The position is responsible for managing member inquiries, processing financial transactions, and maintaining the security and balancing of cash holdings. It also involves identifying sales opportunities to cross-sell credit union products and utilizing Salesforce to manage member interactions.

Requirements

Candidates must have a minimum of Grade 12 education and three years of cash experience or an equivalent combination of education and experience. Post-secondary education is preferred.

Experience

2 to 5 years

Education

high school

Working hours

40 hours per week

Job type

Full-time

Work arrangement

On-site

Skills

Cash Handling
Account Reconciliation
Cross Selling
Customer Service
Salesforce
Online Banking Support
Fraud Monitoring
General Ledger Reporting
Financial Inquiry Resolution
Vault Management

Benefits

Individualized Training And Development Programs
Incentive Pay Plan

Visa sponsorship

Not detected in the job text

Keywords

Cash Handling
Reconciliation
Subsidiary Ledgers
General Ledger
Cross Selling
Salesforce
Online Banking
Fraud Monitoring
Credit Union
Branch Deposit
Vault Security
Financial Services
Member Services

Original job description

Title: Member Service Representative II

Position Close Date: until filled

Location: Grandview, MB

The position is responsible for responding to member client inquiries and taking action to reconcile discrepancies in records and accounts. Routinely receives and pays cash or other negotiable items, is responsible for custody, balancing and security of cash, maintains assigned cash limits and balancing of daily transactions. Performs a variety of routine accounting functions including the reconciliation or balancing of subsidiary ledgers and general ledger reports. The position responds to member client inquiries on all branch products and services and identifies opportunities to cross sell or refer sales opportunities to other staff.

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?

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.

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Details last changed Sep 15, 2026. About these details

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