Member Experience Team

Bow Valley Credit Union • Banff, AB

12d • Onsite

About The Position

The Member Experience Team consists of collaborative professionals who are passionate about delivering excellent member experiences. The individuals on this team support daily banking needs, engage with members, and identify referral opportunities for key stakeholders. If you have a keen eye for detail and strong organizational and time management skills, this team may be a great fit. Our team members create a positive first impression and deliver exceptional service in every member interaction.

Requirements

• Grade 12 diploma or equivalent
• Superior customer service skills with previous sales experience
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office applications
• Good critical thinking, problem solving, and multi-tasking skills; keen attention to detail
• Self-starter with the ability to work effectively in a team environment.
• Demonstrates discretion and the ability to handle confidential information appropriately.
• Good investigative skills for uncovering needs for members to support business growth
• Committed to continuous learning and development
• Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer

Nice To Haves

• Previous cash handling experience is an asset

Responsibilities

• Completes all member transactions including account openings, daily banking, and account maintenance accurately and efficiently
• Participates in activities supporting the expansion of the member relationship by seeking opportunities to support sales and profitability goals including cross-selling and providing referrals for all BVCU products/services as well as 3rd party providers
• Recommends appropriate products and services to current and prospective members by identifying and analyzing their needs, explaining features and benefits, and completing documentation in accordance with policies and procedures
• Maintains discretion and confidentiality to respect members’ privacy
• Adheres to BVCU policies and procedures to ensure all daily, monthly, quarterly, and annual tasks are completed accurately, consistently and in compliance with regulatory requirements
• Supports overall branch operations, including opening and closing procedures, and maintaining related records
• Performs internal auditing
• Participates in a positive, collaborative work environment that encourages pride, teamwork, and mutual respect
• Participates in training and development programs provided by internal and external resources
• Actively participates in community events that are sponsored by BVCU

Benefits

• vacation
• RRSP program
• health/wellness spending account

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED