Member Experience Advisor - Nanton

Servus Credit Union • Town of Nanton, AB

7d • Onsite

About The Position

Servus Credit Union, Canada’s Largest Credit Union, is hiring for a part-time Member Experience Advisor in Nanton. Servus Credit Union operates differently from a bank, prioritizing people over profits by reinvesting earnings into members, employees, and communities through profit sharing, competitive rates, and local initiatives. The organization seeks passionate, values-driven individuals from all backgrounds who are aligned with their values and eager to contribute. The Member Experience Advisor role serves as the first line of support for members working towards their financial goals. This position is responsible for delivering exceptional member service by performing transactional banking services, providing solutions to financial needs or referring members to specialists, and contributing to the branch's portfolio and overall growth objectives.

Requirements

• 1-year experience in a customer service or administration role.
• Grade 12 diploma or equivalent.
• An equivalent combination of education and experience may also be considered.
• Good computer skills; able to pick up new and existing programs related to the job quickly.
• Good communication skills; both written and verbal.
• Ability to problem solve, organize and multi-task.
• Good customer service orientation.
• Attention to detail.
• Aptitude for numbers, with fast and accurate data entry skills.
• Good financial literacy.
• Good investigative skills for uncovering member needs.

Nice To Haves

• Sales experience an asset.

Responsibilities

• Provides exceptional member service that builds trust through responsive service and support to deliver what is right for every member, while balancing the interests of the credit union.
• Processes a variety of cash and non-cash member service transactions including deposits, withdrawals, payments, account updates, balances, money orders, credit card advances, calculations of foreign and domestic exchanges, cheque cashing, electronic funds transfers, and account closures.
• Pursues and generates sales referrals by proactively promoting Servus products and services to members and potential members by analyzing their needs; clearly explains potential solutions and the benefits to the member; records all referrals and forwards to the appropriate internal personnel.
• Builds trust with members, resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
• Applies policies and procedures in daily activities to meet safety, legal and privacy requirements.
• Accountable for area security and internal security audits.
• Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve with the goal of making it easy.
• Provides support to other branch team members such as making outgoing calls to members, composing routine member correspondence and reports, completing compliance and/or audit activities, completing end-to-end processes related to ATM and night deposits, reconciling branch reports (dependent on branch location), etc.
• Assists with opening/closing duties such as balancing of branch daily transmittals, reconciling ATM and night deposit contents, and provides support in administering branch cash services with the associated risk management and control policies.
• Acts as joint custodian on specified combinations; rents, controls, and provides access to safety deposit boxes; maintains related records.
• Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
• Promotes and participates in branch campaigns and initiatives.

Benefits

• Competitive compensation including performance-based incentive pay and profit share
• Training & Development Opportunities
• Career Advancement Potential
• Flexible work options
• Meaningful work towards individual and corporate goals
• Opportunities to get involved and give back through an employee volunteer program
• All the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide
• Health and wellness
• Vacation
• Retirement savings programs

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees