Member Service Representative II
Job Summary
- 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 utilitypayments loan payments and credit card advances.
- 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 referralswhen necessary.
- Respond to member inquires 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.
- May be responsible for reconciling utility payments by balancing accounts and preparing appropriate remittances.
- May process remittances by balancing account remitting funds to CUCM and scanningremittances.
- May process incoming and outgoing wires and update records.
- May process postdate items from post dated box.
- Administrative and shared functions may be rotated to ensure cross training.
- Other duties as deemed necessary and directed by your immediate supervisor.
- 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
Required Experience:
Unclear Seniority
About Company
The 2025 Annual Report is now available The Annual Report contains information on the funded status of Accounts A and B, cost of living adjustments, investment performance and more. The 2025 Annual Report is now available The Annual Report contains information on the funded status of ... View more