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Receptionist, CAP COM Financial Services

Company: CAP COM FCU
Location: Albany
Posted on: January 15, 2022

Job Description:

ABOUT THE TEAMReception is the hub of CAP COM Financial Services and our "Director of First Impressions." This role stamps all member activity and interaction-digital, in person and over the phone-with a memorable level of service, makes our members say "WOW!" Thrive in a fast-paced, multi-tasking environment and remain open to change while still representing our core service values. WHAT YOU'LL DOGreet and assist members with a memorable level of service. SMILE! address members by name and thank them for their business. Have a great, hospitable presence and initiate conversation with members, while being mindful of time!Own and deliver on all pieces of the reception role as documented in the CCFS Client Experience and Standard Operating Procedures (SOP). Make appointments for clients and coordinate Advisor and Team schedules in Salesforce as outlined in CCFS SOP.Triage incoming calls and connect with appropriate parties.Triage all web requests for CCFS Advisors, LBRs and the Credit Union.Document all client interaction and activity and update all client/prospect records as outlined in CCFS SOP. Maintain data integrity between Salesforce and LPL ClientWorks.Execute our Business Development Salesforce Processes as outlined in CCFS SOP and in accordance with our Service Level Agreements (SLA).Assist the Client Relationship Manager with seminar/webinar program. Facilitate scheduling follow up appointments in accordance with CCFS SLAs.Update incoming/outgoing client correspondence files and all other records of correspondence.Complete appointment confirmation calls in accordance with CCFS SLAs.Coordinate and schedule new employee 401(k) meetings with Advisors.Maintain current knowledge of CAP COM Financial Services, LPL/FINRA rules, products, services, regulations and procedures.Maintain the supply order and coordinate outside vendors visits, both in-person and virtual. Process employee reimbursements and check requests for vendors.Reconcile the company credit account.LET'S TALK IF YOUPossess a High School Diploma and at least one (1) year of experience in a related field.Have extraordinary client service orientation and excellent interpersonal skills.Excellent attitude and a genuine interest in serving and caring for other people.Superior telephone skills - friendly and helpful in all interactions on the telephone.Excellent organizational and time management skills and ability to multi-task.TO THRIVE AT CAP COM YOU NEEDExcellent computer skills; Proficiency with Microsoft Office Suite.Flexibility in work schedule in accordance with business needs.Strong ability to organize and prioritize work and change directions as needed.Professional demeanor.OUR CULTUREOur reputation truly precedes us, and we recognize that our employees are our most valuable resource. We encourage an inclusive atmosphere of honesty, fairness and communication that creates a united force of successful professionals. At CAP COM you can bring your authentic self to work every day.WHAT YOU GETCAP COM invests in you and your future with development and training, mentoring and recognition programs. We are a professional and fun organization offering quality benefits including medical, dental, life insurance, flexible spending accounts, and 401(k) with generous profit sharing/matching contributions. We also provide competitive PTO, holidays, bonus potential and tuition reimbursement. At our headquarters there is an on-site gym and fitness classes, an on-site caf--, healthy meal deliveries and a 130-acre public park just out the back door (there is a reason we have been named a Healthiest Employer by the Albany Business review).All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.*Albany Business Review (confidential employee survey)

Keywords: CAP COM FCU, Albany , Receptionist, CAP COM Financial Services, Accounting, Auditing , Albany, New York

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