Lobby Receptionist I

Red Canoe Credit Union•Longview, WA

3h•$17 - $21•Onsite

About The Position

The Lobby Receptionist at the 15th Avenue branch is responsible for creating a positive first impression by professionally greeting and assisting members and visitors. This role requires proficient use of lobby management software to ensure timely and effective service. Additional duties include performing a variety of financial services and administrative tasks. A core focus is delivering an exceptional member experience that reflects the credit union’s values, brand, and service standards.

Requirements

Must be bondable.
Professional appearance and demeanor.
Must possess people skills; be friendly and outgoing with members and employees.
Strong communication and interpersonal skills.
Strong attention to detail and high level of accuracy.
Willingness to meet and exceed sales goals.
Ability to work a flexible schedule, including Saturdays.
Ability to work in a fast-paced environment and handle confidential information appropriately.
High school diploma or equivalent.
Basic computer and keyboard skills; Working knowledge of Microsoft Office.

Nice To Haves

Credit Union teller experience, preferred.
Knowledge of credit union products, services, and regulatory compliance preferred.

Responsibilities

Create a welcoming first impression by greeting, assisting, and directing members and visitors upon entry.
Maintain working knowledge of all departments to efficiently route members to appropriate services.
Log members into the lobby management system to ensure timely service.
Open and close the branch lobby daily, maintaining security and readiness.
Maintain control of all keys assigned to the reception desk.
Manage visitor and vendor logs and update calendars as needed.
Organize Visa card stock and supplies, coordinate shipping requests to other branches.
Prepare outgoing deliveries and receive incoming shipments (UPS, FedEx, USPS, etc.).
Ensure the reception, lobby, and waiting areas remain clean, organized, and professionally presented.
Support teller operations by accurately processing non-cash transactions, including deposits, withdrawals, payments, and transfers as needed.
Assist members with safe deposit box access, statement requests, and general product support.
Educate members on digital services, including online banking, mobile apps, bill pay, and e-statements.
Assist members with using the coin machine, including providing instructions and resolving any issues that arise.
Adhere to Teller I authority-level check acceptance limits, securing approvals as required.
Address member complaints with professionalism, conducting research and follow-up as needed to resolve issues.
Identify member needs and recommend appropriate products and services.
Document member interactions and referrals using designated software.
Make quality referrals and support members through inbound and outbound calls.
Help achieve credit union goals by meeting or exceeding individual goals.
Proactively refer members to specialized departments (e.g., lending, mortgage, investments) as needed.
Maintain knowledge of current promotions and product offerings.
Follow all credit union policies and procedures to ensure operational compliance and risk mitigation.
Comply with Bank Secrecy Act (BSA), Currency Transaction Report (CTR) requirements, and all other regulations.
Exercise sound judgment and timely decision-making.
Recognize and respond to potential fraud or suspicious items to prevent losses.
Foster a cooperative and respectful environment with coworkers and members.
Contribute to a positive, productive workplace through collaboration and mutual support.
Maintain punctuality, reliability, and professionalism.
Ensure accuracy in all member transactions, documentation and reporting.
Verify and balance all incoming checks for accuracy.
Keep workstations clean, organized, and well-stocked.
Work independently with minimal supervision, prioritizing tasks and responsibilities effectively.
Conduct research to resolve member inquiries or concerns.
Use member names when possible to build rapport.
Maintain up-to-date knowledge of credit union services and procedures.
Participate in training and cross-functional support opportunities to enhance job performance.