Member Service Supervisor - Cypress River, Canada - Sunrise Credit Union

Sunrise Credit Union

Verified Company

Cypress River, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Title:
Member Service Supervisor

Location:
Cypress River, MB

Position Close Date:
April 23, 2023

Basic Function:

Responsibilities:

Supervises the daytoday activities of the member service & banking floor staff, defines roles, duties, and responsibilities consistent with the credit union's business objectives.
Monitors all front line deposit/banking floor activities by both observation and through reports, ensure adherence to policies & procedures, legislative and regulatory requirements & recommend action to improve performance.
Execute programs that will contribute to the growth and development of the deposit portfolio and identify opportunities to improve performance by analyzing member needs, business trends and competitor offerings and present recommendations for changes to Manager or Supervisor.
Identify opportunities to promote, upsell and cross sell the credit union deposit & investment products including current accounts, term deposits, registered plans, mutual funds, insurance products, safety deposit boxes, member card, equity plans and bonds.
May provide training and guidance to staff on the sale of deposit products including retirement and investment vehicles, mutual funds, equity programs, estate planning, bonds and term deposit/transfers, and administer and oversee the reconciliation of transactions to the general ledger.
Ensure the credit union's culture and "quality member service" is being practiced.
Through personal leadership & example, create a working environment that is conducive to individual staff development, team achievement, productivity, and professionalism.
May be responsible for the recruitment, selection, training and performance management of the staff reporting to the position.
Ensure that joint custody is maintained on cash, negotiable items, ATM, treasury and combinations and may oversee security requirements for morning opening procedures.
Review and oversee the daily activities of the Member Service Representative (i.e. clearings, overrides, cash holdings, may act as custodial of Treasury, balancing of utility payments, etc).
May prepare and analyze reports and information for Supervisor, participate in campaigns and special projects, attend committee meetings and make presentations as required.
Complete and submit reports to Supervisor on monthly deposit activity, cash report, account statuses, security, item sheets and scheduling.
Interpret the branch operating procedures, banking floor procedure manuals, security requirements, and ensure that internal controls are monitored.
May be registered as a mutual fund salesperson, responsible for the sale of mutual fund products.
Other duties as deemed necessary and directed by your immediate supervisor.

Experience:

Three to five years experience as an MSR or an equivalent combination of education and experience.
Thorough understanding of functions of positions accountable for; Legislation which impacts Deposit Products; Administration of Estates and Trusts; credit union integrated banking system; credit union products and services.
Computer literacy, keyboarding; word processing and spreadsheet; team leadership; performance management; prevention skills; business writing skills; skill based trainer; supervisory; performance evaluation; delegating; problem solving; accounting; time management; verbal and interpersonal skills; service and selling.

Educational Requirements: