Member Service Representative (Midland)

Job Summary

The Member Service Representative (MSR) will be responsible for providing exceptional service to Rapport members by performing cash and non-cash transactions, while ensuring cash holdings and all risk and due diligence policies, practices and procedures are adhered to and security measures taken at all times. The MSR will look for opportunities to cross-sell by maintaining working knowledge of Rapport’s products and services, and resolve any member issues within set standards and timelines.

Responsibilities

  • Performs a number of cash and non-cash transactions and services such as, but not limited to: deposits, withdrawals, transfers, ordering and certifying cheques, buy/sell foreign cash, money orders, and setting up of ATM cards.

  • Identifies opportunities to promote, up sell, and cross sell Rapport’s products and day to day services; may conduct pro-active and/or assigned outbound calls during special promotions on products and services.

  • Operates and balances cash, processes deposits, cheques and other transactions according to established procedures and performance standards with speed and accuracy.

  • Confirms posting on daily register, balances daily, ensuring that security measures are in place at all times. Maintains custody of cash holdings within authorized guidelines; locks cash drawer and keeps passwords confidential.

  • Achieves individual referral and/or sales goals through internal solicitation and outbound calls following established relationship sales techniques. Explores member's financial service needs and recommends appropriate products and services with the features and benefits.
  • Responds to members’ inquiries on all products and services offered by providing information on the benefits and features of each product and service; refers any lending or investment inquiries outside of scope to Personal account Manager or Financial Planning team.

  • Resolves any member inquiries, concerns or complaints in a professional and understanding manner ensuring the needs of the members and the credit union are met.

  • Maintains up-to-date knowledge of all Rapport products and services and relevant polices and legislation by completing annual compliance courses, such as, but not limited to: AML, AODA, etc; and other assigned training courses relevant to role.

Education and Experience

  • Post-secondary diploma, degree and/or certification in Business or Accounting or an equivalent combination of education and experience.

  • Minimum two (2) years’ experience working in retail business or financial services industry with experience handling cash in a fast-paced environment.

  • Previous experience with banking products and services an asset.

  • Required Knowledge, Skills and Abilities:

  • Exceptional customer service with excellent relationship building skills.

  • Ability to recognize needs and services that meet member’s needs.

  • Strong communication skills and organizational skills with the ability to complete paperwork in an orderly fashion.

  • Excellent interpersonal skills to be able to communicate effectively with other functional areas.

Job Types: Full-time, Permanent

Benefits

  • Casual dress

  • Company events

  • Company pension

  • Dental Care

  • Employee assisstance program

  • Extended health care

  • Life insurance

  • Paid time off

  • RRSP match

  • Vision care

Schedule

Monday to Friday

Experience

Financial services 2 years (preferred)

Work remotely

No


How to Apply

We thank those who apply; however, only qualified applicants will be contacted.

Rapport is committed to employment equity and encourages applicants from all qualified candidates.

We are committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

 

Apply Today

Find Branch/ATM

Enter address, postal code or branch name

NEW! Member Assistance Local Telephone Number
416-925-1107


Newsletter

Sign up to receive our newsletter and stay current.

Expand/Collapse