Apprentice Member Service Officer

To be responsible for providing effective and member focused reception, teller and administration services To meet and greet members and visitors in a pleasant, courteous and co-operative manner To be sensitive to members’ needs and to be aware at all times of the need to act discretely when discussing members business To remain sensitive to the member’s situation and to deal with members’ difficult personal situations with compassion and sincerity Ensure that members’ expectations are exceeded and their needs are promptly and pleasantly attended to by providing service and information in a pleasant, efficient manner via personal contact, telephone or correspondence including researching and solving member questions, problems, and complaints concerning Credit Union accounts Account verifications Open accounts Assist members in completing Loan applications and other forms when necessary Answer questions on any aspect of member inquiries Assist members with basic questions regarding their account Promote the values and principles of responsible savings and borrowing to members Cross train and fill in for the teller and administration positions when needed Promote and cross sell credit union products and services Answer Telephone, emails and Intercom “chat bot” when needed Keep all Credit Union member and employee related business in strictest confidence Treat all Credit Union members, volunteers and employees with a positive and cooperative attitude Consistently maintain and improve skills and knowledge for efficient service delivery Maintain accurate member records and make adjustments where necessary Perform all other duties as assigned

Training:

Customer Service Practitioner Level 2.

Training Outcome:

Potential progression within the business and onto further apprenticeship programmes. 

Employer Description:

Central Credit Union is a not-for-profit financial cooperative committed to helping people across Merseyside and beyond manage their money with confidence. Owned by its members, it provides fair, safe and affordable financial services, including savings and loans, to support financial wellbeing.

The organisation is dedicated to dispelling misconceptions about credit unions and emphasising their role in promoting financial inclusion and resilience. By educating the public on how credit unions operate and showcasing the benefits of membership, Central Credit Union enables individuals to take control of their finances and reduces the risk of them falling prey to illegal money lenders.

Working Hours :
Monday: 9.00am - 4.00pm Tuesday: 9.00am - 4.00pm Wednesday: 9.00am - 4.00pm Thursday: 9.00am - 4.00pm Friday: 9.30am - 3.00pm Saturday: Closed Saturday: Closed

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience