+1 (868)285-9JOB/ +1 (868) 293-0678 #143 Wrightson Road, Port of Spain, Trinidad & Tobago WI. Mon - Sat 8.00 - 18.00. Sunday CLOSED

Member Service Officer

  • Location:
    NORTH EAST - ST AUGUSTINE, TUNAPUNA, AROUCA, PIARCO, TRINCITY NORTH EAST - ST AUGUSTINE, TUNAPUNA, AROUCA, PIARCO, TRINCITY NORTH EAST - ST AUGUSTINE, TUNAPUNA, AROUCA, PIARCO, TRINCITY NORTH EAST - ST AUGUSTINE, TUNAPUNA, AROUCA, PIARCO, TRINCITY
  • Salary:
    negotiable
  • Posted:
    1 month ago
  • Category:
    ADMINISTRATIVE, BUSINESS-ADMIN, CLERICAL,
  • Deadline:
    June 14, 2019
Job Title: Member Service Officer
Department: Operations
Reporting to: Branch Supervisor

 

Job Purpose:       

The Member Service Representative performs clerical duties of a general nature according to established procedure.

Duties:

  • Preparation of letters to members (Embassy letters, balances etc)
  • Provide general information to members and the public.
  • Receive new membership.
  • Process and data entry of Membership Application according to the established policy.
  • Processing of VENTURE eServices and teleVENTURE to members.
  • Assist, guide and cross sell members all of VENTURE Products and Services.
  • Answering calls, dealing with enquires, providing information and taking referrals as necessary.
  • Process incoming  mails  (open,  stamp,  record  and  forward  to  the  relevant Department).
  • Preparation of letters for outgoing standing order cheques and ensure timely dispatch to the relevant third parties.
  • Order stationery for the department
  • Disbursement of cheques and letters
  • Dispatching of documents to the courier
  • Signing up members for Visa Debit Card.
  • Ensure that JMMB Visa Debit Card Application Forms are correctly completed and all supporting documents are current and in accordance with JMMB’s requirements. Forward these documents to the Product Administrator.
  • Update Debit Card Membership Data on CruiseNet for new members.
  • Inform members via letter and/or telephone to collect their Visa Debit Cards.
  • Issue JMMB Visa Debit Cards to new members and record its issuance in the Visa Debit Card Register.
  • Receive cards from Courier and forward to Product Administrator &/or distribute to relevant Branch.
  • Destroy all Visa Debit Cards that are defective, expired or have been surrendered by members.
  • Maintain filing systems and procedures related to the Visa Debit Card.
  • Receive dispute resolutions and lost/stolen card reports from members and forward to Product Administrator.
  • Request manual transaction processing and follow through with Product Administrator.
  • Signing up of members for CUNA & Sagicor Products.

 

  • Inform members via letter and/or telephone whether or not their plan has been approved by Sagicor. Also advise members when additional information or documentation is required.
  • Ensure that Sagicor Claim Forms are correctly completed and forwarded to Product Administrator.
  • Distribution of Sagicor CariCard to members ensuring a record of its issuance in the Register.
  • Contact members to advise on collection of CUNA Certificates.
  • Disburse CUNA Certificate to members ensuring proper records are kept.
  • Maintain filing systems and procedures relative to all Products.
  • Receive all CUNA & Sagior Forms: Application; Change of Plan, Change of Insured, Change of Beneficiary; FIP Claims; Sagicor Application; Health Claims.
  • Maintain filing systems and procedures relative to all Products.
  • Assist the Members Service Department to ensure the Credit Union goals are met.
  • Partake in projects and follow through on assignments related to business growth and member service initiatives as required
  • Any other related duties as assigned by the supervisor.

 

 

Responsibilities:

  • Ensure member satisfaction.
  • Ensuring that the Credit Union’s external image is favourable over the telephone
  • Timely processing of incoming mails and all other applications relative to all products.
  • Timely preparation on membership packages and all other duties
  • General filing and maintenance of records.
  • Any other responsibilities designated by the Member Service Supervisor.

 

 

Education and Experience:

  • At least five (5) ordinary level CXC / GCE subjects including English language and Mathematics.
  • Knowledge of using Microsoft Word & Excel
  • At least one (1) years’ experience in a similar field in a related industry.

 

Key Competencies:

  • Ability to manage work to meet deadlines
  • Demonstrates maturity, confidence and patience
  • Possesses strong reporting, interpersonal, communication and organisational skills
  • Speaking — Talking to others to convey information effectively.
  • Active Listening — Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
 

 

Special Abilities and Aptitudes:

  • Ability to positively communicate information
  • Friendly, confident and enjoy dealing with a variety of people
  • Willing to accept changes with the need of the work environment
  • Excellent communication/interpersonal skills

 

Liaisons

Internal

·         All staff

External

·         Members

Tools, Equipment, Machinery, Materials, etc.

·         Desktop

·         Desk Phone

·         Normal office equipment

Dimension and Scope:

·         Authorized to prepare operational and informational reports and make recommendations for improvement.

 

This document is intended to reflect key requirements related to the principal functions of your job and must not be construed to be a description of all tasks that may be inherent in the job.

 

 

 

location

This job has expired.