Apprentice Member Services Officer

Study for a qualification and undertake work experience/duties to develop skills in administration and customer service

As an apprentice, you will receive training and support to enable you to:

Provide an effective and customer focussed member service Manage cash, keep detailed and accurate records and undertake reconciliation in accordance with credit union processes and procedures Update and maintain database and other records

Membership services:

Promote the benefits of all credit union products and services to existing and potential members Conduct loan interviews, ensuring repayment methods are in place and that potential delinquency is referred to the General Manager for early intervention Sign up new members, process applications and update member records Provide information to members and potential new members; deal with general queries and assist with the completion of application forms

Compliance and audit:

Monitor transactions and applications for fraud detection and prevention Maintain accurate records through established systems and controls Ensure all documentation is kept confidential as working in a shared

Office administration:

Assist with the organisation of the AGM, any SGM or other meetings/events Undertake general administration and clerical duties; keeping the office clean and tidy

General:

Develop and maintain existing relationships with key partners and funders Identify business development opportunities consistent with our aims and operating environment Ensure all health and safety requirements are met; report any incidents or accidents immediately or anything considered unsafe Ensure that own work supports the credit union in delivering a high-quality professional standard of service Work effectively with others and make a positive contribution to the work of the organisation Generally, support the Chief Executive, managers and team members in the running of the Credit Union; undertake research, projects and other duties as required

Training:

Business Administrator Level 3.

Our delivery model is remote and includes:

Monthly, online, interactive classroom sessions (face to face on Microsoft Teams) A dedicated Skills & Development Coach throughout the programme 12-weekly reviews with trainer and mentor/supervisor Initial assessment of prior learning, English, maths and Additional Learning Needs Functional Skills Support (as required) Additional Learning Support (as required)

Training Outcome:

This apprenticeship could lead to full-time employment position. 

Employer Description:
We are a rapid growing credit union with a strong professional reputation within the sector. We launched our services in 2008 in the heart of Fulham. We now operate across five London boroughs, have over 4000 members and partner with a number of housing associations and other organisations. We aim to deliver competitive and affordable products to our members and adapt what we do to meet the needs of the communities that we operate in. Our organisation has four key strategic objectives: Build a strong and balanced business Develop our products and services Benefit our community Ensure professional operations Our organisation values are: Our members are our focus - Our aim is to provide an excellent service to our members - We make it easy for people to become members and manage their accounts - We always look for ways to involve members in improving how we do things We’re ambitious for people in our communities - We’re here to make a positive impact in the community - We want to help people improve their financial situation - We play our part in helping to create a strong community We’re friendly and approachable - We care about our members and people in our community - We always behave in a friendly and welcoming way - We treat everyone we meet as an individual, regardless of their circumstances or background You can trust us - We work and behave in a fair and ethical way - We’re open and honest with our members and partners - Our members’ money is safe with us We aim for excellence - We work hard to achieve the highest standards in everything we do - We invest in recruiting, training and developing highly competent people - We run our business in a professional and efficient way

Working Hours :
Monday to Friday, 9.00am to 5.00pm, plus one late night (9.00am to 6.30pm).

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Team working,Initiative