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    Service Delivery Advisor - Winnipeg, Canada - Assiniboine Credit Union

    Assiniboine Credit Union
    Assiniboine Credit Union Winnipeg, Canada

    2 weeks ago

    Default job background
    Full time
    Description
    KEY ACCOUNTABILITIES
  • Respond to member inquiries by providing financial solutions through the full range of products and services to support member needs.
  • Execute sales, service and marketing initiatives through inbound and outbound communication channels.
  • Responsible for reaching personal sales targets, and play a key role in the development of strategies to facilitate goal attainment.
  • Create a positive and professional first impression through professional communication.
  • Ensure minimal wait and response times, in line with team standards at all times.
  • Contribute to growth and retention of member relationships by identifying and ensuring their needs are met and that the relationship contributes positively to the credit union.
  • Explain terms and conditions of the products or services chosen/adopted by the members ensuring that they are consistent with the member's needs.
  • Refer and schedule qualified prospects to specialists within the credit union or partner organizations.
  • Resolve member complaints and problems when possible, referring more complex problems to the appropriate person or department - ensuring seamless member service.
  • Work in collaboration with other departments to identify opportunities for improvement and efficiency in the administration of documentation and flow of referrals from the service team.
  • Interpret and understand operating procedures, maintain confidentiality when dealing with member information.
  • Accountable for staying abreast of all functional processes and procedures in order to facilitate quality and seamless delivery of sales and service to members.
  • Employees are required to keep strictly confidential the affairs of anyone whose private information becomes available to them in the course of their duties.

    • QUALIFICATIONS

    Education and Experience

    This position requires the completion of a grade twelve diploma accompanied by one to three years of job related experience, or an equivalent combination of education and experience.

    Key Occupational Skills

  • Strong English oral and written communication skills
  • Provide excellent customer service and engage members
  • Strong ability to problem solve and multi-task in a fast paced environment
  • Strong ability to navigate between computer software with above average typing skills
  • Understanding of credit union operation and knowledge of credit union "self-serve" technology (ATM, telephone banking, Internet banking)
  • Financial product knowledge would be an asset
  • Experience in a call centre environment would be an asset

    • Successful candidates must be able to work from Monday to Saturday during Member Communication Centre business hours.

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