Main St. Receptionist

Ascend Federal Credit Union•Murfreesboro, TN

1d•Onsite

About The Position

The Main St. Receptionist receives and greets credit union members and non-members, helps determine their needs, and directs them to the appropriate service or supports their use of Teller Services. Under general supervision and in accordance with credit union policies and procedures, the role provides personalized, consistent service and maintains knowledge of member service areas. Responsibilities also include responding to inquiries, handling account and service requests, assisting with transactions and branch operations, and following applicable regulatory procedures.

Requirements

High school graduate or equivalent.
Ability to communicate positively and in a friendly manner with members, non-members, and co-workers.
Ability to present a professional image.
Accuracy in telephone and account maintenance transactions.
Working knowledge of Microsoft Office products, specifically Outlook.
Ability to operate, or be trained to operate, related office equipment, including a computer terminal, receipt and check printers, calculator, fax machine, copier, telephone, and cash advance machine.
Regular and reliable attendance.

Responsibilities

Greet members and non-members, ascertain their needs, update the lobby traffic log, alert appropriate personnel, and provide a warm handoff or assistance with Teller Services.
Answer inquiries and provide general information about the credit union.
Handle member complaints, errors, and other issues appropriately.
Answer telephone calls, take messages, and route calls to appropriate personnel.
Provide requested account information, including balances, cleared check information, deposits, withdrawals, transfers, returned checks, and check verification.
Post transactions not handled through Teller Services, such as credit card cash advances, cashier’s checks, and coin machine vouchers; assist with transactions when member traffic warrants or during ITM downtime.
Maintain personal consumer accounts, including address, ownership, and name changes.
Troubleshoot ITM issues and complete ITM disputes as needed.
Assist members and non-members with the self-service coin machine, if available at the branch.
Help members complete paperwork and establish services, explain services, demonstrate their use, cross-sell when appropriate, and make referrals to a financial services officer.
Issue instant-issue cards using the Card Wizard Instant Issue system and assist with debit card disputes and card fraud.
Assist with mail and courier work.
Order checks, prepare stop payments and wires, order statement and check copies, and issue direct deposit and proof-of-account letters.
Follow daily BSA, AML, CIP, and OFAC policies and procedures to ensure regulatory compliance.
Assist with branch opening and closing duties.
Provide notary service, if applicable.
Read internal publications, including HUB and Possibilities.
Perform other duties as required or assigned.