Member Service Representative
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Position Vacancy
Job Title: Member Service Representative (MSR)
Job Status: Regular Part-Time One (1) New Vacancy
Primary Location: Limeridge Branch
Introduction
Do you have a passion for helping people Are you a self-starter who has the ability to make sound decisions in a fast-paced environment If so a position as an MSR at Healthcare and Municipal Employees Credit Union (HMECU) could be the perfect fit for you.
Company
HMECU has been serving our healthcare municipal fire and police community for over 90 years! We value dedication and a commitment to excellent service. Our team members are the heart of our Credit Union and we are looking for individuals that share in our vision and purpose. We take pride in the service we provide to our members and are looking for an enthusiastic and passionate candidate to join our branch team.
Our Purpose
We care for the financial needs and wellbeing of our members so you can focus on what matters most.
Job Purpose & Summary
As an MSR you will play a crucial role in providing exceptional service on the front-line and assisting our members with their financial needs. Your ability to be a self-starter a proactive approach and commitment to excellence will be key to your success. The MSR plays a critical role in achieving the goal of the organization by building strong and long-lasting member relations through providing members with exceptional services.
Skill Requirements
Required Experience:
- 1 year of cash-handling experience in a retail environment;
- 1 year of work experience in a financial services sales environment preferred;
- Strong technical and computer skills including MS Office applications (Word Excel Outlook);
- Prior banking/credit union experience preferred;
- Must be bondable.
What youd be doing:
Member Service & Account Support
Open and close member accounts with accuracy and professionalism
Provide timely and courteous assistance to members via in-person phone or email communication
Process bill payments payroll deductions and account splits with precision and adherence to HMECU guidelines
Support members in setting up and navigating CU-Line and internet banking services
Distribute member statements in a timely and organized manner
Process personalized cheque orders and ensure correct routing to designated staff
Maintain up-to-date working knowledge of all applicable policies procedures guidelines and legislative requirements including Anti-Money Laundering (AML) and Privacy regulations
Transactional Excellence & Operational Accuracy
Ensure all member transactions are processed correctly including RRSPs term deposits and account changes
Balance daily cash drawer and outgoing cheque totals with attention to detail and accuracy
Handle daily filing responsibilities including loan documentation RRSPs and GIC paperwork
Maintain accurate and complete member files in compliance with internal standards and audit requirements
Perform clearing duties and other operational support tasks as required
Product Knowledge & Cross-Sell Opportunities
Maintain current knowledge of HMECUs full suite of products and services
Identify and act on cross-sell opportunities recommending solutions tailored to member needs
Sell and process primary cheques (bank drafts) US money orders travellers cheques and travel insurance
Solicit new business through member engagement and proactive discussion of financial solutions
Member Experience & Professional Communication
Deliver exceptional service by understanding and anticipating member financial needs
Engage in meaningful conversations with members to understand and address their specific financial goals and needs
Communicate clearly and professionally with members colleagues and leadership across all channels
Handle all interactions in accordance with HMECUs Privacy Policy and confidentiality standards
Escalate potential or known concerns related to policies procedures or regulations to the appropriate Manager
Team Collaboration & Culture
Support teammates by offering assistance and contributing to a positive branch environment
Participate actively in team-building initiatives and work collaboratively toward shared objectives
Uphold a respectful inclusive and solutions-focused approach in all team interactions
Recognize how individual responsibilities contribute to the Credit Unions broader vision and goals
Adaptability & Continuous Improvement
Remain open to change and flexible with work schedules or responsibilities as business needs evolve
Embrace new initiatives technologies and procedural changes with a growth mindset
Stay informed and adaptable during organizational transitions including policy updates or system conversions
Promote a culture of learning by participating in ongoing training and staying current with internal communications
Other Duties and Responsibilities as may be assigned
Please note:Healthcare and Municipal Employees Credit Union has an accommodation process in place and provides accommodations for employees with you require a specific accommodation because of a disability or a medical need please contactHRso that arrangements can be made.
Job Type: Part - time One (1) New Part time vacancy
Location: Limeridge Branch
Pay: $27.19 hourly (includes % in lieu of benefits and vacation)
Required Experience:
Unclear Seniority
Key Skills
- Bidding
- Apprentice
- Bricklayer
- Airport
- Jni
- Airlines
