Cool Springs Receptionist jobs in United States
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Ascend Federal Credit Union · 13 hours ago

Cool Springs Receptionist

Ascend Federal Credit Union is the largest credit union in Middle Tennessee, focused on providing exceptional service to its members. The Cool Springs Receptionist will greet and assist members and non-members, provide information about services, and ensure a positive member experience while adhering to established policies and procedures.

BankingConsumer LendingFinanceFinancial ServicesLendingRetirement

Responsibilities

Greet members and non-members, ascertain their needs, update the lobby traffic log to ensure the proper personnel are alerted, and warmly handoff the member to the appropriate service representative or assist them with the Teller Services experience, if needed
Assist members and non-members with inquiries and provide general information regarding the credit union
Handle member issues including complaints and errors in an acceptable manner
Answer telephone and take message or route call to appropriate personnel
Provide account information requested by members such as account balance, cleared check information, deposits, withdrawals, transfers, checks returned, check verification, etc. Post requested transactions that cannot be handled through Teller Services which include credit card cash advances, cashier’s checks and coin machine vouchers. Assist with transactions if member traffic warrants or during ITM downtime
Perform maintenance to personal consumer accounts including address changes, ownership changes, and name changes
Troubleshoot ITM issues and complete ITM disputes as needed
Assist members and non-members with self-service coin machine if applicable to the branch location
Assist members in completing appropriate paperwork and set-up for services. Be able to explain services to the member and demonstrate the use of the service. Cross sell when appropriate and make referrals for follow up by a financial services officer
Issue instant issue cards via Card Wizard Instant Issue system. Assist with debit card disputes and card fraud
Assist with mail and courier work
Other duties include ordering checks, preparing stop payments, wires, ordering copies of statements and checks, issue direct deposit letters and proof of account letters
Follow policies and procedures related to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) daily to ensure compliance with current regulations
Assist with opening and closing duties of the branch
Provide notary service (if applicable)
Read all internal publications including HUB and Possibilities
Perform other duties as required or assigned

Qualification

Customer serviceAccount maintenanceMicrosoft OfficeOffice equipment operationProfessional imageReliable attendancePositive communication

Required

High school graduate or equivalent
Must be able to communicate with members, non-members, and co-workers in a positive, friendly manner
Must present a professional image
Must be accurate in all telephone and account maintenance transactions
Working knowledge of Microsoft Office Products, specifically Outlook
Must have ability to operate or have ability to be trained to operate related office equipment, including computer terminal, receipt and check printers, calculator, fax machine, copier, telephone, and cash advance machine
Regular and reliable attendance is required

Benefits

Competitive benefits

Company

Ascend Federal Credit Union

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Ascend Federal Credit Union is a bank that offers consumer loans, retirement planning, investment, and banking services.

Funding

Current Stage
Late Stage

Leadership Team

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Matt Jernigan
President and CEO
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David Feldhaus, CPA
Chief Financial Officer
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Company data provided by crunchbase