Supervisor Member Experience

Bentley, AB, Canada

Job Description


Did you know that Servus Credit Union is Alberta\'s largest credit union and is ranked #1 in Canada on Forbes\xe2\x80\x99 World\xe2\x80\x99s Best Banks list for 2022? We\'re embarking on a journey toward a bold new future for Servus Credit Union and to be the best, we need the best people doing their best work. Gone are the days of status quo as we build out a gutsy and driven workforce who can take Servus to the next level - if this sounds like you, then we\'d love to chat! We are looking for a full-time Supervisor Member Experience for our Bentley branch. Additional Information:

  • Compensation: $50,850 - $63,563 per annum
  • Days of Operation: Monday to Friday
  • Closing Date: June 16, 2023.


Reporting to the Assistant Branch Manager, you are an integral member of our retail branch and bring the knowledge and skills necessary to flex between service, sales and leadership functions depending on the branch\'s unique needs. As a Supervisor Member Experience, you will be assisting members with simple services along with using product expertise to identify member needs and recommend, refer, or provide products and services that enhance the member\'s financial well-being. You will also support initial discussions (lending, investment, account related) with walk-in members, perform regular proactive contact and follow-up with members, and assist with a variety of administrative and branch support activities. More specifically, the scope of your responsibilities will include, but are not limited to:
  • Member Support:
      • Be the first point of contact for member enquiries or new leads (through phone, virtual, or face to face
      • Proactively gather and document all pertinent information required for the FA to have a robust conversation
      • Loan document administration including document preparation, member follow-up, searches, and loan file completion
      • Process member transactions such as deposits, withdrawals, loan and utility payments, money orders, credit card advances, calculation of foreign and domestic exchange & cheque cashing
  • Risk Management:
      • Audit for accuracy and completion of documentation and ensure that staff adheres to policies, procedures, compliance, and loss prevention guidelines to mitigate the risk of loss to Servus
      • Effective custody and control over cash holdings; adherence to authorization limits, and an overall expert understanding of all branch security procedures.
  • Coaching & Leadership:
      • Develop consistent and formal coaching skills that include: service excellence, product knowledge, cross-selling, up-selling, the needs analysis process, negotiation, pricing and profitability
      • Deal with all member concerns, conflicts and complaints in collaboration with the Branch Manager effectively
      • Participate in the full life cycle for Member Service Representatives including hiring, training, coaching, career development, performance management.
Requirements To qualify, you will need at least the following:
  • Minimum 2 years retail banking experience
  • Proven customer service excellence
Although not required, the following are valuable assets:
  • Post-secondary education in Finance (or related studies)
  • Lending knowledge and experience
Most importantly, we are looking for candidates who have great interpersonal skills, impeccable communication skills, who are effortless in building rapport with our members and employees. If you are a positive, organized, and problem-solving person looking for a long-term career growth, then we encourage you to apply! Benefits Working for Servus has outstanding benefits. We offer our employees flexible and practical benefits in addition to competitive salaries and career building opportunities. Some of our benefits include:
  • Immediate financial service benefits
  • Group RSP programs available after 3 months
  • Minimum 3 weeks vacation and vacation purchase program
  • Flexible group benefit plan
  • Flexible health and/or wellness spending account
  • Employee/family assistance program
  • Profit Share
Imagine working for an organization that values diversity and inclusivity, and where everyone collaborates for your success. If you want to join a team of community leaders passionate in making an impact, apply now! What happens next? Thank you for applying with Servus Credit Union! If you are shortlisted for this opportunity, you will hear from us after the posting closes regarding next steps. Should you require an accommodation during the application and selection process, please contact us at careers@servus.ca with the position and location you are interested in.

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Job Detail

  • Job Id
    JD2189869
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Bentley, AB, Canada
  • Education
    Not mentioned