Occupation Types: Member/Customer Services

Senior Advisor

Create your future with SASCU Credit Union! We invite you to be part of a team where you can feel good about the work you do and the positive impact on the communities we serve in the Shuswap region. We believe in fostering a work environment that is the perfect blend of friendliness, support and professionalism, not to mention, fun!

As a Senior Advisor at SASCU, you will build deep relationships with members, first by seeking to understand what is important to them, and then by providing customized, advice-driven solutions that will guide them on their financial journey as it relates to their overall financial picture.

 

What you’ll do:

  • Advise members on a full range of deposit and investment products (including new accounts, mutual funds, registered products, and term deposits).
  • Advise members on personal and small business lending products and services (including mortgages, loans, lines of credit, credit cards, and associated insurance products).
  • Service and manage an assigned portfolio of estate accounts.
  • Identify and pursue opportunities within an assigned portfolio and through referrals, connecting members to colleagues when appropriate to ensure the members’ financial needs are fully met.
  • Take a lead role in promotions and other activities to build the membership base and have a positive impact on the community.

What you’ll bring:

  • Two years of post-secondary education or equivalent.
  • At least 4-6 years of progressive financial services with demonstrated sales skills.
  • Registration as a Mutual Funds Representative, or enrollment in the Investment Funds in Canada (IFC) course within 3 months of attaining position, with the intention to register as a Mutual Funds Representative.

You’re perfect for this role if you:

  • Have demonstrated sales skills – promoting and selling financial products and services
  • Have strong organizational and time management skills
  • Are an excellent communicator with strong interpersonal skills and demonstrated leadership ability
  • Possess a high level of ownership, accountability, and initiative
  • Are committed to continuous learning and self-development

We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. It is an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and $1 billion in assets. Learn more at www.sascu.com

 

We thank all candidates for their interest, however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Advice Coach

This is a great opportunity to contribute to a dynamic and community-minded organization!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the communities we serve in the Shuswap. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)!

The Advice Coach is a subject matter expert and source of support for all aspects of SASCU’s advice/sales programs, skills, and expectations. The Advice Coach reports to the Director, Banking and continually enhances and advances SASCU’s Coaching Program, including being a resource to the Training Department (e.g., classroom training, webinars, supportive communications, job aides). This position leads the ongoing sales management disciplines of coaching (including observational) and on-demand training to sales positions in SASCU’s branches and Contact Centre.

*This is a new position at SASCU, and its accountabilities and the reporting relationship may evolve over the course of an initial one-year pilot. The successful candidate will be integral to the outcome and success of the pilot.

 

What you’ll do:

  • Observe, coach, and develop live interactions to ensure sales staff are following the service program to deliver a consistent experience throughout SASCU branches and the Contact Centre.
  • In collaboration with branch leaders, work to support individual development plans as they relate to sales and service.
  • Support branch leadership through development and provision of ongoing coaching material and ensure alignment with existing sales models.
  • Contribute to the performance review process by providing input into staff performance reviews through regular updates, feedback, and post-coaching debriefs.
  • Collaborate with internal partners (e.g., the Marketing Department) to develop and deliver internal sales campaigns that support business development and growth.
  • Actively and continually seek and identify opportunities for continuous improvement and increased efficiencies; recommend and share ideas for improvements.

 What you’ll bring:

  • A post-secondary degree or diploma is preferred.
  • 4 to 6 years’ experience within financial services and/or sales leadership.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.

You’re perfect for this role if you have:

  • Knowledge of the features and benefits of lending and investments, including mutual funds.
  • Demonstrated leadership ability, including experience mentoring, coaching, and change management.
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal skills.
  • High level of ownership, accountability, and initiative.

We invest in our employees by offering:

  • A competitive base salary plus performance-based incentive pay, and a pension plan with SASCU matching all funds.
  • Comprehensive group benefits coverage including extended health and dental care, travel insurance, and life insurance, and an Employee and Family Assistance Program.
  • Flexible spending account for additional health and personal wellness activities and expenses.
  • Flexible work arrangements and paid time off including vacation, medical/care time, a flexible “Floater Day”, and paid community volunteering.
  • Opportunities for career growth, financial assistance for training and development, and rewards and recognition.
  • Additional benefits including waived or reduced banking fees and reduced rates on personal loans and mortgages.

