Member Solutions Centre Representative l (Full-Time, Permanent) Winkler

Job summary

The Member Solutions Centre Representative acts as the primary point of contact for members, handling inquiries via phone, chat, and email. They are responsible for processing financial transactions, cross-selling credit union products, and maintaining adherence to security and risk management policies.

Job details

Grow your career with one of Manitoba's Top Employers since 2014. At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union. At Access Credit Union, our values are straightforward: Do good Be better Own it Move forward The Member Solutions Centre Representative I (MSCR I) provides a high standard of financial service to existing and potential members. As the first contact on all incoming telephone calls, chats, and e-mails, the Member Solutions Centre Representative I contributes positively to the achievement of business development objectives responding to inquiries, processing transactions and promoting the full range of credit union products and services. Key Responsibilities and Accountabilities 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 This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor. Essential Qualifications 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 Business Administration or other post-secondary education would be considered an asset Employee Sub-Type Regular Starting Salary $41,505.00 Salary Band $41,505.00 - $50,769.00 In most situations, candidates will be offered the starting salary for the position. In exceptional circumstances, and at the organization’s discretion, an offer may be made above the stated minimum based on factors such as the candidate’s qualifications, internal equity and external compensation factors. When underfilling a position, the salary offered may be in a lower salary band. If you are interested in this position, apply today!

What you’ll do

The Member Solutions Centre Representative acts as the primary point of contact for members, handling inquiries via phone, chat, and email. They are responsible for processing financial transactions, cross-selling credit union products, and maintaining adherence to security and risk management policies.

Requirements

Candidates must possess a Grade 12 diploma or equivalent and at least one year of experience in a customer service or financial role. Strong interpersonal skills, proficiency with computer systems, and the ability to work effectively in a fast-paced environment are required.

Benefits

• Health benefits
• Employer-matched pension plan
• Continuing education
• Career advancement opportunities

Listed skills

• Customer service · Preferred
• Communication Skills · Preferred
• Sales · Preferred
• Problem solving · Preferred
• Risk Management · Preferred
• Attention to detail · Preferred
• interpersonal skills · Preferred
• Conflict Resolution · Preferred
• Data entry · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Communication skills
• Sales
• Problem solving
• Risk management
• Financial services
• Computer proficiency
• Attention to detail
• Interpersonal skills
• Conflict resolution
• Data entry
• Banking software
• Cross-selling
• Time management
• Professionalism
• Fraud Prevention
• Cross-Selling
• Accountability
• Planning
• Business Development
• Business Administration
• Call Center Experience
• Investments
• Communication
• Computer Literacy
• Confidentiality
• Cooperation
• Equities
• Financial Services
• Innovation
• Risk Management
• Wealth Management
• Troubleshooting (Problem Solving)
• Prioritization
• Detail Oriented

Job areas

• Customer Service & Support
• Finance & Accounting
• Administrative
• Member Solutions Representative
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

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