Member Services Personnel - Derry, United Kingdom - Derry Credit Union Limited

Description

Job Title:
Credit Union Official - Member Services

Reports to:
Senior Officers Loans and Administration, Operational Administration, Support & IT

Support, Cash and Credit Control Departments

Benefits:
Holidays; 20 days plus 13 Recognised Holidays

Occupational Pension Scheme
Occupational Sick Scheme
Occupational Health Scheme
Uniform
On-site Parking

Status:
Permanent Post - 2 x 35 hour contracts

Permanent Post - 1 x 30 hour contracts


Location:
Abbey Street/Claudy


Salary scale:
£21,292 - £25,392 pro rata 37 hours

Derry Credit Union Limited was established in 1960, and was the first of its kind in Northern Ireland.

We are a forward-thinking organisation, and our sole purpose is to be of service to our members.

We continue to have a very loyal member base, and we have grown from strength to strength from our inception to become one of the most successful Credit Unions in Northern Ireland and the UK.

We continue to increase our market share. We opened our first sub office in Claudy in December 2021.

Derry Credit Union Limited is authorised by the Prudential Regulation Authority and regulated by the

Financial Conduct Authority and the Prudential Regulation Authority.


Purpose:

• To work as part of a team, serving the members of the Credit Union, either or both our Abbey

Street and Claudy offices, in the delivery of excellent member service, with accuracy and professionalism.

You will be expected to be multi-skilled, with the ability to work across all departments delivering high performance in transactional duties with accuracy at all levels.

• To present and explain Credit Union services to members in accordance with the Credit Union policies and procedures. To communicate effectively with prospective and current members and to present the Credit Union in a positive and professional manner.

Key Requirements:
Accountability and responsibility for the delivery of excellent member service to all members including the following:
General Duties

• To undertake all tasks associated with Reception and Back Office support, and Loans and

Administration as required.

• To facilitate account opening in accordance with Derry Credit Union's Membership Policy.
• To provide information to the members and deal with members' queries.
• To receive, record and process complaints in accordance with the Complaints Policy.
• To work in accordance with scheduled rotas within the department.
• To undertake filing.
• To answer the telephone and recording telephone messages when required.
• To issue documentation and items of general information to members and to potential members as directed.
• To participate in the provision of the schools saving scheme.
• To assist the Education and Training Officer in the delivery of member communications and education.
• To assist the Head of Operations and Business Development in the delivery of marketing and promotional activities.
• To assist the Finance Officer in the Finance Office functions including preparation of accounts, salary processing and the processing of death claims.
• To assist the Executive Officer to the CEO in the administration function.
• To assist in training of all staff as required.
• To maintain an uptodate and comprehensive knowledge of all credit union products, services, policies, procedures, rules and regulations and successfully complete ongoing training.
• To attend and represent the Derry Credit Union at public events.
• To adhere to the operating principles of the Credit Union.
• To carry out all general office routines as requested.

Any other duties as requested by Management, Senior Officers or Board of Directors.

And in relation to specific functions:
Banking and Credit Control Functions

• To complete all transactions immediately and accurately.
• To process cash, cheques, debit card, ebanking and internet transactions.
• To check notes received for forgeries.
• To ensure that all cheques are processed.
• To maintain a sufficient cash float at your counter to transact members' business.
• To complete the end of day summary sheets and reconcile cash, cheques and debit card transactions.
• To ensure that all discrepancies are fully reconciled.
• To ensure that completed summary sheets, cash and floats are returned to the Senior Officer at the end of each day.
• To check dividends, interest rate rebate and post relevant amount to member's account.
• To enter all transactions on the computer accurately and in a timely manner.
• To complete all tasks in relation to the Cashier Function.
• To complete all tasks in relation to the Foreign Exchange Services.
• To complete all tasks in relation to the Back Office function.
• To complete all functions in relation to the Credit Control Service.
• To conduct interviews with members in relation to credit control issues.
• To assist with the operation of Cash & Banking and Credit Control Department including all administration involved in the functions.

Loans Function

• To interview members