Member Service Representative 2 - RC - Union

Job Details Description Posting Deadline: Please submit your application by 11:59 PM PST, May 6, 2024 Position Type: TemporaryDuration: Approximately 12 monthsTogether, Let’s Do Great Things!We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for a Member Service Representative 2 in our Relationship Centre (aka contact center) who is and is eager to help members and clients meet their financial needs through a variety of emerging channels. We are not your average contact center! We are passionate about building relationships with our members. It's so important to us, it's in our name! So if you’re an individual who is passionate about providing superior member service, and excited about being a part of the Relationship Centre success, we’d like to hear from you!HoursThis position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.What’s the role? As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products) through a variety of emerging channels. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is your responsibility as the Member Service Representative 2 in this emerging member service position to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member’s relationship with the credit union.Your duties will include: Providing sales and service expertise to inform members of new products/services and changes to existing products/services.Identifying and actively pursue internal referral opportunities to develop business through a variety of alternative channels; as well as work to achieve sales objectives.Completing member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships. Initiating/completing and forward for approval and signing, member applications for a variety of products including but not limited to registered and non-registered products, Mastercards and campaign Quick Loans.Handling member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.Inquiring as to what the member’s request is; for transactions that cannot be completed within the primary work area, inform the member of the documentation required in branch to complete the request. As required, authorizing transactions of other employees within own signing limits and provide guidance to same.Performing other related duties as required. What are we looking for? 1–3 years financial experience or an equivalent combination of education and experienceThe incumbent will have completed CUIC 185 or CUIC 200 and be actively pursuing further educationEnrolled in and/or completed a recognized public speaking courseSuccessfully completed the Level II examCompleted or actively working on all required annual courses.A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are requiredPrevious call centre experience an asset. Ideally, you are a flexible, collaborative team player with: Working knowledge of credit union products and services, the DNA Banking System, administration procedures and accounting. You must effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service. If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.Who are we? Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are: We’re 100% member-owned, with all decisions made locally—right here on Vancouver Island.We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs. At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We offer a generous total rewards package and a great work/life balance because we want you to spend your career here. Many people do!We take pride in offering a comprehensive total rewards package and workplace culture that's second to none. This includes a substantial extended benefits package, an impressive 11.50% Employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more!The wage ranges provided are based on the Union collective agreement.Part Time Role Range (Hourly Wage) - $25.64 to $31.08If this role resonates with your passion and skills, we would love to hear from you. Qualifications Skills Behaviors : Motivations : Education Experience Licenses & Certifications