MEMBER SERVICE REPRESENTATIVE

MEMBER SERVICE REPRESENTATIVE

MEMBER SERVICE REPRESENTATIVE

The incumbent will be required to provide positive member related services on behalf of the Credit Union to its members and to consistently achieve member related service delivery standards by handling and addressing all member service related requests and queries at the Ewarton Branch in a prompt, courteous and efficient manner.

Responsibilities

• Provides superior customer service to the Credit Union’s members and staff.
• Responds to general queries/requests from members (i.e. balance enquiry, generation of statements or account summary, reactivation of dormant accounts, closing accounts, etc.) in accordance with established policies and guidelines.
• Accepts lodgments to customer accounts and processes savings withdrawals and other authorized debit transactions within specified limits upon presentation of appropriate documentation.
• Promotes and cross-sell the Credit Union’s products and services.
• Receives, inputs, validates and generates relevant data/documents, ensuring accuracy.
• Conducts reconciliation of receipts and payments, according to specified standards.
• Assists members in completion of application, withdrawal and journal forms.
• Participates in marketing efforts and execute approved initiatives and programs geared towards increasing membership and service quality.

Requirements

• Undergraduate Degree in Business Administration, Finance, Management or an equivalent qualification from an accredited educational institution.
• Two (2) years’ working experience in a similar capacity, preferably in a Credit Union or Banking Environment.
• Proficiency in the use of Microsoft Office Suite.
• Ability to communicate effectively, both orally and in writing.
• High level of professionalism, integrity and confidentiality.

Applications should be submitted by July 14, 2023, addressed to: