Member Service Centre Representative (Part time Temporary up to 12 months)
Top Benefits
About the role
Why FirstOntario?
- Competitive compensation packages
- Enhanced mental health benefits through SunLife and TELUS Health
- Exclusive banking benefits
- Up to $1000 per year towards professional development
- Pension Plan
- Company-wide Employee Volunteer program (Blue Wave Program)
- Employee and Family Assistance Program
Job Overview
Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as appropriate. Professionally and efficiently perform sales, service, and operational accountabilities as outlined below.
Role
Sales:
- Provide prompt, accurate, efficient transactional sales to members over the phone and/or internet.
- Recognize opportunities and act on all discussions with members to acquire more of their business, through qualified referrals to appropriate staff.
- Determine whether to refer or to personally sell.
- Perform retention activity when requested.
- Track all referral sales activity.
- Actively participate in and contribute to all campaign activity, as directed.
- Build positive relationships with internal partners to support each other's business goals.
Service:
- Apply our "Member First" principles with all members and prospective members.
- Adhere to "Service Standards" in all circumstances with members and fellow staff.
- Promptly acknowledge members by name and refer them to a more appropriate staff member, if necessary, to fulfill members needs best.
- Project a positive and professional image and attitude with members and fellow staff.
- Work with member to resolve inquiries and/or Refer to other staff if 'wait time' for other members may be compromised.
- Close all transactions with a positive statement and thank member for their their business.
- Develop and pursue a Personal Development Plan, jointly agreed to with the Manager for continuous positive development of skills.
Operations:
- Adhere to policies and procedures, at all
- Complete all work accurately, promptly and fully from beginning to
- Act as joint custodian and/or combination holder, as
- Perform audits, processes and proofing, as required.
- Consider healthsafety as a primary concern to ensure the overall well-being of the department and members
- Perform all other duties, as assigned.
Job Specifications:
- Must have above average interpersonal and communication skills
- Must be able to work well with a minimum of supervision
- Must be capable of working as a team player, willing to assist other staff as required
- Must have demonstrated service abilities and be able to identify member needs cross selling certain products and referring smoothly to others, as appropriate
- Must be willing to learn and apply coaching
- Must be flexible and prepared to work hours established to meet member service demands
- Must have reliable and capable internet accessibility if remote shifts are required
Requirements
- Grade 12 or equivalent
- Previous call centre and/or customer service preferred
- Experience in MS Office is preferred
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
This posting is for an existing vacancy.
About FirstOntario Credit Union
When you do your everyday transactions, borrowing and investing with FirstOntario, you’re not just a member, you’re an owner. By joining FirstOntario, you become part of a special kind of organization – one that shares its profits and decision-making with the people who use its services.
With FirstOntario, you have a relationship with decision-makers from your own community, and you have a say in how we’re governed.
Today, FirstOntario Credit Union serves more than 115,000 Members with a full suite of banking products and has 29 locations serving 14 communities within the Hamilton, Halton, Niagara, Haldimand/Norfolk and Oxford regions.
Member Service Centre Representative (Part time Temporary up to 12 months)
Top Benefits
About the role
Why FirstOntario?
- Competitive compensation packages
- Enhanced mental health benefits through SunLife and TELUS Health
- Exclusive banking benefits
- Up to $1000 per year towards professional development
- Pension Plan
- Company-wide Employee Volunteer program (Blue Wave Program)
- Employee and Family Assistance Program
Job Overview
Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as appropriate. Professionally and efficiently perform sales, service, and operational accountabilities as outlined below.
Role
Sales:
- Provide prompt, accurate, efficient transactional sales to members over the phone and/or internet.
- Recognize opportunities and act on all discussions with members to acquire more of their business, through qualified referrals to appropriate staff.
- Determine whether to refer or to personally sell.
- Perform retention activity when requested.
- Track all referral sales activity.
- Actively participate in and contribute to all campaign activity, as directed.
- Build positive relationships with internal partners to support each other's business goals.
Service:
- Apply our "Member First" principles with all members and prospective members.
- Adhere to "Service Standards" in all circumstances with members and fellow staff.
- Promptly acknowledge members by name and refer them to a more appropriate staff member, if necessary, to fulfill members needs best.
- Project a positive and professional image and attitude with members and fellow staff.
- Work with member to resolve inquiries and/or Refer to other staff if 'wait time' for other members may be compromised.
- Close all transactions with a positive statement and thank member for their their business.
- Develop and pursue a Personal Development Plan, jointly agreed to with the Manager for continuous positive development of skills.
Operations:
- Adhere to policies and procedures, at all
- Complete all work accurately, promptly and fully from beginning to
- Act as joint custodian and/or combination holder, as
- Perform audits, processes and proofing, as required.
- Consider healthsafety as a primary concern to ensure the overall well-being of the department and members
- Perform all other duties, as assigned.
Job Specifications:
- Must have above average interpersonal and communication skills
- Must be able to work well with a minimum of supervision
- Must be capable of working as a team player, willing to assist other staff as required
- Must have demonstrated service abilities and be able to identify member needs cross selling certain products and referring smoothly to others, as appropriate
- Must be willing to learn and apply coaching
- Must be flexible and prepared to work hours established to meet member service demands
- Must have reliable and capable internet accessibility if remote shifts are required
Requirements
- Grade 12 or equivalent
- Previous call centre and/or customer service preferred
- Experience in MS Office is preferred
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
This posting is for an existing vacancy.
About FirstOntario Credit Union
When you do your everyday transactions, borrowing and investing with FirstOntario, you’re not just a member, you’re an owner. By joining FirstOntario, you become part of a special kind of organization – one that shares its profits and decision-making with the people who use its services.
With FirstOntario, you have a relationship with decision-makers from your own community, and you have a say in how we’re governed.
Today, FirstOntario Credit Union serves more than 115,000 Members with a full suite of banking products and has 29 locations serving 14 communities within the Hamilton, Halton, Niagara, Haldimand/Norfolk and Oxford regions.