Rally Credit Union

Receptionist

Job Overview

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Employment Type

Full-time
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Work Schedule

Standard Hours
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Benefits

Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Employee Discounts
Training and Development
flexible scheduling

Job Description

This job opportunity is with a well-established credit union, known for its commitment to delivering personalized financial services to its members. The credit union operates as a member-owned financial cooperative, focusing on fostering strong relationships with its members and providing a variety of financial products tailored to meet their individual needs. The organization prides itself on a service-oriented culture that values trust, reliability, and community involvement. It maintains a dynamic work environment where employees are encouraged to grow professionally while contributing to the credit union's mission to improve members' financial lives.

The position available is that of a L... Show More

Job Requirements

  • High school diploma or GED required
  • Minimum six months customer service or reception experience
  • Experience in credit union or financial services preferred
  • Ability to stand or sit for extended periods
  • Good vision for computer and document review
  • Clear speech and hearing for communication
  • Ability to manage multiple tasks and anticipate member needs
  • Understanding of banking regulations and compliance
  • Ability to operate computers, scanners, cash advance machines, and debit card imprinter

Job Qualifications

  • High school diploma or GED
  • Six months customer service or reception experience
  • Knowledge of credit union products and services
  • Ability to operate personal computer and office equipment
  • Strong verbal and written communication skills
  • Positive and service-oriented attitude
  • Ability to build relationships and anticipate member needs

Job Duties

  • Greet members and make them feel welcome
  • Introduce members to new products and services
  • Guide members on ATM/ITM machines and e-services
  • Provide backup clerical support for credit union staff
  • Maintain and update lobby tracker
  • Monitor lobby wait times and inform members
  • Maintain cleanliness and signage in lobby area
  • Assist members with safe deposit box access
  • Answer general member account questions
  • Assist with account services like check orders and stop payments
  • Assist members with ATM/Debit card usage and enrollment
  • Handle debit card printer and issue debit cards
  • Verify and balance debit card inventory daily
  • Assist with debit card disputes and smart card features
  • Order supplies for Member Service Department
  • Fill in for clerical duties as needed
  • Prepare and distribute member documents
  • Manage incoming and outgoing branch mail
  • Ensure compliance with BSA, AML, OFAC, CIP, and MDD regulations
  • Complete annual compliance training
  • Perform other duties as assigned

Job Qualifications

Experience

Entry Level (1-2 years)

Job Location

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