Position Summary
The Receptionist serves as the first point of contact for customers, visitors, and callers, providing a welcoming and professional experience while supporting daily administrative operations. This position facilitates communication between customers and bank and mortgage personnel, directs inquiries to the appropriate staff members, and performs a variety of clerical and administrative duties to support the efficient operation of the Main Branch.
Essential Duties and Responsibilities
- Greet and welcome customers, visitors, and prospective customers, directing them to the appropriate bank or mortgage personnel.
- Notify the appropriate staff members when scheduled visitors arrive.
- Answer and direct incoming calls using a multi-line telephone system, take accurate messages, and make announcements through the intercom system as needed.
- Receive, sort, process, and distribute incoming mail.
- Prepare and log outgoing mail and packages, coordinate pickups, and follow up as necessary.
- Process returned mail in accordance with established procedures.
- Follow all bank security policies and procedures and understand the responsibilities associated with maintaining a safe and secure workplace.
- Provide clerical and administrative support to the branch and other departments as needed.
- Comply with Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) policies and procedures, promptly reporting relevant concerns or information to the appropriate supervisor or Compliance Department.
- Complete required annual BSA/AML training, either in person or online.
- Perform other related duties as assigned.
Supervisory Responsibilities
This position has no supervisory responsibilities.
Required Qualifications and Skills
- High school diploma or equivalent required.
- Ability to operate a busy, multi-line telephone system and efficiently direct incoming calls.
- Excellent verbal and written communication skills, with strong interpersonal abilities.
- Professional, courteous, and customer-focused demeanor that reflects positively on the Bank.
- Proficiency in Microsoft Office Suite or comparable office software.
- Ability to maintain professionalism, discretion, and tact when handling challenging or stressful situations.
- Ability to establish and maintain effective working relationships with customers, managers, coworkers, and other professionals.
- Ability to maintain regular and predictable attendance, with or without reasonable accommodation.
- Ability to understand and follow Bank policies, procedures, security requirements, and applicable compliance guidelines.
- Ability to work independently with limited supervision while effectively managing multiple tasks and priorities.
