Senior Member Service Representative Bowmanville

Why DUCA

Were a vibrant exciting credit union that lives its profits with a purpose philosophy in every financial transaction product interest rate and community initiative we offer. Founded in 1954 DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85000 Members we are proud to serve.

We exist to help People Businesses and CommunitiesDo More Be More and Achieve More.

DUCA () is distinguished for the following:

• Positive un-big bank like service experience delivered through Member-facing staff in branch on the phone (Member-Connect) and via our Mobile mortgage specialists Wealth Management advisors and Commercial and Business Banking Account Managers.
• Competitive rates.
• Personalized financial solutions guidance and service with the lowest possible fees for both Personal and Business Members.
• Profit sharing among Members.
• Multiple ways to bankonline mobile app phone/full-service Member Connect Contact Centre and of course in-branchDUCA is accessible 24/7
• A community philosophy of profits with a purpose culminating in the creation of the DUCA Impact Lab () a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCAs designation as a B-Corp certified organization the first ever credit union to receive this global recognition.

A career with DUCA means youll find endless opportunities to make a difference with your unique abilities and perspectives.Our people live their purpose while helping others Do more Be more and Achieve more with their money and their lives. At DUCA youll be part of a vibrant and collaborative team where youll be supported to excel and make an impact no matter what role you play.

Senior Member Service Representative

DUCA is currently looking for a full-timeSeniorMember Service Representative to join our dynamic Bowmanville branch!

The Member Service Representative is passionate about delivering outstanding service to customers known as Members. We are looking for driven organized individuals who thrive on interacting with Members and are committed to helping identify opportunities through communication and inquiry. MSRs are curious about what Members need and want to know what they can do to help Members do more be more and achieve more with their money and their lives.

Branch Hours

Mon to Wed: 9:30 am to 5:00 pm
Thur: 9:30 am to 7:00 pm
Fri: 9:30 am to 5:00 pm
Sat: 9:30 am to 1:00 pm

Job Purpose & Summary

The Senior Member Service Representative (SMSR) performs all the usual tasks of a Member Service Representative (MSR) providing a full range of financial services to DUCA Members including deposits withdrawals and cheque addition to the MSR responsibilities the SMSR under the supervision of branch management is responsible for assisting the MSRs with balancing dealing with errors and answering questions regarding products and procedures.

The SMSR promotes DUCA products and services to members and prospective members maintains cash balances lists and balances outgoing cheques and balances all transactions daily.

Key Accountabilities & Duties

• Directs the work effort of MSRs providing overrides while verifying transactions are correct and offering general assistance as needed to help ensure work is completed correctly and according to guidelines and standards
• Help train MSRs helping them succeed in their role
• Delight each Member by providing outstanding service (both at the front counter and by phone) answering inquiries and always striving to increase Member satisfaction
• Operates a cash on a daily basis identifies and fulfills Members financial service needs e.g. cashing and certifying cheques processing bill payments ordering cheques buying/selling foreign currencies and processing wires RRSP and term deposit transactions as well as assisting Members get a debit card
• Promote DUCAs full range of services by explaining benefits and features of DUCA solutions open new Member accounts and make quality referrals to an advisor through proactive probing
• Make outbound awareness and service follow up calls to Members as well as proactive outbound calls to book advisor appointments
• Assist the Branch Manager with completion of administrative duties and reports.
• Performs cash management duties ordering verifying and
• Remains current and up-to-date on DUCA products services operational and risk policies and procedures.
• Participates in local market business development opportunities and community
• Solves Member issues using standard procedures and knows when to escalate non-standard issues if required
• Participates in the counting of large cash deposits.

Occupational Experience & Education Requirements

• High School Diploma or equivalent
• 2-3 years experience helping Members or customers in a financial services environment
• Previous experience with sales is considered an asset
• Cash handling experience
• Proven customer service skills in the financial industry
• Supervisory or team lead experience considered an asset

Knowledge Skills & Attributes

• Ability to effectively supervise
• Conflict resolution and problem-solving skills
• Good communication skills both verbal and written
• Keen attention to detail and emotional intelligence

Department:Retail Banking

Primary Location:Bowmanville Branch - 200 King Street East Bowmanville Ontario L1C 1P3

Employment Status:Full-Time

Hours per Week:38

Salary:The annual salary range for this position is$46162 to $ annual base salaries will vary depending on relevant job-related factors such as experience knowledge skills qualifications and education/training. This position may be eligible for discretionary bonuses.

Number of Exsisting Vacancies:1

DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.

Our hiring process includes AI screening for keywords and minimum qualifications. Talent Acquisition Partners review all results.

Qualified applicants are encouraged to submit their application.Applications must include a resume.

We thank all applicants but only those considered for an interview will be contacted.

Required Experience:

Senior IC

Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 46162 - 57703