Position Title: Member Service Officer
Reporting to: Office Supervisor/CEO

The Member Services Officer will be accountable to the Office Supervisor & CEO of the credit union for carrying out a range of administrative and operational activities that contribute to the effective running of the credit union and providing quality services to the members.
Key Responsibilities and Deliverables
General
• Working as part of a team to ensure that members’ requests and queries are handled consistently, effectively and in line with Credit Union policy.
• Provision of high level of level of member service at the counter, on the phone or responding to member e mails
• Ensure members receive friendly, accurate, and timely assistance, to promote our products and services to all members, and to provide exceptional member service.
• Assist members with all aspects of credit union business including membership applications, account transactions, loan applications, nominations and insurance claims
• File membership application forms, loan applications forms etc
• Open accounts for new members
• Administration & General Office work including filing etc.
• Issue documentation and items of general information to members and non-members as directed.
• Filing of credit agreements, withdrawal forms and other office documents
• Preparation of reports as required
• Direct members to other credit union personnel as required
• Take part in specific initiatives to increase membership and promote service uptake and assist in implementing aspects of the marketing plan
Transaction Processing
• Process incoming electronic payments - standing orders etc.
• Deal with members concerning lodgements and withdrawals
• Balance and Lodge receipts, process small loans within agreed limits set by the management and board
• Process Budget A/C Transactions where appropriate
Lending
• Process loan applications and/or refers to lending staff where appropriate
• Disbursement of loans within credit union policy