Member Experience Representative (Temporary up to 12 months)

• Competitive compensation packages
• Top-tier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account
• Enhanced mental health benefits through SunLife and TELUS Health
• Exclusive banking benefits
• Pension Plan
• Up to $1000 per year towards professional development
• Company-wide Employee Volunteer program (Blue Wave Program)
• Employee and Family Assistance Program

• Uncover and identify opportunities with members and prospective members
• Responsible for proactive business development activities and fulfilment both internally and outside the branch.
• Provide products and services to members to increase share of wallet and ensure we are the primary financial institution of choice.
• Utilize the sales cycle to optimize value for members and fully capture all sales & service opportunities including follow up by using our Membership Relationship Management (MRM).
• Provide relevant and qualified referrals based on business plan and assigned goals (i.e. Wealth Management, Commercial, Investments).
• Accountable for achieving goals for a portfolio of members as set out by the Branch Manager

• Must adhere to FirstOntario Credit Union's Member Experience standards with all of our external and internal members along with external partners.
• Must promote all alternative delivery channels to the Member including but not limited to online banking, PAT, mobile banking etc.
• Operate and make decisions within prescribed delegated authorities including but not limited to guidelines outline in your "letter of authority"
• Provide prompt, accurate efficient transactional service to members, including deposits, withdrawals, cheque cashing, member cards and pinning, cheque ordering and general statement inquiries
• Required to backup traditional MSR, & MC roles
• Assist / relieve other positions or with duties in the home branch or other branches within region as

• Complete branch opening and closing activities, as required or
• Perform all audits, processes and proofing as required
• Balance cash daily or as instructed
• Provide credit and non-credit administration support to Management and other staff as required (reporting, member correspondence, etc.)
• Assist in maintaining combinations and safety deposit box records and controls
• Perform custodian functions according to policy and procedures with respect to cash custody, safeguarding and securities. This includes cash orders and shipments, teller crosses, and managing branch cash holding
• Consider health & safety as a primary concern to ensure the overall well-being of the department and members

• Must complete other job-related courses and certificates as required
• Competent knowledge of Microsoft Office Suite
• A knowledge of the Financial Services Industry as well as active correspondence of competitors benchmarks and standards
• Must have demonstrated interpersonal and communication
• Must be able to work well with a minimum of supervision
• Must be capable of working as a team player, willing to assist other staff as required
• Must have a positive attitude and will go above and beyond
• Position expectation meeting will be required prior to awarding the position

• Grade 12 or equivalent
• Must have the demonstrated efficiency, technical knowledge, and ability to perform the job
• 3 years office, credit union/ bank experience or demonstrated experience

FirstOntario Credit Union