Member Service Representative

What You’ll Do

• Provide friendly, efficient service while accurately completing financial transactions
• Build strong relationships with members by listening, communicating effectively, and understanding their financial needs
• Recommend products and services that genuinely align with members’ goals
• Uphold our commitment to ethical, member‑centric service
• Assist with administrative tasks and maintain accurate member records
• Support our outreach efforts through outbound calls to promote products and services

What We’re Looking For

• A certificate or diploma in Business (a university degree is an asset)
• Previous sales or service experience — preferably in the financial industry
• Strong interpersonal and communication skills
• A genuine ability to build trusting relationships with members
• Attention to detail and a commitment to accuracy
• A positive...