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Friendly and efficient? Join our team!

Information / Advice volunteers needed for Berkshire Credit Union in RG30

Main purpose:
1. To provide a telephone and online banking service to members and potential members. Our reception advisers provide our frontline service.
2. Perform basic administration tasks, including signing up new members, helping members with the completion of standard forms and processing emails.

Principle duties and tasks:
Phone duties:
• Answer and action members’ queries and instructions including:
o Opening and maintaining accounts on our simple banking system.
o Giving account balances and histories.
o Pre-processing loan applications.
o Informing members about any changes to their accounts.
• Answer calls from potential members who wish to know more about the credit union and signpost them to the website, our contact points throughout the community or to other relevant agencies.
• Schedule appointments between members and staff when necessary.
• Provide phone back up to contact point staff.
• Take messages for other staff and volunteers.

Reception Duties:
• Meet visiting members in a courteous and professional way and handle their queries or process their applications in a friendly and efficient manner.
• Provide back up to volunteers undergoing training.

Administration:
• Manage membership applications and close accounts when necessary.
• Answer email and online banking enquiries and action instructions.
• Filing.
• Simple internal audit checks.
• Mailing letters and forms to members.

Skills needed:
• An excellent phone manner.
• Helpful, friendly and approachable.
• Able to explain complex information over the phone and via email.
• Good literacy and numeracy skills.
• IT literate and able to learn new systems.
• Accuracy and high attention to detail.

Contact person firstname
Manjula Phadnis, Member Advisor
Lastname
Contact person's position
Their phone number?
01189585803
Location address line 1
62 Portman Road
Town
Reading
County
Berkshire
Postcode
RG30 1EA

Map
Wheelchair accessible?
No
Car parking for the volunteer?
Yes
Secure bicycle parking?
No
Near public transport?
No
How much time?
A few hours a week
What times and days of the week?
Mon AMMon PMTue AMTue PMWed AMWed PMThu AMThu PMFri AMFri PM
Availability required
Any of these times
Additional timing details
We ask all our volunteers to contribute a minimum of 4 hours a week.
Task type?
Information / Advice
Will suit someone like this:
Prefers a specific roleSelf organised/motivatedKeen learnerPrecise and methodicalSociableCommunicator
Post suitable for supported volunteering?
No
Is training given?
Yes
Training description
Induction, on the job and newsletter based training.
Is support given?
Yes
Description of support
From staff and other volunteers.
Are expenses paid?
No
Will I need my own transportation?
No
Will the volunteer be CRB or DBS checked?
No
Are references required?
Yes
Will there be an interview?
Yes
Are they properly insured?
Yes
Minimum age
18
Do they need a specific gender?
No
How many volunteers needed?
3
Opportunity added on
12 April 2017

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