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

Numerica Credit Union•Spokane Valley, WA

just now•Onsite

About The Position

This position is for a Float Service Representative, available at either a level 1 or 2 depending on the candidate's experience. The role primarily supports North Idaho Branches, with occasional support for Spokane and Spokane Valley Branches, requiring regular travel throughout assigned regions and branch locations. Reliable transportation is essential. The Service Representative 1 is an entry-level role focused on providing exceptional member service by accurately processing financial transactions and assisting members with their financial needs, building foundational knowledge of credit union products, services, and operations. 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, demonstrating operational accuracy, efficiency, and leadership through peer support and troubleshooting. Both levels are crucial in representing Numerica’s brand and values, acting as the first point of contact for members, handling cash and account transactions, troubleshooting issues, and providing referrals to help members achieve their financial goals.

Requirements

High school diploma or equivalent (GED).
Minimum of six months of customer service and cash-handling experience.
Basic understanding of financial transactions and customer engagement.
Ability to read and comprehend instructions, short correspondence and memos.
Ability to write correspondence.
Courtesy, tact and diplomacy.
Strong interpersonal and communication skills.
Ability to learn and apply product knowledge to assist members.
Attention to detail with the ability to balance and reconcile transactions accurately.
Ability to multi-task and maintain professionalism in a fast-paced environment.
Proficiency with computers and office equipment (e.g., currency counters, copier, teller systems).
Reliable transportation.
Willingness to travel regularly throughout assigned region(s) and branch locations.
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).

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

Provide exceptional member service by accurately processing financial transactions and assisting members in meeting their financial needs.
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).
Consistently meet or exceed referral and sales performance goals aligned with branch objectives.
Contribute to branch growth by proactively deepening relationships with existing and new members.
Accurately process financial transactions, including deposits, withdrawals, payments, transfers, check cashing, official checks, wire transfers, stop payments, account maintenance, and dual control functions.
Maintain and balance a cash drawer daily, ensuring all transactions meet internal audit and compliance standards.
Troubleshoot and resolve routine and complex account discrepancies or errors efficiently.
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.
Collaborate with colleagues and contribute to a collaborative branch culture.
Exhibit professionalism and reliability in attendance, appearance, and communication.
Effectively incorporate concepts of CARES Principles in daily behaviors and interactions.
Support branch operations by assisting with end-of-day balancing, cash ordering, and system troubleshooting.
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).