SUNRISE CREDIT UNION - POSITION DETAIL

Member Service Representative - Virden

Location: Virden
Job Type: All
Close Date: 02/12/2013
Salary Range: Grade 4
Description:

Basic Function

Under general supervision, performs a variety of member client service transactions within clearly defined policies and procedures. Duties include providing over-the-counter deposit services such as: accepting deposits, cashing cheques, opening and closing accounts, processing utility payments, calculating foreign and domestic exchange, processing loan payments and selling traveller's cheques, money orders and drafts. 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:

 

q       Maintain custody of cash drawer and daily cash holdings and reconcile cash on hand.

q       Receives cash and cheques for deposit, verifies amounts and examines cheques for endorsement and processes transactions.

q       Cash cheques and withdrawal receipts within discretionary limit, paying out money after verifying signature and checking for coverage.

q       Process other transactions as requested by member clients including transfers, utility payments, loan payments and credit card advances.

q       Sell money orders, drafts and traveller’s cheques, calculating foreign exchange as necessary.

q       Assist members with more complex financial inquiries and/or problems such as certification of cheques, setting up stop payments and holds

q       Order/process personalized cheques

q       Identify opportunities to promote, up-sell or cross-sell all credit union products making referrals when necessary.

q       Respond to member inquires, both in person and by telephone as determined by the branch organizational structure by responding to member needs.

q       File reports, and other credit union documents as required.

q       May hold second combination for branch vault, treasury, night depository or ATM, keeping security of combination at all times.

q       May be responsible for reconciling utility payments by balancing TelePay and preparing appropriate remittances.

q       May process traveller’s cheques, money orders and drafts by balancing account, remitting funds to CUCM and microfilming remittances.

q       May process incoming and outgoing wires and update records.

q       May process postdate items from post dated box.

q       Administrative and shared functions may be rotated to ensure cross training.

Other Duties as deemed necessary and directed by your immediate supervisor

Educational Requirements

q       Minimum Grade 12 education

q       Post Secondary education preferred

Experience

 

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

We thank all applicants, but only those selected for an interview will be contacted.

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