Member Service Representative 1 - Union

Coastal Community•Nanaimo, BC

About The Position

As a Member Service Representative, under direct supervision you will process a variety of financial and non-financial transactions for members within the guidelines established. Coastal Community Credit Union strives "to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is your responsibility as a Member Service Representative to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.

Requirements

A secondary school diploma with academic emphasis
1 year post-secondary education
Up to 1 year of work experience in a sales and service position
Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.
Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests.

Nice To Haves

Ideally, you are a flexible, collaborative team player
If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Responsibilities

Accurately processes a variety of transactions to meet the needs of our members.
Providing sales and service expertise to inform members of new products/services and changes to existing products/services.
Answering telephone inquiries.
Providing members access into safety deposit boxes.
End of day processing and balancing to be completed in a timely manner as per established procedures.
Performing other related duties as assigned.