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Location: Langham & Area
Job Purpose
This position is responsible for fostering "relationship building"; recognizing member needs and promoting/cross-selling a variety of cash services to the member. This position processes a variety of transactions for members using automated systems and related electronic equipment and balances cash and internal accounts daily while adhering to policy and security procedures.
Working Conditions
This position is expected to operate within a regional service delivery model which will require travel between locations. Other duties may be assigned outside the above job purpose provided the duties are normally associated with another position at the same or lower pay grade.
Required Qualifications
Academic minimum of Grade XII or equivalent.
Ability to handle basic math concepts.
Working knowledge of Microsoft Office.
Sales experience and a background of exceptional customer service are preferred.
Recommended Professional Development
Successful completion of CU Fundamentals of Personal Financial Planning (or equivalent).
Successful completion of CUIC 200 (The Credit Union System)
Any qualifications or required professional development requirements for any grade 2 or higher position.
Date issued: July 11, 2014
Closing Date: July 28, 2014
Essential Skills
- Reading text
- Document use
- Numeracy
- Writing
- Oral communication
- Working with others
- Problem solving
- Decision making
- Critical thinking
- Job task planning and organizing
- Finding information
- Computer use
- Continuous learning
- Significant use of memory
Transportation/Travel Information
- Own transportation
Specific Skills
- Store, update and retrieve financial data
- Sell travellers cheques and money orders
- Provide information to clients
- Promote financial products and services
- Process banking transactions
- Prepare customer statements
- Change foreign currency
- Perform data entry
Work Setting
- Public sector
- Financial services
- Banking
Work Location Information
- Rural community
Work Conditions and Physical Capabilities
- Fast-paced environment
- Repetitive tasks
Security and Safety
- Bondable
- Criminal record check (abstract)
- Credit check
Business Equipment and Computer Applications
- Windows
- Word processing software
- Spreadsheet software
- Protectograph machine
- Encoding machine
- Electronic mail
- General office equipment
- Internet browser
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