Member Service Representative, PT, First Calgary Financial
Chinook Financial
Alberta, Canada
2d ago

Description

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.

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! We look for people who :

  • Share our values
  • Enjoy having honest conversations, about real things, as real people
  • Believe that creating great experiences is totally within their control
  • Build positive relationships and an understanding of what people’s needs are
  • See solutions and possibilities (not problems!)
  • Are simply outstanding at what they do
  • Key Accountabilities :

  • Processes a variety of cash and non-cash member service transactions including deposits, withdrawals, payments, money orders, credit card advances, calculations of foreign and domestic exchanges, cheque cashing, and electronic funds transfers.
  • 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.

  • Resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
  • Applies policies and procedures in daily activities to meet safety, legal and privacy requirements.
  • Accountable for area security and internal security audits.
  • Balances transactions, vouchers, and cash on a daily basis.
  • Assists with opening / closing procedures, including the balancing of branch daily transmittals, central deposits and clearings.
  • Acts as joint custodian on specified combinations; rents, controls, and provides access to safety deposit boxes; maintains related records.
  • Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
  • Promotes and participates in branch campaigns / initiatives.
  • Support other team members when required.
  • E xperience and / or Educational Requirements :

  • 1 year experience in a customer service or administration 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.
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