Main St. Receptionist

Ascend Federal Credit Union•Murfreesboro, TN

18h•Onsite

About The Position

The Main St. Receptionist receives, greets, and assists credit union members and non-members, providing personalized and consistent service under general supervision and in accordance with established policies and procedures. The role helps create a positive member experience by identifying visitors’ needs, directing them to appropriate personnel or Teller Services, providing general information, and supporting a range of account and branch services. The receptionist must maintain knowledge of member service areas and follow applicable regulatory and credit union procedures.

Requirements

High school graduate or equivalent.
Ability to communicate with members, non-members, and co-workers in a positive, friendly manner.
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, determine their needs, update the lobby traffic log, and direct or warmly hand them off to the appropriate service representative or Teller Services.
Respond to inquiries and provide general information about the credit union.
Handle member issues, complaints, and errors appropriately.
Answer telephone calls, take messages, and route calls to appropriate personnel.
Provide requested account information, including balances, cleared checks, deposits, withdrawals, transfers, returned checks, and check verification.
Post transactions not handled through Teller Services, including 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, where available at the branch.
Help members complete paperwork and set up services; explain services and demonstrate their use.
Cross-sell when appropriate and make referrals for follow-up by a financial services officer.
Issue instant-issue cards using the Card Wizard Instant Issue system.
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.