Front Desk Attendant

Job Details

Level: Entry

Job Location:

Wentzville Parkway - Wentzville, MO 63385
Position Type:
Full Time
Education Level: High School
Salary Range: $18.00 Hourly

Travel Percentage :
None

Job Shift: Day
Job Category:
Banking

Proactively and successfully meet individual performance goals while contributing to branch and credit union goal. Leverage member engagement strategies to build meaningful relationships, identify needs, and deliver personalized solutions. Actively support membership growth through referrals and community-based business development. Recommend and refer cross-sell opportunities to enhance member value and loyalty.

• Create a welcoming and engaging environment by warmly greeting all individuals upon arrival and expressing appreciation as they depart. Use these interactions as opportunities to build rapport, reinforce our brand promise, and identify potential member needs. Ensure public areas reflect our brand image and are consistently stocked and maintained to support a positive member experience.
• Support members with a wide range of account and loan inquiries, including but not limited to completing fraud forms, processing wire transfers, issuing instant cards, and closing accounts. Ensure efficient and accurate service to maintain smooth branch operations and a positive member experience.
• Assign new loan applications, deposit applications, and member referrals to appropriate team members, ensuring timely and effective follow-up. Develop and implement personalized onboarding action plans to support new members in their financial journey.
• Responsible for performing cash advances, bond cashing, coin machine usage and transactions, and PTM related issues as the primary point of contact.
• Utilize the cash recycler to meet member needs and perform routine member transactions as needed.
• Assist with completing systems testing as required.
• Complete daily and monthly tasks such as the branch inspection log, vault balancing, end of day branch balancing, instant issue balancing, alarm testing, branch audits.
• Order monthly branch supplies to ensure adequate inventory of materials and resources within budget guidelines.
• Coordinate branch scheduling, including appointment setting, walk-in member flow, and staff coverage for lunches, vacations, and PTO. Maintain and update the branch calendar to ensure optimal staffing and seamless daily operations. Utilize an appointment scheduling tool to streamline scheduling processes and support leadership with calendar management, enhancing team efficiency and the overall member experience.
• Assist branch management with opening and closing the building, ensuring the secure and timely opening and closing of the branch/building, following established procedures to maintain safety and operational readiness. Perform daily security checks and secure all access points at the end of the day.
• Comply with credit union policies and government regulations by securely maintaining member information and records, coordinating efforts with audit, retail operations, compliance, credit resolutions, centralized lending, and quality assurance. Always maintain confidentiality.

Knowledge

• Independent thinking that allows for identification of problems and corresponding solutions. Develops and executes action plans where needed.
• Thorough knowledge of credit union operations, including loan and deposit products and departmental operations.
• Keeps current with industry trends and changes in regulations.
• Sensitivity to the credit union philosophy, understands the difference between a credit union and a bank, and works with members based on their individual needs.

• Time Management – Process a large volume of work while maintaining member service standards. Organize work, plan activities, prioritize tasks and meet deadlines. Must be flexible and adapt to changing situations.
• Interpersonal Skills – Interact professionally and positively with others, cultivating positive relationships that further the goals of the credit union and meet member needs. Use tact and diplomacy in difficult situations, approaching conflicts from a positive angle and striving to find a win‑win…