Customer Service Representative (part-time; Sarnia)

Résumé du poste

The role involves providing friendly and efficient financial services to members, including processing transactions and identifying opportunities for additional products. The representative will also manage member inquiries, maintain cash limits, and support the branch's advice-based model.

Détails du poste

About Us: We are a dynamic and growing credit union with 10 locations across Southwestern Ontario, committed to providing exceptional financial services to our members. We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. With our full spectrum of investment, credit, and general banking instruments, our team can build the solution that is best for our customers; and since our customers are also our shareholders, this will always be our business objective! Mainstreet Credit Union is actively seeking a part-time Customer Service Representative to join our growing team! Why Join Our Team? At Mainstreet we believe in investing in you – whether it is our employees or our incredible members. At Mainstreet we are committed to providing exceptional service, advice and improving and making a difference in the lives of our members. Our Values: Personalized: High quality personalized advice with flexible solutions. Supported: Highly responsive through empowered professionals. Known: Meaningful impact and connected to community. Easy: Easy and in the way our members prefer. Compensation and Benefits: Hourly rate: $20.28 - $25.36 (commensurate with experience) Location: Sarnia Mainstreet also offers its employees: * Mainstreet is a Living Wage employer * Opportunity to work at a values-based cooperative * Work-life balance and flexible work arrangements * Generous vacation and benefit packages * Opportunities for training and advancement The Role The primary function of this role is to exceed the expectations of members by providing friendly, efficient, and courteous service and advice. Able to provide a range of services to members including responding to inquiries, analyzing needs, and assisting members to utilize the products or services which best meet those needs. This role is responsible for processing member transactions, updating accounts, looking for opportunities to uncover additional needs, and provide members the required information they require to resolve any issues they may be experiencing. Duties & Responsibilities: * Actively taking the time to understand our member’s needs, and providing prompt, courteous advice, and service with the goal of exceeding our member expectations. * Effective use of our Contact Relationship Management (CRM) tool in support of the Advice-Based Model to recognize opportunities and make referrals to our advice staff. * Provide members the information they require to make informed decisions about their transactional needs. * Accurately process all member transactions to ensure consistently balancing and taking the time to promote alternative methods for members to self-serve where appropriate. * Process MasterCard applications and identify opportunities for overdraft protection. * Maintain appropriate cash limits and adhere to other risk management issues in accordance with credit union policy standards. * Manage member concerns in a courteous, professional manner, and escalate where necessary. * Actively support team, branch and credit union vision and mission with a positive and helpful attitude toward all team members * Assist with other duties such as ATM balancing, night deposit, wire transfers, balancing of cheques and other end of day processes etc., as required. * Taking the time to understand the products and services available to members. * Post investment/lending transactions * May be assigned to monitor and maintain treasury and ATM, ensuring cash on hand is adequate and within branch limits. * May be required to fill in for other appropriate roles in the branch during temporary absences such as vacation. * Provide assistance as required with various reports, checking and scanning of documentation. * Perform other duties as assigned. Qualifications: * Demonstrated customer service skills * Ability to listen for member needs and match with appropriate business solutions (cross selling) * Friendly, enthusiastic attitude * Commitment to continuous personal improvement Basic level computing skills * Excellent communication skills * Demonstrated propensity for thoroughness and accuracy Join Mainstreet Credit Union and be part of a workplace that values diversity, promotes equity, and fosters inclusion. We actively seek diverse perspectives, ensure equal opportunities for all, and cultivate a culture where every individual feels valued. Our commitment to continuous learning ensures an environment where everyone can thrive. Mainstreet Credit Union is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences. NOTE: This posting is for an existing vacancy. AI in use for assessment of application compatibility.

Ce que vous ferez

The role involves providing friendly and efficient financial services to members, including processing transactions and identifying opportunities for additional products. The representative will also manage member inquiries, maintain cash limits, and support the branch's advice-based model.

Exigences

Candidates should possess strong customer service and communication skills with a commitment to continuous improvement. Basic computing proficiency and the ability to identify member needs for cross-selling are required.

Avantages

• Living wage employer • Work-life balance • Flexible work arrangements • Generous vacation packages • Benefit packages • Training and advancement opportunities

Compétences indiquées

• Service à la clientèle · Souhaitée
• Travail d’équipe · Souhaitée
• Résolution de problèmes · Souhaitée
• interpersonal skills · Souhaitée
• Souci du détail · Souhaitée
• Risk Management · Souhaitée
• Communication Skills · Souhaitée
• CRM · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Customer service
• Communication skills
• Financial services
• Transaction processing
• CRM
• Advice-based model
• Cross selling
• Cash management
• Risk management
• Problem solving
• Computing skills
• Attention to detail
• Interpersonal skills
• Teamwork
• Continuous Development
• Cross-Selling
• Professionalism
• Business Objectives
• Artificial Intelligence
• Automated Teller Machine
• Customer Relationship Management
• Investments
• Customer Service
• Communication
• Equities
• Financial Services
• Leadership
• Risk Management
• Team Building
• Balancing (Ledger/Billing)
• Enthusiasm

Domaines d’emploi

• Customer Service & Support
• Finance & Accounting
• Administrative
• Customer Service Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives