16 Aug
|
Jobtailor
|
Manitoba
16 Aug
Jobtailor
Manitoba
Develop, retain, and grow member relationships through advice-based conversations and tailored financial solutions across multiple channels
Refer quality opportunities to appropriate internal experts or partner channels when outside of scope
Promote digital solutions and proactive self-serve advice to drive member engagement and adoption
Deliver efficient, effective, and confidential member interactions aligned with service standards and contact center KPIs
Achieve individual performance targets and collaborate with the team to meet or exceed goals
Maintain working knowledge of ACU and Outlook Financial processes, procedures, industry trends, competitor products, and strategies
Resolve member concerns using de-escalation techniques and escalates complex matters appropriately
Identify and recommend process improvements to enhance efficiency, member experience, and internal workflows
Assess and process requests within assigned authorities while following credit union procedures, internal controls, and risk management policies
Participate in strategic sales, service, marketing, and organizational initiatives supporting member and community relationships and sustainable growth
Maintain confidentiality and privacy
Execute internal policies and procedures to ensure compliance with regulatory and legislative requirements
Work Monday to Saturday during Member Communication Centre business hours
Requirements
High school diploma
Minimum 1 year to 3 years of demonstrated experience in a member-focused, goal-oriented environment, preferably within financial services
A combination of relevant experience and education will be considered
Excellent customer/member service focused on understanding needs and providing support
Strong verbal and written communication skills in both French and English
Emotional intelligence to adapt style, show empathy, and manage interactions effectively
Results-driven with ability to meet or exceed goals
Robust problem-solving and critical thinking skills
Ability to work independently with strong self-management
Efficient multitasking in fast-paced environments with attention to detail
Proficient with computers and multiple software/communication tools
Above-average typing speed and accuracy for efficient documentation
Ability to work Monday to Saturday during Member Communication Centre business hours
Commitment to confidentiality, privacy, compliance, and risk management
Core Competencies
Demonstrates expertise in member relationship management, providing tailored financial solutions, and achieving performance targets in a fast-paced environment. Proficient in both French and English, with strong problem-solving skills and a commitment to confidentiality and compliance.
Highest-signal resume keywords
Member Relationship Management
Financial Services Experience
Bilingual Communication Skills
Problem-Solving Skills
Compliance and Risk Management
ATS Optimization Keywords
Hard Skills
Financial Solutions Development
Performance Target Achievement
Process Improvement Identification
Documentation Accuracy
Multitasking Efficiency
Soft Skills
Emotional Intelligence
Customer Service Orientation
Effective Communication
Self-Management
Attention to Detail
Industry Keywords
Member Engagement
Contact Center KPIs
De-Escalation Techniques
Regulatory Compliance
Confidentiality and Privacy
Tools & Technologies
ACU Financial Processes
Outlook Software
Communication Tools
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📌 Bilingual Member Support Specialist I (Manitoba)
🏢 Jobtailor
📍 Manitoba