PT Member Service Representative - USW4153

Who We Are Great banking should feel effortless. The kind where things just work, the right information is easy to find, and the next step feels natural. At YNCU, we’re focused on making banking simpler, more intuitive, and more useful in the moments that matter. So instead of making people think about how banking works, we make it feel like it just does. That’s one of the ways we show care. YNCU was created by working people and small business owners who pooled their money to make affordable financial services available to one another. They weren’t just customers—they were our founders. That spirit still shapes how we work today. Innovation is part of our history, too. Credit unions helped introduce some of Canada’s earliest banking innovations, and that mindset continues at YNCU. We’re always looking for unmet needs, better ways to serve members, and simpler experiences that make banking easier to understand and use. What You’ll Be Doing Provide prompt, courteous member service not only by processing member’s financial transactions, but also by cross selling (or referring), at every opportunity, our full range of products and services, thus ensuring that our members expectations are consistently met or exceeded. 1. Process members’ transactional requests (deposits, withdrawals, transfers, etc.) 2. Answer the telephone in the branch to provide member service 3. Balance the ATM when requested 4. Promptly respond to member inquires/problems in a courteous and efficient manner 5. Uncover members’ needs, and assist members to utilize the products or services which best meet those needs 6. Proper completion and submission of tracking sheets 7. Make a minimum of 5 sales calls per week 8. Make at least 1 high level referral per week 9. Make at least 1 MemberCARE referral per month 10. Follow our Quality Service Standards consistently What we are looking for * Identify sales and service opportunities through face-to-face, and telephone interactions ensuring the on-going promotion of Credit Union products and services, which contribute to organizational growth * Build and maintain an in-depth knowledge of Credit Union accounts and related products and services, ensuring member communication reflects current and accurate information * Keep combinations, passwords, keys, policies, and member information confidential as per YNCU’s operating policy thereby ensuring the safekeeping and security of all negotiable items and information entrusted * Validate and process member counter transactions’, including but not limited to non-cash savings and chequing transactions, stop payments and hold funds, engraved forms, and ensuring transactional integrity * As required, act as custodian to branch ATM and Treasury functions, including ATM cards and engraved forms, ensuring transactional integrity and an accurate balancing and accounting for all transactions and documents * As required, promptly respond t