Member Service Representative II

Sunrise Credit Union; Deloraine; On-site; CAD 38,000 - 52,000; Full time

Job summary

Sunrise Credit Union in Deloraine, Manitoba, seeks a client-focused Teller responsible for cash handling, reconciling records, and delivering reliable member service. You will process deposits, withdrawals, and routine transactions while maintaining cash security and daily balancing.

You will respond to member inquiries in person and by phone, identify cross-sell opportunities, and use Salesforce to manage interactions.

Qualifications

• Minimum 3 years' cash handling experience.
• Strong customer service and communication skills.
• Ability to cross-sell/refer products to members.

Responsibilities

• Maintain custody of cash drawer and balance daily transactions.
• Receive cash and cheques for deposit, verify amounts and endorsements.
• Process withdrawals within discretionary limits after verification.
• Assist members with transfers, utility payments and loan payments.
• Address complex inquiries and assist with fraud awareness.
• Promote Sunrise products; refer opportunities to staff.
• Respond to member inquiries in person or by phone.
• File reports and credit union documents; rotate duties for cross-training.
• May hold combinations for vault, treasury or ATM, ensuring security.
• Use Salesforce to manage member interactions and update records.
• Assist online banking setup and provide security guidance.
• Support other duties as directed by supervisor.

Skills

Cash handling

Customer service

Attention to detail

Cross-selling

Education

Post secondary education

Tools

Salesforce

Job description

The position is responsible for responding to member client inquiries and taking action to reconcile discrepancies in records and accounts. Routinely receives and pays cash or other negotiable items, is responsible for custody, balancing and security of cash, maintains assigned cash limits and balancing of daily transactions. Performs a variety of routine accounting functions including the reconciliation or balancing of subsidiary ledgers and general ledger reports. The position responds to member client inquiries on all branch products and services and identifies opportunities to cross sell or refer sales opportunities to other staff.

Responsibilities:

• Maintain custody of cash drawer and daily cash holdings and reconcile cash on hand.
• 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.
• Process other transactions as requested by member clients including transfers, utility payments and loan payments.
• Assist members with more complex financial inquiries and/or problems such as certification of cheques, setting up stop payments and holds.
• Order/process personalized cheques.
• Identify opportunities to promote, up-sell or cross-sell all credit union products making referrals when necessary.
• Respond to member inquiries, both in person and by telephone as determined by the branch organizational structure by responding to member needs.
• File reports, and other credit union documents as required.
• May hold second combination for branch vault, treasury, night depository or ATM, keeping security of combination at all times.
• Utilize the 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.
• Administrative and shared functions may be rotated to ensure cross training.
• Other duties as deemed necessary and directed by your immediate supervisor.

Educational Requirements

• Post Secondary education preferred

Experience

• Three years' cash experience or an equivalent combination of education and experience.

Why Sunrise?

Sunrise is committed to fair and meaningful employment within a safe and respectful workplace. We support staff with progressive HR practices, training, and the tools they need to help our members today and tomorrow. Our employees are diverse, proud, and motivated - and we expect the same energy from those who lead.

Sunrise isproud to offerone of the most comprehensive benefit programs; individualized training and development programs and incentive pay plan.