Receptionist

Citizens Community Credit UnionFort Dodge, IA
Onsite

About The Position

To represent the credit union in a professional manner when greeting members and the general public on the phone and in person, insuring that they are directed to someone who can provide them with assistance. The role involves answering phones, greeting visitors, determining their needs, and directing them to the appropriate person. It also includes maintaining records, files, and reports, as well as performing administrative responsibilities. The position requires supporting overflow needs within and outside the department as time allows and performing other assigned duties. General expectations include following and supporting all compliance rules, regulations, and policies at the state and federal levels, as well as all Credit Union policies and procedures. Adherence to safety and security programs designed to minimize loss related to fraud and robbery is also expected, ensuring that negotiable items, member information, and computer systems are secure at all times.

Requirements

  • A high school education or GED.
  • Up to six months of similar or related experience.
  • Courtesy, tact, and diplomacy are essential elements of the job.
  • Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion.
  • Ten key calculator and computer keyboard skills.
  • Accurate with numbers and names.
  • Strong, friendly voice and good diction.
  • Basic computer skills.
  • Simple math.

Responsibilities

  • Answers phone and directs callers to the appropriate person.
  • Greets the public when they come in the credit union. Determines their needs and directs them to the appropriate person.
  • Maintains assigned records, files and reports as well as assigned administrative responsibilities.
  • Supports overflow needs both within and outside the department, as time allows.
  • Performs other duties as assigned.
  • Follows and supports all compliance rules, regulations and policies at the state and federal levels, as well as all Credit Union policies and procedures.
  • Adheres to safety and security programs designed to minimize loss relating to fraud and robbery. Follows and contributes to effective Credit Union security by ensuring that negotiable, member information and computer systems are secure at all times.
  • Greet all visitors in a courteous, friendly, timely, and professional manner.
  • Announce each visitor before directing to the asked-for party, if appropriate.
  • Answer the telephone in an accurate, courteous, friendly, and professional manner.
  • Answer all phone calls within three (3) rings.
  • Direct all phone calls to the appropriate person with minimum transfers.
  • Maintain a professional work environment and businesslike appearance.
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