Member Experience Representative (remote) Job Vacancy in FirstOntario Credit Union Hamilton, ON – Latest Jobs in Hamilton, ON

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Company Name : FirstOntario Credit Union
Location : Hamilton, ON
Position : Member Experience Representative (remote)

Job Description : Why FirstOntario?FirstOntario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial institution dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose FirstOntario for their financial needs – from chequing and savings accounts to loans and mortgages and highly qualified investment advice. Our Membership does more than save you money on fees, it also makes you an Owner. At FirstOntario, we believe the best way to ensure our success is by supporting the communities we serve. That’s why our policies include volunteering our time, talent and resources to worthy local causes and events. It’s also why we reinvest our profits in the same places they’re earned, and why we sponsor programs that promote financial literacy and economic development.Job OverviewThe Member Experience Representative (MER) is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members’ financial needs. The MER will provide relevant, timely and accurate financial advice to members and prospective members to meet their financial goals, and to become the financial institution of choice. The MER must be a team player and willing to go above and beyond to provide the optimal member experience. The MER will assist with achieving the goals and objectives relating to business development as set forth by the Manager.RoleSales Uncover and identify opportunities with members and prospective membersResponsible for proactive business development activities and fulfilment both internally and outside the branch.Provide products and services to members to increase share of wallet and ensure we are the primary financial institution of choice.Utilize the sales cycle to optimize value for members and fully capture all sales & service opportunities including follow up by using our CRM. Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).Accountable for achieving goals for a portfolio of members as set out by the ManagerServiceMust adhere to FirstOntario Credit Union’s Member Experience standards with all of our external and internal members along with external partners.Must promote all alternative delivery channels to the Member including but not limited to online banking, PAT, mobile banking etc.Operate and make decisions within prescribed delegated authorities including but not limited to guidelines outline in your “letter of authority”Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiriesRequired to backup traditional MSR, Admin, & MC rolesAssist / relieve other positions or with duties in the home branch or other branches within region as required.OperationsComplete branch opening and closing activities, as required or assigned.Perform all audits, processes and proofing as requiredBalance cash daily or as instructedProvide credit and non-credit administration support to Management and other staff as required (reporting, member correspondence, etc.)Assist in maintaining combinations and safety deposit box records and controlsPerform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. This includes cash orders and shipments, teller crosses, and managing branch cash holdingRequired Skills and QualificationsGrade 12 or equivalentMust have the demonstrated efficiency, technical knowledge, and ability to perform the job ( ie: MC learning Path)4 years office, credit union/ bank experience or demonstrated experienceMust complete other job-related courses and certificates as requiredCompetent knowledge of Microsoft Office SuiteKnowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standardsMust have demonstrated interpersonal and communication skills.Must be able to work well with a minimum of supervisionMust be capable of working as a team player, willing to assist other staff as requiredMust have a positive attitude and will go above and beyondPosition expectation meeting will be required prior to awarding the positionThis assignment is primarily a remote position. Meetings take place virtually through phone and video technology.This role offers a competitive compensation package.Our StoryOur emphasis on service means we’re constantly searching for new team members whose dedication to helping people is as powerful as their ambition to succeed. We’re committed to providing professional development, and to extending employee activities beyond day-to-day operations to support the communities where we’re located. Our people are the difference, it’s a part of why we love coming to work.FirstOntario is proud and privileged to be able to assist and touch the lives of so many in our communities.We believe giving back to our communities helps everyone.We believe in volunteering, active community support and participation.We believe in investing our profits back into the credit union and the community.We believe in finding solutions to help our Members and communities.We appreciate all who express interest; however, only those selected for an interview will be contacted. No phone calls please.FirstOntario Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process.Job Types: Full-time, PermanentBenefits:Dental careEmployee assistance programExtended health carePaid time offVision careWellness programSchedule:Day shiftMonday to FridayWeekend availabilityExperience:customer service: 1 year (preferred)

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