Member Service Representative II

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

• Minimum Grade 12 education
• Post Secondary education preferred

Experience

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

Why Sunrise

Required Experience:

Unclear Seniority