Reports to: Deposit Services Supervisor
Salary: As per the collective agreement
Closing Date: Until filled
SUMMARY
This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development.
KEY RESPONSIBILITIES
Process member transactions
Recognize member needs and promote all Credit Union deposit services
List and balance outgoing cheques utilities and all other transactions
Assist with night deposits
Process stop payments, auto transfers
Complies with Money Laundering/Confidentiality
Adheres to security standards
Ensure filing is up to date
Other duties as required
REQUIRED KNOWLEDGE SKILL AND ABILITIES
Sales and Service focus with an aptitude for business development and relationship building
Strong commitment to continuous learning
Excellent communication and interpersonal skills
Maintains a positive attitude towards corporate initiatives and change management
Strong follow up skills
Demonstrates dedication to providing quality member sales and service
Proven ability to be creative and innovative
Able to identify member needs, answer enquires and provide solutions
Able to process all teller transactions promptly and accurately
Demonstrates product knowledge
Demonstrates the ability to be detail oriented and manage multiple tasks
Demonstrates effective organization and time management
Able to make sound judgment and analyze problems
Demonstrates an affinity for basic mathematics
Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations
Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
Other related duties as assigned
EXPECTED OUTCOMES OF THE ROLE
Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service
Accurate and timely member transactions
Positive internal and external service levels are achieved through the proactively and resourcefulness
Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud
Supports the team to achieve results
Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome
A positive and professional work environment is maintained
EDUCATION AND EXPERIENCE
Minimum 3 years’ customer service experience
Experience working in a financial institution an asset
Post-secondary education in business, finance, accounting or equivalent
Candidates are invited to email their cover letter and resume to Human Resources Department at [email protected] by the closing date.
We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.
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