Supervisor Member Experience - Morinville

  • Morinville
  • Servus Credit Union

Compensation :$48,429 - $60,536 per annum

Servus is growing! We are looking for a Supervisor Member Experience at our Morinville Branch .

Reporting to the Assistant Branch Manager, you are an integral member of our retail branch and bring the knowledge and skills necessary to flex between service, sales and leadership functions depending on the branch's unique needs. As a Supervisor Member Experience, you will be assisting members with simple services along with using product expertise to identify member needs and recommend, refer, or provide products and services that enhance the member's financial well-being. You will also support initial discussions (lending, investment, account related) with walk-in members, perform regular proactive contact and follow-up with members, and assist with a variety of administrative and branch support activities.

More specifically, the scope of your responsibilities will include, but are not limited to:

  • Member Support :

  • Be the first point of contact for member enquiries or new leads (through phone, virtual, or face to face

  • Proactively gather and document all pertinent information required for the FA to have a robust conversation

  • Loan document administration including document preparation, member follow-up, searches, and loan file completion

  • Process member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing

  • Risk Management :

  • Audit for accuracy and completion of documentation and ensure that staff adheres to policies, procedures, compliance, and loss prevention guidelines to mitigate the risk of loss to Servus

  • Effective custody and control over cash holdings; adherence to authorization limits, and an overall expert understanding of all branch security procedures

  • Coaching & Leadership :

  • Develop consistent and formal coaching skills that include: service excellence, product knowledge, cross-selling, up-selling, the needs analysis process, negotiation, pricing and profitability

  • Deal with all member concerns, conflicts and complaints in collaboration with the Branch Manager effectively

  • Participate in the full life cycle for Member Service Representatives including hiring, training, coaching, career development, performance management

Requirements : To qualify, you will need at least the following:

  • Minimum 2 years retail banking experience
  • Proven customer service excellence

Although not required, the following are valuable assets:

  • Post-secondary education in Finance (or related studies)
  • Lending knowledge and experience

Benefits

Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:

  • Immediate financial service benefits
  • Group RSP programs available after 3 months
  • Minimum 3 weeks vacation and vacation purchase program
  • Flexible group benefit plan
  • Flexible health and/or wellness spending account
  • Employee/family assistance program
  • Profit Share

What happens next?

INDH