Member Service Representative

Northern Savings, founded in 1940, is a community-based, member-owned, and democratically administered financial cooperative. Northern Savings offers personal and corporate account services, insurance, and investment opportunities in Prince Rupert, Terrace (and neighbouring areas), as well as on Haida Gwaii. We’re neighbours helping neighbours. That’s why we support our local businesses, organizations and youth with funding and programs, to build a strong community and a brighter future. Primary Purpose: The Member Service Representative (MSR) is a key position in the branch providing routine financial transaction through exemplary member service. The MSR is usually the primary point of contact for existing and new members and can foster relationships through service excellence and broad product knowledge.

Responsibilities

Processes wide range of financial transactions while offering a suite of deposit products; Is knowledgeable in all Northern Saving Credit Union financial products and services to enable referrals to Financial Services Representatives, retail and Business Services, wealth management and insurance (life, property and casualty); Takes ownership of member issues and complaints, resolving and referring as appropriate; Presents a professional image to members and internal customers (other staff); Continually markets the benefits of membership to non-members to grow the member base; Other duties may be assigned periodically; Engages in positive internal customer interactions which support a positive, respectful workplace that promotes team success; Collaborates with staff in addressing services issues and member concerns; Fosters a culture consistent with the credit union’s values and service philosophy; Actively participates in team meetings; Has excellent knowledge of processes and procedures that apply to the MSR role; Identifies process improvements and escalates to supervisor; Ensures that all interactions with members and fellow staff are completed in a professional and timely manner; Meets compliance, confidentiality and regulatory requirements and abides by management policy and branch procedures; Understands authorities with respect to overrides, waiving service charge and negotiable items custodial duties

Requirements

High School diploma; Previous sales and service experience; Demonstrated sales and service skills; Broad knowledge of products and services; Ability to prioritize, organize work within time constraints, under pressure and competing priorities; Ability to communicate and liaise professionally with members, potential customers, community groups and co-workers while maintaining confidentiality; Working knowledge, skills and experience in Microsoft Office

Nice to have

Completion of post-secondary education; Completion of CUSOURCE and/or CU Training courses related to this position; Previous financial services experience

Benefits

Additional 10% ISO on hourly wage