Member Experience Representative
- Hamilton, ON, Canada
Salary: $27.36 per hour · Full-time
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Job details
- Pay
- Salary: $27.36 per hour
- Job type
- Full-time
- Apply by
- Experience
- 3 years office, credit union/ bank experience or demonstrated experience
- Posting language
- English
- Posted
Original job description
Why FirstOntario?
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members' financial needs. The Member Experience Representative will provide relevant, timely and accurate financial advice to members and prospective members to meet their financial goals, and to become the financial institution of choice. The Member Experience Representative must be a team player and willing to go above and beyond to provide the optimal member experience. The Member Experience Representative will assist with achieving the goals and objectives relating to business development as set forth by the Branch Manager at multiple branches.
Role
Sales
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
This posting is for an existing vacancy.
Salary: $27.36 per hour
- Competitive compensation packages
- Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account
- Enhanced mental health benefits through SunLife and TELUS Health
- Exclusive banking benefits
- Pension Plan
- Up to $1000 per year towards professional development
- Company-wide Employee Volunteer program (Blue Wave Program)
- Employee and Family Assistance Program
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members' financial needs. The Member Experience Representative will provide relevant, timely and accurate financial advice to members and prospective members to meet their financial goals, and to become the financial institution of choice. The Member Experience Representative must be a team player and willing to go above and beyond to provide the optimal member experience. The Member Experience Representative will assist with achieving the goals and objectives relating to business development as set forth by the Branch Manager at multiple branches.
Role
Sales
- Uncover and identify opportunities with members and prospective members
- Responsible for proactive business development activities and fulfilment both internally and outside the branch.
- Provide products and services to members to increase share of wallet and ensure we are the primary financial institution of choice.
- Utilize the sales cycle to optimize value for members and fully capture all sales & service opportunities including follow up by using our Membership Relationship Management (MRM).
- Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
- Accountable for achieving goals for a portfolio of members as set out by the Branch Manager
- Must adhere to FirstOntario Credit Union's Member Experience standards with all of our external and internal members along with external partners.
- Must promote all alternative delivery channels to the Member including but not limited to online banking, PAT, mobile banking etc.
- Operate and make decisions within prescribed delegated authorities including but not limited to guidelines outline in your "letter of authority"
- Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiries
- Required to backup traditional MSR, & MC roles
- Assist / relieve other positions or with duties in the home branch or other branches within region as
- Complete branch opening and closing activities, as required or
- Perform all audits, processes and proofing as required
- Balance cash daily or as instructed
- Provide credit and non-credit administration support to Management and other staff as required (reporting, member correspondence, etc.)
- Assist in maintaining combinations and safety deposit box records and controls
- Perform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. This includes cash orders and shipments, teller crosses, and managing branch cash holding
- Consider health & safety as a primary concern to ensure the overall well-being of the department and members
- Must complete other job-related courses and certificates as required
- Competent knowledge of Microsoft Office Suite
- A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards
- Must have demonstrated interpersonal and communication
- Must be able to work well with a minimum of supervision
- Must be capable of working as a team player, willing to assist other staff as required
- Must have a positive attitude and will go above and beyond
- Position expectation meeting will be required prior to awarding the position
- Grade 12 or equivalent
- Must have the demonstrated efficiency, technical knowledge, and ability to perform the job
- 3 years office, credit union/ bank experience or demonstrated experience
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
This posting is for an existing vacancy.
Salary: $27.36 per hour
More about this job
Responsibilities
Deliver exceptional member service and relevant financial advice, identify member needs, and recommend products and services to support financial goals and business development targets. Perform branch transactions and operational duties, including cash balancing, audits, administrative support, and assisting staff across branches.
Requirements
Requires Grade 12 or equivalent and at least three years of office, credit union, or banking experience, or demonstrated equivalent experience. Candidates must have relevant technical knowledge, Microsoft Office proficiency, strong communication and interpersonal skills, and the ability to work independently and as part of a team.
Skills
- Member Service
- Financial Advice
- Sales
- Business Development
- Needs Identification
- Relationship Management
- Referrals
- Transactional Service
- Cash Handling
- Credit Administration
- Microsoft Office
- Communication
- Interpersonal Skills
- Teamwork
- Auditing
- Branch Operations
Benefits
- Competitive Compensation
- Health And Wellness Benefits
- Personal Spending Account
- Enhanced Mental Health Benefits
- Exclusive Banking Benefits
- Pension Plan
- Professional Development Funding
- Employee Volunteer Program
- Employee And Family Assistance Program
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Sales
- Finance & Accounting
Keywords
- Credit Union
- Banking
- Financial Services
- Member Experience
- Member Service
- Financial Advice
- Business Development
- Sales Cycle
- Wealth Management
- Commercial Banking
- Investments
- Online Banking
- Mobile Banking
- Automated Teller
- Microsoft Office Suite
- Deposits
- Withdrawals
- Cheque Cashing
- Cash Balancing
- Branch Operations
- Audits
- Credit Administration
- Safety Deposit Boxes
- Cash Custody
- Health And Safety