Member Service Representative III

Job description

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 s...