At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.
At Access Credit Union, our values are straightforward:
Do good
Be better
Own it
Move forward
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting the products and services of the credit union.
Key Responsibilities & Accountabilities
Member Services
Process over the counter financial services in an efficient and professional manner, referring more complex issues to the appropriate person or department. Transactions may include deposits, withdrawals, loans and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange and cheque cashing.
Balance transactions including ATM, night deposits and the cash drawer on a daily basis.
Resolve routine problems with member accounts and deposit instruments referred by members and other branch staff.
Adhere to security procedures as they relate to the position including the safeguarding of cash, negotiable items and the prevention of fraudulent transactions.
Meet the requirements for balancing, un-located outages, high-risk errors and daily work audits within the designated timelines and targets.
Proactively respond to member inquiries in all mediums (in person, answering the branch phone, respond to email).
Understand and uses knowledge of member's financial situation to effectively position the value of products and services.
Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention.
Relationship Management
Differentiate between credit union and competitor products and services in terms of member needs.
Using an advice-based approach, communicate product and service information to secure sale of Access Credit Union’s products and services.
Utilize fact finding questions and techniques to overcome business objections; ask for sale.
Cross-sell all credit union products; solicit new members; foster business development through service excellence and product knowledge.
Maintain up-to-date knowledge of all products and services offered by the credit union and relevant policies and legislation by regularly reviewing literature and attending update meetings.
Team Work
Maintain open communication and cooperation with other staff to ensure a friendly and efficient work environment
Work collaboratively with other team members to achieve organizational and department objectives.
Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success.
Business Development & Community Relations
Actively look for referral opportunities for both lending and wealth teams
Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals.
Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.
Differentiate between credit union and competitor products and services in terms of member needs.
Act as an ambassador for the credit union by being visible in the community through professional and personal involvement in various community groups and activities.
This list is not inclusive and other tasks and/or responsibilities may be assigned by your supervisor.
Essential Qualifications
Grade 12 diploma or equivalent
Business Administration or other post-secondary education would be considered an asset
Minimum of 1-year previous experience in customer/member service role
Additional experience and/or development from the Member Services Representative (MSR) position
Demonstrated desire to serve others in a friendly and professional manner
Ability to identify and willingness to act upon sales and service opportunities
· Strong interpersonal and communication skills, both verbal and written
Attention to detail with high degree of accuracy
Ability to work in fast-paced environment and perform well under pressure
Ability to prioritize using sound judgment to make timely and effective decisions
Knowledge of Access Credit Union’s products and services
Ability to follow standardized policies and procedures
Basic knowledge of risk management within the financial industry
Proficient computer skills
This job posting will remain open until the position is filled.
Employee Sub-Type
Fixed Term (Fixed Term)
2027-03-05
Starting Salary
$39,000
If you are interested in this position, apply today! Applications for the position close at 12:01 a.m. on the Job Posting End Date.
