Member Service Representative III

Job summary

The Member Service Representative III performs a variety of client services, including promoting and selling deposit and investment products while acting as a liaison between members and credit union departments. They are also responsible for complex financial transactions, vault security, and providing technical guidance to junior staff.

Job details

TITLE: MEMBER SERVICE REPRESENTATIVE III POSITION CLOSE DATE: OCTOBER 28, 2026 LOCATION: TREHERNE, MB 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 AND CANDIDATES WITH A PROVEN TRACK RECORD 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 IS PROUD TO OFFER ONE 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.

What you’ll do

The Member Service Representative III performs a variety of client services, including promoting and selling deposit and investment products while acting as a liaison between members and credit union departments. They are also responsible for complex financial transactions, vault security, and providing technical guidance to junior staff.

Requirements

Candidates must have a minimum of a Grade 12 education and 3 years of cash handling experience, or an equivalent combination. Preference is given to those with post-secondary education and a proven track record in a financial institution.

Benefits

• Comprehensive benefit programs
• Individualized training and development programs
• Incentive pay plan

Listed skills

• Sales · Preferred
• Cash handling · Preferred
• Account Management · Preferred
• Conflict Resolution · Preferred
• Communication · Preferred
• Leadership · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Member service
• Sales
• Cross-selling
• Up-selling
• Cash handling
• Financial product knowledge
• Account management
• Conflict resolution
• Communication
• Banking processes
• Reconciliation
• Leadership
• Technical expertise
• Security procedures
• Stop Payments
• Cross-Selling
• Accounting
• Automated Teller Machine
• Investments
• Cash Register
• Training And Development
• Settlement
• Loans
• Organizational Structure

Job areas

• Finance & Accounting
• Customer Service & Support
• Retail
• Administrative
• Member Service Representative
• Membership Sales Representative
• Commercial Sales Representatives
• Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

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