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Financial Services Representative I, Ii, Senior
Company | Global Credit Union |
Address | Northgate, Saskatchewan, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-08-21 |
Posted at | 9 months ago |
Overview
- Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
- Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
- Build meaningful relationships by participating in branch promotions and community events, as assigned.
- Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
- Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
- Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
- Work effectively in a team environment across all organizational levels.
- Perform other duties as assigned.
- Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
- Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
- Senior Financial Services Representative (Category 13): $44,803 - $66,309 annually
- Financial Services Representative I (Category 15): $38,412 - $55,312 annually
- Financial Services Representative II (Category 14): $41,484 - $60,567 annually
- Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
- Life and disability coverage
- Voluntary cash benefits for accident, hospitalization and critical illness
- Short-term and long-term incentives
- 401(k) plan with a 5% match
- Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
- Click here to view Global’s comprehensive Benefits Programs .
- Employee Assistance Program (EAP)
- Tuition Reimbursement
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