POSITION SUMMARY
Responsible for greeting lobby guests, documenting their arrival time and visit purpose, and arranging timely placement with the appropriate credit union representative. Support a sales and service culture.
ESSENTIAL FUNCTIONS
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Represent the credit union to members in a courteous, professional manner. Provide prompt, efficient and accurate service.
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Greet and receive members and guests, determine nature of business, handle request or refer to appropriate department/s.
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Assist members with basic member requests/transactions.
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Prepare necessary documents to assist member services staff with new account opening.
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Handle instant issue debit card requests.
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Answer incoming calls.
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Keep lobby area clean and organized.
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Wipe down and sanitize ITMs daily.
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Maintain knowledge of and comply with regulatory requirements such as the Bank Secrecy Act as well as credit union security protocols as it relates to this position.
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Assist with other duties assigned by management.
KNOWLEDGE, SKILLS AND ABILITIES
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Ability to read and write.
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Ability to effectively and efficiently communicate orally, in writing, and by phone.
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Ability to effectively deal with members (friendliness, tact and diplomacy).
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Ability to work effectively with people.
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Ability to learn, apply knowledge and communicate credit union products and services.
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Ability to use and learn office machines (i.e., copier, fax, terminals).
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Ability to navigate through Microsoft Office products proficiently.
TRAINING AND EXPERIENCE
High School diploma or equivalent. One to two years’ experience as an Administrative Assistant and/or Customer Service preferred.
Salary: $17.28/hr
FLSA Status: Non-Exempt
Reports to: AVP Branch Manager
Location: Coursey Branch
