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Customer Service Representative Virtual Full Time - Mississauga, ON, Canada - DUCA
Description
We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer.
We exist to help People, Businesses and Communities Do More, Be More, and Achieve More .Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
A community philosophy of "profits with a purpose" culminating in the creation of the DUCA Impact Lab ( a charitable foundation committed to helping the credit challenged and underbanked.
Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives.
At DUCA, you'll be part of a vibrant and collaborative team where you'll be supported to excel and make an impact, no matter what role you play.
Senior Member Service Representative (Full-time)DUCA is currently looking for aSeniorMember Service Representative (SMSR) to join our new Gateway Branch
The ideal candidate for this role is passionate about delivering outstanding customer service and enjoys working with a team to achieve objectives We are looking for driven, organized individuals who thrive on interacting with customers, and are committed to helping Members by identifying opportunities through communication and inquiry.
SMSR's are curious about what Members need and want to know what they can do to help Members do more, be more, and achieve more with their money and their lives.
The Senior Member Service Representative (SMSR) performs all the usual tasks of a Member Service Representative (MSR), providing a full range of financial services to DUCA Members, including deposits, withdrawals, and cheque cashing.
The SMSR promotes DUCA products and services to members and prospective members, maintains cash balances, lists and balances outgoing cheques and balances all transactions daily.
Directs the work effort of MSRs, providing overrides while verifying transactions are correct, and offering general assistance as needed to help ensure work is completed correctly and according to guidelines and standardsHelp train MSRs, helping them succeed in their role
Delight each Member by providing outstanding service (both at the front counter and by phone), answering inquiries, and always striving to increase Member satisfaction
Operates a cash on a daily basis, identifies and fulfills Members' financial service needs, e.g. cashing and certifying cheques, processing bill payments, ordering cheques, buying/selling foreign currencies, and processing wires, RRSP and term deposit transactions, as well as assisting Members get a debit card
Promote DUCA's full range of services by explaining benefits and features of DUCA solutions, open new Member accounts, and make quality referrals to an advisor through proactive probing
Make outbound awareness and service follow up calls to Members as well as proactive outbound calls to book advisor appointments
Assist the Branch Manager with completion of administrative duties and reports.
Remains current and up to date on DUCA products, services, operational, and risk policies and procedures
Participates in local market business development opportunities and community
2-3 years' experience helping Members or customers in a financial services environment
~ Previous experience with sales is considered an asset
~ Proven customer service skills in the financial industry
~ Supervisory or team lead experience considered an asset
Keen attention to detail and emotional intelligence
Employment Status:
Full-time
Actual annual base salaries will vary depending on relevant job-related factors such as experience, knowledge, skills, qualifications, and education/training.
Depending on the position, DUCA's total compensation package may include incentive compensation tied to company and individual performance or other benefits.