Senior Member Service Representative

Windsor, ON

Regular, Full-Time

Posting: 26-77

Location: Windsor

Union: COPE

Job Type: Regular, Full-Time

Rate of Pay: $28.47

Are you a community-minded person that’s passionate about investing locally and giving back to your community? Do you like working with other awesome and like-minded people toward a common goal?

Here at Your Neighbourhood Credit Union (YNCU), we are all about putting our money where our mouth is and keeping our dollars local and investing back into our members, staff, and community; and we are looking for people like you to join our team.

The Senior Member Service Representative (SMSR) provides a full range of services to members including responding to enquiries, analyzing needs and assisting members to utilize the products or services which best meet those needs. The SMSR sells Credit Union products, processes member transactions and requests, resolves member problems that cannot be resolved by MSR’s, reviews reports to identify variances and required action, composes routine correspondence and makes decisions regarding the delivery of service to members.

The SMSR also provides technical direction and resolves complex problems and member complaints referred by MSR’s - including the satisfactory resolution of MSR questions.

• Commitment to the credit union's Mission, Vision and Value statement
• Lead, by example by having an upbeat and positive attitude when working with members and staff
• Provide courteous service to members, striving to increase member satisfaction with the level of service provided
• Be knowledgeable about the Credit Union's full range of financial services including investments so products are promoted and the Members' needs are identified and referred appropriately
• Provide assistance to members by opening memberships and accounts, answering questions, and servicing member requests for transaction services
• Identify and fulfil members’ financial services needs - within the Credit Union’s policy and procedural framework: cash cheques, receive bill payments, order cheques, buy/sell foreign cash, personal money orders and travel insurance, process RRSP and RRIF transactions, process term deposit and GIC transactions, accept applications for Easy Access Card, Member Card, Payment Card and Master Card
• Key postdated transactions and large transactions for BM and ABM's
• Key any rate changes when required and rate approvals for any exceptions made by management or directors
• Process ATM envelopes - balance and remove holds and process any corrections with other institutions thru the exchange network
• Balance ATM 's and add cash on a weekly basis, make adjustments when required
• Maintain ATM areas - fill envelopes, receipt paper, ink cartridges; troubleshoot ATM tech issues and call for service when necessary
• Balance and reconcile G/L accounts and ATM’s, monitor cash flow and maintain proper levels of cash to meet requirements, ensure that appropriate G/L accounts are balanced daily, reconcile variances and initiate corrective action when required to resolve balancing problems
• Assist with a variety of administrative activities including maintenance of safety deposit boxes, cash accounts and routine data system reports
• Joint Custody (lead custodian) of combinations for Vault, Treasury, ATM and Night Depository
• Disburse cash to MSR’s and replenish ATM cash - within the prescribed policies and procedures of the Credit Union
• Treasury management - communicating and ensuring that regulations regarding adjustments, cash custody and safe-guarding and lock-up procedures are understood and adhered to
• Resolves complex problems and member complaints referred by subordinates to ensure the needs of members and the Credit Union are met
• Maintain teller/counter transaction volumes that are generally equivalent to a minimum of 80% of the average MSR weekly transaction volume for the Senior MSR’s branch location
• Assist with the implementation of corrective actions - to rectify problems within the work area - when/if requested
• Record and balance securities (working supply) daily and conduct monthly securities audits with management
• Audit new and closed membership files
• Scan and balance branch cheques and…