Summary:

Providing exceptional Member/Customer service including efficient and accurate transaction processing; promotion of electronic channels, upselling and cross-selling across the VM Group.

 

Details:

QUALIFICATION:

  • Bachelor’s Degree in Accounting, Business Administration or Management Accounting from a recognized tertiary institution
  • Three (3) years’ progressive experience

 

DUTIES & RESPONSIBILITIES:

General responsibilities:

  • Utilise the Group Service Standards and Service Level Agreements (SLA) in every interaction with Members/Customers and Team Members
  • Prioritise and follow through to ensure satisfaction with all Member/Customer transactions, queries and communication
  • Promote the use of digital channels (ABMs, iABMs, POS, online banking and other channels)
  • Maintain a positive, empathetic and professional attitude toward Members/Customers at all times
  • Comply with all branch and organisational policies, procedures and regulations
  • Represent the Society in a manner that maintains and expands positive relations with all existing and potential Member/Customers and co-workers
  • Maintain the highest level of confidentiality with all information obtained
  • Cross-sell VM products and services by responding to inquiries; promoting new products and services; making referrals to relevant sales teams
  • Comply with the Society’s policies and operational procedures by adhering to all dual-control functions
  •  Contribute to the fulfillment of branch and organisationalobjectives and goals
  •  Prepare STRs and TTRs when required
  •  Other duties as assigned

 

Additional responsibilities under the specific areas of focus:

Customer Service:

  • Proactively demonstrate lobby leadership in the Member/Customer waiting areas by greeting and engaging customers in a range of sales, service and informational conversations
  • Onboard new Members by opening personal and non-personal savings and investment accounts
  • Maintain Member records and account information in keeping with KYC requirements

Channel Migration:

  • Develop and implement the branch channel migration plan in collaboration with branch leadership and Team Members
  • Promote and demonstrate the use of alternate channels (ABM, iABM, Online Financial Services, POS, etc)
  • Comb in-branch queues, communicating with Member/Customers to identify sales opportunities

Sales Support:

  • Collaborate with branch sales team to organize and execute promotional and revenue driven activities
  • Identified and generate sales leads to close gaps in financial targets

Cash handling: (as scheduled by branch leadership)

  • Provide account services to Members/Customers by processing cash, chequeand foreign currency transactions, providing information relating to account balances and statuses
  • Examine transaction vouchers, chequesand other instruments for endorsements to verify accuracy, and completeness Assist with the balancing of ABMs and iABMswhen rostered
  • Balance cashbox daily in accordance with Teller Balancing procedures

 

Application Deadline Wednesday August 5, 2020

Reference
VAC-1571
Employer
Victoria Mutual Building Society
Hours
Employment Type
Salary and benefits
Salary and benefits info not provided.
Salary
Competitive
Your Career Level
Early Career
Years Experience
Three (3) years'
Your Education Level
Bachelor's Degree|or equivalent|in Accounting
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