PERSON SPECIFICATION - LENDING SERVICES OFFICER ESSENTIAL CRITERIA DESIRABLE CRITERIA Experience Delivering excellent customer service, face Working within a lending or financial to face, in writing and by phone services environment Able to work within policies, guidelines and Working within FCA/PRA regulations, regulations knowledge of TCF, KYC checks Understanding of the importance of financial Able to explain products, processes and procedures, documentation and timescales accurately administration Obtaining information from customers and Providing financial advice or information checking for accuracy Able to remain calm under pressure and Developing and marketing new products build relationships with our members and services Training staff and volunteers Working successfully within a target driven environment Education and training Evidence of ongoing job related training and High standards of literacy and numeracy personal development Able to use effectively Microsoft Office packages, email and customer databases Knowledge and skills Able to deal sensitively and confidentially Knowledge of credit unions, their values with members and products Able to monitor and report on progress Collate, summarise, interpret and present financial information
PERSON SPECIFICATION - LENDING SERVICES OFFICER ESSENTIAL CRITERIA DESIRABLE CRITERIA Experience Delivering excellent customer service, face to face, in writing and by phone Working within a lending or financial services environment Able to work within policies, guidelines and regulations Working within FCA/PRA regulations, knowledge of TCF, KYC checks Able to explain products, processes and timescales accurately Understanding of the importance of financial procedures, documentation and administration Obtaining information from customers and checking for accuracy Providing financial advice or information Able to remain calm under pressure and build relationships with our members Developing and marketing new products and services Training staff and volunteers Working successfully within a target driven environment Education and training High standards of literacy and numeracy Evidence of ongoing job related training and personal development Able to use effectively Microsoft Office packages, email and customer databases Knowledge and skills Able to deal sensitively and confidentially with members Knowledge of credit unions, their values and products Able to monitor and report on progress Collate, summarise, interpret and present financial information
stockport-cu-lending-services-officer-job-pack.docx