Front Desk Specialist

Description

Employment Type: Part-Time, On-site #LI-ONSITE

Comprehensive Benefits Package

We're committed to supporting your well-being and work-life balance through a robust benefits offering:

• Health & Wellness
  • Dental and vision insurance to keep you and your family healthy.
• Financial Peace of Mind
  • 401(k) with company match.
• Time Off
  • Generous paid time off (PTO), paid holidays, and paid parental leave.
• Professional Growth
  • Learning and development programs, plus tuition reimbursement to support your career journey.
• Additional Perks
  • Free Telemedicine
  • Employee Assistance Program (EAP)
  • Wellness initiatives
  • Paid Community Action Volunteer Hours

*Parental Leave and Tuition Reimbursement are available after one year of service.

What you should know about the role

The most essential function of this position is to aid the mission of the credit union, accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. A Front Desk Specialist is an ambassador of the credit union. They are accountable for creating and maintaining a professional and welcoming atmosphere for our members. This position will also be performing a wide variety of clerical/receptionist duties, and miscellaneous support functions as assigned.

What you should know about Advia

Advia is a fast-growing Credit Union that is positioned in the top 3% of credit unions across the United States. We serve almost 200,000 members with assets over $3 Billion. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages. We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based and fun infused. We certainly live by the saying "work hard, play hard." As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

Major Duties and Responsibilities

• Working knowledge of branch operating systems such as the Lobby Tracker and Appointment Concierge in order to assist a member's needs.
• Maintains a professional working area, that includes always being in control of member situations in the lobby and communicating any issues with management that may need to be escalated.
• Performs various clerical tasks including communication via various channels such as email, chat and phone along with disbursement of items dropped off or delivered.
• Assumes accountability for establishing and maintaining effective business relationship with members, vendors and team members. This includes greeting and receiving members, answering routine questions and/or directing members to appropriate personnel. Also communicating appointment arrivals to department staff and tending to the needs of the guest.
• Provides administrative aide such as notary duties and/or medallion duties to internal departments and leadership.
• Assists Marketing with the coordination of visitors and/or vendors for community room events.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising judgment, raising questions to management, and adhering to policy guidelines.

Requirements

Experience

Under one year of similar or preparatory experience.

Education/Certifications/Licenses

A high school degree or equivalent.

Interpersonal Skills

Courtesy and tact are essential elements of the job. Work involves personal contact with customers and others inside and outside the organization, generally regarding fairly routine matters for the purposes of giving and obtaining information or instructions, updating or referring. Communications generally require shorter and not in-depth discussions.

Physical Requirements

Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs. Must be capable of climbing/descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace. Must be capable of exercising highest level of discretion on confidential matters.