Credit Union Advisor 24K

Job description

Credit Union Advisor



Based in Dublin this large Credit Union are now looking for a number of Credit Union Advisors to join their outfit.  This role is initially an 11 month contract but holds a very strong chance of permanancy.  

As Credit Union Advisor the job holder is required to have the ability to work across all teams and while working o the operations team will have responsiblity for delivering the highest possible service to members, including over the phone, in branch email, or by carrying out administration on members accounts.  The job holder is required to operate the role assigned in accordance with the:

  • Credit Union's policies, with specific emphasis on adherence to security and Anti Money Laundering (AML) policies
  • Operations team agreeed processes and procedures
  • Regulatory / Compliance requirements and framework applying to the Credit Union

Duties & Responsibilities

  • Answer calls professionally to the trained credit union standard. Take ownership of member complaints and resolve to member satisfaction
  • Provide members with product and service information both on a reactive and proactive basis
  • Update member data in line with AML policy
  • Payments - provide administrative support for the processing of SEPA payments, contacting members if required. Amending payroll to ensure deductions are correct and processed appropriately
  • Processing - provide administrative support for the daily, weekly and monthly payment files within agreed SLAs with a core emphasis on accuracy
  • Member Records & Document Management - Update member data in line with AML policy, ensure all interactions with members are accurately stored via the document management system
  • Teller duties - Conducting member transactions.  Providing friendly service to members, while ensuring that all transactionso occur within appropriate AML guidelines
  • Foreign Exchange order processing, reconciliation and distribution
  • Service members accounts via electronic channels, responding to member emails in a professional and timely manner
  • General administrative work
  • Proactively identify areas for improvement
  • Have the ability to take loan applications over the phone to contribute to the overall achievement of business objectives

Qualifications and Skills

  • 3rd level or Professional Qualification
  • Experience working in Financial Services and/or Office environment
  • Excellent communication skills, written, verbal and listening with a good conversational manner
  • Ability to work on own initiative within a team dynamic. Consistently takes a methodical, structured & organised approach to tasks with high levels of accuracy, timely and efficient management of key activities and ability to work to tight deadlines
  • Strong working knowledge of Microsoft Office products
  • A focus on solving problems, with the ability to take ownership of issues, recommend improvements and take the initiative in making decisions to arrive at solutions
  • Clearly has the capacity to adapt to change and a willingness to take on new tasks with a positive attitude
  • Consistently portrays the credit union in a positive, professional and supportive way when dealing with people both internally and externally and contributes to a harmonious and respectful working environment
  • Takes the initiative in getting things done and accepts responsibility for decisions made. Can apply policies and procedures with confidence and be accountable for actions taken

Experience Required

  • Experience working within Financial Services / Office environment
  • 3rd level and / or Professional Qualification

If you hold the correct skillset and experience required for this role and would like further information please call Annmarie on 01 4744645 or send your CV in word format to for consideration

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