Red Canoe Credit Union ยท 4 days ago
Lobby Receptionist I
15th Ave Branch, Longview, WA, US
Full-time
Onsite
New Grad, Entry Level
$17.19/hr - $21.49/hrRed Canoe Credit Union is seeking a Lobby Receptionist for their 15th Avenue branch. This role is responsible for creating a positive first impression by greeting and assisting members and visitors, while also performing various financial and administrative tasks to ensure an exceptional member experience.
BankingFinanceFinancial Services
Responsibilities
Create a welcoming first impression by greeting, assisting, and directing members and visitors upon entry
Maintain working knowledge of all departments to efficiently route members to appropriate services
Log members into the lobby management system to ensure timely service
Open and close the branch lobby daily, maintaining security and readiness
Maintain control of all keys assigned to the reception desk
Manage visitor and vendor logs and update calendars as needed
Organize Visa card stock and supplies, coordinate shipping requests to other branches
Prepare outgoing deliveries and receive incoming shipments (UPS, FedEx, USPS, etc.)
Ensure the reception, lobby, and waiting areas remain clean, organized, and professionally presented
Support teller operations by accurately processing non-cash transactions, including deposits, withdrawals, payments, and transfers as needed
Assist members with safe deposit box access, statement requests, and general product support
Educate members on digital services, including online banking, mobile apps, bill pay, and e-statements
Assist members with using the coin machine, including providing instructions and resolving any issues that arise
Adhere to Teller I authority-level check acceptance limits, securing approvals as required
Address member complaints with professionalism, conducting research and follow-up as needed to resolve issues
Identify member needs and recommend appropriate products and services
Document member interactions and referrals using designated software
Make quality referrals and support members through inbound and outbound calls
Help achieve credit union goals by meeting or exceeding individual goals
Proactively refer members to specialized departments (e.g., lending, mortgage, investments) as needed
Maintain knowledge of current promotions and product offerings
Follow all credit union policies and procedures to ensure operational compliance and risk mitigation
Comply with Bank Secrecy Act (BSA), Currency Transaction Report (CTR) requirements, and all other regulations
Exercise sound judgment and timely decision-making
Recognize and respond to potential fraud or suspicious items to prevent losses
Foster a cooperative and respectful environment with coworkers and members
Contribute to a positive, productive workplace through collaboration and mutual support
Maintain punctuality, reliability, and professionalism
Ensure accuracy in all member transactions, documentation and reporting
Verify and balance all incoming checks for accuracy
Keep workstations clean, organized, and well-stocked
Work independently with minimal supervision, prioritizing tasks and responsibilities effectively
Conduct research to resolve member inquiries or concerns
Use member names when possible to build rapport
Maintain up-to-date knowledge of credit union services and procedures
Participate in training and cross-functional support opportunities to enhance job performance
Qualification
Required
Must be bondable
Professional appearance and demeanor
Must possess people skills; be friendly and outgoing with members and employees
Strong communication and interpersonal skills
Strong attention to detail and high level of accuracy
Willingness to meet and exceed sales goals
Ability to work a flexible schedule, including Saturdays
Ability to work in a fast-paced environment and handle confidential information appropriately
High school diploma or equivalent
Basic computer and keyboard skills; Working knowledge of Microsoft Office
Preferred
Credit Union teller experience, preferred
Knowledge of credit union products, services, and regulatory compliance preferred
Company
Red Canoe Credit Union
Red Canoe Credit Union provides financial and banking services.
Founded in 1937
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Amy Davis
Chief Marketing Officer
Deidra Miner
Chief Operations Officer
Recent News
2025-08-14
Company data provided by crunchbase