Why FirstOntario? Competitive compensation packagesTop-tier health and wellness benefits, including comprehensive benefits packagesEnhanced mental health benefits through SunLife and TELUS HealthExclusive banking benefitsUp to $1000 per year towards professional developmentPension Plan Company-wide Employee Volunteer program (Blue Wave Program)Employee and Family Assistance Program Job OverviewProvide 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. Role Sales:Provide prompt, accurate, efficient transactional sales to members including, drafts, 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 members.Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiries.Put member's, or prospective member's needs for service and attention before any administrative or operational work of your own.Work with member to resolve inquiries and/or concerns. Refer to other available staff if "wait time" for other members may be compromised.Process transactions for others as required.Assist / relieve other positions with duties in the branch as required.Operations:Adhere to policies, procedures and standards.Complete all work accurately and efficiently.Balance cash daily or as instructed.Act as joint custodian and/or combination holder, as required (ATM, night depository, Treasury etc.).Perform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. Place holds, messages etc. in line with policy.Provide overrides and other such operational work within guidelines outlined in your "letter of authority".Perform all audits, processes and proofing, as required.Assist in the daily upkeep of the branch including filing, sorting, scanning, etc.Complete sundry duties as required.Consider health & safety as a primary concern to ensure the overall well-being of the department and members Job Specifications:Above average interpersonal and communications killsMust be able to work well with a minimum of supervisionMust be capable of working as a team player, willing to assist other staff as requiredMust have demonstrated service abilities and be able to identify member needs cross selling certain products and referring smoothly to others, as appropriateMust be willing to learn and apply coachingMust be flexible and prepared to work hours established to meet member service demandsMust have reliable and capable internet accessibility if remote shifts are required Job RequirementsGrade 12 or equivalentPrevious cash handling and/or customer service preferredExperience in MS Office is preferred Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.This is for an existing vacancy.
This is a part-time Member Service Representative role based in Hamilton, ON.
The role involves prompt, efficient transactional sales and service to members, including deposits, withdrawals, drafts, bill payments, and cross-selling or referring to other staff as appropriate.
Above-average interpersonal and communication skills, ability to work with minimal supervision, teamwork, and a willingness to learn and apply coaching are emphasized.
The role requires flexibility and being prepared to work hours established to meet member service demands.
The description notes competitive compensation and a comprehensive benefits package, plus up to $1000 per year toward professional development.
Grade 12 or equivalent and previous cash handling or customer service experience are preferred, with MS Office experience also mentioned as preferred.
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