Deposit Services Representative Kenaston

Grow your career with one of Manitoba's Top Employers since 2014. At Access Credit Union, we support a professional and innovative work environment with a corporate culture that uniquely embraces empowerment, accountability, and trust. We recognize and value each employee's contributions to our success, which is why we we offer competitive compensation, 100% company paid health benefits, employer-matched pension plan, continuing education, and career advancement opportunities within our credit union.

At Access Credit Union, our values are straightforward:
Do good Be better Own it Move forward

The Deposit Service Representative is responsible for providing various account, deposit and investment services to new and existing members. This position is also responsible for administering and promoting the full range of credit union products and services and building member relationships that add value and contribute positively to the credit union’s profitability.

Responsible for opening new personal and corporate memberships, accounts, debit cards, credit card applications and assisting members with alternate banking channels. Administer and process specialized accounts such as estates, term deposits, POA’s, and registered products (RRSPs, TFSAs, RESPs, RRIFs, LIFs etc.) . Communicate to the member all terms and conditions of any product being presented ensuring that the product is within the member’s risk tolerance and that all instructions are clearly laid out.

Proper documentation must follow within the deadlines given.

Operates as the primary contact for members, managing the relationships on behalf of the credit union to ensure the members’ needs are met and the relationship remains profitable. Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.

Actively participate in regular staff meetings providing input when necessary. Actively participate in meetings, planning and training initiatives, sharing information and ideas to build organizational achievement and success. Provide input into the development of and support the achievement of branch sales goals.

Participate in and contribute to an entrepreneurial environment to seek out new business and referral opportunities that support the branch and organization goals. Pro-actively work to retain and expand existing member relationships, while pursuing new sources of business.

• Grade 12 diploma or equivalent
• Business Administration or other post-secondary education would be considered an asset
• Previous customer service and/or sales experience
• Demonstrated desire to serve others in a friendly and professional manner
• Ability to identify and willingness to act upon sales and service opportunities
• Strong interpersonal and communication skills, both verbal and written
• Ability to work in fast-paced environment and perform well under pressure
• Ability to prioritize using sound judgment to make timely and effective decisions
• Attention to detail with high degree of accuracy
• Knowledge of Access Credit Union’s products and services
• Ability to follow standardized policies and procedures
• Basic knowledge of financial statements
• Knowledge of risk management within the financial industry
• Proficient computer skills
• Starting Salary $46,064.00

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