Member Experience Team

Job summary

The role involves supporting daily banking transactions, maintaining accurate account records, and providing exceptional service to members. You will also actively identify member needs to recommend appropriate financial products and services while participating in community events.

Job details

The Member Experience Team (MET) at our Canmore branch consists of collaborative professionals who are passionate about delivering exceptional member experiences. As a member of this team, you’ll support daily banking needs, build meaningful member relationships, and be part of a vibrant community in one of Canada’s most iconic destinations. If you have a keen eye for detail, strong organizational and time management skills, and a passion for people; this role may be a great fit. Our team members create a positive first impression and deliver exceptional service in every member interaction. WHY CANMORE? Working at our Canmore branch means more than just a job; it’s a lifestyle. We offer a compensation and benefits package designed to support you in one of Canada’s most sought-after communities: Cost of Living Allowance - a supplemental allowance to help offset the higher cost of living in the Canmore area Benefits - Compensation includes a comprehensive benefits package, RRSP program, vacation, and a Health Spending Account. Paid Parking - full employer-paid parking, a significant perk in one of the most visited towns in Canada Vibrant Community - a tight-knit, welcoming community where staff are active participants in local events and initiatives Growth & Development - access to ongoing training programs and pathways for advancement within BVCU WHAT YOU'LL DO At the heart of this role is building genuine connections with our members and supporting their financial wellbeing: Member Experience Activities Complete all member transactions daily banking, and account maintenance accurately and efficiently Participate in activities that support the expansion of member relationships by seeking opportunities for cross-selling and referrals across all BVCU products and services, as well as trusted third-party providers Recommend appropriate products and services to current and prospective members by identifying and analysing their needs, explaining features and benefits, and completing documentation in accordance with policies and procedures Maintain discretion and confidentiality to respect members privacy Operational and Administrative Activities You'll also play an important role in maintaining the smooth day-to-day operations of the branch: Adhere to BVCU policies and procedures to ensure all daily, monthly, quarterly, and annual tasks are completed accurately, consistently, and in compliance with regulatory requirements Support overall branch operations, including opening and closing procedures, and maintaining related records Perform internal auditing Teamwork & Community We're proud of our community roots and we want our team to be too: Participates in a positive, collaborative work environment that encourages pride, teamwork, and mutual respect Participates in training and development programs provided by internal and external resources Actively participates in community events that are sponsored by BVCU WHAT WE'RE LOOKING FOR: EDUCATION, EXPERIENCE & QUALIFICATIONS Grade 12 diploma or equivalent Superior customer service skills with previous sales experience Previous cash handling experience is an asset Proficiency in Microsoft Office applications SKILLS & COMPETENCIES Member-First mindset: genuine passion for delivering exceptional service and building lasting member relationships Communication: excellent verbal and written communication skills, with the ability to explain products and services clearly and confidently Critical Thinking: strong problem solving skills with the ability to multi-task and prioritize in a dynamic branch environment Attention to Detail: meticulous approach to transaction accuracy, compliance, and recordkeeping Discretion & Integrity: sound judgment when handling confidential member and financial information Team Player: collaborative and reliable, with a positive attitude and commitment to continuous learning and development THE DETAILS: This position is on-site Working Hours: Monday – Friday 8:45 am to 5:15 pm (37.5 hours per week) Must be bondable: satisfactory criminal and credit background checks required Must be legally authorized to work in Canada on a full-time basis Online applications only WORKING AT BOW VALLEY CREDIT UNION: Bow Valley Credit Union has been serving the Bow Valley corridor since 1953 - a member-owned co-operative built on the belief that financial services should work for people, not shareholders. That founding purpose still shapes everything we do. As a co-operative, we operate by seven core principles: open and voluntary membership, democratic member control, member economic participation, autonomy and independence, education and training, co-operation among co-operatives, and genuine commitment to community. These aren't just words on a wall - they guide how we make decisions, support our team, and serve our members every day. We welcome applications from all backgrounds. Only candidates selected for an interview will be contacted. Note: This description provides an overview of the position and is not exhaustive. Responsibilities may evolve at the discretion of Bow Valley Credit Union.

What you’ll do

The role involves supporting daily banking transactions, maintaining accurate account records, and providing exceptional service to members. You will also actively identify member needs to recommend appropriate financial products and services while participating in community events.

Requirements

Candidates must possess a Grade 12 diploma or equivalent and have superior customer service skills. Previous cash handling experience is considered an asset, and proficiency in Microsoft Office applications is required.

Benefits

• Cost of Living Allowance
• Comprehensive benefits package
• RRSP program
• Vacation
• Health Spending Account
• Paid parking
• Training programs

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• Attention to detail · Preferred
• Cash handling · Preferred
• Sales · Preferred
• Communication · Preferred
• Multi-Tasking · Preferred
• Microsoft Office · Preferred
• Critical Thinking · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Sales
• Cash handling
• Microsoft Office
• Communication
• Critical thinking
• Problem solving
• Multi-tasking
• Attention to detail
• Recordkeeping
• Discretion
• Integrity
• Teamwork
• Time management
• Organizational skills
• Cash Handling
• Continuous Development
• Cross-Selling
• Record Keeping
• Positivity
• Customer Service
• Confidentiality
• Cooperation
• Training And Development
• Critical Thinking
• Financial Services
• Internal Auditing
• Problem Solving
• Multitasking
• Operations
• Time Management
• Prioritization
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Retail
• Administrative
• Member Experience Manager
• Membership Sales Representative
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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