Enhanced mental health benefits through SunLife and TELUS Health
Exclusive banking benefits
Up to $1000 per year towards career development
Pension Plan
Company-wide Employee Volunteer program (Blue Wave Program)
Employee and Family Assistance Program
Job Overview
Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as appropriate. Professionally and efficiently perform sales, service, and operational accountabilities as outlined below.
Role
Sales
Provide prompt, accurate, efficient transactional sales to members over the phone and/or internet.
Recognize opportunities and act on all discussions with members to acquire more of their business, through qualified referrals to appropriate staff.
Determine whether to refer or to personally sell.
Perform retention activity when requested.
Track all referral sales activity.
Actively participate in and contribute to all campaign activity, as directed.
Build positive relationships with internal partners to support each other's business goals.
Service
Apply our "Member First" principles with all members and prospective members.
Adhere to "Service Standards" in all circumstances with members and fellow staff.
Promptly acknowledge members by name and refer them to a more appropriate staff member, if necessary, to fulfill members needs best.
Project a positive and professional image and attitude with members and fellow staff.
Work with member to resolve inquiries and/or Refer to other staff if 'wait time' for other members may be compromised.
Close all transactions with a positive statement and thank member for their business.
Develop and pursue a Personal Development Plan, jointly agreed to with the Manager for continuous positive development of skills.
Operations
Adhere to policies and procedures, at all times.
Complete all work accurately, promptly and fully from beginning to end.
Act as joint custodian and/or combination holder, as required.
Perform audits, processes and proofing, as required.
Consider health & safety as a primary concern to ensure the overall well-being of the department and members
Perform all other duties, as assigned.
Job Specifications
Must have above average interpersonal and communication skills
Must be able to work well with a minimum of supervision
Must be capable of working as a team player, willing to assist other staff as required
Must have demonstrated service abilities and be able to identify member needs cross selling certain products and referring smoothly to others, as appropriate
Must be willing to learn and apply coaching
Must be flexible and prepared to work hours established to meet member service demands
Must have reliable and capable internet accessibility if remote shifts are required
Requirements
Grade 12 or equivalent
Previous call centre and/or customer service preferred
Experience in MS Office is preferred
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.
This posting is for an existing vacancy.
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📌 Member Service Centre Representative (Part time Temporary up to 12 months) (Ontario)
🏢 Firstontario Credit Union
📍 Ontario
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