Title: Member Service Representative II (Term 6-12 months) 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.

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.

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



both in person and by telephone as determined by the branch organizational structure by responding to member needs. 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 protected usage. Administrative and shared functions may be rotated to ensure cross training.

Other duties as deemed necessary and directed by your immediate supervisor. Post Secondary education preferred We support staff with progressive HR practices, training, and the tools they need to help our members today and tomorrow. individualized training and development programs and incentive pay plan.

📌 Service and Support Representative (Strathclair)
🏢 Sunrise Credit Union
📍 Strathclair