PT Member Service Representative - USW4153

Who We Are

Great banking should feel effortless. The kind where things just work, the right information is easy to find, and the next step feels natural. At YNCU, we’re focused on making banking simpler, more intuitive, and more useful in the moments that matter. So instead of making people think about how banking works, we make it feel like it just does. That’s one of the ways we show care.

YNCU was created by working people and small business owners who pooled their money to make affordable financial services available to one another. They weren’t just customers—they were our founders. That spirit still shapes how we work today.

Innovation is part of our history, too. Credit unions helped introduce some of Canada’s earliest banking innovations, and that mindset continues at YNCU. We’re always looking for unmet needs, better ways to serve members, and simpler experiences that make banking easier to understand and use.

What You’ll Be Doing

Provide prompt, courteous member service not only by processing member’s financial transactions, but also by cross selling (or referring), at every opportunity, our full range of products and services, thus ensuring that our members expectations are consistently met or exceeded.

1. Process members’ transactional requests (deposits, withdrawals, transfers, etc.)
2. Answer the telephone in the branch to provide member service
3. Balance the ATM when requested
4. Promptly respond to member inquires/problems in a courteous and efficient manner
5. Uncover members’ needs, and assist members to utilize the products or services which best meet those needs
6. Proper completion and submission of tracking sheets
7. Make a minimum of 5 sales calls per week
8. Make at least 1 high level referral per week
9. Make at least 1 MemberCARE referral per month
10. Follow our Quality Service Standards consistently

What we are looking for

• Identify sales and service opportunities through face-to-face, and telephone interactions ensuring the on-going promotion of Credit Union products and services, which contribute to organizational growth
• Build and maintain an in-depth knowledge of Credit Union accounts and related products and services, ensuring member communication reflects current and accurate information
• Keep combinations, passwords, keys, policies, and member information confidential as per YNCU’s operating policy thereby ensuring the safekeeping and security of all negotiable items and information entrusted
• Validate and process member counter transactions’, including but not limited to non-cash savings and chequing transactions, stop payments and hold funds, engraved forms, and ensuring transactional integrity
• As required, act as custodian to branch ATM and Treasury functions, including ATM cards and engraved forms, ensuring transactional integrity and an accurate balancing and accounting for all transactions and documents
• As required, promptly respond to telephone inquiries, taking ownership of issues within authority relating to transactional and account inquiries, and directing member to specialized employees as required. Schedule branch appointments to accommodate efficient member traffic
• As required, participate in branch administrative functions

• Must be bondable

Union: USW4153

Job Type: Regular/Part Time

Work Arrangement: Onsite

This position is for an existing vacancy within our team.

What You’ll Love About Working Here

At YNCU, you are more than an employee. You are part of a purpose driven team that strengthens local communities and champions the credit union difference. We believe banking locally matters, and every day our team helps members build stronger financial futures through personalized advice, trusted relationships, and community support.

As a people first organization, we are committed to an environment where employees feel supported, valued, and empowered to grow. Through professional development, wellness initiatives, volunteering, and collaborative team experiences, we invest in our people because they are at the heart of everything we do. Programs like our Good Neighbours Employee Volunteer Program and Monthly Staff Donation Draws give employees a direct voice in supporting the causes that matter most to them and their communities

When you join our team, you become part of a collaborative culture that values authenticity, growth, and making a meaningful impact in the communities we serve. Some benefits that will support you:

• Competitive compensation and incentive programs
• Wellness benefits and resources to help you thrive both at work and at home, including mental health support, fitness programs, wellness breaks, and mindfulness resources
• Pension and benefit pay
• Vacation pay
• Ongoing learning, training, and development opportunities
• A free banking account and preferred employee rates on lending and investment products
• Recognition and community engagement programs
• Paid volunteer opportunities and community involvement initiatives
• Professional development and certification reimbursement

Employer Awards and Recognitions

• Certified B Corporation® organization committed to social and environmental impact
• 2025 Southwestern Ontario’s Top Employers
• Waterloo Area’s Top Employers 2025
• The Career Directory 2025: Canada’s Best Employers for Recent Graduates
• 2025 Canada’s Healthy Workplace Month Great Employer
• Ontario Living Wage Network

Check out our current openings athttps://jobs.dayforcehcm.com/yncu/CANDIDATEPORTAL

YNCU strives to be a diverse workplace reflective of the communities that we live in. We are committed to a diverse workforce and invite everyone to apply. YNCU makes hiring decisions solely on qualifications, merit, and business needs at the time.

YNCU is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, colour, sex, gender, religion, sexual orientation, national origin, disability, pregnancy, or any other protected characteristic as outlined by national, provincial, or municipal laws. This applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, and training.

Your Neighbourhood Credit Union will provide accommodations for persons with disabilities, where needed, to support their participation in our recruitment process. Please contact Human Resources at [email protected].