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Added 13 mins ago
Administrative Secretary
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…Addiction Medicine (RAAM) and Outpatient Addictions and Gambling Services (OAGS), while ensuring the day-to-day operations are managed, coordinated, and…
Added 13 mins ago
Administrative Secretary
Health Sciences North
Sudbury, ON
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Work with Assistant Manager to ensure all team members are fully cross trained
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Added 42 mins ago
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FirstOntario Credit Union

Member Experience Representative - Repost

Burlington, ON, Canada

Salary: $27.36 per hour · Full-time

Apply on LinkedIn About employer

Applications open in a new tab.

Job details

Pay: Salary: $27.36 per hour
Job type: Full-time
Apply by: Dec 6, 2026
Experience: 3 years office, credit union/ bank experience or demonstrated experience
Posting language: English
Posted: Nov 6, 2026

Original job description

Why FirstOntario?

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

Job Overview

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

Service

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

Operations

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

Job Specifications

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

Job Requirements

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

Interested in this role, but don't meet every requirement? We encourage you to apply! We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help make FirstOntario better. At FirstOntario, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

Salary: $27.36 per hour

Apply on LinkedIn About employer

More about this job

Responsibilities

Provide exceptional member service and timely financial advice, identify members’ financial needs, and recommend suitable products and services. Support sales and business development goals while completing branch transactions, operational controls, cash management, and administrative duties across branches as needed.

Requirements

A high school diploma or equivalent and at least three years of office, credit union, or bank experience - or demonstrated equivalent experience - are required. Candidates should have Microsoft Office knowledge, financial services industry awareness, strong communication and interpersonal skills, and the ability to work independently and collaboratively.

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
Branch Operations
Health And Safety

Benefits

Competitive Compensation
Health And Wellness Benefits
Personal Spending Account
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

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
Microsoft Office Suite
Deposits
Withdrawals
Cheque Cashing
Member Cards
Cash Management
Branch Operations
Credit Administration
Audits
Safety Deposit Boxes
Cash Custody
Health And Safety

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