Member Service Representative (Part-time)
Duca Financial Services Credit Union Ltd
Brampton Ontario
Salary: Neg Per Hour
Key Accountabilities & Duties
- Delight each Member by providing
outstanding service (both at the front counter and by phone), answering
inquiries, and always striving to increase Member satisfaction.
- Promote DUCA’s full range of services by
explaining benefits and features of DUCA solutions, open new Member
accounts, and make quality referrals to an advisor through proactive
probing.
- Make outbound awareness and service
follow up calls to Members as well as proactive outbound calls to book
advisor appointments.
- Handle Member requests for deposits,
withdrawals, transfers, and other routine transactions.
- Identifies and fulfills Members’
financial service needs, e.g. cashing and certifying cheques, processing
bill payments, ordering cheques, buying/selling foreign currencies, and
processing wires, RRSP and term deposit transactions, as well as assisting
Members get a debit card.
- Having up front dialogue with members to
uncover financial needs with a talent for “opportunity spotting”.
- Solves Member issues using standard
procedures and knows when to escalate non-standard issues, if required.
- Remains current and up to date on DUCA
products, services, operational, and risk policies and procedures.
- Participates in local market business
development opportunities and community.
- Assists with counting large cash
deposits.
- Completes general office duties,
processing and administration as required.
Occupational Experience & Education
Requirements
- High School Diploma or equivalent
(Undergraduate degree or equivalent preferred).
- Experience working with and handling
cash.
- Strong knowledge of computer systems.
- Two years’ experience helping Members or
customers in either a bank or credit union environment, preferred.
- Previous experience with sales is
considered an asset.
Job Overview
Posted Date: 01 May 2024
Location: Brampton Ontario
Salary: Neg Per Hour
Company Information
Founded in 1954, our founders saw the need for a financial co-operative that would work for its Members. Our founding belief of "profits with a purpose" continues to guide us to this day. It has taken us from a single branch credit union in Toronto to 17 branches across Southern Ontario and over 85,000 Members we are proud to serve
Name: Duca Financial Services Credit Union Ltd
Web: www.duca.com