This is a full-time, Monday to Friday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

Manager, Member Impact

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for a collaborative, curious, strategic and forward-thinking person to come on board as our Manager, Member Impact for up to an 18-month term.  Candidates will be considered at various Conexus locations across Saskatchewan. You will lead the Member Impact team to support projects and initiatives that directly impact our members. This includes identifying ways in which we can enhance our ability to improve our members overall financial well-being. You will also look at ways to achieve efficiencies across the organization that align to our overall corporate strategy.

How you’ll be spending your time

  • Coaching, empowering and leading a team of direct reports to successfully achieve individual targets and team goals
  • Collaborate with internal and external stakeholders on subjects related to member impact mitigation
  • Leading the operationalization of new and updated processes, and system applications
  • Breaking down processes to understand the root cause for the work in order to drive efficiencies
  • Identifying and managing risks and opportunities while ensuring adherence to company policies and legislation
  • Support a team through research, development and implementation to ensure delivery of member impact service solutions

The way people describe you

  •  You have a deep understanding of the core business lines within the Credit Union system
  •  You are a driven individual who strives to grow the success of your team through continuous coaching and empowerment
  •  You possess excellent interpersonal, relationship building and communication skills
  •  You promote and cultivate an environment that continually seeks and identifies areas to increase efficiencies

The experience you bring

  • 5 years financial services experience
  • 1 year formal or informal leadership experience
  • Proficient in Microsoft Office Suite
  • Effective presentation and communication skills
  • Experience working with systems used within Financial Institutions

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on February 5, 2023 so apply now! If you have questions about this position, please contact Toni Demorest at toni.demorest@conexus.ca

 

Branch Manager

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

The bigger picture

We’re looking for a dynamic and business-minded individual to come on board as our Branch Manager to support Moose Jaw and Central Butte branches. Your strong interpersonal skills and ability to think strategically will play an essential role in leading your branch to provide and oversee the delivery of services to meet our members’ needs.

How you’ll be spending your time

  •  Recruiting, developing, coaching, and empowering your branch leaders to ensure the team’s delivery of world-class member advice
  •  Providing your team with the knowledge and skills to meet members’ needs and positively impact their financial well-being
  •  Ensuring your branch delivers financial service solutions and alternatives that comply with both industry and operational policies and legislation

The way people describe you

You are a natural born leader with the ability to motive, engage and inspire others. Your critical thinking skills allow you to make logical and informed decisions, uncovering and addressing all emerging risks and opportunities. In addition, you are a skilled communicator, dedicated to personal growth and development.

The experience you bring

  •  Broad experience within the financial service industry
  •  Understands and knows how to find and provide needs-based solutions
  •  A proven track record of developing people and teams

What you get in return
Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives

So, what do you think – does this sound like you? Do you think you’re the right fit for Conexus? If you do, and you have the qualifications outlined above, then we encourage you to apply now. If you have questions about this position, please contact Shaulen at shaulen.lang@conexus.ca. But act fast, the opportunity closes on January 20 2023.

Lending Service Representative

Are you committed to helping others while working to grow and develop your own career path? Do you want to work with a great team who is here to support you every step of the way? Are you an energetic team member who is confident in consumer and agricultural lending? We might be biased but we think Radius would be a GREAT place for you to work!

We are seeking an experienced, full-time Lending Service Representative to be based out of our Tribune Branch.  Reporting to the Business Development Manager, responsibilities include interviewing members and potential members, analyzing loan applications, granting and/or recommending consumer, agricultural and commercial loans and mortgages and ensuring compliance with relevant legislation, regulations, policies, and procedures. The position is also responsible for cross-selling the full range of Credit Union products.

Preferred/Ideal Qualifications:

  • 2-4+ years of experience in consumer, agricultural, and/or commercial lending.
  • One year of related post-secondary education. (a combination of education and experience will be considered)
  • Ability to interpret complex member financial information, assess risk and determine product/service opportunities.
  • Proven success working in a client (member) service and goal-oriented environment.
  • Highly motivated with excellent interpersonal, communication, and time management skills.
  • A demonstrated commitment to ongoing professional development.

 

The Credit Union / Organization: 

Radius Credit Union is a rural based community focused credit union with seven (7) branches, assets over $500 million and nearly 50 employees serving 4900 members. Radius Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there is ample opportunity for growth for career minded individuals.

