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
Access Credit Union is a Canadian credit union that provides daily banking, loans & mortgages and investment services. It was founded in 1940, and is headquartered in Winkler, Manitoba, CAN, with a workforce of 1001-5000 employees. Its website is https://www.accesscu.ca/.
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