FCU Community Financial - Senior Member Service Representative (Permanent, Full-time) - Powell River

Major Responsibilities

• Provide service excellence and foster member relationships by:
• Maintaining a high level of knowledge of First Credit Union products and services, including continuous development to be aware of changes in the industry.
• Exhibiting a high commitment to member-client relationships by promoting the concept of relationship building, cross-selling all credit union products and services, and referring members to other departments when appropriate.
• Analyzing member needs and building relationships through member onboarding.
• Responding to member requests and inquiries and dealing with member issues with minimal assistance.
• Contributing to a high level of service by presenting a positive, pleasant, public image, and providing fast, efficient, personalized service.
• Acting as a resource and example to other employees in regard to knowledge, experience, and superior member service.
• Contributing to a positive team environment by working efficiently, professionally and in a friendly manner.
• Perform a variety of duties relating to the promotion, sale and administration of account, deposit, and loan products and services offered by First Credit Union. This includes but is not limited to:
• Promoting and providing advice on deposit products and services, including registered and non-registered accounts, with the ability to discuss investment options such as term deposits.
• Promoting and processing card products, including credit and debit cards as well as all electronic services.
• Providing guidance and administration on account options and membership, including estate administration.
• Complete loan applications, including interviews, and collection of documentation.
• Use the Financial Blueprint to support the overall financial well-being of our members.
• Actively pursue opportunities to improve growth and the development of loan portfolios and pursue new business by establishing and maintaining relationships in the community.
• Administrative duties as needed for loan documentation, reviews and renewals.
• Documenting and processing as required.

Required Experience, Knowledge, Skill, and Ability

• Secondary school diploma.
• Three years’ experience in the financial, sales or service industry.
• Education or equivalent experience with Products & Services, Fundamentals of Personal Financial Planning, Consumer & Residential Mortgage Lending, and Business Financial Statement Analysis.
• Superior knowledge of financial products and services.
• Demonstrated accountability for both personal and branch-assigned growth goals, targets and major initiatives.
• The successful candidate will demonstrate the following skills:
• Strong computer skills and proficiency in MS Office.
• Ability to communicate effectively, both orally and in writing.
• Ability to multi-task and problem-solve, with strong organizational skills and emphasis on time management.
• Strong interpersonal skills with a service-oriented focus.
• Ability to work in a fast-paced environment, perform under pressure, and demonstrate great initiative, resourcefulness and flexibility.
• Ability to develop a correlation between personal actions, service execution, and member expectations.

What You’ll Earn

Why work for us?