Deposit Service Representivie

DEPOSIT SERVICES REPRESENTATIVE (Casual) CHETWYND BRANCH Title Deposit Services Representative Department Deposit Services Reports to Branch Manager Group 1 Pay Rate: $27.98 + $2.00 /hr in lieu of benefits Opening Date: July 14, 2026 Closing dates: July 22, 2026 SUMMARY This position is responsible for recognizing the needs of the member and acting in a timely manner to provide solutions. This role is required to demonstrate product and service knowledge through cross selling and the promotion of business development. KEY RESPONSIBILITIES * Process member transactions * Recognize member needs and promote all Credit Union deposit services * List and balance outgoing cheques utilities and all other transactions * Assist with night deposits * Process stop payments, auto transfers * Complies with Money Laundering/Confidentiality * Adheres to security standards * Ensure filing is up to date * Other duties as required REQUIRED KNOWLEDGE SKILL AND ABILITIES * Sales and Service focus with an aptitude for business development and relationship building * Strong commitment to continuous learning * Excellent communication and interpersonal skills * Maintains a positive attitude towards corporate initiatives and change management * Strong follow up skills * Demonstrates dedication to providing quality member sales and service * Proven ability to be creative and innovative * Able to identify member needs, answer enquires and provide solutions * Able to process all teller transactions promptly and accurately * Demonstrates product knowledge * Demonstrates the ability to be detail oriented and manage multiple tasks * Demonstrates effective organization and time management * Able to make sound judgment and analyze problems * Demonstrates an affinity for basic mathematics * Demonstrates the ability to adhere to company policies, procedures and with provincial and federal regulations * Able to deal with people sensitively, tactfully, diplomatically, and professionally at all times * Other related duties as assigned EXPECTED OUTCOMES OF THE ROLE * Provide high quality services, processes, and products while consistently seeking ways to improve outcomes and enhance service * Accurate and timely member transactions * Positive internal and external service levels are achieved through the proactively and resourcefulness * Prioritizing and making on-the-spot decisions regarding member transactions, weighing member satisfaction issues with company exposure to loss or fraud * Supports the team to achieve results * Member experience levels are achieved through the process of listening, asking open ended questions, discussing solutions, providing recommendations and following up with an outcome * A positive and professional work environment is maintained EDUCATION AND EXPERIENCE * Minimum 3 years’ customer service experience * Experience working in a financial institution an asset * Post-secondary education in business, finance, accounting or equivalent Please note: Vacation schedules previously approved from other departments may be reviewed by the hiring manager and will be subject to departmental availability. We thank all applicants for their interest in Lake View Credit Union; however, only short-listed candidates will be contacted.

Responsible for processing member transactions and promoting credit union deposit services through cross-selling and business development. The role involves balancing transactions, managing night deposits, and ensuring compliance with security and money laundering standards.

Requires a minimum of 3 years of customer service experience and post-secondary education in business, finance, accounting, or a related field. Experience within a financial institution is considered an asset.

Identified from the job description. Confirm important requirements above.

• Customer Service
• Business Development
• Relationship Building
• Communication Skills
• Interpersonal Skills
• Time Management
• Problem Analysis
• Basic Mathematics
• Detail Oriented
• Financial Transaction Processing
• Cross Selling
• Organization Skills

Minimum education

Bachelor’s degree

Minimum experience

2+ years