Accounts Service Personnel
Manila Teachers' Savings and Loan Association, Inc.
Makati, Philippines
3d ago
source : Jobs Bulletin

Job Summary

The Accounts Service Personnel (ASP) acts as the receiving clerk in the office. He is the front liner who comes in first contact with the client.

He is expected to entertain the old and new member with a warm smile. He is responsible in treating the members with courtesy and fairness.

His primary responsibility is to project a positive image of the Association through quality service with a smile.

Job Duties and Responsibilities :

  • Welcomes old and new members with warm greetings and a friendly smile while offering the services of the association and assuring them of courteous anf efficient sevice.
  • Maintains good working relationship with superiors and co-workers.

  • Gives out application forms for loans and withdrawal slips to members as needed.
  • Receives application forms for loan renewals; withdrawals of deposits and refund, Member’s information Sheet and termination of memberships.
  • Assists prospective members in their inquiries.
  • Encodes and updates of member’s information and beneficiaries in the LMS,
  • Takes picture of members using webcam.
  • Captures signature of members using pen tablet.
  • Encodes of school details in the Region / Division / Station / School Maintenance.
  • Pre-computes loans at the back of MIS.
  • Updates passbooks of members.
  • Interviews and processes finala account of members who are terminating their memberships due to retirement, death and buyouts.
  • Diplomatically rejects and explains the reason why new member applicant is not yet eligible for membership with the association and encourages the same to return as soon as he meets the eligibility requirements.
  • Processes and computes new loans, renewals and withdrawals; does the same for retired , deceased and members who want to terminate their membership.
  • Registers the new member in the new member’s logbook and issues passbook, membership certificate and policy ID.
  • Verfies the authenticity of the signature of the borrower and co-makers in the signature cards. Discreetly refers the member to the supervisor when the signature on the application form does not match the signature cards.
  • Record & releases check of the processed loan and withdrawal.
  • Prepares reports on new members, closed members, and proxy to vote for old and new members. Filing of signature cards in the file cabinet and other reports;
  • Daily balancing of ledger summary and office transactions;
  • Acts as a treasury personnel or approving officer if the Treasury Personnel or the Manager is on leave; and
  • Performs all other duties and responsibilities assigned.
  • Skills and Qualifications :

    1. The candidate must possess a degree in Accountancy or business related courses

    2. He / she must have good communication skills.

    3. He / she must have strong interpersonal skills including customer-service orientation.

    4. He / she must be persuasive to details and facts.

    5. He / she must have the skill in accurate and speedy data entry.

    6. He / she must be proficient in computer applications.

    7. He / she must have ability to work under pressure

    8. He / she must have ability to work well in a team environment

    9. He / she must be professional and works with the highest degree of integrity.

    10. He / she must have a pleasing personality.

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