Business Services Receptionist

BASIC RESPONSIBILITIES
Assists Treasury Management Officer and Business Services Specialists with answering all incoming calls to the department. Provides general business account information to prospective business members and handles various support duties.

TYPICAL DUTIES
Answers all incoming calls to the department in a courteous and professional manner. Gives general information on business products.

Handles new business account requests submitted via special forms submissions, by phone, email, online, or fax.

Communicates to prospective business members all the required documents needed for a new business account.

Performs business account transactions by posting checks to accounts, account transfers, loan payoffs, and creates cashier checks.

Communicates with business members when lenders are not available and provides general loan information.

Prepares and mails the new account packets to all new open business accounts.

Order supplies from Office Depot and maintains the supply cabinet in order.

Picks up and distributes mail.

Supports the Business Services department and its functions.

Maintain and understand compliance to ensure that work complies with GECU’s established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML) addressing Money Laundering and the Countering the Financing of Terrorism (CFT), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC).

Other duties as may be assigned or required in connection with the general operation of the credit union.

CRITICAL KNOWLEDGE, SKILL AND EDUCATIONAL REQUIREMENTS
High School diploma or equivalent with one (1) – three (3) years similar or related experience

The nature of this job requires employee to be a team worker that can communicate with diplomacy and tact in interacting with business members and GECU colleagues.

General knowledge of credit union products, policies, guidelines and terminology.

General knowledge of loan origination software.

Excellent oral communication skills, good writing skills and responsive to member’s needs.

Spanish speaking preferred

Project a professional image and neat appearance.

Good clerical skills, typing, 10-key, fax machine, copy machine, phone systems and PC.

Requires sitting the majority of the day, lifting up to 50 pounds, bending, squatting and kneeling occasionally, lifting up to 10 pounds, reaching above and below shoulder level frequently, twisting continuously.

PRIMARY RESPONSIBILITY
Providing quality service is the primary responsibility of this position. Quality service means treating members and coworkers with respect and courtesy at all levels whether in person or by telephone as outlined in the Employee Handbook.

Availability requirements: Monday - Friday: 8:00 a.m. - 5:00 p.m.

Schedule to meet membership and department needs

This application is valid for 12 months. After that date, unless otherwise notified, please understand that your status as an applicant will end. You may re-apply for employment in the future by completing a new application. All correspondence regarding the processing of the application will be sent via e-mail to the address provided on the application. Please ensure spam filters are set accordingly to prevent e-mails from going to the Junk Mail/Spam folder.