Member Relations Officer/ Teller
Job: Member Relations Officer/ Teller
JOB TITLE: MEMBER RELATIONS OFFICER
REPORTS TO: Operations Supervisor
RESPONSIBILITIES
- The maintenance of an efficient standard of service and to perform all tasks in keeping with our motto of “Earning Excellence”.
- The promotion of Eastern Credit Union and its services to all existing and potential members.
- The enrolment of members to the Credit Union and all its services and the issue of all documentation for all services offered by the Credit Union.
- To ensure through the application of established systems and procedures as deferred in the Operations Manual that all records are properly maintained and all services delivered promptly and efficiently.
DUTIES
- To be conversant with and promote products and all services of the Credit Union to ensure branch targets are achieved and to answer all queries related to the products and services.
- To possess a thorough knowledge of all relevant systems and procedures.
- To inform members of the necessity for regular share savings and prompt repayment of loans.
- Ensure that the Member Relations and Members Lobby area are kept in a tidy manner so as to project a favourable image of the Credit Union.
- Ensure that adequate supplies of Credit Union literature, forms, envelopes, passbooks etc. are available in the branch for use when necessary.
- Assist in the circulation system of the Credit Union’s Newsletter.
- Enrolling, processing applications, opening accounts for and issuing all relevant documents and other items to new members for all products and services offered by the Credit Union.
- Updating information on existing members by completing and processing of all relevant forms and processing data on cessation of membership.
- Prepare and issue Members Kit to new members.
- Updating payments and receipts in members’ passbooks.
- File application forms and other member’s information and documents.
- Prepare and Issue Members I.D. Cards to new members.
- Posting and deleting messages on the computer records to members accounts.
- Preparation of periodical reports to the Operations Supervisor for the Branch Manager.
- Access the computer in order to ascertain members’ share, deposit and loan balances.
- Preparation of Certificates of Account Balances and Shareholdings for members.
- To assist in setting branch membership targets.
- Give demonstrations to members in the use of Automatic Business Machines.
- Ensure Automatic Business Machines are adequately supplied with cash and stationery and to assist in replenishing Automatic Business Machines.
- Any other related duties that may be assigned from time to time.
QUALIFICATIONS
- Should have one to three years experience working in a similar position in a Credit Union or other financial institution.
- Should have a Secondary School education with GCE or CXC “O” level passes in at least five subjects, which must include English and Mathematics.
- Should have at least one year experience in a computerized environment.
PERSONAL ATTRIBUTES
- Must be able to work for long hours either sitting or standing.
- Must have a pleasant personality and the ability to get along well with people.
JOB TITLE : Teller
REPORTS TO : Operations Supervisor
RESPONSIBILITIES:
1. The maintenance of an efficient standard of service and to perform all tasks in keeping with our motto of “Leading The Way”.
2. The promotion of Eastern Credit Union and its services to all existing and potential members and to inform members of the necessity for regular share savings and timely loan repayments.
3. To receive all deposits and loan repayments from members and to disburse all cash withdrawals to members.
4. To ensure through the application of established systems and procedures as defined in the Operations Manual that all cash received and disbursed is accounted for, and that all records are maintained promptly and efficiently.
DUTIES:
1. To be conversant with and promote all products and services of the Credit Union and to answer all queries related to the products and services.
2. Inform members of the necessity for regular share savings and prompt loan repayments.
3. Possess a thorough knowledge of all relevant systems and procedures.
4. Make cash payments for share and deposit withdrawals to members over the counter.
5. Receive cash for loan repayments, interest payments shares purchases, deposits and miscellaneous charges from members over the counter.
6. Post all payments and receipts over the counter to members' accounts.
7. Process cash received from members in the mail, by payroll, delivery, collection or standing order to members’ accounts.
8. Post all transactions recorded on Automatic Business Machines tapes to members’ accounts.
9. Record payments and receipts in members' passbook
10. Answer queries related to deposits, withdrawals, loan repayments and general passbook problems.
11. Balances cash transactions daily, in keeping with policy on over/shorts.
12. File deposits, withdrawal and payment vouchers daily.
13. Manage the funds under the Tellers control in accordance with established procedures.
14. Access the computer in order to ascertain members' share deposit and loan balances.
15. Secure all relevant crossing stamps in a proper manner at all times.
16. Any other related duties that may be assigned.
QUALIFICATIONS/ PERSONAL ATTRIBUTES:
- Should have one to three years experience working in a similar position in a Credit Union or other financial institution.
-
- Should have Secondary School education with GCE or CXC "O" levels in at least five subjects, which must include Mathematics. Book Keeping would also be preferred.
-
- Should have at least one years experience in a computerized environment.
-
- Should be skilled in the use of a calculator.
-
- Must be able to work for long hours either sitting or standing.
-
- Must have a pleasant personality and the ability to get along well with people.
-
- Must be able to work with figures and calculate correctly.
-