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Rally Credit Union · 18 hours ago

Receptionist

Portland, TX

Part-time

Onsite

New Grad, Entry Level

0+ years exp

Rally Credit Union is a financial institution dedicated to serving its members. The Receptionist will greet members, guide them on services, and assist with various clerical tasks to ensure efficient service delivery.

CreditFinanceFinancial ServicesLending

Responsibilities

Greet members, making 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

Official greeter, first point of contact for members and visitors. Responsible for updating lobby tracker; route/refer to appropriate credit union personnel/dept

Serves as ATM/ITM Concierge, if applicable

Ensures neatness of main lobby area and appropriate signage for the lobby are posted

Ensures that members are helped in a timely manner by monitoring Lobby Tracker wait times and ensuring members are kept abreast of wait times and next available staff person to assist

Maintain familiarity with credit union products and services and their features and benefits

Assist members Safe Deposit Box access, if applicable

Answer general member questions with regards to account information and available services

Provide service on accounts such as check orders, address changes, loan coupon request, stop payment, statement copies, etc

Assist members on 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

Ensure debit card inventory is verified daily, properly loaded, balanced, and removed at end of day under Dual Control

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 Dept

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 follow the requirements of all regulation compliance including but not limited to those Bank Secrecy Act (BSA), AntiMoney Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP) and Member Due Diligence (MDD) as it specifically relates to their job functions

Responsible for completing BSA/AML compliance training annually

All Other Duties as Assigned