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 employees 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 Deposit Service Representative is responsible for providing various account deposit and investment services to new and existing members. This position is also responsible for administering and promoting the full range of credit union products and services and building member relationships that add value and contribute positively to the credit unions profitability.
Deposits Member Accounts & Electronic Services (Self Serve)
Responsible for opening new personal and corporate memberships accounts debit cards credit card applications and assisting members with alternate banking channels.
Administer and process specialized accounts such as estates term deposits POAs and registered products (RRSPs TFSAs RESPs RRIFs LIFs etc.).
Communicate to the member all terms and conditions of any product being presented ensuring that the product is within the members risk tolerance and that all instructions are clearly laid out. Proper documentation must follow within the deadlines given.
Relationship Management
Operates as the primary contact for members managing the relationships on behalf of the credit union to ensure the members needs are met and the relationship remains profitable.
Pro-actively work to retain and expand existing member relationships while pursuing new sources of business.
Team Work
Actively participate in regular staff meetings providing input when necessary.
Actively participate in meetings planning and training initiatives sharing information and ideas to build organizational achievement and success.
Provide input into the development of and support the achievement of branch sales goals.
Business Development & Community Relations
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.
Essential Qualifications
Grade 12 diploma or equivalent
Business Administration or other post-secondary education would be considered an asset
Previous customer service and/or sales experience
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
Attention to detail with high degree of accuracy
Knowledge of Access Credit Unions products and services
Ability to follow standardized policies and procedures
Basic knowledge of financial statements
Knowledge of risk management within the financial industry
Proficient computer skills
Employee Sub-Type
Regular
Starting Salary
$46064.00
If you are interested in this position apply today!
Required Experience:
Unclear Seniority
Employment Type : Full-Time
Experience: years
Vacancy: 1
Deposit Services Representative (Full Time, Permanent) Kenaston • Winnipeg, Manitoba, Canada
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