Deposit Service Representative l (Full-time, permanent) Plessis

At Access Credit Union we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment accountability and trust. We recognize and value each employees 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.

At Access Credit Union our values are straightforward:

• Do good

• Be better

• Own it

• Move forward

Deposits Member Accounts & Electronic Services (Self Serve)

• Responsible for opening new personal and corporate memberships accounts debit cards credit card applications and assisting members with alternate banking channels.

• Administer and process specialized accounts such as estates term deposits POAs and registered products (RRSPs TFSAs RESPs RRIFs LIFs etc.).

• Communicate to the member all terms and conditions of any product being presented ensuring that the product is within the members risk tolerance and that all instructions are clearly laid out. Proper documentation must follow within the deadlines given.

• Administer and process all required reports and documentation in compliance with Concentra Financial s procedures and regulations.

• Act as the member contact point for Fiserv/Clover(POS Terminal) inquiries.

• Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management confidentiality security and fraud prevention

• Observe all credit union policies and security requirements for privacy safeguarding information frauds forgeries and holdup procedures.

Relationship Management

• Operates as the primary contact for members managing the relationships on behalf of the credit union to ensure the members needs are met and the relationship remains profitable.

• Pro-actively work to retain and expand existing member relationships while pursuing new sources of business.

Team Work

• Actively participate in regular staff meetings providing input when necessary.

• Actively participate in meetings planning and training initiatives sharing information and ideas to build organizational achievement and success.

• Provide input into the development of and support the achievement of branch sales goals.

• Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment.

• Work collaboratively with other team members to achieve organizationaland departmentobjectives.

Business Development & Community Relations

• Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.

• Pro-actively work to retain and expand existing member relationships while pursuing new sources of business.

• Differentiate between credit union and competitor products and services in terms of member needs.

• Act as an ambassador for the credit union by being visible in the community through professional and personal involvement in various community groups and activities.

This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.

Essential Qualifications

• Grade 12 diploma or equivalent

• Business Administration or other post-secondary education would be considered an asset

• Previous customer service and/or sales experience

• 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

• Attention to detail with high degree of accuracy

• Knowledge of Access Credit Unions products and services

• Ability to follow standardized policies and procedures

• Basic knowledge of financial statements

• Knowledge of risk management within the financial industry

• Proficient computer skills

Employee Sub-Type

Starting Salary

If you are interested in this position apply today!