Berkshire Credit Union: Contact Point Member Advisor
Volunteer Role: Contact Point Member Advisor. Location: Our pop-up contact points at Windsor and Maidenhead Libraries. Hours: A minimum commitment of 2 hours a week. Main purpose: 1. To man the contact point and communicate with potential members. 2. Sign up new members. 3. Signpost members to the credit union website, online and telephone banking service. Principle duties and tasks: Potential Member advice: Promote Berkshire Credit Union; Explain simply and clearly what a credit union is, the benefits of becoming a member and how we are different from a bank or payday loan company. Membership sign up: Sign up new members on site using a standard membership form and process. Membership assistance: Provision of standard forms and literature. Help with completion of standard forms (withdrawals, loan applications). Infrequently accept cash deposits and cheques. Signposting: Signpost members and potential members to the correct information or service. Directing them to our website for further information and to access their accounts. Directing them to our online and telephone banking system to make transactions. Directing them to other relevant agencies. Skills needed: Ability to work independently; Proactive and outgoing; Helpful, friendly and approachable; Effective communicator; Capable of being a strong advocate of credit unions.
[Windsor Maidenhead Weekday]