Solution Centre - Back Up Member Service Rep

Who we are:

We have deep roots in the Hamilton and Oakville regions because of industries that were developed to accommodate the migration of its residents. We have over 80 years of experience in the financial services sector and offer a broad variety of financial products and services to our members. We are descended from the industrial Credit Unions of the Hamilton Street Railway, Otis Elevator, and Ford Motor Company.

We take pride in our cooperative status. Every single one of our members is therefore an Owner. Our members choose our Board of Directors, and they also benefit from the credit union’s success through accessible and cost-effective goods and services, a top-notch banking environment, and potential dividends and rebates. Since we are a cooperative and wouldn’t exist without our members, we cherish their business and every relationship we establish and always put their interests first. Since our clients and our owners are the same, there is no tension between them. Our members are also our stockholders.

We are a small, close-knit group of people working out of two branches and our Solution Centre. Even though we are small, we consider this a benefit. It not only allows us to interact with each member individually, but it also ensures that we can make decisions locally. We are aware that each person has a different background and unique situation. We take the time to get to know our members since they are more than simply a credit score, and this allows us to offer the best options to help them achieve their financial goals. We are merely here to support our members as they create their own momentum each and every day.

What’s the role:

All inquiries coming into the Credit Union will be answered and handled by the Solution Center. The Solution Center Representative will have full knowledge of all Credit Union products and services and is responsible to provide a full range of services to members including responding to members’ inquiries, analyzing needs, and assisting members to utilize the product or service which best meets those needs; cross sell Credit Union products, process member requests, resolve account and lending problems. The Solution Center Representative will assess the needs of the member for new deposit, investment, and lending products; conduct loan interviews, assess the application, complete any paperwork required for all products and services including new memberships. This position is responsible for dealing with members as if they were in-branch and follows through each contact to a satisfactory result. There is a large component of sales in this position including outbound calling for renewals and business retention and promotional and campaign awareness.

This position requires flexibility to work any extended hours of the Solution Center and to occasionally cover as frontline MSR (Teller). As a frontline MSR (Teller), the employee will provide a full range of services to members including taking deposits in the form of cash and cheques, term deposits, registered accounts, withdrawal transactions in the form of cash, cheques, loan payments or delinquent loan payments, withdrawal or redemption of a term deposit, registered accounts, money orders, foreign currency, payroll deduction change or net payroll. To provide prompt and courteous service and to resolve statement issues as they pertain to any deposit taking transactions or withdrawal transactions in a timely manner regardless of in person, on the telephone or by email.

What’s in it for you:

At Momentum Credit Union you will work with a small knit team giving the opportunity to execute a variety of tasks or assignments.

Momentum Credit Union offers:

· a competitive salary range

· on site parking

· benefit package including:

o dental care,

o disability insurance,

o employee assistance program,

o vision care,

o extended heath care,

o life insurance,

o paid time off,

o tuition reimbursement

Job Type: Full-time

Salary: $46,832.76-$58,098.04 per year

Benefits:

• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Tuition reimbursement
• Vision care

Flexible Language Requirement:

• French not required

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Overtime pay

Education:

• DCS / DEC (required)

Experience:

• Bank Teller: 1 year (preferred)
• Call center: 2 years (required)
• Customer service: 2 years (required)

Ability to Commute:

• Hamilton, ON L9C 3A5 (required)

Work Location: In person

Application deadline: 2024-03-07