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About the Role
The Member Services Representative serves members and clients requiring assistance with monetary transactions. This role involves advising members on the use of products and services, supporting them with their operations, and providing general information about the Credit Union's offerings.
Responsibilities
- Process monetary and convenience transactions (e.g., deposits, withdrawals, bill payments, account changes, check orders, transfers, direct debits, account statements).
- Analyze member needs regarding available products and services, make recommendations, and sell products to ensure comprehensive service.
- Listen to member and client needs to ensure satisfaction and identify sales opportunities.
- Inform and answer member questions about various services and products, directing them to appropriate departments.
- Identify suspicious transactions and/or fraud cases and report them to the supervisor.
- Follow up on notes and alerts appearing on member accounts or profiles.
- Prepare, verify, and record supporting documents for transactions.
- Balance cash drawer at the end of the day and assist colleagues as needed.
Requirements
- High school diploma required.
- Proficiency in both official languages.
- Demonstrated ability to learn on the job.
- Approachable and customer-oriented demeanor.
- Professional rigor and meticulousness.
- Ability to work in a team.
- Exceptional customer service skills.
- Familiarity with security measures, legal frameworks, internal controls, and the operations of a financial services cooperative.
- Knowledge of operational procedures related to convenience products and services, and automated and assisted transactions.
- Knowledge of the Credit Union's products and services.
- Candidates are subject to surety bond approval by the insurer.
Skills
- Bilingualism (English and French)
- Customer service
- Sales
- Transaction processing
- Teamwork
- Attention to detail
Location
- Argyle Service Center
Work Type
- Part-time
- Less than 25 hours/week
Experience Level
- Entry-level
Education Level
- High school diploma
Salary/Compensations
- $21.91 - $27.06/hour (N3 pay scale)
Benefits
- Accommodations available upon request for candidates participating in all stages of the hiring process.
About the Company
- La Caisse Alliance is a French-speaking financial cooperative.
- It employs over 385 people across 26 service centers in 24 Northern Ontario communities.
- The Credit Union manages over $2.5 billion in assets and serves approximately 55,000 members with quality financial services.
- It actively supports the economic development of its region and serves as a strong example of cooperation.
Equal Opportunity
- We offer equal opportunities to all.
- Accommodations are available upon request for candidates participating in each stage of the hiring process.