The Community:

Located in the heart of the Souris Valley, Tribune is a small community located approximately 25 km from the Canada-US Border. The area and communities surrounding Tribune offer ample recreational opportunities including a full-service campground, 9-hole sand green golf course, hockey & curling rinks, indoor swimming pool, ball diamonds, fishing, boating and more! The nearby Lyndale School offers classes from Grade K-8, with bus service available for Grade 9-12 students.

Compensation:

Radius Credit Union offers a competitive compensation package including a 7% matched defined contribution pension plan administered by the Co-operative Superannuation Society, participation in a Variable Incentive Program, a full range of employee benefits including medical, dental, EAP and life/disability insurance.

If you are interested in becoming a part of our team, please submit your resume, in confidence, on or before January 6, 2023, via email or mail to:

Radius Credit Union
Box 339
Ogema, SK S0C 1Y0
Attn: Michelle Leonard, HR & Marketing Coordinator
michelle.leonard@radiuscu.com

Posting will remain open until a suitable candidate has been hired. We appreciate the interest of all applicants; however only those under consideration will be contacted.

Manager Member Service & Support

Are you a results-focused, motivated leader who thrives in providing outstanding service to your team and members?  Do you have strong organizational and prioritization skills, and can easily adapt to changing work demands?  Would you thrive in a culture focused on collaboration and team building?

Prairie Centre Credit Union, Saskatchewan’s largest rural-based credit union, currently has a permanent full-time Manager Member Service & Support opportunity available. The successful candidate will be a self-motivated, dynamic individual and will play an integral leadership role within the Herbert/Morse region. Reporting to the Vice President Retail Service & Support, this position will oversee branch operations, while also leading and developing key service and support positions. He or she will ensure that the appropriate support is delivered to the regional team, resulting in top performance and exceptional service to our members.

Responsibilities:

  • Coach, develop, mentor, and motivate direct reports
  • Play a lead role in collaborating with the regional team to develop creative and innovative approaches to achieving results
  • Ensure efficient operation of branches by coordination of regional scheduling and the management of workload between branches
  • Promote and support a relationship-based service environment
  • Provide support and assistance to the branches in areas such as cash operations and the administration of estates
  • Build relationships internally with direct reports, management, and all staff

Qualifications:

  • Proven leadership, management, and supervision at a senior level with proven results; emphasis on sales management, coaching, and performance management is an asset
  • Ability to influence others and move toward a common goal
  • Exceptional problem solving and decision-making skills, with a solution-focused team approach
  • Ability to prioritize work requirements to meet deadlines and work within time constraints
  • Build sustainable, trusting relationships with the team and members
  • Proven experience in a customer service orientated environment

Prairie Centre Credit Union provides employees with the opportunity for personal and professional growth within an environment that promotes continuous learning. We offer a competitive compensation package, excellent employee benefits including relocation assistance, and a matched superannuation plan.

For additional information on this opportunity, please contact Karen McFaull, Vice President Retail Service & Support, at 306-882-5567. To apply, please submit an electronic copy of your cover letter and resume on or before December 16, 2022 to: careers@pccu.ca.

We thank all applicants for their interest; however, only those candidates being considered for an interview will be contacted.

 

Financial Advisor

At Conexus, it’s not what we do, it’s how we do it.

Are you ready to make a move and work for a company who puts the financial well-being of its members first? It’s not just something we say at Conexus. It’s a promise delivered by our 900 employees each day. We are passionate about our members’ financial health, and our employees reflect that passion. At Conexus it’s about more than conducting a banking transaction, it’s about providing members with insightful content, tools, advice and products that help them look at their financial choices in new ways. We do this by keeping it simple and lending an ear to each member’s individual needs throughout Saskatchewan.

Our employees are authentic, bold, creative, and responsible. They are the reason we consistently deliver outstanding member experiences. They’re more than just individuals who come to work each day, each employee is a vital part of Conexus.

We acknowledge that our Conexus offices and facilities are located on Treaty 2, 4, 5, 6, 8 and 10 lands. These are the traditional lands of the Cree, Dakota, Dene, Lakota, Nakota and Saulteaux peoples, as well as the homeland of the Métis.

