The Position:
The Member Service Representative provides customer service in the form of processing member
requests for routine over‐the‐counter services as well as directing members to the appropriate position
in the branch to receive other services that Vision Credit Union Ltd. provides. Member Service
Representatives understands his/her role providing exceptional quality, positive, and friendly
experiences to all members as well as consistent accuracy.
This is a full time permanent position.
For complete job posting details, please visit our website www.visioncu.ca/en/about‐vision/careers
The Person:
Member Service Experience preferred.
Excellent communication and member service skills are essential for success in this role. In
addition, excellent ability to deal with people sensitively, tactfully, diplomatically, and
professionally at all times.
Attention to technical detail and proven ability to work effectively in a time sensitive and team
environment is necessary for this position.
Cooperative or Credit Union industry experience is a benefit.
Compensation:
Salary range $38,000 to $49,000/annually.
Comprehensive benefits package.
Summary
The Member Service Representative provides customer service in the form of processing member
requests for routine over‐the‐counter services as well as directing members to the appropriate position
in the branch to receive other services that Vision Credit Union Ltd. provides. Member Service
Representatives understands his/her role providing exceptional quality, positive, and friendly
experiences to all members as well as consistent accuracy.
Job Duties/Responsibilities
Accurately process member transactions such as: Deposits and withdrawals, loan payments,
utility payments, official orders, calculation of foreign exchange and domestic exchange, cheque
cashing, stop payments, hold funds, and night deposits.
Identify situations where members could benefit from using other services by cross‐selling and
referring them to the appropriate position in the branch.
Open assigned combinations, have cash drawers at teller wicket prior to business hours and
maintain cash holdings during the day.
Buy and sell currency from the vault as necessary.
Cash balance maintained without exceeding teller drawer cash limits. All security procedures are
observed.
Maintain joint custody of ATM balancing and servicing within specified time limits while security
procedures are followed.
Consistently balances cash drawer independently and accurately while maintaining a neat and
organized teller wicket.
Accurately send and receive wires for members within specified time frames.
Accurately respond to member inquiries in a prompt and courteous manner.
Sell all investments and accurately administer Term Deposits and Registered Plan
documentation.
Accurately open and close member accounts while completing forms in accordance with loss
prevention procedures.
Custodian on specified combinations. Ensure compartments are secured at all times,
combination changes are made in accordance with loss prevention procedures.
Provide access to members’ safety deposit boxes and rent control records are kept current.
Follow reporting procedures on Money Laundering and FINTRAC.
Accurately scan deposit and investment documentation on a daily basis or as required.
Adhere to all Vision Credit Union Ltd. policies and procedures.
In‐depth knowledge of all bank deposit products and policies.
Follow all compliance policies and procedures in relation to Anti‐Money Laundering and Anti‐
Terrorist Financing Guidelines.
Assist Branch Supervisor/Manager with other duties as assigned.
Requirements
High school diploma.
Member Service experience preferred.
Cash handling or sales experience preferred.
Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times.
Strong communication skills.
Ability to prioritize and make on‐the‐spot decisions regarding member transactions, weighing
member satisfaction issues with bank exposure to loss or fraud.
Basic mathematical skills required.
Attention to detail in all areas of work.
Basic knowledge of bank loan, trust, and investment center products.
Ability to work in a fast‐paced environment.
Ability to perform well under pressure.
Ability to cross sell.
High degree of accuracy with good organization skills.
Professional appearance and manners.
Only those individuals invited for an interview will be contacted.
Vision Credit Union Ltd. – we “see” banking differently.
We may very well be the right fit for you….and you for us.
We’re Vision Credit Union. Although we offer loans, deposits, financial planning service,
RRSP’s, mutual funds, insurance products and other product that most F.I.’s are able to offer,
we do things a little (some would say a lot) different at our “shop”.
Our focus is our 37,000 member‐owners. We’re an organization based on principles over profit.
If you are eager to launch a rewarding career with our organization, you will need to be able to
naturally and consistently provide “well above the norm” member service. After all, the Credit
Union system has been chosen tops in Canada for twelve years straight in the area of customer
service. That’s a reputation we pledge to continue.
We believe that charging excessive fees or providing products and services that benefit our
Credit Union more than our valued members is wrong. We also believe that the bulk of our
profits must be shared by our members and that some of our profits need to be channeled back
to community initiatives in the small rural communities where we live and work.
At Vision Credit Union, an equal opportunity employer, we treat members special. Our goal is to
ensure that every one of our members feels like an extension of our “family”. The team, of
which you would be a part, is small in numbers but capable of “moving mountains”. We believe
in common purpose (life‐long member‐owners). We strive for error‐free work and accountability.
We’re collectively recognized for our great work: in both 2016 and 2017 Vision C.U. was named
one of Alberta’s Top 70 Employers. In 2016, 2018 and 2019, Vision earned the title: Alberta’s Credit
Union of the Year.
We are always “on the hunt” for enthusiastic, astute and motivated team members. Joining us
represents an opportunity to go home from work feeling fulfilled. At Vision, you will enjoy a
salary that is at or above industry standards and there are exceptional advancement
opportunities for the right individual. If you feel you can offer skill and passion to help our
organization continue being the financial service provider of choice in rural and entrepreneurial
Alberta, we invite your resume.