Overview
The role will report to the Operations Supervisor and will be primarily accountable for carrying out a range of administrative and operational activities that contribute to the effective running of the branch.
He/she will be the first point of contact for members and will ensure that members' needs are met in line with policies and procedures
Qualifications
QFA certification or a commitment to pursue same
Strong focus on teamwork and collaboration to achieve results
Experience of providing high quality service to customers / members
Ability to maintain a positive, professional and empathetic tone in all dealings with members of the public
Flexibility and enthusiasm around the overall service provision
Strong interpersonal skills with an understanding of the importance of working as part of a team
Ability to provide consistently superior service to both staff and members
An understanding of automated services/technology
Experience in the lending area would be an advantage but is not essential and relevant training will be provided
Responsibilities
Play a key role in ensuring that my client is the leading financial provider in the local community
Member relationship management - engaging the member and adding value
Greet members courteously and professionally deal with any queries and requirements
Make recommendations and provide solutions to members' requirements
Process a range of transactions at the counter, including foreign exchange
Run reports at the agreed frequency and perform reconciliations as required
Balance till/foreign exchange till on a daily basis in line with policy
Ensure compliance with all regulations and legislation requirements in all member interactions.
Work within all policies and procedures
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