Member Services Support Associate

at  Your Neighbourhood Credit Union

Posting #:25-11
Location: Guelph
Job Type: Regular Full-Time
Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?
Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.
Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!

The MSSA will partner with the branch Advisor Team to deliver and support an exceptional member experience focused on pro-active service and sound advice to support members through all financial stages of life. This position will be located in Guelph but may provide additional administrative support to other Branches as required.

• Perform branch audit functions such as: line of credit reviews and estate preparation and review monthly audit requirements are being met
• Identify new sources of business by participating in ongoing call/contact programs (i.e., GIC renewals, etc.), and book appointments and/or refer to a partner on the Advisor Team
• Assist with business promotion campaigns and the monitoring of results
• Proactively engage with members uncovering banking needs, providing help and advice, identifying sales and referral opportunities to the Advisor Team, and booking appointments based on product or financial advice needs
• Actively listen and engage members in conversation to further understand their unique needs
• Establish and further a caring and exceptional service level to build and enhance member relationships and respond in a timely, professional and effective manner
• Market all of YNCU’s products and services, within clearly defined policies and procedures
• Recommend qualified referrals to the Advisor Team to be considered for the Wealth Management Team by uncovering opportunities through member inquiries or conversations
• Plan daily/weekly/monthly/yearly activities to ensure accomplishment of day to day and longer-term objectives and ensure timelines are met
• Assist with the administration of YNCU’s credit policies ensuring all loans or credit applications are effectively evaluated, clearly documented, adequately secured and that required collection and control procedures are employed
• Assist with the administration of branch operations within applicable policies and procedures to ensure compliance
• Identify, create and implement ways to streamline work processes to achieve time, resource and cost efficiencies including but not limited to the use of automation
• Other duties as assigne

The Member Services Support Associate (MSSA) is responsible for building new and lasting relationships with Your Neighbourhood Credit Union (YNCU) members and the effective administration of branch audit and operational functions.

The MSSA will partner with the branch Advisor Team to deliver and support an exceptional member experience focused on pro-active service and sound advice to support members through all financial stages of life. This position will be located in Guelph but may provide additional administrative support to other Branches as required.

• Perform branch audit functions such as: line of credit reviews and estate preparation and review monthly audit requirements are being met
• Identify new sources of business by participating in ongoing call/contact programs (i.e., GIC renewals, etc.), and book appointments and/or refer to a partner on the Advisor Team
• Assist with business promotion campaigns and the monitoring of results
• Proactively engage with members uncovering banking needs, providing help and advice, identifying sales and referral opportunities to the Advisor Team, and booking appointments based on product or financial advice needs
• Actively listen and engage members in conversation to further understand their unique needs
• Establish and further a caring and exceptional service level to build and enhance member relationships and respond in a timely, professional and effective manner
• Market all of YNCU’s products and services, within clearly defined policies and procedures
• Recommend qualified referrals to the Advisor Team to be considered for the Wealth Management Team by uncovering opportunities through member inquiries or conversations
• Plan daily/weekly/monthly/yearly activities to ensure accomplishment of day to day and longer-term objectives and ensure timelines are met
• Assist with the administration of YNCU’s credit policies ensuring all loans or credit applications are effectively evaluated, clearly documented, adequately secured and that required collection and control procedures are employed
• Assist with the administration of branch operations within applicable policies and procedures to ensure compliance
• Identify, create and implement ways to streamline work processes to achieve time, resource and cost efficiencies including but not limited to the use of automation
• Other duties as assigned