Overview
The Member Service Officer (MSO) is a key front-line role responsible for delivering a friendly, efficient, and professional service to members. This includes handling financial transactions, supporting lending operations, advising on credit union products, and ensuring compliance with regulatory requirements, including those set by the Central Bank of Ireland.
Responsibilities
* Serve as the first point of contact for members across all channels (in-branch, phone, email).
* Process daily transactions such as lodgements, withdrawals, loan payments, and direct debits accurately.
* Provide members with accurate information about products and services, including savings and loans.
* Support members through the loan application process, including documentation gathering and system entry.
* Promote credit union products and services to members in line with their financial needs and goals.
* Ensure all activity complies with AML, CFT, GDPR regulations, and Central Bank of Ireland guidelines.
* Maintain accurate member records and update account information securely and confidentially.
* Assist with balancing cash, preparing reports, and performing reconciliations.
* Work closely with other departments to resolve member queries and deliver excellent member service.
* Participate in training, upskilling, and CPD requirements related to your qualifications.
Qualifications and Skills
* Minimum of Leaving Certificate or equivalent.
* Holds a relevant qualification such as QFA (Qualified Financial Adviser) or APA (Accredited Product Adviser) as per Central Bank of Ireland MCC requirements.
* Note: Candidates working towards APA/QFA may be considered, depending on experience.
* Previous experience in customer service, preferably in financial services, banking, or related fields.
* Strong IT skills, including competence in Microsoft Office and member/accounting systems.
* Excellent communication, organisational, and interpersonal skills.
* High level of accuracy and attention to detail.
* Ability to work on own initiative and as part of a team.
* Experience with loan processing, AML procedures, or GDPR compliance.
* Knowledge of the credit union movement and its values.
* Understanding of the regulatory environment in Irish financial services.
* Commitment to compliance and ethical standards.
Other Requirements
* Flexibility to work additional hours when required.
* Commitment to ongoing CPD in line with MCC requirements (if APA/QFA is held).
* Willingness to complete further relevant training (e.g., CUCP courses).
Seniority level
* Entry level
Employment type
* Full-time
Location: Dublin 14, County Dublin, Ireland
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