Member Service Representative III

Title: MSR III

Location: Brandon

Position Close Date: June 5, 2026

Actively participates in all branch campaigns and promotions and champions the credit union’s sales-oriented culture by performing all aspects of this mandate. 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 plans.

Responsibilities:

 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.


• Utilize 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.

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.


• Review and transmit cheques for daily settlement.


• May be responsible for treasury, including day treasury.

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

• Minimum Grade 12 education


• Post Secondary education preferred

Experience 

• Three to five years’ experience as an MSR II 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.

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