Deposit Services Representative I (Full-Time, 15 Month Term) Winkler

Access Credit Union•Winkler, MB

4d•Onsite

About The Position

The Deposit Service Representative is responsible for providing various account, deposit and investment services to new and existing members. This position is also responsible for administering and promoting the full range of credit union products and services and building member relationships that add value and contribute positively to the credit union’s profitability.

Requirements

Grade 12 diploma or equivalent
Previous customer service and/or sales experience
Demonstrated desire to serve others in a friendly and professional manner
Ability to identify and willingness to act upon sales and service opportunities
Strong interpersonal and communication skills, both verbal and written
Ability to work in fast-paced environment and perform well under pressure
Ability to prioritize using sound judgment to make timely and effective decisions
Attention to detail with high degree of accuracy
Knowledge of Access Credit Union’s products and services
Ability to follow standardized policies and procedures
Basic knowledge of financial statements
Knowledge of risk management within the financial industry
Proficient computer skills

Nice To Haves

Business Administration or other post-secondary education would be considered an asset

Responsibilities

Opening new personal and corporate memberships, accounts, debit cards, credit card applications and assisting members with alternate banking channels.
Administering and processing specialized accounts such as estates, term deposits, POA’s, and registered products (RRSPs, TFSAs, RESPs, RRIFs, LIFs etc.).
Communicating to the member all terms and conditions of any product being presented ensuring that the product is within the member’s risk tolerance and that all instructions are clearly laid out.
Administering and processing all required reports and documentation in compliance with Concentra Financial’ s procedures and regulations.
Acting as the member contact point for Fiserv/Clover(POS Terminal) inquiries.
Maintaining thorough knowledge of and adherence to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.
Observing all credit union policies and security requirements for privacy, safeguarding information, frauds, forgeries and holdup procedures.
Operating as the primary contact for members, managing the relationships on behalf of the credit union to ensure the members’ needs are met and the relationship remains profitable.
Pro-actively working to retain and expand existing member relationships, while pursuing new sources of business.
Actively participating in regular staff meetings providing input when necessary.
Actively participating in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success.
Providing input into the development of and supporting the achievement of branch sales goals.
Maintaining open communication and cooperation with other staff to ensure a friendly and efficient work environment.
Working collaboratively with other team members to achieve organizational and department objectives.
Participating in and contributing to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.
Differentiating between credit union and competitor products and services in terms of member needs.
Acting as an ambassador for the credit union by being visible in the community through professional and personal involvement in various community groups and activities.