Associated Credit Union · 6 days ago
Retail Services Assistant
Main Office, 6251 Crooked Creek Rd., Peachtree Corners, GA 30092
Full-time
Onsite
Entry Level
1+ years expAssociated Credit Union is dedicated to providing exceptional financial services to its members. The Retail Services Assistant plays a crucial role in managing member and guest interactions, ensuring a welcoming environment, and providing administrative support to the Member Relations and Retail Services departments.
BankingFinancial ServicesInsurance
Responsibilities
Acts as an “ambassador of good will”
Enthusiastically greet members, vendors, and guests with prompt, professional service
Manage traffic flow by connecting members, vendors, and guests to appropriate staff. Responsible for signing individuals into the visitor management tool
Maintain the cleanliness, organization, and professional appearance of the Lobby area and ensure supplies are adequately stocked
Maintain and project the credit union’s professional reputation
Act as a liaison between guests and any department as necessary
Serve as the first point of contact for member, vendor, and guest inquiries, concerns, or issues. Provides accurate information and escalates matters as needed to ensure timely effective resolution
Troubleshoot and resolve member and internal inquiries in a timely and accurate manner
Assist with the security of the member/guest area. Alert management of potential security issues
Assist with outbound phone call programs when appropriate
Helps train back up support on the duties and responsibilities of a concierge or greeter
Provides administrative support to Member Relations and Retails Services Departments
Preparing and sending thank-you notes to new members based on the weekly new account report
Provide assistance copying, filing, and distribution of information and documentation when needed. Ensures appropriate records are maintained and required reports are prepared
Receive and distribute packages or deliveries as needed. Assist with mailings by preparing labels and stuffing envelopes. Keep track of all outgoing overnight deliveries and call for pick-ups if appropriate
Order branch supplies and maintains inventory
Review Member Overdraft Privilege (MOP) forms for accuracy and documentation in Synergy
Assists with the coordination of a variety of meetings and events; prepares all materials, secures location, organizes catering and provides further assistance as needed
Prepares clear, accurate, and thorough correspondence, reports and other written materials
Assists with back-office administration duties for the Main Office branch and Wheeler Rd branch, depending on the location of position
Assists with special projects, performing research and compiling data as necessary
Develop an understanding of Credit Union history, culture, philosophy, organization, policies, and operational procedures
Ensure compliance with all applicable credit union policies and procedures
Keep members informed of credit union products, services, and policies
Qualification
Required
High school diploma or equivalent
Minimum one to three years of member service experience in a financial retail, retail management, or hospitality environment preferred
Positive and outgoing attitude. Must have a service-oriented mindset and be capable of making members, vendors, or guests feel valued and to ensure member concerns are handled in a professional manner
Ability to work independently, and as a team member, while using discretion in decision-making and sound judgment in problem solving
Excellent organizational skills
Excellent verbal and written communication skills to effectively communicate
Ability to present a professional image to members, management, staff, vendors, and other contacts
Ability to handle multiple tasks by prioritized job responsibilities
Proficient in computer skills with MS Office (Word, Excel, Outlook) and Adobe PDF knowledge, with the ability to learn new software
Ability to work a shifting or flexible schedule
Ability to sit or stand for periods of up to one hour or more
Ability to lift or move up to 25 pounds
Company
Associated Credit Union
Associated Credit Union is a financial firm that provides banking, loans, mortgage, credit card, insurance and low-cost financial services.
201-500 employees
Funding
Current Stage
Growth StageRecent News
2025-08-21
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