Casual Deposit Services Representative
The Deposit Services Representative is responsible for processing member transactions and providing financial solutions while promoting credit union services. The role involves maintaining security standards, balancing accounts, and ensuring high-quality member service through proactive engagement.
- On-site
- Tumbler Ridge, BC
- Posted Jul 30, 2026
- 1 position
Job summary
DEPOSIT SERVICES REPRESENTATIVE (CASUAL) TUMBLER RIDGE BRANCH Title Deposit Services Representative Department Deposit Services Reports to Assistant Branch Manager Grade 2 Salary $31.96 per hour, plus additional $2.00 per hour in lieu of benefits Posting Date July 30, 2026 Closing Date Until filled SUMMARY This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development. KEY RESPONSIBILITIES * Process member transactions * Recognize member needs and promote all Credit Union deposit services * List and balance outgoing cheques utilities and all other transactions * Assist with night deposits * Process hold funds, stop payments, auto transfers * Complies with Money Laundering/Confidentiality * Adheres to security standards * Ensure filing is up to date * Other duties as required REQUIRED KNOWLEDGE SKILL AND ABILITIES * Sales and Service focus with an aptitude for business development and relationship building * Strong commitment to continuous learning * Excellent communication and interpersonal skills * Maintains a positive attitude towards corporate initiatives and change management * Strong follow up skills * Demonstrates dedication to providing quality member sales and service * Proven ability to be creative and innovative * Able to identify members needs, answer enquires and provide solutions * Able to process all teller transactions promptly and accurately * Demonstrates product knowledge * Demonstrates the ability to be detail oriented and manage multiple tasks * Demonstrates effective organization and time management * Able to make sound judgment and analyze problems * Demonstrates an affinity for basic mathematics * Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations * Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times * Other related duties as assigned EXPECTED OUTCOMES OF THE ROLE * Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service * Accurate and timely member transactions * Positive internal and external service levels are achieved through the proactively and resourcefulness * Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud * Supports the team to achieve results * Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome * A positive and professional work environment is maintained EDUCATION AND EXPERIENCE * Minimum 3 years’ customer service experience * Experience working in a financial institution an asset * Post-secondary education in business, finance, accounting or equivalent Interested candidates are invited to apply within this application. Internal applicants please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability. We thank all applicants for their interest in Lake View Credit Union; however, only shortlisted candidates will be contacted.
What you’ll do
The Deposit Services Representative is responsible for processing member transactions and providing financial solutions while promoting credit union services. The role involves maintaining security standards, balancing accounts, and ensuring high-quality member service through proactive engagement.
Requirements
Candidates must have at least 3 years of customer service experience and a post-secondary education in business, finance, or accounting. Strong communication skills, an aptitude for sales, and the ability to handle multiple tasks accurately are essential for this role.
Benefits
• Additional $2.00 per hour in lieu of benefits
Listed skills
- Customer servicePreferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Customer service
- Sales
- Business development
- Relationship building
- Communication skills
- Interpersonal skills
- Time management
- Problem solving
- Mathematics
- Detail oriented
- Financial transactions
- Conflict resolution
- Policy compliance
- Change management
- Product knowledge
- Stop Payments
- Product Knowledge
- Resourcefulness
- Continuous Development
- Tactfulness
- Cross-Selling
- Teller Transactions
- Positivity
- Accounting
- Business Development
- Corporate Finance
- Change Management
- Customer Service
- Communication
- Confidentiality
- General Mathematics
- Innovation
- Interpersonal Communications
- Relationship Building
- Time Management
- Filing
- Detail Oriented
Job areas
- Finance & Accounting
- Customer Service & Support
- Sales
- Deposit Services Representative
- Customer Service Representative (General)
- Inquiry Clerks
- Customer Service Representatives
Additional details
- Minimum education
- High school
- Minimum experience
- 2+ years
- Posting language
- English
- Working hours
- 40 hours per week
