Member Experience Specialist - Brooks
Member Experience Specialist - Brooks
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Job Description
Posting Closes: Once position is filled
Employment status: Part-time (minimum 20 hours/week guaranteed)
For specific questions about this opportunity email:
At Servus Credit Union (uniting with connectFirst Credit Union) we spend our days helping our members achieve their financial aspirations through a community-focused approach to banking thats true to our co-operative principles. Youre our member not a number. Were your neighbours and your partner. Over 80 years ago we started from humble beginnings. Through the years weve grown to become one of Albertas leading financial institutions through a desire to connect the dots between your dreams your goals your community and your financial wellness and we echo these desires through our new consolidated connectFirst brand.
Were currently looking for a Member Experience Specialist to join the legacy connectFirst Brooks branch!
The Member Experience Specialist role acts as the first line of support as members work towards their financial goals. This role is responsible for providing exceptional member service by completing transactional banking services that are right for every member providing solutions to financial needs or referring members to an appropriate specialist and contributing to the branch portfolio and overall growth objectives.
Key Accountabilities:
- Provides exceptional member service that builds trust through responsive service and support to deliver what is right for every member while balancing the interests of the credit union.
- Processes a variety of cash and non-cash member service transactions including deposits withdrawals payments account updates balances money orders credit card advances calculations of foreign and domestic exchanges cheque cashing electronic funds transfers and account closures.
- Pursues and generates sales referrals by proactively promoting Servus Credit Union products and services to members and potential members by analyzing their needs; clearly explains potential solutions and the benefits to the member; records all referrals and forwards to the appropriate internal personnel.
- Builds trust with members resolves routine problems with member accounts and refers complex questions to the appropriate internal personnel.
- Applies policies and procedures in daily activities to meet safety legal and privacy requirements.
- Accountable for area security and internal security audits.
- Educates and demonstrates to members how to use other service delivery channels such as digital and self-serve with the goal of making it easy.
- Provides support to other branch team members such as making outgoing calls to members composing routine member correspondence and reports completing compliance and/or audit activities completing end-to-end processes related to ATM and night deposits reconciling branch reports (dependent on branch location) etc.
- Assists with opening/closing duties such as balancing of branch daily transmittals reconciling ATM and night deposit contents and provides support in administering branch cash services with the associated risk management and control policies.
- Acts as joint custodian on specified combinations; rents controls and provides access to safety deposit boxes; maintains related records.
- Maintains up-to-date knowledge of all credit union products and services in order to foster business development through service excellence and product knowledge.
- Promotes and participates in branch campaigns and initiatives.
Requirements
Experience and/or Educational Requirements:
Experience:
- 1-year experience in a customer service or administration role.
- Sales experience an asset.
Education:
- Grade 12 diploma or equivalent.
- An equivalent combination of education and experience may also be considered.
Skills and Competencies:
- Good computer skills; able to pick up new and existing programs related to the job quickly.
- Good communication skills; both written and verbal.
- Ability to problem solve organize and multi-task.
- Good customer service orientation.
- Attention to detail.
- Aptitude for numbers with fast and accurate data entry skills.
- Good financial literacy.
- Good investigative skills for uncovering member needs.
Benefits
Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness vacation and retirement savings programs we also provide other important benefits such as:
- Training & Development Opportunities
- Career Advancement Potential
- Flexible work options
- Competitive Compensation including performance-based incentive pay
- Meaningful work towards individual and corporate goals
- Opportunities to get involved and give back through an employee volunteer program
For information about these benefits and more click here.
At Servus our employees are also members. This means youll have all the benefits of being a member of the credit union including profit sharing voting for the board of directors and all of the services we provide with a few additional perks!
What happens next
Only those applicants selected for an interview will be contacted. Should you require any accommodations during the hiring process please advise us at that time.
Discover a sense of belonging amongst a team of unique authentic individuals working together to reimagine financial fitness. We value and celebrate the richness that diverse backgrounds and experiences bring to our community. Your skills passion and curiosity may find a sense of belonging at Servus so even if you dont check every box we encourage you to apply!
#indm
Required Experience:
Unclear Seniority
Employment Type
Full Time
