Along with a comprehensive salary and benefits package, Momentum credit union offers staff a friendly and positive work environment. We encourage personal and professional development in a rapidly changing and evolving work place.
If you have a background in the financial services or retail sectors, are committed to delivering exceptional customer service and you have specific skills in sales, lending, finance, information technology, accounting, marketing, administration or communications we would appreciate hearing from you.
Please send your resume and cover letter to hr@momentumcu.ca and check back often to see any current opportunities that may be available.
Position: Part Time Member Service Representative
Job Range 1
Location: Hamilton Branches
Reports to: Member Service Coordinators
Overview:
Provide a full range of services to members including taking deposits in the form of cash and cheques, term deposits, registered accounts, withdrawal transactions in the form of cash, cheques, loan payments or delinquent loan payments, withdrawal or redemption of a term deposit, registered accounts, money orders, foreign currency, payroll deduction change or net payroll. To provide prompt and courteous service and to resolve statement issues as they pertain to any deposit taking transactions or withdrawal transactions in a timely manner regardless of in person, on the telephone or by email.
DUTIES & RESPONSIBILITIES:
- Provide courteous cash management service to members and strive to improve member service satisfaction through innovation and positive solutions.
- Promote and refer MCU products and services to our Members and refer new business to the loan and investments MSR’s and FSR’s. At times, these referrals may be tracked by each individual and submitted to the Member Service Coordinator.
- Assist members in answering questions and resolving issues with regards to chequing accounts, savings accounts, uncomplicated loan payment issues, member cards, credit cards, payroll change or payroll deposit transactions.
- Identify and fulfill members’ financial needs in the following areas: cash and certify cheques, order cheques, buy and sell foreign currency, wires, safety deposit boxes, money orders and travel insurance, sell new deposit transactions, accept and process applications for CU member cards, and other sundry transactions.
- Follow policies and procedures set out for the teller and cash management function, including maintaining adequate cash to meet daily requirements while staying within approved limits, prompt and accurate daily balancing of cash at the end of each shift.
- Attend and participate in staff meetings if scheduled, read and become knowledgeable of all external and internal literature weekly and monthly, including memos, procedures, products and service bulletins.
- Other responsibilities will include preparing accurate bank deposits, proper filing and posting of postdated file, timely opening and processing of the night deposit box and ATM, sorting and filing necessary documentation in the branch.
- Report risk as identified from the front line. Needs to be aware of the targets defined in the annual business budget for lending and investments, and the individual role in achieving these targets.
- Other duties and administrative projects may be assigned.
STANDARDS: (standards to achieve by end of probationary period)
- Proficient in cash and treasury reconciliation with minimal errors.
- Thorough knowledge and proficiency in application of policies and legalities regarding cash management, credit union philosophies and principles.
- Competent working knowledge of Credit Union computer systems.
- Must understand MCU’s business objectives, products and services.
- Excellent cross-selling skills.
QUALIFICATIONS:
- Strong service mannerisms, decision making, problem solving, time management, organizational, keyboarding, policy interpretation, verbal and written communication and good working knowledge of Word Processing.
- Previous cash handling experience would be considered an asset.
EDUCATION:
- OSSGD with 2-3 years job related experience or
- Some College with 1-2 years job related experience or
- University degree with 1 year job related experience
- Willingness to participate in further studies
If you are interested in this position, please send a cover letter and resume to hr@momentumcu.ca.
Please note that only those being interviewed will be contacted. Momentum Credit Union is committed to creating an inclusive and respectful workplace. If you require an accommodation during the recruitment process, please make these arrangements while scheduling your interview.