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CORPORATE CONCIERGE in Appleton, Wisconsin at Fox Communities Credit Union

Fox Communities Credit Union
Appleton, Wisconsin, 54913, United States
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Job Description

We currently have a career opportunity for a full-time Corporate Concierge based out of our corporate office (Enterprise) in Appleton and assisting at our Calumet Street branch in Appleton!

The Corporate Concierge is responsible for the Enterprise branch, and upkeep of the retail store and lounge areas. This position will ensure members and visitors have an exceptional experience by greeting each member/visitor in a cheerful manner while efficiently help them with their requests.

The primary responsibilities of the Corporate Concierge role include but are not limited to:

Branch

  • Promoting and upholding the Fox Mission, Purpose, Vision, and Values
  • Provide an exceptional experience to members and visitors
  • Confidentially, accurately, and efficiently process basic and advanced member transactions and account maintenance
  • Assist members with problem resolution
  • Direct members to other credit union representatives when appropriate, including virtually connecting members with MRO’s/MLO/LPL for new accounts loan, mortgage, and Investment needs
  • Monitor daily activities of the branch for compliance with established policies and guidelines, and resolve any out of compliance issues
  • Open and close the branch
  • Assist other departments in processing transactions including GL, payoffs and charge off transactions
  • Balance cashbox daily while adhering to cash control policies
  • Maintain required daily logs
  • Order cash and balance vault daily
  • Perform branch audits
  • Badge and log visitors and vendors that will be entering non-member areas

    • Lounge

  • Ensure supplies are maintained in the coffee area and the lounge is tidy
  • Assist visitors by offering a seat and a beverage in the lounge area while they wait
  • Contact Team members to let them know when visitors arrive
  • Maintain the meeting rooms and kitchenette area including the refrigerator

    • Courier/Mail Room

  • Maintain confidentiality of materials handled
  • Prepare outgoing and sort incoming internal mail bags
  • Contact courier when bags are missing, or deliveries/pickups are not as scheduled
  • Sort incoming postal mail for all onsite departments
  • Order office and Fox supplies and maintain supplies within the branch
  • Notify team members of deliveries (FedEx, UPS)

    • Retail Store

  • Let shoppers into the store and assist with any questions
  • Collect Payment from members and non-team members
  • Straighten up store items as needed

    • Candidates for the Corporate Concierge position should possess:

  • Minimum of one-year sales and service experience
  • Financial background is preferred
  • Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and co-workers
  • Ability to work independently with little supervision
  • Ability to make sound decisions
  • Proven attention to detail
  • Flexible availability which will include rotating Saturdays
  • Excellent written and verbal communication skills
  • Advanced knowledge of MS office or similar software
  • Bilingual abilities are a plus

    • Fox Communities Credit Union is a $3 billion in assets community-based credit union serving more than 130,000 members at over 20 locations. We take pride in being a progressive, member-owned, full service financial institution dedicated to serving the community.

    Fox Communities Credit Union believes our team members are our most important asset. We offer a great team environment, competitive salary and an excellent benefit package which includes, medical, dental, vision, life, short term and long-term disability insurance, 401k (Roth and Traditional), which includes company contributions including match, paid time off and caregiver leave! As part of our commitment to the communities we serve we also offer all team members Paid Volunteer Time Off! If you are enthusiastic about a rewarding career with a successful & growing credit union, apply now!

    Equal Opportunity Employer of Protected Veterans, and Individuals with Disabilities.

    Job Location

    Appleton, Wisconsin, 54913, United States

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