The bigger picture

We’re looking for an agile and adaptive person with a strategic mindset to come on board as a Financial Advisor. You will work diligently to build solid and trusting relationships with our members. Through conversations and ongoing support, you will provide members with personalized insights and options, empowering them to make informed choices about their money.

How you’ll be spending your time

  • Working closely with our members on a day-to-day basis to assist them in setting goals and making informed decisions that improve their financial well-being.
  • Building solid relationships and become a trusted financial partner, who proactively uncovers and identifies member needs through meaningful conversations.
  • Providing solutions and alternatives, including accounts and complex-level consumer investments and lending products and services (consumer loans, mortgages, terms, registered products, mutual funds) to meet new and existing needs of our members.
  • Growing and adapting your skills and knowledge in order to consistently perform with confidence.

The way people describe you

You are a people person and a skilled coach who develops relationships based on understanding and trust. You have deep knowledge in the psychology of money and understand the behaviours that often underlie members’ choices regarding their finances. You proactively step into conversations with courage and empathy. You are bold and demonstrate creative strength, continually exploring new paths to seek opportunities for improvements and efficiencies. You are a team player who welcomes diversity and can work effectively with others. You successfully handle multiple projects at the same time while staying committed to building your knowledge and skills.

The experience you bring

  • Experience working in the financial industry
  • Experience working in a customer care/customer service role
  • Experience in portfolio management
  • License and experience in selling Mutual Funds is required
  • First Canadian Title Training
  • Registered Retirement Consultant designations; or working towards this designation

What you get in return

Our team works tirelessly to ensure the financial success of each of our members. We think such dedication deserves recognition. That’s why we’re proud to offer some of the most competitive job perks of any employer around. Come, join our crew, and find out just how sweet the rewards can be:

  • Competitive compensation and benefits package
  • Industry leading work-life balance and rewards
  • Formal and informal employee development
  • Meaningful work that makes a real difference in our members’ lives
We are excited to consider candidates with combined academic, professional and volunteer experience unique to them. Research shows that many applicants only apply if they meet every qualification of the role and we encourage you to consider the roles that most closely align with your skillset and experience. As we value diverse backgrounds and experiences and are focused on meaningfully building inclusive and diverse workplaces, you may be the new team member we’ve been looking for! This opportunity closes on December 18 2022 so apply now! If you have questions about this position, please contact Shaulen at shaulen.lang@conexus.ca.

Community Branch Manager

This is a great opportunity to lead an enthusiastic and community-minded team!

We invite you to be part of a team where you can feel good about the work you do and the positive impact you will have in the Sorrento community. We believe in fostering a work environment that is the perfect blend of friendliness, support, and professionalism (not to mention fun)! Add in a competitive salary, and perks such as our employee incentive plan, reduced banking fees, and spectacular natural scenery, and you’ll see why SASCU is an award-winning employer.

As Community Branch Manager you will provide overall branch management by leading the team to achieve objectives, ensure operational efficiency, and deliver on the SASCU Member Experience. The Community Branch Manager coaches branch staff to work together to achieve results and implement SASCU’s sales and advice strategy.

 

This position is covering for a leave of absence. The permanent location of the position will be within the SASCU service area (Salmon Arm, Sicamous, Sorrento).

 

What you’ll do:

  • Coach the branch team on objectives and ensure teamwork to achieve the desired results.
  • Lead and develop the sales team to meet or exceed individual and team sales and activity targets.
  • Manage an assigned member portfolio.
  • Identify opportunities to create branch presence in the community.
  • Champion service standards and coach for consistency of those behaviours and experiences.
  • Be visible and accessible, welcoming interaction with employees and members to build rapport, discuss their needs, and resolve concerns.
  • Participate in talent management planning to ensure business continuity and to develop future leaders across the organization.
  • Build employee engagement, develop plans, and take action to close any gaps.
  • Monitor and maintain controls in accordance with policy to ensure operational integrity.

 

What you’ll bring:

  • A business administration degree or diploma is preferred.
  • At least 7 years of financial industry experience including at least 3 years at the leadership level.
  • Demonstrated results orientation in both sales and service.
  • Solid experience in consumer lending and investments.
  • Registered as a mutual funds representative or willing to be licensed within a three-month period.
  • An aptitude for business development and relationship building.
  • Excellent communication and interpersonal skills.
  • Access to transportation and willingness to travel within the SASCU community.

