Float Service Representative 1 or 2 (Float Teller) - North Idaho Branches

Numerica Credit Union•Spokane Valley, WA

1d•Onsite

About The Position

With the goal of enhancing lives, fulfilling dreams, and building communities, the Service Representative 1 provides exceptional member service by accurately processing financial transactions and assisting members in meeting their financial needs. This entry-level role focuses on building foundational knowledge of credit union products, services, and operations while consistently delivering a great member experience. Service Representatives play an essential role in representing Numerica’s brand and values. They act as the first point of contact for members, accurately handle cash and account transactions, troubleshoot issues, and provide referrals that help members achieve their financial goals. This position builds the technical and interpersonal skills needed for future advancement within Retail Experience. The Service Representative 2 is an experienced teller role responsible for performing advanced transactions, resolving complex member requests, and supporting daily branch operations. This intermediate-level position requires a thorough understanding of Numerica’s products, systems, and operational processes while consistently delivering an exceptional member experience. The Service Representative 2 demonstrates operational accuracy, efficiency, and leadership through peer support, and troubleshooting. They play a key role in ensuring branch performance through accuracy, compliance, and service excellence while supporting both front-line and operational needs. This position will support North Idaho Branches primarily, and occasionally supporting the Spokane and Spokane Valley Branches, requiring regular travel throughout assigned region(s) and branch locations. Reliable transportation is required.

Requirements

High school diploma or equivalent (GED).
Six months or more of customer service and cash-handling experience (for SR1) OR One or more years of experience in financial services, retail banking, or a related role (for SR2).
Basic understanding of financial transactions and customer engagement (for SR1).
Demonstrated success performing transactions with accuracy, compliance, and attention to detail (for SR2).
Proven ability to provide member service and financial guidance effectively (for SR2).
Ability to read and comprehend instructions, short correspondence and memos.
Ability to write correspondence.
Courtesy, tact and diplomacy are essential elements of the job.
Strong interpersonal and communication skills.
Ability to learn and apply product knowledge to assist members (for SR1).
Attention to detail with the ability to balance and reconcile transactions accurately (for SR1).
Ability to multi-task and maintain professionalism in a fast-paced environment (for SR1).
Proficiency with computers and office equipment (e.g., currency counters, copier, teller systems) (for SR1).
Advanced knowledge of cash handling, balancing, and transaction processing (for SR2).
Ability to troubleshoot operational and system issues efficiently (for SR2).
Strong interpersonal skills with the ability to lead by example and support peers (for SR2).
Ability to adapt to new technologies and evolving processes (for SR2).
Strong organizational and time management skills with focus on accuracy and efficiency (for SR2).
Ability to lift up to 25 lbs. and sit or stand for extended periods.
Reliable transportation is required.

Nice To Haves

Previous experience in a credit union, bank, or retail financial environment.
Bilingual (Spanish preferred in select markets).
Exposure to digital banking platforms and CRM systems.
Two or more years of teller or financial service experience with advanced operational responsibilities.
Experience in branch operations, balancing, or cash vault management.
Proficiency in digital banking systems, CRM tools, and Microsoft Office Suite.

Responsibilities

Engage members in meaningful conversations to uncover financial needs and recommend suitable products and services.
Identify opportunities to refer members to specialists (e.g., lending, business, wealth, investment services) when appropriate.
Consistently meet or exceed referral and sales performance goals aligned with branch objectives.
Maintain a foundational to deep understanding of Numerica’s products and services to confidently guide member decisions.
Contribute to branch growth by proactively deepening relationships with existing and new members.
Accurately process financial transactions, including deposits, withdrawals, payments, transfers, and check cashing.
Perform complex financial transactions including official checks, wire transfers, stop payments, account maintenance, and dual control functions (for SR2).
Maintain and balance a cash drawer daily, ensuring all transactions meet internal audit and compliance standards.
Balance and verify cash drawer, vault, and branch totals while identifying and resolving discrepancies (for SR2).
Troubleshoot and resolve routine account discrepancies or errors efficiently.
Support branch operations by assisting with end-of-day balancing, cash ordering, and system troubleshooting (for SR2).
Maintain proficiency in Numerica’s operating systems, cash handling, and digital delivery tools.
Adhere to all operational policies, procedures, and regulatory requirements, including BSA and security protocols.
Welcome members warmly and create an environment that reflects Numerica’s CARES Principles.
Provide education and guidance to members regarding credit union products, online banking, and digital solutions.
Assist members with account inquiries, problem resolution, and basic financial advice.
Deliver a consistent, positive experience across all member interactions.
Seek opportunities to improve service quality by listening to member feedback and responding with appropriate solutions.
Build and maintain positive working relationships with peers, leadership, and other departments.
Support colleagues and contribute to a collaborative branch culture.
Exhibit professionalism and reliability in attendance, appearance, and communication.
Serve as a peer leader by providing guidance, mentorship, and training to Service Representative I team members (for SR2).
Collaborate with Assistant Branch Manager and Branch Manager to ensure daily operations and service standards are met (for SR2).