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.