Receptionist

This position is with a credit union, a member-focused financial institution committed to delivering personalized financial solutions and exceptional service to its clientele. Credit unions differ from traditional banks in that they are nonprofit organizations owned and operated by their members. They offer a wide range of financial products and services designed to meet the needs of their diverse membership base, including checking and savings accounts, loans, credit cards, and e-services such as online banking and ATM/ITM access. The establishment prides itself on fostering a welcoming environment where members feel valued and supported in achieving their financial goals. They are dedicated to maintaining the highest standards of member service, compliance with regulatory requirements, and community involvement. The atmosphere in the credit union is typically collaborative, with an emphasis on teamwork and shared success among staff and members alike.

The role is that of a Lobby Lead who serves as the official greeter and primary point of contact for members and visitors entering the credit union. This important position ensures every member feels welcome and receives timely assistance. The Lobby Lead is responsible for guiding members through various financial services and products that best meet their needs, assisting with ATM/ITM machine usage, and supporting the credit union staff with clerical tasks when needed to ensure smooth operational delivery. Key responsibilities include monitoring the lobby tracker to manage member wait times effectively, keeping the main lobby area orderly and well-signed, and maintaining familiarity with the credit union’s services and features to provide accurate member support. This position also involves issuing and renewing debit cards and member ID cards, managing debit card inventory under strict dual control procedures, and assisting members with account maintenance, research, and e-service enrollments and resets.

Beyond member interaction, the Lobby Lead handles administrative duties such as ordering supplies for the Member Service Department, distributing incoming mail, scheduling FedEx pickups, and fulfilling clerical overflow tasks for the branch. The individual in this role must be knowledgeable about compliance regulations, including the Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Assets Control, and Customer Identification Programs to ensure all job functions meet regulatory standards. The ideal candidate demonstrates excellent communication skills, both verbal and written, and possesses a highly positive and service-oriented attitude critical to building lasting member relationships and anticipating their needs.

This position reports directly to the Branch Manager and does not include supervisory responsibilities. Day-to-day interaction involves frequent contact with members, internal staff, vendors, and stakeholders via face-to-face communication, email, and telephone. The nature of the job requires physical capabilities such as standing for extended periods and operating various office and security equipment, including debit card imprinters, copy machines, scanners, and cash advance machines. The employment type is full-time or part-time based on branch needs, and compensation aligns with industry standards for customer service positions within financial institutions, though specific salary details should be confirmed with the employer. Ultimately, this lobby lead role is essential in maintaining a high level of member service, advancing the credit union’s mission, and supporting operational efficiency at the branch level.