Member Solutions Centre Representative I (Full-time, permanent) Corporate

Remote, USA Full-time
Access Credit Union is recognized as one of Manitoba's Top Employers, fostering a professional and innovative work environment. The Member Solutions Centre Representative I plays a crucial role in providing high-quality financial service to members, handling inquiries, processing transactions, and promoting credit union products and services. Responsibilities Creating positive impressions as the first point of contact for members and potential members contacting Access Credit Union Build member relationships by resolving member problems/inquiries over the phone, chat, email, and other forms of communication Maintain thorough knowledge of and adhere to credit union policies and procedures on risk management, confidentiality, security and fraud prevention Proactively respond, identify and cross-sell products and service using an advice-based approach Utilize open-ended questions and techniques to overcome business objections Refer to the appropriate credit union specialist for lending and wealth management inquiries Set up appointments with staff in the branches to further assist member’s or contact members on behalf of departments within the branch Set up online banking for personal memberships; reset passwords and troubleshoot; and provide walkthroughs with members Maintain open communication and cooperation with various Access Credit Union department staff to ensure a friendly and efficient work environment Process non-registered and registered investment instructions using internal software and completing day-to-day tasks Balance electronic ledger on a daily basis through the banking system Work collaboratively with other team members to achieve organizational objectives Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success Skills Grade 12 diploma or equivalent Minimum of 1-year previous experience in customer/member service role, experience within a contact centre or financial service preferred Knowledge of Access Credit Union's products and services 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 Ability to work in fast-paced environment and perform well under pressure Ability to prioritize using sound judgment to make timely and effective decisions Proficient computer skills Ability to follow standardized policies and procedures Attention to detail with high degree of accuracy Basic knowledge of risk management within the financial industry Experience within a contact centre or financial service preferred Business Administration or other post-secondary education would be considered an asset Benefits 100% company paid health benefits Employer-matched pension plan Continuing education Career advancement opportunities Company Overview Access Credit Union is a Canadian credit union that provides daily banking, loans & mortgages and investment services. It was founded in 1940, and is headquartered in Winkler, Manitoba, CAN, with a workforce of 1001-5000 employees. Its website is
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