Member Service Representative III

Sunrise Credit Union; Treherne; On-site; CAD 42,000 - 51,000; Full time

Benefits offered by this job

Comprehensive benefits program

Training and development programs

Incentive pay plan

Job summary

Sunrise Credit Union in Treherne, Manitoba invites applications for a Member Service Representative III. You will assist members with deposits, new accounts, and promoting deposit and investment products, coordinating with loans and accounting, and serving as a primary resource for referrals.

You will respond to inquiries in person and by phone, upsell and cross-sell products, process cheques, and may provide guidance to junior staff.

Qualifications

• Minimum grade 12 education; 3 years cash experience or equivalent.
• Preference given to post-secondary education and candidates with credit union/financial institution experience.
• Involves opening new member accounts and promoting deposit/investment products.
• May provide guidance to junior staff or branch leadership in specialized areas.

Responsibilities

• Assist members with deposits, new memberships, cheques, wires, and stop payments.
• Respond to member inquiries in person or by telephone per branch structure.
• Promote, upsell and cross-sell credit union products; make referrals as needed.
• Order/process personalized cheques; handle MSR cash duties as required; participate in branch administration.

Skills

Customer service

Cash handling

Sales upsell & cross-sell

Communication

Teamwork

Education

Post secondary education

Grade 12 education

Job description

Title: Member Service Representative III

Position Close Date: October 28, 2026

Basic Function:

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.

Member Service:

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 inquires, 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.

Administration:

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.

MSR Cash Duties (determined by branch need):

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.

Educational Requirements:

Preference will be given to those with Post Secondary Education andcandidates with a proven trackrecord in credit union/financial institution environment.

Minimum grade 12 education and 3 years cash experience or an equivalent combination.

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.

We thank all applicants, but only those selected for an interview will be contacted.