Charlotte Receptionist

Overview

Receive, greet, and provide a variety of service functions for credit union members and non-members. Direct members and non-memberes to and assist with the PASSport teller experience.

Responsibilities

• Greet members and non-members, ascertain their needs, update the lobby traffic log to ensure the proper personnel are alerted, and warmly handoff the member to the appropriate service representative or assist them with the PASSport experience, if needed.
• Assist members and non-members with inquiries and provide general information regarding the credit union.
• Answer telephone and take message or route call to appropriate personnel.
• Provide account information requested by members such as account balance, cleared check information, deposits, withdrawals, transfers, checks returned, check verification, etc.

Post requested transactions that cannot be handled through PASSport which include credit card cash advances, cashier’s checks and coin machine vouchers.

Assist with transactions if member traffic warrants or during ITM downtime.

• Troubleshoot ITM issues and complete ITM disputes as needed.
• Assist members and non-members with self-service coin machine if applicable to the branch location.
• Assist members in completing appropriate paperwork and set-up for services. Be able to explain services to the member and demonstrate the use of the service.
• Issue instant issue cards via Card Wizard Instant Issue system.
• Assist with mail and courier work.
• Other duties include ordering checks, processing and maintenance change of addresses, preparing stop payments, ordering copies of statements and checks, issue direct deposit letters and proof of account letters.
• Follow policies and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations.
• Provide notary service (if applicable).
• Read all internal publications including HUB and Possibilities.
• Perform other duties as required or assigned.

Qualifications

Education

High school graduate or equivalent

Knowledge, Skills, and Abilities

• Must be able to communicate with members, non-members, and co-workers in a positive, friendly manner.
• Must present a professional image.
• Must be accurate in all telephone and account maintenance transactions.
• Working knowledge of Microsoft Office Products, specifically Outlook.
• Must have ability to operate or have ability to be trained to operate related office equipment, including computer terminal, receipt and check printers, calculator, fax machine, copier, telephone, and cash advance machine.
• Regular and reliable attendance is required.
30+ days ago