Customer Service Representative - Service

The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. The Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience.

This role quickly develops a rapport with members/clients and proactively identifies their needs, promotes Alterna products and services and refers members/clients to the appropriate internal partner based on the complexity of their requirements, while ensuring compliance and adherence to operational policies and procedures.

As part of ongoing development, this role will require that you be flexible to assist in other areas of the branch, as required, with greeting and directing members as well as opening new accounts and dealing with general inquiries regarding our products and services.

Responds to member/client needs by delivery of friendly, efficient service and accurately processing various financial transactions including deposits, withdrawals, cheque cashing/ordering, bill payments, money orders, transfers, or foreign currency exchange.

Resolves member/client issues at first point of contact where possible and refers to senior internal officers based on the complexity of the situation.

high five goals, side-by-side coaching, quarterly sales cycle training) and participates in branch campaign initiatives.

Ensures ongoing compliance and adherence to operational policies, procedures, objectives, and Code of Business Conduct.

Actively participates in setting individual sales and referral targets, goal setting and regular coaching sessions.

Alterna Savings’ members will view the organization as exceeding their expectations in terms of service quality.

Personal sales and referral goals will be achieved, contributing to the overall growth of the branch and the organization.

Accurate posting, cash management (including balancing), administrative, and security and risk management procedures.

Post-secondary education preferred or an equivalent level of experience and education.

Previous Teller experience would be an asset.

Ability to work flexible hours based on branch operation hours.

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

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We are incredibly proud of our corporate culture, embodying our core values: the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for nine consecutive years.

Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants