Member Service Representative - Falher

Position Title

Member Service Representative

Reports To

Branch Supervisor / Senior Member Service Representative

Summary

The Member Service Representative provides customer service by processing member requests for routine over‑the‑counter services, directing members to the appropriate branch position for other services, and ensuring consistent accuracy while delivering exceptional, positive, and friendly experiences to all members.

Job Duties / Responsibilities

• Accurately process member transactions such as deposits and withdrawals, loan payments, utility payments, official orders, calculation of foreign exchange and domestic exchange, cheque cashing, stop payments, hold funds, and night deposits.
• Identify situations where members could benefit from using other services by cross‑selling and referring them to the appropriate branch position.
• Open assigned combinations, have cash drawers at teller wicket prior to business hours and maintain cash holdings during the day.
• Buy and sell currency from the vault as necessary.
• Maintain cash balance without exceeding teller drawer cash limits; all security procedures are observed.
• Maintain joint custody of ATM balancing and servicing within specified time limits while security procedures are followed.
• Consistently balance cash drawer independently and accurately while maintaining a neat and organized teller wicket.
• Accurately send and receive wires for members within specified time frames.
• Accurately respond to member inquiries in a prompt and courteous manner.
• Sell all investments and accurately administer Term Deposits and Registered Plan documentation.
• Accurately open and close member accounts while completing forms in accordance with loss prevention procedures.
• Act as custodian on specified combinations, ensuring compartments are secured at all times and combination changes are made in accordance with loss prevention procedures.
• Provide access to members’ safety deposit boxes and keep rent control records current.
• Follow reporting procedures on Money Laundering and FINTRAC.
• Accurately scan deposit and investment documentation on a daily basis or as required.
• Adhere to all Vision Credit Union Ltd. policies and procedures.
• Possess in‑depth knowledge of all bank deposit products and policies.
• Follow all compliance policies and procedures in relation to Anti‑Money Laundering and Anti‑Terrorist Financing Guidelines.
• Assist Branch Supervisor / Manager with other duties as assigned.

Requirements

Compensation

Contact & Application

SUBMIT RESUME AND COVER LETTER TO :

Human Resources

Vision Credit Union Ltd.

Corporate Office

5007 – 51 Street

Camrose, Alberta T4V 1S6

Fax 780-679-0569

jobs@visioncu.ca

Only those individuals invited for an interview will be contacted.

Equal Opportunity Statement

At Vision Credit Union, an equal opportunity employer, we treat members special. Our goal is to ensure that every one of our members feels like an extension of our “family”. The team is small in numbers but capable of “moving mountains”. We believe in common purpose as life‑long member‑owners, strive for error‑free work and accountability, and are proud to have been recognized as Alberta’s Top 70 Employers and Alberta’s Credit Union of the Year.

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