Rally Credit Union is hiring: Receptionist in Corpus Christi

Overview

Receptionist role at Rally Credit Union. Primary objective: Greet members, make them feel welcome, and introduce them to new products and services that address their financial needs. Guide members on ATM/ITM machines and e-services. Provide backup clerical tasks for credit union staff to ensure timely delivery of services to membership and contacts. Lobby lead to maintain a high level of service and ensure members are assisted efficiently.

Essential Job Functions

• Official greeter, first point of contact for members and visitors. Responsible for updating lobby tracker; route/refer to appropriate credit union personnel/department.
• Acts as ATM/ITM Concierge, if applicable.
• Ensures neatness of main lobby area and that appropriate signage is posted.
• Ensures that members are helped in a timely manner by monitoring Lobby Tracker wait times and keeping members informed of wait times and next available staff member to assist.
• Maintain familiarity with credit union products and services and their features and benefits.
• Assist members with Safe Deposit Box access, if applicable.
• Answer general member questions regarding account information and available services.
• Provide service on accounts such as check orders, address changes, loan coupon requests, stop payments, statement copies, etc.
• Assist members with ATM/Debit Card usage and enrollment and reset of all e-services, including online banking.
• Maintain debit card printer. Verify and file debit card reports. Issue Debit cards and renewals.
• Ensure debit card inventory is verified daily, properly loaded, balanced, and removed at end of day under dual control.
• Assist members with Debit Card disputes, Smart Card features and benefits.
• Assist members with requests for account maintenance and account research.
• Maintain debit card printer. Verify and file debit card reports. Issue member ID cards and issue Debit Cards and renewals.
• Responsible for ordering supplies for Member Service Department.
• Fill in as overflow for clerical duties in the branch.
• Complete and forward data, information, and documentation as requested by staff via email, phone or other communication.
• Prepare member documents as per instructions from Branch staff or staff from other Branches.
• Distributes incoming mail received at branch from FedEx and postman. Schedules FedEx pick-up.
• Demonstrates an understanding of and follows the requirements of all regulatory compliance including but not limited to BSA, AML, OFAC, CIP and MDD as it relates to job functions.
• Responsible for completing BSA/AML compliance training annually.
• All Other Duties as Assigned.

Relationships and Contacts

Reports To: Branch Manager
Contacts: Daily contact with members, vendors, employees via face to face, email and telephone.

Requirements

Education

• High School Diploma or GED required.

Experience

• 6 months customer service or reception experience
• Credit union or financial experience preferred.

Physical Requirements

• Position involves wrist/hand manipulation; restriction to workstation for extended periods.
• May be required to stand for extended periods.
• Vision abilities required include close vision for frequent viewing of computer monitor and review of documents.
• Communication abilities required include clarity in speech and hearing for effective staff/member interaction.

Mental Requirements

• Demonstrated ability to engage in relationship building with a highly positive, service-oriented attitude, excellent verbal and written communication skills, and the ability to anticipate member needs and initiate assistance beyond duties assigned.

Equipment Requirements

• Personal computer with Windows environment, scanner, cash advance machine, calculator, copy machine, Debit card imprinter, ATM/ITM.

I acknowledge that I have received, read, and understand this Job Description. I agree to perform to the best of my abilities the functions and duties described herein, with or without reasonable accommodation. I understand that this Job Description does not constitute an employment contract or alter my "at-will" employment status. I further understand that the duties and responsibilities described in this Job Description are subject to change or modification, as determined by management, and that I am responsible for performing any job duties, or other tasks, and responsibilities that may be assigned, and/or directed by management.