Member Service Representative

at  Servus Credit Union

Posting Closes: August 30, 2024
Employment Status: Casual- Temporary 12-18 months
Compensation: $20.57- $25.71 per hour based on experience

ADDITIONAL INFORMATION:

• This branch is open Tuesday to Saturday
• This is a casual position, with no guaranteed hours per week
  Servus is growing! We are looking for a casual Member Service Representative at our Entwistle Branch.
  Servus Credit Union is Alberta’s largest member-owned credit union, known for building strong, resilient communities by helping our members feel good about their money. One of Canada’s Best Managed Companies for 20 consecutive years and ranked as one of the top banks in Canada on Forbes World’s Best Banks list for two years in a row, we are a team of smart, gutsy and driven individuals.
  Reporting to the Assistant Manager Member Service you play a vital role as the face of our Credit Union. As a first point of contact in the branch, you will provide a personalized and friendly experience for each member responding to their inquiries, identifying financial needs, and providing recommendations for Servus products.

More specifically, the scope of your responsibilities will include, but are not limited to:

• Providing competent and courteous service to members, exceeding their expectations, and making them feel at home
• With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
• Understanding member needs and identifying opportunities to promote Credit Union products and services – referring them to appropriate team members and external partners as required
• Achieving or exceeding assigned sales and referral goals
• Resolving routine member concerns and complaints in accordance with our service standards and escalate issues where appropriate
• Learning and applying knowledge of policies, procedures, and loss prevention guidelines while performing member transactions to mitigate risk of loss to Servus Credit Union
• Contributing positively to branch morale and a cohesive work environment

REQUIREMENTS

To qualify, you must have customer service or sales experience, cash-handling experience, and a high school diploma.

Although not required, the following experience, education/certificates are valuable assets:

• Previous experience working with a financial institution
• Post-secondary education in Finance (or related studies)

Most importantly, we’re looking for candidates whose personal values align with our cooperative values. These values are evident in everything we do everyday. We’re not afraid to be different from our competitors and in fact we embrace these differences. We celebrate our credit union culture and history, and we pride ourselves on our strong commitment to our member-owners and to the communities we serve.

• Providing competent and courteous service to members, exceeding their expectations, and making them feel at home
• With accuracy, processing member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
• Understanding member needs and identifying opportunities to promote Credit Union products and services – referring them to appropriate team members and external partners as required
• Achieving or exceeding assigned sales and referral goals
• Resolving routine member concerns and complaints in accordance with our service standards and escalate issues where appropriate
• Learning and applying knowledge of policies, procedures, and loss prevention guidelines while performing member transactions to mitigate risk of loss to Servus Credit Union
• Contributing positively to branch morale and a cohesive work environmen