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Member Experience Team (12 Month Term)
Bow Valley Credit Union
Source: Headcount Labs · original listing ↗
Job data: Headcount Labs, ODbL 1.0. Job descriptions belong to their employers.
Posted 13 days ago
About this role
The Member Experience Team consists of collaborative professionals who are passionate about delivering excellent member experiences. The individuals on this team support daily banking needs, engage with members, and identify referral opportunities for key stakeholders. If you have a keen eye for detail and strong organizational and time management skills, this team may be a great fit. Our team members create a positive first impression and deliver exceptional service in every member interaction. Member Experience Activities * Completes all member transactions including account openings, daily banking, and account maintenance accurately and efficiently * Participates in activities supporting the expansion of the member relationship by seeking opportunities to support sales and profitability goals including cross-selling and providing referrals for all BVCU products/services as well as 3rd party providers * Recommends appropriate products and services to current and prospective members by identifying and analyzing their needs, explaining features and benefits, and completing documentation in accordance with policies and procedures * Maintains discretion and confidentiality to respect members’ privacy Operational and Administrative Activities * Adheres to BVCU policies and procedures to ensure all daily, monthly, quarterly, and annual tasks are completed accurately, consistently and in compliance with regulatory requirements * Processes all cash and non-cash member transactions including cash handling and end of day balancing * Supports overall branch operations, including opening and closing procedures, and maintaining related records * Performs internal auditing Teamwork * Participates in a positive, collaborative work environment that encourages pride, teamwork, and mutual respect * Participates in training and development programs provided by internal and external resources * Actively participates in community events that are sponsored by BVCU EDUCATION, EXPERIENCE & QUALIFICATIONS: * Grade 12 diploma or equivalent * Superior customer service skills with previous sales experience * Excellent verbal and written communication skills * Previous cash handling experience is an asset * Proficiency in Microsoft Office applications * Good critical thinking, problem solving, and multi-tasking skills; keen attention to detail * Self-starter with the ability to work effectively in a team environment. * Demonstrates discretion and the ability to handle confidential information appropriately. * Good investigative skills for uncovering needs for members to support business growth * Committed to continuous learning and development THE FINE PRINT: * This position is on-site * Working Hours: Monday – Friday 8:45 am to 5:15 pm * Must be bondable and have legal authorization to work in Canada on a full-time basis for anyone other than current employer APPLYING WITH BVCU: BVCU is deeply rooted in the communities we serve, delivering exceptional service and financial products that help our members build a secure financial future. We are proud of our communities and are committed to helping them grow and thrive. Total compensation includes vacation, RRSP program, and benefits, including a health/wellness spending account. At BVCU, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, and all other characteristic protected by law. We believe that diversity and inclusion is critical to our success, and we seek to recruit, develop, and retain our talent from a diverse candidate pool. The credit union reserves the right to change job accountabilities and responsibilities as business needs dictate. *BVCU thanks you for your application, but we will only be contacting successful applicants. Online applications only.*