About You

Are you driven to deliver exceptional customer service using your communication and problem solving skills?

Are you passionate about understanding and meeting the needs of client's to help exceed their expectations?

If you're a collaborative, team oriented individual, who's excited to start or grow your career in the Financial Services industry, then this role may be for you!

Mainstreet Credit Union is actively recruiting for a part-time Customer Service Representative!

We believe we have the best team in the business due to our leadership philosophy of excellence, and team development. If you’re a motivated individual whose value system aligns with ours and you are looking for a new opportunity at a cooperative organization where employees, clients, and our communities’ matter, we want to hear from you!

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.

Mainstreet offers its employees:

• Work-life balance and flexible work arrangements
• Opportunities for training and advancement
• Generous salary, vacation and benefits (Mainstreet is a Living Wage employer)
• Opportunity to work at a values-based cooperative

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.

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.