Member Solutions Centre Representative I (Full-time, permanent) Corporate

Access Credit Union is recognized as one of Manitoba's Top Employers, fostering a professional and innovative work environment. The Member Solutions Centre Representative I plays a crucial role in providing high-quality financial service to members, handling inquiries, processing transactions, and promoting credit union products and services.

Responsibilities

• Creating positive impressions as the first point of contact for members and potential members contacting Access Credit Union
• Build member relationships by resolving member problems/inquiries over the phone, chat, email, and other forms of communication
• Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention
• Proactively respond, identify and cross-sell products and service using an advice-based approach
• Utilize open-ended questions and techniques to overcome business objections
• Refer to the appropriate credit union specialist for lending and wealth management inquiries
• Set up appointments with staff in the branches to further assist member’s or contact members on behalf of departments within the branch
• Set up online banking for personal memberships; reset passwords and troubleshoot; and provide walkthroughs with members
• Maintain open communication and cooperation with various Access Credit Union department staff to ensure a friendly and efficient work environment
• Process non-registered and registered investment instructions using internal software and completing day-to-day tasks
• Balance electronic ledger on a daily basis through the banking system
• Work collaboratively with other team members to achieve organizational objectives
• Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success

Skills

• Grade 12 diploma or equivalent
• Minimum of 1-year previous experience in customer/member service role, experience within a contact centre or financial service preferred
• Knowledge of Access Credit Union's products and services
• 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
• Proficient computer skills
• Ability to follow standardized policies and procedures
• Attention to detail with high degree of accuracy
• Basic knowledge of risk management within the financial industry
• Experience within a contact centre or financial service preferred
• Business Administration or other post-secondary education would be considered an asset

Benefits

• 100% company paid health benefits
• Employer-matched pension plan
• Continuing education
• Career advancement opportunities

Company Overview