Front Desk Attendant jobs in United States
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Vantage Credit Union · 1 hour ago

Front Desk Attendant

Vantage Credit Union is a financial institution seeking a Front Desk Attendant. The role focuses on providing excellent member service, supporting branch operations, and contributing to membership growth through engagement strategies and relationship building.

Financial Services

Responsibilities

Proactively and successfully meet individual performance goals while contributing to branch and credit union goal. Leverage member engagement strategies to build meaningful relationships, identify needs, and deliver personalized solutions. Actively support membership growth through referrals and community-based business development. Recommend and refer cross-sell opportunities to enhance member value and loyalty
Create a welcoming and engaging environment by warmly greeting all individuals upon arrival and expressing appreciation as they depart. Use these interactions as opportunities to build rapport, reinforce our brand promise, and identify potential member needs. Ensure public areas reflect our brand image and are consistently stocked and maintained to support a positive member experience
Support members with a wide range of account and loan inquiries, including but not limited to completing fraud forms, processing wire transfers, issuing instant cards, and closing accounts. Ensure efficient and accurate service to maintain smooth branch operations and a positive member experience
Assign new loan applications, deposit applications, and member referrals to appropriate team members, ensuring timely and effective follow-up. Develop and implement personalized onboarding action plans to support new members in their financial journey
Responsible for performing cash advances, bond cashing, coin machine usage and transactions, and PTM related issues as the primary point of contact
Utilize the cash recycler to meet member needs and perform routine member transactions as needed
Assist with completing systems testing as required
Complete daily and monthly tasks such as the branch inspection log, vault balancing, end of day branch balancing, instant issue balancing, alarm testing, branch audits
Order monthly branch supplies to ensure adequate inventory of materials and resources within budget guidelines
Coordinate branch scheduling, including appointment setting, walk-in member flow, and staff coverage for lunches, vacations, and PTO. Maintain and update the branch calendar to ensure optimal staffing and seamless daily operations. Utilize an appointment scheduling tool to streamline scheduling processes and support leadership with calendar management, enhancing team efficiency and the overall member experience
Assist branch management with opening and closing the building, ensuring the secure and timely opening and closing of the branch/building, following established procedures to maintain safety and operational readiness. Perform daily security checks and secure all access points at the end of the day
Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Always maintain confidentiality
Performs other tasks as assigned

Qualification

Credit union operationsTechnical skillsTime ManagementAccuracyDependabilityInterpersonal SkillsCommunication

Required

Possesses ability for independent thinking that allows for identification of problems and corresponding solutions. Develops and executes action plans where needed
Possesses a thorough knowledge of credit union operations, including loan and deposit products and departmental operations
Keeps current with industry trends and changes in regulations
Sensitive to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs
Time Management – Has the ability to process a large volume of work while maintaining member service standards. Possesses good ability to organize work, plan activities, prioritize tasks and meet deadlines/standards for work assigned. Must be flexible and have a strong ability to adapt to changing situations
Interpersonal Skills – Interacts professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Uses tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win-win solution by using sound negotiating skills. Works well with other team members to achieve group cohesiveness and objectives
Accuracy – Performs tasks correctly and efficiently. Keeps teller drawer and vault within balance. Has strong attention to detail
Communication – Expresses self honestly, positively, and professionally in both oral and written communication. Speaks correctly and uses correct grammar and spelling in all communications
Dependability – Possesses strong sense of ownership and responsibility for branch's operations. Displays integrity and high moral responsibility
Technical – Displays a solid analytical ability, with the ability to be direct and ask discerning questions. Has a strong understanding of the various programs/software used in their position
Incumbent should possess at least one year of experience in a sales or service position
Attendance of credit union industry seminars, workshops and conventions may be required
Ongoing professional development is expected
The position requires the following physical activities within varying environmental conditions: Occasionally remaining in a stationary position which may be standing or sitting for a prolonged period of time
Occasional travel or moving from one office location to another or from one department to another at the headquarters building
Occasional lifting, moving, or adjusting objects up to 20 pounds
Constant communication with others through various channels including verbal, email, and chat of which the last two may require consistent use of a keyboard and mouse or another electronic device
Work will be in a commercially reasonable temperature-controlled environment
Occasional temporary exterior site review which could be in outdoor elements of wind, rain, or snow

Preferred

At least one year of experience in a financial institution is preferred
Some college education is desirable

Company

Vantage Credit Union

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Vantage Credit Union is a leading, full-service financial institution.

Funding

Current Stage
Growth Stage

Leadership Team

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Eric Acree
President & CEO
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Company data provided by crunchbase