About The Position

The Member Solutions Centre Representative I (MSCR I) provides a high standard of financial service to existing and potential members. As the first contact on all incoming telephone calls, chats, and e-mails, the Member Solutions Centre Representative I contributes positively to the achievement of business development objectives responding to inquiries, processing transactions and promoting the full range of credit union products and services. Access Credit Union supports a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

Requirements

  • Grade 12 diploma or equivalent.
  • Minimum of 1-year previous experience in customer/member service role.
  • Demonstrated desire to serve others in a friendly and professional manner.
  • Ability to identify and willingness to act upon sales and service opportunities.
  • Strong interpersonal and communication skills, both verbal and written.
  • Ability to work in fast-paced environment and perform well under pressure.
  • Ability to prioritize using sound judgment to make timely and effective decisions.
  • Proficient computer skills.
  • Ability to follow standardized policies and procedures.
  • Attention to detail with high degree of accuracy.
  • Basic knowledge of risk management within the financial industry.

Nice To Haves

  • Business Administration or other post-secondary education would be considered an asset.
  • experience within a contact centre or financial service preferred.
  • Knowledge of Access Credit Union’s products and services.

Responsibilities

  • Creating positive impressions as the first point of contact for members and potential members contacting Access Credit Union.
  • Build member relationships by resolving member problems/inquiries over the phone, chat, email, and other forms of communication.
  • Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.
  • Proactively respond, identify and cross-sell products and service using an advice-based approach.
  • Utilize open-ended questions and techniques to overcome business objections.
  • Refer to the appropriate credit union specialist for lending and wealth management inquiries.
  • Set up appointments with staff in the branches to further assist member’s or contact members on behalf of departments within the branch.
  • Set up online banking for personal memberships; reset passwords and troubleshoot; and provide walkthroughs with members.
  • Maintain open communication and cooperation with various Access Credit Union department staff to ensure a friendly and efficient work environment.
  • Process non-registered and registered investment instructions using internal software and completing day-to-day tasks.
  • Balance electronic ledger on a daily basis through the banking system.

Benefits

  • competitive compensation
  • 100% company paid health benefits
  • employer-matched pension plan
  • continuing education
  • career advancement opportunities

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

101-250 employees

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