Member Experience Advisor - Claresholm
On-siteClaresholm, Alberta, Canada
Job Summary
Provide exceptional member service by processing cash and non-cash transactions including deposits, withdrawals, payments, and account updates. Proactively generate sales referrals by analyzing member needs and explaining product benefits while resolving routine account problems. Maintain branch security by conducting audits, administering cash services, and acting as joint custodian for safety deposit boxes. Support team members through outgoing calls, correspondence, compliance activities, and end-to-end ATM and night deposit processes. Balance daily transmittals and reconcile reports to meet safety, legal, and privacy requirements. Maintain up-to-date product knowledge to foster business development through service excellence and participate in branch campaigns.
Required Qualifications
- 1-year experience in a customer service or administration role
- Grade 12 diploma or equivalent
- Good computer skills
- Good communication skills; both written and verbal
- Ability to problem solve, organize and multi-task
- Good customer service orientation
- Attention to detail
- Aptitude for numbers, with fast and accurate data entry skills
- Good financial literacy
- Good investigative skills for uncovering member needs
Desired Qualifications
- Sales experience
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