SUMMARY 

This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development. 

KEY RESPONSIBILITIES

• Recognizes member needs, service opportunities and promoting all Credit Union product services
  
• Makes referrals to the Financial Services Officers and Wealth Management as appropriate
  
• Processes member transactions bill payments, deposits and withdrawals
  
• Processes official cheques
  
• Verifies cheque clearing on the Central Portal System
  
• Lists and balances outgoing cheques utilities and all other transactions
  
• Processes night deposits
  
• Completes preauthorized debits and credits
  
• Processes outgoing wire transfers in CAD and USD
  
• Processes debit card orders, debit card re-pins and debit card limit change requests
  
• Processes cheque orders for personal and business members
  
• Set up online banking and/or telephone banking
  
• Processes requests for suppress and e-statements
  
• Monitor cash limits in TCR
  
• Assists as TCR, ATM, Treasury dual custodian as required
  
• Books member appointments for the Financial Services Officers
  
• Processes hold funds, stop payments, auto transfers
  
• Processes cash advances on Master Cards
  
• Services and resolves service member inquiries
  
• Closes sub accounts and refers member account closures
  
• Provides members access to Safe Deposit Boxes
  
• Completes returned mail process
  
• Ensures filing is up to date
  
• Processes fax requests
  
• Answers the phones as required
  
• Performs other duties as required  
  

REQUIRED KNOWLEDGE SKILL AND ABILITIES  

• Sales and Service focus with an aptitude for business development and relationship building
  
• Strong commitment to continuous learning
  
• Excellent communication and interpersonal skills
  
• Maintains a positive attitude towards corporate initiatives and change management
  
• Strong follow up skills
  
• Demonstrates dedication to providing quality member sales and service
  
• Proven ability to be creative and innovative
  
• Able to identify members needs, answer inquires and provide solutions
  
• Able to process all teller transactions promptly and accurately
  
• Demonstrates product knowledge
  
• Demonstrates the ability to be detail oriented and manage multiple tasks
  
• Demonstrates effective organization and time management
  
• Able to make sound judgment and analyze problems
  
• Demonstrates an affinity for basic mathematics
  
• Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations
  
• Demonstrates accountability, integrity and cooperation in the workplace 
  

EDUCATION AND EXPERIENCE 

• Minimum 3 years customer service experience
  
• Experience working in a financial institution an asset
  
• Post secondary education in business, finance, accounting or equivalent an asset 
  

Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability.

Interested candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca by the closing date.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.  

SUMMARY 

This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development. 

KEY RESPONSIBILITIES

• Process member transactions
  
• Recognize member needs and promote all Credit Union deposit services
  
• List and balance outgoing cheques utilities and all other transactions
  
• Assist with night deposits
  
• Process stop payments, auto transfers
  
• Complies with Money Laundering/Confidentiality
  
• Adheres to security standards
  
• Ensure filing is up to date
  
• Other duties as required
  

REQUIRED KNOWLEDGE SKILL AND ABILITIES  

• Sales and Service focus with an aptitude for business development and relationship building
  
• Strong commitment to continuous learning
  
• Excellent communication and interpersonal skills
  
• Maintains a positive attitude towards corporate initiatives and change management
  
• Strong follow up skills
  
• Demonstrates dedication to providing quality member sales and service
  
• Proven ability to be creative and innovative
  
• Able to identify member needs, answer enquires and provide solutions
  
• Able to process all teller transactions promptly and accurately
  
• Demonstrates product knowledge
  
• Demonstrates the ability to be detail oriented and manage multiple tasks
  
• Demonstrates effective organization and time management
  
• Able to make sound judgment and analyze problems
  
• Demonstrates an affinity for basic mathematics
  
• Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations
  
• Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times
  
• Other related duties as assigned
  

EXPECTED OUTCOMES OF THE ROLE 

• Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service
  
• Accurate and timely member transactions
  
• Positive internal and external service levels are achieved through the proactively and resourcefulness
  
• Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud
  
• Supports the team to achieve results
  
• Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome
  
• A positive and professional work environment is maintained 
  

EDUCATION AND EXPERIENCE 

• Minimum 3 years’ customer service experience
  
• Experience working in a financial institution an asset
  
• Post-secondary education in business, finance, accounting or equivalent 
  

Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability. 

Candidates are invited to email their cover letter and resume to Human Resources Department at hr@lvcu.ca by the closing date.

We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.