Front Desk & Member Services Associate

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Full Time CL 15th Ave Branch, Longview, WA, US

4 days ago Requisition

Salary Range: $17.19 To $21.49 Hourly

Red Canoe Credit Union hires passionate, knowledgeable, and dependable individuals who are committed to making a difference. As a not-for-profit financial institution owned by our members, we believe in the value of people over profit. If you’re looking for a place to start a rewarding career you can be proud of, then Red Canoe might be the place for you.

We’ve been a cooperative since 1937. That means any money we earn goes back to our members
, not into the pockets of stockholders like a bank. For more than 80 years, we’ve held the traditions of credit unions near and dear to our hearts. We are not for profit, but for people.

Red Canoe Credit Union has 10 branches spread across Washington and Oregon. We even have members living in all 50 states. But Red Canoe is still a local credit union at its core. For us, being local means an ongoing commitment to go beyond serving our members and giving back to the communities we call home. At Red Canoe, we strive to make a difference in the lives of our neighbors.

POSITION PURPOSE

The Lobby Receptionist at the 15th Avenue branch is responsible for creating a positive first impression by professionally greeting and assisting members and visitors. This role requires proficient use of lobby management software to ensure timely and effective service. Additional duties include performing a variety of financial services and administrative tasks. A core focus is delivering an exceptional member experience that reflects the credit union’s values, brand, and service standards.

ESSENTIAL JOB FUNCTIONS

• Reception & Member Relations
  • 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, Fed Ex, USPS, etc.).
  • Ensure the reception, lobby, and waiting areas remain clean, organized, and professionally presented.
• Account & Member Maintenance
  • 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.
• Policy & Compliance
  • 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…