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About the Role
The Receptionist plays a vital role in supporting operations across all branches of Sydney Credit Union. As the first point of contact, the Receptionist ensures a positive member experience through exceptional service, attention to detail, and collaboration with branch staff.
Responsibilities
- Operate the switchboard to manage incoming calls, determine caller needs, and direct calls appropriately
- Monitor and respond to voicemail messages promptly, ensuring timely follow-up and resolution of member inquiries or requests
- Provide professional and courteous reception services to members and visitors, ensuring a positive first impression
- Respond to member inquiries and proactively promote Credit Union products and services
- Assess member needs and recommend suitable financial solutions, referring complex requests to appropriate staff
- Review and assess online account opening applications to ensure accuracy, completeness, and compliance with regulatory and internal standards
- Support deposit administration by reviewing account reports and maintaining accurate records
- Process wire payments and balance ATM reports for assigned branches
- Provide general administrative support including preparing correspondence, reports, and memos
- Manage incoming/outgoing mail and courier shipments
- Maintain filing systems and purging closed accounts
- Send and route faxes and transaction records
- Assist in Credit Union promotions, member events, and community engagement activities
- Collaborate with team members providing overrides and support to Member Services Representatives
- Perform other duties as assigned
Requirements
- Strong oral and written communication skills
- Demonstrated commitment to continuous learning and professional development
- Excellent member service and relationship-building skills
- Proven ability to cross-sell financial products and services
- Knowledge of wealth management and financial principles within a regulatory environment
- Proficiency in Microsoft Office (Word, Excel, Outlook)
- Strong attention to detail and ability to perform basic mathematical calculations
- Initiative, enthusiasm, and a commitment to supporting member financial success
Skills
- Oral communication
- Written communication
- Member service
- Relationship-building
- Cross-selling financial products
- Wealth management
- Financial principles
- Microsoft Office (Word, Excel, Outlook)
- Attention to detail
- Mathematical calculations
Location
- Multiple branches
Work Type
- Permanent Full-Time
- Onsite
Salary/Compensations
- In accordance with clause 9.01 of the Collective Agreement
About the Company
- Sydney Credit Union is currently accepting internal applications for the Permanent Full-Time position of Receptionist to provide exceptional member service and support branch operations across all locations.