Member Service Representative III (Term 12-18 months)

Sunrise Credit Union

10h•Onsite

About The Position

Under general supervision, performs a variety of member client service within clearly defined policies and procedures. Promotes, up sells and cross sells the full range of deposit and investment products and sundry services. Acts as a liaison between member clients and various credit union departments (i.e., loans, accounting) and is the primary resource for opening new member accounts and for actively soliciting new deposit and investment business by following up on staff referrals, sales initiatives and member client inquires. May provide guidance to junior Member Service Representative by providing technical guidance on day-to-day banking processes or may provide overall branch leadership by becoming a technical expert in one specialized area such as registered products.

Requirements

Minimum Grade 12 education
3 years cash experience or an equivalent combination

Nice To Haves

Post-secondary education
Proven track record in a credit union/financial institution environment

Responsibilities

Assist members with more complex financial situations such as opening new memberships (including estate accounts), certification of cheques, wires, setting up stop payments and holds.
Respond to member inquiries, both in person and by telephone as determined by the branch organizational structure by responding to member needs.
Sell registered products and/or broker deposits to membership, identify opportunities to promote, up-sell or cross-sell all credit union products making referrals when necessary.
Responsible for ordering/processing personalized cheques.
Responsible for second combination for branch vault, treasury, night depository and/or ATM, keeping security of combination at all times.
Responsible for reconciling particular GLs and/or internal accounts.
May be responsible for treasury, including day treasury.
May include reception duties or back up as determined by branch need.
Review and transmit cheques for daily settlement.
Receives cash and cheques for deposit, verifies amounts and examines cheques for endorsement and processes transactions.
Cash cheques and withdrawal receipts within discretionary limit, paying out money after verifying signature and checking for coverage.
Maintain custody of cash drawer and daily cash holdings and reconcile cash on hand.
Administrative and shared functions will be rotated to ensure cross training.
Other duties as deemed necessary and directed by your immediate supervisor/branch manager.