More jobs:
Member Account Services Representative
Job in
Mississauga, Ontario, L4T 0A1, Canada
Listing for:
Access Credit Union Limited
Full Time
position
Listed on 2026-11-08
Job specializations:
-
Sales
Banking & Finance
Job Description & How to Apply Below
Support Access Credit Union members with account administration, registered products, and electronic services. Apply accuracy, communication, and sound judgment daily.
This representative provides account, deposit, and investment services to new and existing members. Responsibilities include opening memberships, processing specialized accounts, explaining product conditions, and completing documentation. You will also maintain compliance with procedures, support member relationships, and identify service and sales opportunities.
Key Responsibilities:- Administer personal and corporate memberships and accounts
- Process RRSPs, TFSAs, RESPs, RRIFs, and LIFs
- Complete reports and documentation within required deadlines
- Answer Fiserv and Clover terminal inquiries
- Retain relationships and identify additional member needs
- Grade 12 diploma or equivalent
- Friendly, professional commitment to serving others
- Ability to identify sales and service opportunities
- Attention to detail and high accuracy
- Knowledge of risk management and financial statements
Use account expertise, compliance awareness, and interpersonal strength to deliver dependable member services at Access Credit Union.
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