Member Services Representative

Job Description

Key Responsibilities

• Greet and assist members in a professional and timely manner.
• Handle new member registrations and related services (Family Indemnity Plan (FIP), Visa
  Debit Card (VDC), Home Banking (HBK), Group Health (GH).
• Prepare monthly billing and reconciliation reports for FIP and GH.
• Investigate and resolve member queries, escalate to the Manager for resolution.
• Cross-sell and advise on credit union products and services.
• Prepare month-end reports and assist with operational tasks.
• Ensure compliance with Financial Intelligence Unit (FIU), Anti Money Laundering /
  Combating the Financing of Terrorism (AML/CFT), Know Your Customer (KYC), and internal
  policies.

Qualifications & Experience

• Business Diploma, ABE, LCCI, or equivalent professional qualification.
• Minimum of 5 CXC/O-Level passes including Mathematics, English Language, and Principles
  of Accounts.
• Previous experience as a Member Services Representative or in customer service in an office
  environment.
• Proficiency in MS Office (especially Excel).
• Knowledge of accounting processes and internal controls.

Skills & Competencies

• Strong communication and interpersonal skills.
• Ability to work independently and meet deadlines.
• Attention to detail, accuracy, and confidentiality.
• Problem-solving and organizational skills.
• Customer-focused and results-driven.