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Job Description – Administration Assistant

 

Main purpose of job – Providing customer services to members of the credit union, face to face, by telephone or via our online channels.

Responsible to – Board of Directors (Chair)

Hours of work per week – 20hrs

 

Main Duties/key responsibilities:

  • Carry out members’ financial transactions including their payments, share to loan transfers and money withdrawals.
  • Ensuring that all amounts and balances are correct.
  • Providing information about accounts, services and options to members and potential members.
  • Properly inputting and maintaining all records, particularly digital records, of members including proof of ID.
  • Properly inputting and maintaining all records, particularly digital records, of members transactions by all methods including cash and bank transfers.
  • Banking monies and cheques.
  • Supporting outreach collections through maintaining supplies and equipment and ensuring that monies are banked, records maintained, and information supplied as required.
  • Organising annual paying out of Christmas savings accounts including ascertaining method by which member wishes to receive their monies and making the payments.
  • Assist with preparations for AGM.
  • Such other duties as may from time to time be required by the Chairman, Board of Directors, or Finance Officer.