Receptionist - Fuqua Branch

Receptionist Position

Location 12611 Fuqua St, Houston, TX 77034 Primary Job Function

In order to help Texas Bay Credit Union (TBCU) stand out as a leading financial institution the Receptionist is responsible for greeting members and visitors as they enter the lobby and maintaining member sign in.

Essential Duties and Responsibilities

• Greet members and visitors as they arrive in the lobby area. Evaluate their needs by asking appropriate questions and listening carefully. Input members into Lobby Tracking System. Inform Branch Manager when the wait time exceeds that set by the department standards.
• Manage the lobby experience by obtaining estimated times from Financial Service Representatives (FSR). Reduce wait time by educating our members of convenience tools available such as ITM, mobile banking, or mobile deposit.
• Support and assist FSRs by processing faxed request, processing faxed requests, processing mail request, maintaining the Alpha file, processing loan applications, etc.
• Perform a full range of duties required to process transactions such as deposits, withdrawals, cashing checks, loan payments, transfers, open-end loan draws, credit card cash advances, and credit card payments.
• Balance cash drawer with system totals daily.
• Maintain security of cash drawer and teller number at all times.
• Examine checks carefully for completeness and proper endorsement. Validate identification and membership during each transaction.
• Sell various merchandise items such as money orders, official checks, etc.
• Admit members into Safe Deposit Box according to set procedures, if applicable.
• Maintain a working knowledge of all TBCU products, services, and promotions.
• Follow all TBCU updated policies and procedures, including but not limited to member identification requirements, OFAC procedures, etc.
• Educate members on credit union products and services that will benefit them based on their individual financial journey. Maintain accurate records of all referrals and follow-up with members when necessary.
• Participates in the Performance Reward Program.

Other Duties and Responsibilities

• Reviewing branch marketing monthly to ensure outdated material is removed and all current promotions are displayed.
• Play an active part in helping credit union teams function smoothly and efficiently.
• Stay alert to potential problems and propose changes to policies and programs.
• Back-up other coworkers as needed.
• Perform other duties as assigned or needed.
• As an employee of a Essential Business (as defined by Texass Executive Order GA 14), employees are expected to continue to report to work as scheduled during state issued emergency declarations.
• Comply with all Federal, State, and Local regulations.

Required Knowledge

• A high school education or GED
• One month to twelve months of similar or related experience
• Completion of required training courses
• Proficient in MS Office and computer skills

Required Abilities

• Attention to detail and strong organizational skills
• Critical thinking skills
• Strong verbal and non-verbal communication skills
• Must be self-motivated and a quick learner
• Must be able to multi task and work well in a fast-paced environment
• Excellent member service skills
• Demonstrate all Texas Bay Core Values
• Demonstrate the ability to maintain confidentiality and exercise discretion

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. The employee is regularly required to walk, sit, reach with hands and arms, kneel, talk, hear, and climb stairs. The employee must occasionally lift and/or move 10-15 pounds. This position requires viewing of computer monitor for extended lengths of time and travel to and from all credit union offices.

Disclaimer

The above information on the description has been designed to indicate the general nature and level of work performed by employees within this job. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.