 

This is a full-time, Tuesday to Saturday position. It an excellent opportunity for a community-minded individual to further their career within a successful and growing organization. If this sounds like you, let us know! To apply, please email a cover letter and résumé to us at hr@sascu.com.

 

A bit about SASCU:

SASCU Financial Group offers a broad range of personal and business financial services through SASCU Credit Union and its three lines of business: SASCU Insurance, SASCU Wealth, and Commercial banking. SASCU Credit Union branches are in Sicamous and Sorrento, plus two in Salmon Arm. Established in 1946, SASCU has more than 19,000 members, 150 staff, and over $1 billion in assets. Learn more at www.sascu.com

 

Our Commitment to Diversity and Inclusion:

SASCU is an equal opportunity employer committed to supporting Diversity and Inclusion. We recruit and select applicants for employment solely based on their qualifications, with emphasis on selecting the best-qualified person for the job. We support an inclusive environment where employees feel empowered to share their experiences, ideas, and perspectives.

 

We thank all candidates for their interest; however, only those selected for an interview will be contacted. The successful candidate will be required to meet fidelity bonding requirements, including completion of references, a criminal record check, and credit check.

MSR Supervisor

MSR Supervisor – Langenburg Branch

Full Time

Are you looking for a career that offers endless personal potential and makes a difference in the community? Look no further! Churchbridge Credit Union is looking for a leader who is driven, passionate, community minded and ready to join our team as a MSR Supervisor.  At Churchbridge Credit Union it’s about more than conducting a transaction, it’s about creating a personalized experience for each member. We do this by keeping it simple and lending an ear to each member’s individual needs.

Reporting to the Member Service Manager your key responsibilities will be to:

  • Supervise, coach, and train assigned employees
  • Administer estates
  • Open accounts and new memberships
  • Balance treasury and ATM
  • Work closely with the Member Service Manager, developing a strategic plan for your department and working within your budget

Qualifications:

The ideal candidate will have successfully completed post-secondary training in business plus has supervisory experience; however, we are willing to train the right candidate.  We are excited to consider candidates with combined academic, professional, and volunteer experience unique to them.  Successful candidates will have excellent communication, interpersonal, time management, and organizational skills. We seek a flexible team player who is comfortable with a changing environment while remaining focused on our goal of improving the financial wellbeing of every member.

 What you get in return:

Our team works tirelessly to ensure the financial success of each of our members. Churchbridge Credit Union offers competitive compensation and benefits package, formal and informal employee development, and meaningful work that makes a real difference in our members’ lives.

Our Organization:

Churchbridge Credit Union is a rural based, community focused credit union with 2 branches, assets over $210 million, and over 30 employees serving 3070 members.  Churchbridge Credit Union builds relationships by providing financial solutions and supporting its communities.  Employee engagement is valued and there is ample opportunity for growth for career-minded individuals.  Our organization has branches in Churchbridge and Langenburg, while also serving many surrounding communities.

If this opportunity piques your interest, you may be the new team member we’ve been looking for!  The application deadline is November 30, 2022, so apply now! 

Please submit your resume, in confidence via email or mail to:

Churchbridge Credit Union

Attn: Gaylene Putland, Member Service Manager

Box 260

Churchbridge SK S0A 0M0

gputland@churchbridgecu.ca

MEMBER SERVICE REPRESENTATIVE – POSITION AVAILABLE

We are looking for a new team member!

 

PRIMARY PURPOSE OF POSITION

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.

Understanding that the development of the Member Service Representative (MSR) will transition through Trainee to Senior Member Service Representative.  Key Responsibility areas, requirements and expectations will differ depending on the time in position, learning and development of the MSR.

