Front Desk Attendant

VANTAGE CREDIT UNION•Saint Peters, MO

3d•$18 - $0

About The Position

The Front Desk Attendant supports branch operations and delivers a welcoming, personalized member experience. The role builds relationships, identifies member needs, supports membership growth through referrals and community-based business development, and recommends cross-sell opportunities. It assists members with account and loan inquiries and transactions, supports onboarding, and helps ensure branch facilities and public areas are welcoming, stocked, secure, and operationally ready. The position also handles cash-related services and routine transactions, completes branch balancing and inspection tasks, supports scheduling and calendar management, and assists branch management with building opening and closing procedures. It maintains confidentiality and complies with credit union policies and government regulations while coordinating with relevant internal departments. Other tasks may be assigned.

Requirements

At least one year of experience in a sales or service position.
Ability to think independently, identify problems and solutions, and develop and execute action plans.
Knowledge of credit union operations, loan and deposit products, and departmental operations.
Ability to keep current with industry trends and regulatory changes.
Understanding of the credit union philosophy and ability to serve members according to their individual needs.
Strong time-management, organizational, prioritization, and deadline-management skills while maintaining member service standards.
Flexibility and ability to adapt to changing situations.
Professional interpersonal skills, tact, diplomacy, negotiation, and conflict-resolution ability.
Ability to work collaboratively with team members.
Accuracy, efficiency, attention to detail, and ability to keep teller drawer and vault balanced.
Positive, honest, and professional oral and written communication skills, including correct grammar and spelling.
Dependability, ownership, integrity, and a strong sense of responsibility for branch operations.
Analytical ability, confidence asking discerning questions, and a strong understanding of position-related programs and software.
Ability to occasionally stand or sit in a stationary position for prolonged periods.
Ability to occasionally travel or move between office locations or departments at the headquarters building.
Ability to occasionally lift, move, or adjust objects weighing up to 20 pounds.
Ability to communicate constantly through verbal, email, and chat channels, with consistent keyboard, mouse, or other electronic-device use potentially required.
Ability to occasionally conduct temporary exterior site reviews in wind, rain, or snow.
Work in a commercially reasonable, temperature-controlled environment.

Nice To Haves

At least one year of experience in a financial institution is preferred.
Some college education is desirable.
Attendance at credit union industry seminars, workshops, and conventions may be required.
Ongoing professional development is expected.

Responsibilities

Meet individual performance goals while contributing to branch and credit union goals.
Use member engagement strategies to build relationships, identify needs, and provide personalized solutions.
Support membership growth through referrals and community-based business development.
Recommend and refer cross-sell opportunities to enhance member value and loyalty.
Greet visitors warmly, express appreciation as they depart, build rapport, reinforce the brand promise, and identify potential member needs.
Maintain public areas so they reflect the credit union's brand image and are consistently stocked.
Assist members with account and loan inquiries, including fraud forms, wire transfers, instant cards, and account closures.
Assign new loan applications, deposit applications, and member referrals to appropriate team members and ensure timely follow-up.
Develop personalized onboarding action plans for new members.
Perform cash advances, bond cashing, coin machine transactions, and PTM-related support as the primary point of contact.
Use the cash recycler and perform routine member transactions as needed.
Assist with systems testing as required.
Complete daily and monthly branch tasks, including inspection logs, vault balancing, end-of-day balancing, instant issue balancing, alarm testing, and branch audits.
Order monthly branch supplies within budget guidelines.
Coordinate appointments, walk-in member flow, and staff coverage for lunches, vacations, and PTO; maintain the branch calendar.
Use the appointment scheduling tool and support leadership with calendar management.
Assist branch management with opening and closing the building according to established safety and operational procedures.
Perform daily security checks and secure access points at the end of the day.
Comply with credit union policies and government regulations, securely maintain member information and records, and coordinate with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance.
Maintain confidentiality.
Perform other tasks as assigned.