Job Description

**Posting Deadline: Please submit your application by 11:59 PM PST, January 7, 2023** Position Type: Permanent Together, Let\xe2\x80\x99s Do Great Things! We\xe2\x80\x99re the largest financial institution based on Vancouver Island and the Gulf Islands, and we\xe2\x80\x99ve got an opportunity for you. We are looking for a Member Service Representative 2, to support the Oceanside Region. so if you\xe2\x80\x99re passionate about improving people\xe2\x80\x99s financial health and have experience with sales and service, we\xe2\x80\x99d like to hear from you. What\xe2\x80\x99s the role? As a Member Service Representative 2, under general supervision you will provide a full range of member driven transactions with respect to all credit union services (deposit and some lending products). Coastal Community Credit Union strives \xe2\x80\x9cto be the leaders in building relationships that improve financial health, enrich people\xe2\x80\x99s lives and build healthier communities" and it is your responsibility as the Member Service Representative 2 to be the primary point of contact for members and carry the vision statement forward in order to build, maintain, attract and expand the member\xe2\x80\x99s relationship with the credit union. Your duties will include:

• Provide sales and service expertise to inform members of new products/services and changes to existing products/services.

• Identify and actively pursue internal referral opportunities to develop business; as well as work to achieve sales objectives.

• Complete member driven requests, ensuring that documentation is started and/or completed and/or appointments scheduled to finalize all documentation, including but not limited to opening new memberships.

• Initiate/complete member applications for a variety of products including but not limited to registered and non-registered products, MasterCards and campaign Quick Loans.

• Handle member inquiries ensuring proper resolve on all matters. Confidently resolve member concerns/issues should they arise.

• Complete preliminary estate documentation with executors.

• As required, authorize transactions of other employees within own signing limits and provide guidance to same.

• Performs other related duties as required.

What are we looking for?

• 1-3 years\xe2\x80\x99 financial experience or an equivalent combination of education and experience;
• Completed CUIC 185 and/or CUIC 200 and be actively pursuing further education;
• Be enrolled in and/or completed a recognized public speaking course;
• Successful completion of the Level II exam;
• Completed or actively working on all annual courses;
• A proven sales record, above average MSR1 skills, and demonstrated positive leadership skills are required.

Ideally, you are a flexible, collaborative team player with:

• Working knowledge of credit union products and services, the banking system, administration procedures and accounting.
• Keyboarding skills of 40 wpm and computer terminology are required, in addition to proficiency with Windows products such as Outlook, Word, and Excel applications.
• Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members.

If you\xe2\x80\x99re an approachable problem solver who embraces self-development and life-long learning, you\xe2\x80\x99ll be a great fit with us. Who are we? Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We\xe2\x80\x99re proud of the legacy we\xe2\x80\x99ve built and the things that make us who we are:

• We\xe2\x80\x99re 100% member-owned, with all decisions made locally\xe2\x80\x94right here on Vancouver Island.
• We\xe2\x80\x99re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
• We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

If you join us you\xe2\x80\x99ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!