Member Services Representative - Part Time
Role Overview
Provide branch members with excellent, patient, and empathetic service while identifying financial products and services that may meet their needs.
Work with branch colleagues and internal partners, including Wealth, Small Business, and Mobile Mortgage Specialists.
Key Skills for This Role
Full Job Posting
Role overview
Provide branch members with excellent, patient, and empathetic service while identifying financial products and services that may meet their needs.
Work with branch colleagues and internal partners, including Wealth, Small Business, and Mobile Mortgage Specialists.
Member service and branch support
- Identify member needs, promote suitable products and services, and provide qualified referrals where appropriate.
- Process transactions accurately and on time, maintain confidentiality, and take responsibility for complete work.
- Resolve member concerns and develop actions to reduce future escalation.
- Support branch strategies, business plans, corporate programs, and digital engagement initiatives.
Team and community
- Collaborate with branch and cross-functional colleagues, contribute to team planning, and support member-experience improvements.
- Participate in community activities, local events, and programs supporting community organizations.
- Contribute to expanding member relationships, including through the Digital Ambassador Program.
Qualifications
- Previous experience in front-line sales or a service-related industry.
- High school diploma or relevant work experience.
- Able to work scheduled hours that include evenings and weekends.
- Strong computer knowledge, communication, negotiation, organization, time management, and problem-solving skills.
- Member-focused approach and ability to resolve concerns, learn quickly, and collaborate with others.
Workplace
- The role is based in the Beamsville branch and is described as in-office.
Compensation and schedule
- Part-time role with scheduled hours that may include evenings and weekends.
- Salary range is CAD $45,000–$49,000 annually.
Technology
- Confidence and willingness to learn and use AI and emerging technologies are sought.
- Experience with Microsoft Power Platform or Microsoft Copilot is considered an asset.
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