At a Glance
- Tasks: Promote deposit and investment products while building strong member relationships.
- Company: Join Sunrise, a leading credit union focused on member service.
- Benefits: Competitive pay, career growth, and a supportive team environment.
- Other info: Opportunity to become a technical expert and lead within the branch.
- Why this job: Make a difference in members' financial lives with your expertise.
- Qualifications: Grade 12 education and cash handling experience required.
The predicted salary is between 41850 - 51150 $ per year.
Promote deposit and investment products as a Member Service Representative III at Sunrise. Build member relationships through responsive service and informed referrals.
This position serves as a primary resource for new member accounts and deposit business.
You will follow up on referrals, respond to inquiries, and identify opportunities to promote, up-sell, and cross-sell credit union products.
You may become a technical expert in registered products or provide branch leadership.
Key Responsibilities
- Open new member accounts and pursue deposit business
- Follow up on staff referrals and sales initiatives
- Sell registered products and broker deposits
- Refer members to loans and accounting departments
- Order and process personalized cheques
Requirements
- Minimum Grade 12 education
- Three years of cash experience or equivalent combination
- Post-secondary education preferred
- Credit union or financial institution track record preferred
- Ability to respond to members in person and by telephone
Apply member service, sales follow-up, and registered-product knowledge while helping Sunrise members select suitable financial services.
Credit Union Deposit Products Specialist employer: Sunrise Credit Union
Sunrise Credit Union offers a supportive work environment that fosters professional growth and development. Employees benefit from a culture of risk awareness and integrity, with opportunities to lead in various aspects of risk management. The organization emphasizes compliance and member protection, ensuring a stable and rewarding career path.
