21 Oct
|
Northern Savings Credit Union
|
Daajing Giids
21 Oct
Northern Savings Credit Union
Daajing Giids
Every employee must honour the vision, mission and values of Northern Savings Credit Union.
Primary Purpose
The Senior Member Service Representative (SRMSR) serves as the first point of contact in providing excellent member service while handling routine financial transactions. This position recognizes opportunities and takes appropriate actions to promote and cross-sell Northern Savings Credit Union (Credit Union) products and services and refers to other staff where applicable. The SRMSR is a key position in the branch providing day to day support, technical coaching, hands on training, and guidance to the Member Service Representative team. This role does not have any supervisory duties.
Key Accountabilities
Member Service
- Acknowledge and greet members or potential clients.
- Recognizes member needs, promotes and cross sells Credit Union products and services,
- Refers complex requests for information and assistance to appropriate departments or subsidiary
- Knowledgeable on in all Credit Union’s financial products and services, and subsidiaries.
- Continually markets the advantages of membership to non-members to grow the member base.
- Participates in product and services promotions and campaigns.
- Ensures policy and procedure updates are communicated, understood and implemented
- Is knowledgeable in all Northern Savings financial products and services to enable referrals to Financial Services Representatives, Retail lending and Business Services, Financial Planning, and Insurance (life, property and casualty).
- Takes ownership in utilizing available learning resources to develop and maintain expertise in all Credit Union products, services, and processes.
- Recognizes member needs and promotes and cross sells products and services.
- Takes ownership of member issues and complaints, resolving and escalating as appropriate.
- Presents a professional image to members and internal customers (other staff).
- Other duties and responsibilities as assigned.
Cash Transactions
- Processes wide range of financial transactions while offering a suite of deposit products.
- Prepares and processes deposits and withdrawals using cash recycler unit, cheque cashing, transfers between accounts, utility bill payments, drafts, money orders (CDN & US), processes hold funds and prepares outgoing wire transfers, credit card advances, calculation and sells foreign currency, balance manual bill payments.
- Lists and balances outgoing cheques and balances all transactions and vouchers within established time frames
- Cash and deposit supply management.
- Recycler set up, loading and balancing.
- Adheres to branch cash limits as outlined in the policy and procedure manual
- Maintains joint custody of combinations
- Manage treasury and GL balancing.
- Accurately handle cash, balance cash and reconcile discrepancies.
- Adheres to security procedures as they pertain to the position.
- Orders, verifies and ships cash and counterfeit currency
- Ships mutilated cash and coin
- Other duties and responsibilities as assigned.
Non-Cash Transactions
- Accesses cheque imaging for member information and verification
- Assists members with lost or stolen cards (ATM or MasterCard).
- Performs change of address
- Orders/prints cheques
- Adds or changes package status.
- Sets up or adjusts auto transactions and stop payments
- Sets up Member link Access code and bill
📌 Senior Member Service Representative (Daajing Giids)
🏢 Northern Savings Credit Union
📍 Daajing Giids