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Member Service Representative | Service Coordinator in Customer Service Job at Firstontario Credit1

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Member Service Representative

Location:
Hamilton
Description:

Why First Ontario? First Ontario Credit Union is one of the largest credit unions in Ontario. We are a trusted co-operative financial institution dedicated to providing competitive banking products and services and a quality Member service. More than 118,000 Ontarians choose First Ontario for their financial needs - from chequing and savings accounts to loans and mortgages and highly qualified investment advice. Our Membership does more than save you money on fees, it also makes you an Owner. At First Ontario, we believe the best way to ensure our success is by supporting the communities we serve. That's why our policies include volunteering our time, talent and resources to worthy local causes and events. It's also why we reinvest our profits in the same places they're earned, and why we sponsor programs that promote financial literacy and economic development. JOB PURPOSE Provide prompt, efficient and courteous transactional sales and service to members. Proactively assist members to ensure that their needs have been met and refer to other staff, as appropriate. Assists with achieving the goals and objectives relating to business development as set forth by the Branch Manager. Major Activities Sales: Provide prompt, accurate, efficient transactional sales to members including Travellers Cheques, drafts, money orders, AFT, bill payments, direct debit, stop payments and bill payment setup. Recognize and act upon appropriate opportunities to engage members in discussions to enhance their services with us through cross sells, or consolidation of business held with competitors, through appropriate referrals to other staff. Utilize smooth referral process, whether for new or renewal business. Perform retention activity (term maturities, etc. ), when requested. Track referral activity. Actively contribute to campaign activity, as directed. Service: Apply our " Member First" principles and service standards with all members and prospective. Visit ListedBuy for more information.
Company:
Firstontario Credit Union
Posted:
December 20 2023 on ListedBuy
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More About this Listing: Member Service Representative
Member Service Representative is a Customer Service Service Coordinator Job at Firstontario Credit Union located in United States. Find other listings like Member Service Representative by searching Oodle for Customer Service Service Coordinator Jobs.