Implicity Financial Representative/Service Delivery Advisor
Under the supervision of the Deposit Administration Supervisor, The Implicity Financial Representative provides friendly and efficient service to Implicity members through our electronic service channels, including telephone, secure chat, email, and our website. Upon successful integration with Assiniboine Credit Union business systems, with a target timeframe of Spring 2022, the role will transition into a Service Delivery Advisor reporting to the Manager, Service Delivery, Member Contact Centre, providing high quality member service to Outlook Financial and Assiniboine members through a variety of incoming and outgoing communication.
The Implicity Financial Representative/Service Delivery Advisor is responsible for responding to member and non-member inquiries, with promptness and accuracy, while promoting the full range of products and services to support member needs. The role educates and empowers members, with patience, to undertake self-service options, with the goal of increasingly utilizing our digital channel. The Implicity Financial Representative/Service Delivery Advisor processes member transactions, Direct Transfers, and registered contributions and withdrawals. The position also understands and adheres to policies and procedures to protect members and assist the success of the credit union as a whole. Other duties or tasks as assigned are to be completed on an as needed basis.
Position Experience and Qualifications:
You are an outgoing person who takes pride in your attention to detail and excellent communication skills (both written and verbal). You hold a grade 12 diploma and have at least one to three years of related job experience, or an equivalent combination of education and experience. Preference will be given to those with post-secondary education in Business Administration. Previous credit union and/or DNA Banking Software experience would be considered an asset. Proficiency in a Windows and Microsoft Office (Outlook, Word, Excel) based environment; along with a comfort in learning and using multiple software programs, are key to success in this position. Bilingualism is also considered an asset.