Financial Service Representative

Posting #: 26-34
Location: Ottawa
Union: UNIFOR
Job Type: Permanent, Full-time
Rate of Pay: $23.69

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?
Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.
Take a look at this job posting, and if it’s a good fit, we encourage you to apply. If it’s not for you but you know someone that may be better suited for it, we welcome you to share it with them! Thanks for checking us out!

The Role
As an integral part of the sales and services team, the FSR, as the first point of contact with members and potential members, is fully knowledgeable of features, benefits, target market, and operating conditions (including required documents) of the full range of personal products and services offered by the credit union.  To ensure high levels of service are maintained the FSR may be called upon to assist other FSR’s and complete routine transactions for members.

The FSR is responsible for servicing members consistent with the credit union’s objectives for member service and profitability.  The FSR promotes retention of quality, profitable member relationships by thoroughly resolving both ongoing member satisfaction with the credit union’s products and services and supporting the achievement of branch objectives.

This position is for an existing vacancy within our team.

• Process routine teller transactions initiated in person, online, by phone, email
• Complete direct deposit forms, and payroll deductions, personal information changes
• Input member credit card applications and follows up accordingly.
• Process cheque orders through third party supplier and follows up accordingly.
• Maintain cash custody, balance cash daily, adheres to teller transaction limits
• Adheres to operational policies and procedures.
• Responsible for cash orders.
• Submit cheque images for deposit through Central One.
• Responding to inquiries regarding registered products (RRSP, RRIF, TFSA)
• Process RRSP and TFSA withdrawals, deposits, transfers, and other transactions.
• Process new term deposits, renewals and cancellation instructions
• Resolve ATM card and POS transaction problems or concerns.
• Prepare Wire requests.

Qualifications

• Previous experience in financial services, retail banking, or a client-facing service role preferred.
• Demonstrated success in delivering exceptional member or customer experiences.
• Previous cash experience preferred
• Must be bondable

Why work at YNCU?

YNCU employees get to be a part of the growing credit union movement and help us get the word out on why banking locally is so important. We’re your friendly, helpful, and financially savvy neighbour who provides tailored financial services to our members, supports small businesses, creates local jobs, and gives back to causes that matter. Through our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws, we even let you choose the causes we donate to and support. YNCU is recognized for the following:

• B Corp Certified
• Competitive Compensation, Incentive Programs and Benefits
• Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, and LIFT Virtual Fitness
• Training and Development Opportunities
• Community Sponsored Events Employee and paid Volunteer opportunities
• Opportunities to get involved with fun and meaningful committees
• Free banking account
• Discounted Employee Rates

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at careers@yncu.com