New job at Westminster Savings (via |

Customer Service Specialist - 2 part-time position available!

December 2 2019
Industries Bank, Insurance, Financial services
Categories Customer Service, Call Centres, Bank, Insurance, Financial Services, Customer service, Bank, Insurance, Financial services, Customer Service, Call Centres
Coquitlam, BC

We are currently looking for two part-time (3 days a week) Customer Service Specialists for our Sunwood Branch. This is an outstanding opportunity to either start - or further develop - your career in Financial Services by joining Westminster Savings as a Part Time Customer Service Specialist (CSS). The CSS is responsible for proactively managing and developing positive and profitable sales and service relationships with our members and customers; for successful branch operations and administration as part of the broader branch team; and for delivering our in-branch service as part of Westminster Savings’ broader customer experience strategy.

At more than $4.2 billion in assets under management, Westminster Savings is one of Canada’s largest credit unions. Through our 420 employees, our focus is serving our more than 67,000 members across each of our four lines of business – Consumer Banking, Commercial Banking, Wealth Management, and Auto/Equipment Leasing. At Westminster Savings we look beyond accounts, rates and products and are committed to delivering real and tangible value to our customers.

We are very proud of the culture we’ve created – one that reflects our desire to work collaboratively with our employees, invest in potential and celebrate our wins, both big and small. There is a shared sense of pride at Westminster Savings, in the work we do every day, and an unwavering commitment to our employees’ continued success. It is so much more than a job at Westminster Savings.

This is also an especially exciting time to join Westminster Savings as Members of Prospera Credit Union and Westminster Savings have approved the largest merger in Canadian credit union history. The positive vote means that the credit unions will merge effective January 1, 2020. For full please visit or

Customer Service Specialist

Key Accountabilities

Sales and Service Excellence

  • Quickly and promptly greets members and customers, establishes rapport and addresses initial product and service inquiries and customer concerns.
  • Maintains high service quality standards, consistently incorporates the strategic selling process in customer interactions, and seeks opportunities to deepen customer relationships.
  • Proactively seeks opportunities to demonstrate our value proposition, uncover needs and recommend appropriate products, services and solutions, closing the sale and/or referring to other experts or lines of business.
  • Develops daily and weekly activity plans to achieve individual goals.
  • Actively participates in sales meetings and maintains accurate history of sales and service activity on the customer relationship management (CRM) system.
  • Proactively contacts customers for a wide range of sales and service opportunities (e.g. renewals of terms, RRSPs and loan re-advances).
  • Supports and participates in (Branch-based) community initiatives.

Portfolio Management

  • Ensures consistent follow-up on existing clients; provides ongoing advice/solutions
  • Generates sales leads and develops new customer relationships through sales calls and personal contacts
  • Identifies and acts on sales opportunities with existing customers through outbound calls.
  • Refers customers to other line of business experts and external business partners as needed, collaborating to ensure a seamless and rewarding customer experience.

Operations and Administration

  • Handles transactions including, but not limited to, deposits, withdrawals, transfers, cheque cashing, and bill payments.
  • Opens personal and business profiles, demand accounts, term deposits, loans, ATM cards, and other banking products and services.
  • Performs initial loan interview with customers, completing the necessary checks and verification; reviews loan application with manager, recommending approval or decline; advises customer of result with supporting information and advice to the customer if appropriate.
  • Handles process for estates including initial interview, collecting required documentation and establishing requirements for disbursement of funds.
  • Performs administrative tasks including, but not limited to: ATM balancing and maintenance; processing ATM cards, night deposits, post-dated and pending items; maintaining ATM card supplies; balancing cash and negotiables; filing.
  • Performs cash desk duties including handling cash for foreign currencies, accepting cash orders, assisting with treasury and balancing and maintaining cash drawer.
  • Required to provide support with your branch district.
  • Assists with branch opening and closing processes and duties.

Other duties as assigned

About You

While 1 to 2 years' experience in a frontline role within a financial services environment is preferred but not mandatory. Exposure to retail lending would also be an asset.

More importantly, you will have a 'can do' front line/customer service mindset, a strong interest in a career in financial services, a capacity and passion for learning, strong team orientation, excellent communication and relationship building skills, and a keenness to grow and help others.

You are a self-described ambassador for the ultimate customer experience and you love to connect with customers and build lasting business relationships. A demonstrable interest in community involvement is also a must-have!

We are currently hiring for 2 part-time CSS’s. You will be guaranteed to work 3 days a week.

We can offer you:
• An employer that values you and recognizes the power you have to create success for yourself while making a difference in the financial well-being of others
• A financially stable and growing team that believes in providing world class service in our local setting
• An employee focused culture that provides extensive learning and career development opportunities
• A competitive total rewards package including a defined contribution pension plan.

Apply Today!

Apply now!