Member Service Representative (Permanent, Full-Time) - Bowen Island

First Credit Union • Bowen Island, BC

9d • CA$26 - CA$31 • Onsite

About The Position

First Credit Union is looking for a financial service professional to join our team at our Bowen Island Branch as a full-time Member Service Representative. Our Member Service Representatives are member-centric and focused on creating impactful connections. Reporting to the Branch Manager, you will be responsible for proactively discovering member needs and providing tailored advice, empowering our members through education and building meaningful relationships. You will process day-to-day transactions and solve routine issues with members’ accounts. Additionally, you will open term deposits, registered products (RRSPs, RRIF, TFSA), member accounts, and lending products.

Requirements

• Secondary school diploma.
• Experience in the financial, sales or service industry.
• Superior knowledge of financial products and services.
• Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives.
• Strong computer skills and proficiency in MS Office.
• Ability to communicate effectively, both orally and in writing.
• Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management.
• Strong interpersonal skills with a service-oriented focus.
• Ability to work in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.
• Ability to develop a correlation between personal actions, service execution, and member expectations.

Nice To Haves

• Education or equivalent experience with Products & Services and Fundamentals of Personal Financial Planning and Consumer & Residential Mortgage Lending (recommended).

Responsibilities

• Provide service excellence and foster member relationships by maintaining a high level of knowledge of First Credit Union products and services, including continuous development to be aware of changes in the industry.
• Exhibit a high commitment to member-client relationships by promoting the concept of relationship building, cross-selling all credit union products and services, and referring members to other departments when appropriate.
• Analyze member needs and build relationships through member onboarding.
• Respond to requests and inquiries and deal with member issues with minimal assistance.
• Contribute to a high level of service and provide fast, efficient, personalized service.
• Act as a resource and example to other employees in regard to knowledge, experience, and superior member service.
• Contribute to a positive team environment by working efficiently, professionally and in a friendly manner.
• Perform a variety of duties relating to the promotion, sale and administration of account, deposit, and loan products and services offered by First Credit Union.
• Promote and provide advice on deposit products and services, including registered and non-registered accounts, with the ability to discuss investment options such as term deposits.
• Promote and process card products, including credit and debit cards and all electronic services.
• Provide guidance and administration on account options and membership, including estate administration.
• Use the Financial Blueprint to support the overall financial well-being of our members.
• Document and process as required.

Benefits

• Opportunities for career development including continuous training, education support and career planning.
• Comprehensive employee and family assistance program.
• Competitive compensation package including a generous benefits program.
• Making a meaningful community impact.

What This Job Offers

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