Receptionist / Front Desk Associate

Job Summary:

The Receptionist serves as the first point of contact for members, visitors, and vendors in the Wings Financial Advisors' office. This role is vital to ensuring a welcoming and professional experience while providing administrative support to the team.

Essential Functions:

• Greet members and visitors warmly, ensuring a professional and courteous first impression.
• Manage check-ins for scheduled appointments and notify team members of arrivals.
• Maintain the reception area, conference room and break room, ensuring cleanliness and readiness throughout the day.
• Answer incoming calls promptly and professionally, assisting members when possible, or transferring calls to the appropriate team member if unable to assist.
• Process check requests and check deposits as requested.
• Monitor inbox for faxes, emails and appointment requests and follow procedures for responding or reassigning to the appropriate staff.
• Qualifying and scheduling appointments for advisors and coordinators.
• Monitor, and disburse incoming mail, payments, faxes, packets and deliver to appropriate Coordinator for further processing as needed.
  • Log incoming and outgoing client documents and forms in Salesforce.
  • Scan and upload image only client related documents (non-electronic correspondence, statements, etc.) that come in through mail or email.
• Manage office supply inventory and ordering.
• Execute tasks as assigned by supervisor, advisors or coordinators. May include:
  • Transaction follow up to ensure completion.
  • Calls to LPL or direct business companies for information or to request forms.
  • Scheduling follow up with clients or referrals.
  • Additional tasks to assist with out of office personnel.
• Sending out client communications (mailings and/or emails) as requested.
• Run requested operational reports – Referrals, month end reports, past due reviews, etc.
• Evaluate the needs of members and provide the appropriate information, and guidance to ensure the needs of the member are met on a timely basis.
• Escalate any member service issues to management as necessary.
• Actively cross sell additional appropriate loan, deposit and fee income products and services in-person, over the phone and in writing.
• Performs other duties as assigned.

Qualifications:

• High school diploma 
• Some college experience is preferred, or any combination of training, education, and sales experience that would provide the required knowledge, abilities, and skills.
• Previous credit union or banking experience preferred.
• Customer service experience is preferred.
• Requires working knowledge of computer software (i.e. Windows, Microsoft Office).
• Ability to multi-task.
• Excellent verbal and non-verbal communication skills, well organized, accurate and detail-oriented.
• A professional demeanor, the willingness to participate as a member of a service oriented, and innovative team while demonstrating an enthusiastic attitude and exceptional interpersonal skills.
• Ability to work efficiently in a fast-paced and sometimes stressful environment while having the desire to maintain quality of service.
• Bondable

Pay Range: $20-$22.00/hr. plus a 3% annual target bonus. The estimated hiring range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications, and other job-related reasons.

BENEFITS:

• Generous 401(k) match
• 401k Discretionary Profit Sharing
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Short Term and Long Term Disability
• Health Savings Account with company contribution
• Employee Assistance Program
• Paid Vacation, Sick, Floating Holidays and Volunteer Time Off
• Paid Holidays
• Tuition Reimbursement
• Paid Parental Leave

Salary : $20 - $22