Job Details
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Job Title:
Member Service Representative (Casual)
Date Posted:
10/29/26
Ref. Number:
710
Type:
Full Time
Part Time
Location:
Stratford
Requirements:
Member Service Representative (Casual)
Job Overview
The Member Service Representative provides professional and efficient service to members and clients, using knowledge of financial products and services to meet their transactional needs and deliver an excellent customer experience.
The role involves building relationships with members, identifying their financial needs, promoting products and services, and referring them to the appropriate internal departments when necessary. The representative must also ensure compliance with operational policies and procedures.
The position may require flexibility to assist with other branch responsibilities, including greeting members, opening new accounts, and responding to general inquiries.
Major Responsibilities
- Provide friendly and efficient customer service while processing financial transactions, including deposits, withdrawals, cheque cashing and ordering, bill payments, money orders, transfers, and foreign currency exchanges.
- Resolve customer concerns at the first point of contact whenever possible.
- Create a positive customer experience and identify opportunities to improve service.
- Maintain knowledge of financial products, services, sales programs, and marketing campaigns.
- Participate in sales initiatives, coaching sessions, and ongoing training.
- Meet individual sales and referral targets.
- Follow operational policies, procedures, compliance requirements, and the Code of Business Conduct.
- Collect applicable fees and contribute to branch financial goals.
- Identify solutions that improve customer satisfaction.
- Participate in goal-setting and regular performance coaching.
- Perform other duties as assigned by management.
Expectations and Outcomes
- Deliver excellent customer service and exceed member expectations.
- Achieve personal sales and referral goals.
- Ensure members receive products and services suited to their needs.
- Maintain a professional and safe working environment.
- Accurately process transactions and maintain cash balances.
- Follow administrative, security, and risk management procedures.
Qualifications
- Post-secondary education preferred, or an equivalent combination of education and experience.
- Previous sales experience, including cash handling, preferred.
- Previous teller experience considered an asset.
- Ability to work flexible hours based on branch operating hours.
Additional Information
- Existing vacancy.
- Compensation is based on skills, experience, and market conditions.
- Benefits and total rewards package details are provided during the hiring process.
- Accessibility accommodations are available during the recruitment process.
Description:
Hours per week:
Ca
Rate of Pay:
$36,000–$38,000 per year