Member Service Representative 1 - RC - Union

Job summary

The Member Service Representative acts as the primary point of contact for members, processing financial transactions and providing sales expertise on products and services. They are responsible for maintaining member relationships, answering inquiries, and ensuring accurate end-of-day balancing.

Job details

**Posting Deadline: Please submit your application by 11:59 PM PST, October 2, 2026** Position Type: Permanent Together, Let’s Do Great Things! We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Member Service Representative, so if you’re passionate about improving people’s financial health and have experience with sales and service, we’d like to hear from you. Hours This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work. As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”. What’s the role? As a Member Service Representative, under direct supervision you will process a variety of financial and non-financial transactions for members within the guidelines established. Coastal Community Credit Union strives "to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is your responsibility as a Member Service Representative to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union. Your duties will include: 1. Accurately processes a variety of transactions to meet the needs of our members. 2. Providing sales and service expertise to inform members of new products/services and changes to existing products/services. 3. Answering telephone inquiries. 4. Providing members access into safety deposit boxes. 5. End of day processing and balancing to be completed in a timely manner as per established procedures. 6. Performing other related duties as assigned. What are we looking for? * A secondary school diploma with academic emphasis * 1 year post-secondary education * Up to 1 year of work experience in a sales and service position Ideally, you are a flexible, collaborative team player with: * Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications. * Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members. * Effective listening skills to engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request. * The ability to multitask with keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service. * Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests. If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us. Who are we? Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are: * We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island. * We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services. * We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs. At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities. Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success! Part Time Role Range (Hourly Wage) - $25.54 to $30.19 We welcome existing MSR2 employees to apply internally for this role and your current wage range would be applicable. The wage ranges provided are based on the Union collective agreement. If this role resonates with your passion and skills, we would love to hear from you.

What you’ll do

The Member Service Representative acts as the primary point of contact for members, processing financial transactions and providing sales expertise on products and services. They are responsible for maintaining member relationships, answering inquiries, and ensuring accurate end-of-day balancing.

Requirements

Candidates must have a secondary school diploma with at least one year of post-secondary education and up to one year of experience in a sales and service role. Proficiency in Windows applications, strong communication skills, and the ability to multitask are essential for this position.

Benefits

• Extended benefits package • Employer-paid RRSP contribution • Education and training support • Banking perks • Work/life balance

Listed skills

• Customer service · Preferred
• Problem solving · Preferred
• Microsoft Excel · Preferred
• Multitasking · Preferred
• Data entry · Preferred
• Microsoft Word · Preferred
• Communication Skills · Preferred
• Microsoft Outlook · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial transactions
• Sales and service
• Customer service
• Keyboarding
• Computer navigation
• Communication skills
• Active listening
• Multitasking
• Interviewing skills
• Problem solving
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• Data entry
• Cash balancing
• Interviewing Skills
• Self Development
• Shift Work
• Management
• Communication
• Sales
• Financial Services
• Problem Solving
• Lifelong Learning
• Listening Skills
• Balancing (Ledger/Billing)

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Retail
• Member Service Representative
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives