Coastal Community Credit Union is the largest financial services organization based on Vancouver Island and the Gulf Islands and serves over 110,000 members and clients through its 24 branches, 16 insurance offices and 4 business centers.
Coastal Community is committed to improving financial health, enriching lives and building healthier communities. We are seeking to fill the position of Member Service Representative to support the Comox Valley Region .
Primary Responsibility / Basic Purpose :
Under direct supervision, the Member Service Representative processes a variety of financial and non-financial transactions for members within the guidelines established.
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 the responsibility of the Member Service Representative 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.
Required Skills Knowledge Abilities :
Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
The incumbent must effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product / service and / or referring members to the appropriate individual to complete their request.
The ability to multitask with keyboarding and internet / computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns / questions / requests.
This is an entry level position requiring a secondary school diploma with academic emphasis plus one year post secondary education with up to one year of work experience in a sales and service environment.