Front Desk Member Services Representative

Position Summary

The Front Desk Member Services Representative serves as the first point of contact for members and visitors, creating a welcoming and professional experience while providing exceptional member service. This position is responsible for greeting members, directing inquiries, answering phones, assisting with basic account requests, and supporting daily branch operations. The Front Desk Member Services Representative plays a critical role in building strong member relationships and upholding the credit union's commitment to service excellence.

Essential Duties and Responsibilities

• Greet members, guests, and vendors in a friendly and professional manner.
• Answer incoming telephone calls and direct inquiries to the appropriate department or staff member.
• Assist members with basic account information, forms, and service requests.
• Process incoming and outgoing mail and deliveries.
• Respond to member inquiries and provide accurate information regarding credit union products and services.
• Assist with member onboarding and application paperwork.
• Monitor lobby traffic and ensure members are assisted promptly.
• Maintain member confidentiality and comply with all credit union policies, procedures, and regulatory requirements.
• Promote a positive member experience and identify opportunities to strengthen member relationships.
• Perform other duties as assigned.