

• Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
• Identifying and actively pursue internal referral opportunities to develop business through a variety of alternative channels; as well as work to achieve sales objectives.
• Completing member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.
• Initiating/completing and forward for approval and signing, member applications for a variety of products including but not limited to registered and non-registered products, Mastercards and campaign Quick Loans.
• Handling member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.
• Inquiring as to what the member’s request is; for transactions that cannot be completed within the primary work area, inform the member of the documentation required in branch to complete the request.
• As required, authorizing transactions of other employees within own signing limits and provide guidance to same.
• Performing other related duties as required.