Member Service Representative - Markham, Canada - PACE Savings and Credit Union

PACE Savings and Credit Union

Verified Company

Markham, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Function:

Provide a range of services to members including responding to enquiries, analyzing needs and assisting members to utilize the products or services which best meet those needs; cross sell credit union products; process member transactions; process member requests for account updates and closures; and resolve routine problems with member accounts.

Major Duties & Responsibilities:

A. Member Sales and Service

Provide prompt, courteous service to members, striving to increase member satisfaction with the level of service provided.
Aid members by answering questions and providing quality member service through a defined range of financial services (deposits, withdrawals and transfers).
Provides assistance to members by answering questions and providing quality member service through a limited range of financial services (deposits, withdrawals and transfers).
Ensure personal member service goals are achieved.
Uncover referral opportunities to meet member needs.
Answer incoming calls, assist members, transfer calls to appropriate staff.
Assist with maintenance of treasury where needed, ordering and ensuring adequate cash supplies.
Assist with a variety of administrative activities including maintenance of dormant accounts, cash accounts and activities, and production of monthend reports.
Assist in processing (batching) cheques to be sent out.
Perform other tasks as assigned by immediate Supervisor as, and when, required.

B. Other

Adhere to the organizational risk policies to protect the interests of the members and minimize operational risk.
Actively participate in branch and credit union meetings.
Participate in community activities that enhance the credit unions image.
Adhere to security procedures as they pertain to the position.

Qualifications:

12 years banking or equivalent experience.
Exceptional customer service skills excellent written and verbal communication skills and interpersonal skills.
Demonstrate ability to cross sell our PACE products.
Willing to participate in Community events and work towards reaching growth objectives.
Flexible to assist with extra hours at the branch and other PACE locations.

PACE Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.

Please contact Human Resources.

Work remotely

Benefits: