Lobby Customer Service Representative (San Marcos)

San Diego County Credit Union (SDCCU) is a well-established financial institution committed to delivering exceptional member service and innovative financial solutions. As one of the largest credit unions in the region, SDCCU prides itself on fostering a member-centric culture, emphasizing community involvement, financial education, and product excellence. The organization provides a broad range of services including savings, checking, loans, and investment products designed to meet the diverse financial needs of individuals and businesses. Established with a dedication to trust, transparency, and tailored financial planning, SDCCU continues to grow and adapt in the dynamic financial services sector, making it a preferred choice for members seeking personalized banking experiences and professional guidance.

The role of Receptionist at SDCCU is pivotal in ensuring positive first impressions and smooth operations within the branch. This full-time position entails being the frontline point of contact, managing lobby and phone traffic while offering prompt, professional, and accurate assistance to both current members and potential clients. The receptionist will play an active role in promoting the credit union’s products and services, using keen member interviewing techniques to identify financial needs and connecting members with the appropriate representatives. This position demands a professional demeanor, excellent communication and organizational skills, and a commitment to maintaining the quality standards set forth by the credit union.

In this role, the receptionist will greet members, direct them to the appropriate support, prepare eligibility and required documentation for services, and efficiently handle incoming calls. The receptionist must maintain an accurate, clear scheduling calendar, ensure that all member interactions are documented properly, and adhere to the policies concerning anti-money laundering (AML) and Bank Secrecy Act (BSA) compliance. The role also requires participation in promotional campaigns, contests, member outreach, and scheduled meetings with management. Additionally, the receptionist will be expected to demonstrate awareness of staff activities to provide accurate information and handle member concerns effectively or escalate them when necessary.

The working schedule includes Monday through Friday with specified hours from early morning to late afternoon, plus rotating Saturdays, summing to a 40-hour workweek. The environment typically has moderate noise levels, and while performing duties, physical requirements include the ability to communicate clearly, handle objects, occasionally walk or bend, and lift up to 25 pounds. This role may also require occasional weekend work and participation in offsite events, offering a dynamic and engaging workplace experience. Overall, this position suits an individual who is customer-service oriented, organized, adaptable, and eager to contribute to a thriving financial institution focused on community and member satisfaction.