Member Service Representative

Location: Cambridge
Job Type: Temporary Part-time (4 months)
Job Classification: A

Why work at YNCU?
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?

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:

• Certified Ontario Living Wage Employer
• 2022 Canada's Healthy Workplace Month Great Employer Award
• Employer under The Career Directory (2023): Canada’s Best Employers for Recent Graduates
  
• Wellness Initiatives including our Employee and Family Assistance Program, premium membership for Calm, Consult+, 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

The Role
Provide prompt, courteous member service not only by processing member’s financial transactions, but also by cross selling (or referring), at every opportunity, our full range of products and services, thus ensuring that our members expectations are consistently met or exceeded.

Duties & Responsibilities               

• Process members’ transactional requests (deposits, withdrawals, transfers, etc.)
• Answer the telephone in the branch to provide member service
• Balance the ATM when requested
• Promptly respond to member inquires/problems in a courteous and efficient manner
• Uncover members’ needs, and assist members to utilize the products or services which best meet those needs
• Proper completion and submission of tracking sheets
• Make a minimum of 5 sales calls per week
• Make at least 1 high level referral per week
• Make at least 1 MemberCARE referral per month
• Follow our Quality Service Standards consistently

What we are looking for

• Have the flexibility to work a varying schedule, which could change, including evenings and weekends
• Willingness to work at any branch of YNCU when requested
• Meet YNCU’s Balancing Standards:  Same-day Balancing Ratio 75% minimum (Goal:  90%), Accumulated Difference YTD within $100.00 and Time Required to Balance 15 min. average
• Be willing to accept increased responsibilities
• Be a team player
• Have the ability to communicate effectively with staff and members alike and a desire to not just do a job, but to do it well
• Professional demeanor and professional dress
• Be comfortable using the Internet and e-mail programs--including the use of YNCU’s On-line Banking

Posting Date: Friday, September 6th  2024

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.