Business Services Receptionist

BASIC RESPONSIBILITIES
Assists Treasury Management Officer and Business Services Specialists with answering all incoming calls to the department. Provides general business account information to prospective business members and handles various support duties.

TYPICAL DUTIES
Answers all incoming calls to the department in a courteous and professional manner. Gives general information on business products.

Handles new business account requests submitted via special forms submissions, by phone, email, online, or fax.

Communicates to prospective business members all the required documents needed for a new business account.

Performs business account transactions by posting checks to accounts, account transfers, loan payoffs, and creates cashier checks.

Communicates with business members when lenders are not available and provides general loan information.

Prepares and mails the new account packets to all new open business accounts.

Order supplies from Office Depot and maintains the supply cabinet in order.

Picks up and distributes mail.

Supports the Business Services department and its functions.

Maintain and understand compliance to ensure that work complies with GECU’s established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering Act (AML) addressing Money Laundering and the Countering the Financing of Terrorism (CFT), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC).

Other duties as may be assigned or required in connection with the general operation of the credit union.