Receptionist- Pasadena Branch

Texas Bay Area Credit U•Pasadena, TX

4d•$14 - $18•Onsite

About The Position

In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Receptionist is responsible for greeting members and visitors as they enter the lobby and maintaining member sign in.

Requirements

A high school education or GED
One month to twelve months of similar or related experience
Completion of required training courses
Proficient in MS Office and computer skills
Attention to detail and strong organizational skills
Critical thinking skills
Strong verbal and non-verbal communication skills
Must be self-motivated and a quick learner
Must be able to multi task and work well in a fast-paced environment
Excellent member service skills
Demonstrate all Texas Bay Core Values
Demonstrate the ability to maintain confidentiality and exercise discretion

Responsibilities

Greet members and visitors as they arrive in the lobby area. Evaluate their needs by asking appropriate questions and listening carefully. Input members into Lobby Tracking System. Inform Branch Manager when the wait time exceeds that set by the department standards.
Manage the lobby experience by obtaining estimated times from Financial Service Representatives (FSR). Reduce wait time by educating our members of convenience tools available such as ITM, mobile banking, or mobile deposit.
Support and assist FSR’s by processing faxed request, processing faxed requests, processing mail request, maintaining the Alpha file, processing loan applications, etc.
Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
Balance cash drawer with system totals daily.
Maintain security of cash drawer and teller number at all times.
Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
Sell various merchandise items such as money orders, official checks, etc.
Admit members into Safe Deposit Box according to set procedures, if applicable.
Maintain a working knowledge of all TBCU products, services, and promotions.
Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
Participates in the Performance Reward Program.
Reviewing branch marketing monthly to ensure outdated material is removed and all current promotions are displayed.
Play an active part in helping credit union teams function smoothly and efficiently.
Stay alert to potential problems and propose changes to policies and programs.
Back-up other coworkers as needed.
Perform other duties as assigned or needed.
As an employee of a “Essential Business” (as defined by Texas’s Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
Comply with all Federal, State, and Local regulations.