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Department: Member Services
Reports to: Assistant Branch Manager
Salary: As per the collective agreement
Closing Date: Until filled
Monday: 11:30am – 4:30pm
Wednesday: 11:30am – 4:30pm
Friday: 11:30am – 4:30pm
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
- Recognizes member needs, service opportunities and promoting all Credit Union product services
- Makes referrals to the Financial Services Officers and Wealth Management as appropriate
- Processes member transactions bill payments, deposits and withdrawals
- Processes official cheques
- Verifies cheque clearing on the Central Portal System
- Lists and balances outgoing cheques utilities and all other transactions
- Processes night deposits
- Completes preauthorized debits and credits
- Processes outgoing wire transfers in CAD and USD
- Processes debit card orders, debit card re-pins and debit card limit change requests
- Processes cheque orders for personal and business members
- Set up online banking and/or telephone banking
- Processes requests for suppress and e-statements
- Coordinates with DSR- Cash Custodian to monitor cash limits in TCR
- Assists DSR- Cash Custodian as TCR, ATM, Treasury dual custodian as required
- Books member appointments for the Financial Services Officers
- Processes hold funds, stop payments, auto transfers
- Processes cash advances on Master Cards
- Services and resolves service member inquiries
- Closes sub accounts and refers member account closures
- Provides members access to Safe Deposit Boxes
- Completes returned mail process
- Ensures filing is up to date
- Processes fax requests
- Answers the phones as required
- Performs 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 members needs, answer inquires 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
- Demonstrates accountability, integrity and cooperation in the workplace
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 an asset
Please note: The Deposit Services Representative (TR) position grouping is applicable only to the Tumbler Ridge Branch.
Candidates are invited to email their cover letter and resume to Human Resources Department at [email protected].
We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.
Why join the Lake View team?
Generous above-industry salary and benefit packages
A refreshingly vibrant environment
Ongoing opportunities for training and development
A place where we see you as one of our biggest assets
A place where we see you as one of our biggest assets
An understanding of the need for work-life balance complimented by a stellar wellness program
