Member Experience Advisor - Lacombe

Servus Credit Union•City of Lacombe, AB

9d•Onsite

About The Position

Servus Credit Union, Canada’s largest credit union, operates differently from traditional banks by prioritizing people over profits. All earnings are reinvested into members, employees, and communities through profit sharing, competitive rates, and local initiatives. The company seeks passionate, values-driven individuals from all backgrounds who align with its values and are eager to contribute to an innovative, hardworking, collaborative, and community-rooted team. The Member Experience Advisor serves as the primary point of contact for members, assisting them in achieving their financial goals. This role involves delivering exceptional member service by performing transactional banking services, offering financial solutions or referring members to specialists, and contributing to the branch's portfolio and 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.