Title MSR Receptionist
Classification Non-Exempt
EEOC Category Administrative Support Worker
Pay Grade 5
Department Branch Operations
Reports To Branch Manager
Manages N/A
SUMMARY
Under the direction of the Branch Manager, this position is responsible for representing CCCU in a professional manner when greeting members and the general public on the phone and in-person, ensuring they are directed to the appropriate staff. Additionally, the receptionist is responsible for accurately processing financial transactions, and being an effective source of information for members in the branch. Provides friendly, professional, confidential, and effective assistance to members assuring a positive experience and minimizing wait time.
ESSENTIAL DUTIES - To perform this job satisfactorily, an employee must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The following statements are intended to describe the general nature and level of work being performed by this position. It is not intended to be an exhaustive list of all duties, responsibilities and skills required of this position. Other duties may be assigned to meet business needs.
- Greets members at they come into CCCU.
- Determines members needs and directs them to the appropriate staff.
- Maintains awareness of lobby activity and members while keeping employees informed of status.
- Performs designated clerical duties and maintains assigned records, files, and reports, copying, faxing, routing mail and other correspondence, receiving phone calls.
- Supports overflow needs within the branch as needed.
- Performs assigned transactions designated by management, including teller transactions as needed to help with branch coverage.
- Follows guidelines and policies such as Bank Secrecy Act, Patriot Act and Office of Foreign Assets Control, CIP, Reg CC, B, D, E and Z intended to limit risk and exposure for the organization and its members. Types of risk include fraudulent transactions, account fraud or mishandling, compliance with policies, security guidelines and the organizations reputation.
- Applies advanced knowledge and logic to all activities and member interactions and creates solutions that are in the best interests of members.
- Provides member service in accordance to CCCU standards.
- Ability to attain goals as set by Management on a consistent and continual basis.
- Presents a professional image and interacts well with the public and all levels of credit union personnel.
- Regularly attends and participates in in-house training and various job-related meetings to keep current in position knowledge.
- Actively participates in branch efforts, including product promotions and member outreach.
- Demonstrates a commitment to learning and acceptance of change.
- Performs duties as assigned by management and of any department employee and may be assigned to work at any branch.
- Other duties as assigned.