 

KEY RESPONSIBILITY AREA(S)

Trainee

  • Routine transactional services
  • Identifies basic member needs
  • Promotes products and services to meet needs
  • Responds to enquiries to others as appropriate
  • Practices and follows procedures until standard
  • Continued learning
  • Basic skill knowledge and development
  • Balances cash and daily transactions
  • Under direct supervision
  • Other duties and learning as assigned

Member Service Representative

  • Support the credit union’s business strategy through the provision of personal service to members
  • Develop and maintain effective member relationships.
  • Under direct and general supervision.
  • Provide routine transactional services and responds as learning permits to more complex matters and service requirements.
  • Recognizes member needs and promotes and cross sells credit union deposit services to members.
  • Continued learning

With advanced learning:

  • Performs a variety of duties relating to the promotion and sale of deposit products and services, such as registered products, term deposits, safety deposit boxes and card products.
  • Processes new accounts and account closure requests.
  • Continues with processing member transactions, learns and understands money orders, certified Cheques, managers trust Cheques, foreign and domestic exchange and Cheque cashing.
  • Other duties and learning as assigned.

 

SENIOR MEMBER SERVICE REPRESENTATIVE

  • General and minimal supervision
  • Acts as work leader to team engaged in similar functions
  • Provides training and orientation to new MSR’s in accordance with established training guidelines
  • Provides updates to team of new and revised procedures and policies.
  • Resolves non routine problems, enquiries and member complaints referred by team members.
  • Provides some input when asked into appraisals and performance of staff.
  • Organizes and schedules teller activities to ensure a smooth flow of work and frontline services delivery.
  • Assists with a variety of administrative activities including maintenance of dormant accounts and production of month end reports.
  • Orders and maintains cash supplies, balances and reconciles general ledger accounts.
  • May perform a variety of routine administrative and branch support activities.
  • Recognizes member needs and promotes and cross sells credit union deposit services to members by explaining basic credit union products and services, refers more complex requests for information and assistance to appropriate branch staff.
  • Other duties and learning as assigned.

 

OWNERSHIP OF POSITION

 

  • To Train, support and provide relief, when needed within organization.
  • To participate and provide input on position to all levels of meetings held.
  • To NOT perform functions for immediate family and close relations.
  • To work as a team player for Turtleford Credit Union.
  • To accept and be willing to take on duties as assigned by management.

 

DECISION MAKING AND FREEDOM TO ACT

 

Under general supervision, guided by established standards and procedures. To have the use of good judgement for normal decision making.

 

CORE SKILLS FOR POSITION

 

  • Flexibility
  • Interpersonal Skills
  • Computer/Technical Literacy
  • Adaptability
  • Communication Skills

 

 

 

 

 

 

BEHAVIOURS

 

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Team Player: Works well as a member of a group

Enthusiastic: Shows intense and eager enjoyment and interest

:

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work

Training: interested in continued development of self and role, continued learning.

 

BENCHMARKS

LEVEL ONE MSR

–       Year of Learning

–       ATM Balancing

–       Night Depository

–       Cash Holdings

–       Initial Courses

–       Products and Services

–       Tracking of Development

–       Opening and Closing Accounts

–       Member Direct

–       Card Services

–       Online Banking

–       Balancing

–       Outage Review and Searching

–       Phone Etiquette

–       Service Delivery

–       Timelines

–       Confidence Building

–       Success of Follow up

–       Learning about Referrals

–       Art of conversation

–       Understanding Needs

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 LEVEL TWO MSR

–       Continued Development

–       Support of Junior / Learning Team Members

–       Learning Daily Duties / Reports and requirements

–       Cross Training on duties Senior MSR Preforms

–       Investment Learning

–       Advanced inquiries learning, to help the membership

–       Problem Solving

–       Confidence Evolving

–       Follow up requirements

–       Cold Calls

–       Monthly reporting

–       Clean Up / System Requirements

–       Advanced Product Knowledge

–       Referrals to Investment Team

–       Selling / Business Development

–       Daily Balancing

–       Member Service

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

–       Ordering Introduction

 SENIOR MSR

–       Advanced Training

–       Development of Team

–       Training of Team

–       Implementation of new requirements

–       Learning and cross training with Team Lead to ensure cross training and development continues for themselves, team and succession planning for Team Lead position.

–       Introduction to Coaching

–       Advanced Problem Solving

–       Treasury

–       Cash Holdings

–       Ordering

–       Maintaining Member Service Standards

–       Advanced Problem Solving

–       High Level Member Service

–       Setting the service standard

–       Holding team accountable for their actions

–       Maintaining a positive work environment

–       Adherence to Policy, Procedures, Processes and Legislated Requirements

–       Privacy

 

 

 

 

Back to Top