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 checkins 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 (nonelectronic 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 inperson 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 multitask.
• Excellent verbal and nonverbal communication skills well organized accurate and detailoriented.
• 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 fastpaced 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 jobrelated 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

Required Experience:

IC