Member Service Representative (Permanent, Part-Time) - Hornby Island

First Credit UnionHornby Island, BC
CA$26 - CA$30Onsite

About The Position

First Credit Union is looking for a financial service professional to join their team at the Hornby Island Branch as a part-time Member Service Representative. The role focuses on being member-centric and creating impactful connections. Responsibilities include proactively discovering member needs, providing tailored advice, empowering members through education, building meaningful relationships, processing day-to-day transactions, solving routine issues, and opening various financial products such as term deposits, registered products (RRSPs, RRIF, TFSA), member accounts, and lending products. This is a part-time position requiring availability on Tuesdays, Wednesdays, and Fridays.

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 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.
  • Commitment to employee wellness including a comprehensive employee and family assistance program.
  • Competitive compensation package including a generous benefits program.
  • Being part of a company that is dedicated to making a meaningful community impact.
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