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Member Service Representative – Thunder Bay

  • Full Time
  • Thunder Bay
  • 2022-05-31

Website Rapport Credit Union

Rapport Credit Union is a new kind of financial institution. Unlike the big banks, we spend the time required to get to know our members because they’re more than just customers to us. We want to give our members the right advice and a plan that will enable them to live the life they desire. We serve over 17,000 members at 10 branch locations, with close to 80 employees and approximately $313 million in assets under administration.

We are looking for exceptional individuals to join Rapport Credit Union

Job Summary:

The Member Service Representative will be responsible for providing exceptional service to Rapport members by performing cash and non-cash transactions through a limited range of financial services while also promoting our products and services, ensuring security measures taken at all times. The incumbent will promote all of Rapport’s products and services and resolve any member issues within set standards and timelines.

Responsibilities:

  • Performs a number of cash and non-transactions such as: deposits, withdrawals, and transfers, certifies and orders cheques, buys/sells foreign cash, sells traveller’s cheques, personal money orders.
  • Identifies opportunities to promote, up sell, and cross sell Rapport’s investment and loan products; conducts pro-active and/or assigned outbound calls during special promotions on products and services.
  • Responds to members’ inquiries on all products and services offered by providing information on the benefits and features of each product and service.
  • Operates and balances cash, processes deposits, cheques and other transactions according to established procedures and performance standards with speed and accuracy.
  • Prepares bank deposits daily and forwards to bank; adheres to guidelines on hold funds and anti-money laundering.
  • Resolves member problems and concerns with mortgage renewals, personal loans, lines of credit and other lending services; cross-selling related insurance products. Ensures all required documentation and information have been sent promptly to members.

Education and Experience:

  • Post-Secondary Degree/Diploma in Business, Accounting or relevant.
  • Minimum two (2) years’ experience working in retail business or financial services industry with experience handling cash in a fast-paced environment.
  • Previous experience with banking products and services an asset.

Required Knowledge, Skills and Abilities:

  • Exceptional customer service with proven relationship building skills.
  • Strong communication skills and organizational skills
  • Excellent interpersonal skills to be able to communicate effectively with other functional areas.

Please apply directly via email to careers@rapportcu.ca.

To apply for this job email your details to careers@rapportcu.ca.

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