Company Description
Be a part of something different
We may offer the same products and services as a big bank, but we couldn't be more different. We're rooted in purpose and on a mission to improve lives and strengthen communities. We support nearly 20,000 members and businesses digitally, over the telephone, and in-person across a network of six branches across Niagara and Haldimand.
At PenFinancial, our people are our greatest asset, and our values speak for themselves: accountability, passion, integrity, respect, and knowledge. These values guide everything we do and are lived every day. Everyone has a voice, and we listen. Check out our latest annual report to see what we've been up to.
We provide all employees with a generous benefits package, including a Living Wage salary, defined contribution pension plan, and performance-based success sharing. Our commitment to employee wellbeing is reflected in our competitive benefits, wellness days, and education allowances, contributing to our strong employee engagement scores.
Our Commitment to Community
We live our brand from the inside out. Our Truly Local Commitment starts with our employees. We support an inclusive, diverse, and caring culture and encourage giving back through volunteer opportunities and our Truly Local Ambassador program. We also invest a portion of our profits back into local communities.
As a proud Certified B Corporation, we are committed to doing business for good. We support environmental sustainability by choosing 100% renewable energy with Bullfrog Power.
Job Description
The Member Service Representative provides excellent customer service to our Members both at the front counter and via phone/email. They uncover opportunities to assist Members with banking solutions and refer them to appropriate branch partners to help achieve their financial goals. The MSR ensures adherence to operating procedures and policies to safeguard assets and Members.
Key Responsibilities
- Create an exceptional Member experience by developing relationships, maintaining communication, and providing timely, value-added information and advice to increase satisfaction.
- Handle Member requests for deposits, withdrawals, transfers, and basic transactions. Assist with ATM, MasterCard, and Debit Card inquiries and applications.
- Promote credit union products and services, including investments and loans, and refer to specialists as needed.
- Balance daily cash and assist with ATM loading and balancing, reporting discrepancies immediately.
- Prepare and audit reports, manage investment renewals, and perform internal accounting tasks.
- Identify opportunities for credit card applications and conduct regular care calls.
- Open new accounts and resolve Member concerns proactively, referring complex issues to the Manager.
- Support a culture of innovation and efficiency, ensuring compliance with procedures and participating in audits.
- Develop community relationships and attract new Members by participating in events and establishing local contacts.
- Perform other responsibilities as assigned.
Qualifications
- High School Diploma or equivalent (Post-Secondary preferred)
- Cash handling experience
- Minimum 2 years experience assisting Members in a bank or credit union is an asset
- Sales experience is considered an asset
Additional Information
Hourly Wage Range: $22.51 - $25.77
The wage will be determined based on skills, experience, education, and qualifications.
Learn more at https://www.penfinancial.com/careers
While we welcome all applications, only those selected for an interview will be contacted.
Accessibility accommodations will be made upon request.
