Build member relationships through advice-based service at Access Credit Union, using product knowledge and communication skills. This fixed-term position supports sales and service.
As a Member Service Representative, you will understand member financial situations and position relevant products and services. Responsibilities include differentiating Access Credit Union offerings, asking for sales, cross-selling products, and soliciting new members. You will also identify lending and wealth referrals while maintaining current product, policy, and legislation knowledge.
Key Responsibilities:
- Communicate product information using an advice-based approach
- Differentiate credit union and competitor offerings for members
- Use fact-finding techniques to address business objections
- Cross-sell products and solicit new members
- Identify lending and wealth team referral opportunities
Requirements:
- Minimum one year in a customer or member service role
- Ability to identify and act on sales opportunities
- Knowledge of Access Credit Union products and services
- Solid interpersonal and written communication abilities
- Sound judgment for timely, effective decisions
Apply relationship management, product knowledge, and sales service skills to grow member connections at Access Credit Union.
📌 Credit Union Member Service Advisor (Canada)
🏢 Access Credit Union
📍 Canada
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