Member Service Representative Iii
Brandon, MB, Canada
Job Description
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Title: Member Service Representative III Position Close Date: March 19, 2023 Location: Brandon, 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 inquiries and/or concerns 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.
- Print/Verify/File reports and other credit union documents as required.
- 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.
- Responsible for reconciling utility payments by balancing accounts and preparing appropriate remittances.
- Process incoming and outgoing wires and update records.
- Process postdated items from post dated box.
- May be responsible for treasury, including day treasury.
- May include reception duties or back up as determined by branch need.
- Responsible for running appropriate branch clearing reports.
- Post entries related to wires and cash settlement items as deemed necessary.
- Record, balance and submit daily cheque deposits to CU Central.
- 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.
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Job Detail
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Job IdJD2127589
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBrandon, MB, Canada
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EducationNot mentioned