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: ClosedSkills: 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....Read more...
