About this role
Were looking for a friendly, member-focused person to come on board as our permanent full-time Receptionist at our Yorkton branch.
As the first point of contact for our members, you will greet and direct visitors to the credit union, respond to member inquiries, identify member needs and make quality referrals and provide non-cash member services. You will provide administrative and secretarial support to the branch, and participate in various aspects of retail branch operations.
How youll be spending your time
Providing a high level of member service focusing on the efficient delivery of services to our members
Proactively uncovering opportunities to refer members to Financial Advisors to further develop and strengthen relationships
Scheduling appointments in retail staff calendars and providing administrative support as necessary
Adhering to policies and procedures to ensure compliance within the industry
The way people describe you
An engaging person, who builds trust and working relationships with ease
A team player who takes pride in serving our members and creating exceptional experiences
A reliable individual that shows up for themselves and the team
A communicator, who takes a genuine interest in people and is good at listening
A detail oriented individual who is meticulous in their work and values accuracy
The experience you bring
High School Diploma
A minimum of one year of financial industry experience
Experience in providing customer service
Prior sales experience is considered an asset
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