Member Service Representative III

Sunrise Credit Union • Brandon, MB

7d • Onsite

About The Position

Actively participates in all branch campaigns and promotions and champions the credit union’s sales-oriented culture by performing all aspects of this mandate. 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 plans.

Requirements

• Minimum Grade 12 education
• Three to five years’ experience as an MSR II or an equivalent combination of education and experience.

Nice To Haves

• Post Secondary education preferred

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.
• The sale of 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.
• Utilize Salesforce system to manage member interaction, update records.
• Assist members with online banking set up, providing security guidance and monitoring for potential fraud to ensure safe usage.
• 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.
• Review and transmit cheques for daily settlement.
• May be responsible for treasury, including day treasury.
• 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.

Benefits

• progressive HR practices
• training
• tools they need

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED