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Aegis Business Solutions Limited

Member Relations and Operations Officer

Aegis Business Solutions Limited

  • Port-of-Spain
  • Not disclosed
  • Contract
  • Updated 12/12/2024
  • ABSL Recruitment
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The Member Relations & Operations Officer ensures exceptional service to members, recruits new members to drive Credit Union growth, and promotes products and services to meet financial needs. This role involves member engagement, operational support, and proactive outreach.

Key Responsibilities:

1. Provide exceptional service by addressing inquiries, promoting products, and assisting with financial transactions.

2. Drive recruitment through outreach, events, and partnerships to expand the credit union's membership base.

3. Process transactions, assist with loans, maintain accurate records, and ensure compliance with policies.

4. Update and secure member records, ensuring confidentiality and compliance with data protection regulations.

5. Monitor regulatory adherence, support CUNA-related activities, and act as alternate Compliance Officer.

6. Represent the credit union at events and contribute to marketing initiatives to raise awareness.

7. Partner with the Senior Officer, team, and Board on projects aligned with strategic goals.

 

Qualifications and Experience:
1. Diploma in Business Administration, Accounting, or a related field.
2. Pursuing or completed ACCA Level II will be an asset.
3. Certification or training in compliance, Anti-Money Laundering (AML), or risk management is an advantage.
4. At least 2 years of experience in a financial services or credit union environment, with exposure to customer service, accounting, or compliance roles.

Ref: MROO
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Aegis Business Solutions Limited

Aegis Business Solutions Limited

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