Wisconsin Credit Union Foundation
Wisconsin's Credit Unions Unite for Good

Part-Time Front Desk Specialist - Advia Credit Union

Job Posted: Sep 9, 2019
Job Expires:
Oct 9, 2019


What you should know about the role The most essential function of this position is to support the mission of the credit union, accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. A Front Desk Specialist is an ambassador of the credit union. They are responsible for creating and maintaining a professional and welcoming atmosphere for our members. This position will also be performing a wide variety of clerical/receptionist duties, and miscellaneous support functions as assigned.


As a Front Desk Specialist, you will have opportunities to:

  • Interact with all kinds of people, from the membership to executives and then some!
  • Be an important part of a fun, friendly and fast-paced team.
  • Have a variety of responsibilities and projects to keep the job interesting.
  • Be in a position to really help people and make an impact on their lives.

Major Duties

  • Assumes responsibility for establishing and maintaining effective business relationship with members, vendors and team members.
  • This includes greeting and receiving members, answering routine questions and/or directing members to appropriate personnel.
  • Also communicating appointment arrivals to department staff and tending to the needs of the guest.
  • Performs various clerical tasks including disbursement of mail and fax documents, assisting with email communications, and package pick up or delivery.
  • Working knowledge of Member Service platform or Teller system to perform non-monetary transactions to assist and support branch personal if needed.
  • Basic knowledge of miscellaneous member documents needed for account processing.
  • Maintains a professional working area, that includes always being in control of member situations in the lobby and communicating any issues with management that may need to be escalated.
  • Completes special projects as assigned.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.


  • Experience Under one year of similar or preparatory experience.


  • A high school degree or equivalent
  • Interpersonal Skills
  • Normal courtesy in dealing with others is required.
  • Work involves minimal contacts, usually within the organization.
  • Contact usually involving routine, non-sensitive issues within the department.

Physical Requirements

  • Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 25 lbs.
  • Must be capable of climbing/descending stairs in emergency situation.
  • Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator.
  • Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
  • Must be able to work extended hours whenever required or requested by management.
  • Must be capable of regular, reliable and timely attendance.

Working Conditions

  • Must be able to routinely perform work indoors in climate-controlled shared work environment with moderate noise.

Mental and/or Emotional Requirements

  • Must be able to perform job functions independently and with limited supervision. Must work effectively as part of a team.
  • Must be able to read and carry out various written instructions and follow oral instructions.
  • Must be able to speak clearly and deliver information in a logical and understandable sequence.
  • Must be able to perform basic mathematical calculations with accuracy.
  • Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
  • Must be able to perform responsibilities with composure under stress of deadline, requirements for extreme accuracy and quality and/or fast pace.
  • Must be capable of exercising highest level of discretion on confidential matters.
  • Acknowledgement Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.
  • Advia Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other category protected by law.

About the Organization

Advia is a fast growing Credit Union that is positioned in the top 3% of credit unions across the United States with nearly 2 billion in assets. We offer very similar product and services as the big banks with a focus on saving our members money while providing financial advantages. We are rooted in our communities and believe we have a responsibility to give back outside of our four branch walls through volunteering and charitable donations. The work environment at Advia is fast-paced, performance based and fun infused. We certainly live by the saying “work hard, play hard.” As an employee of Advia, you can expect regular and constructive feedback, development opportunities, great benefits, excellent co-workers and engaged managers.

How to Apply

Advia Credit Union