Service Representative 1, 2, or 3 (Teller) - Moses Lake Branch

Numerica Credit Union • Moses Lake, WA

7h • Onsite

About The Position

We are hiring two positions at a level 1, 2, or 3 depending on experience. With the goal of enhancing lives, fulfilling dreams and building communities, this position is responsible for processing a wide variety of member transactions, while consistently uncovering members financial needs, deepening member relationships. We delight our members in every interaction. The job involves welcoming members, accurately processing transactions, understanding the credit union operating system, balancing cash drawers, and performing other operations functions accurately and timely. It also requires asking members appropriate open-ended questions to understand their financial needs and making applicable recommendations or referrals to specialists. Employees may occasionally work at other branches or departments. The role requires learning, using, understanding, and promoting all credit union digital delivery channels, and maintaining knowledge of and adherence to all compliance and regulatory standards, including internal policies. The position effectively incorporates CARES Principles in daily behaviors and interactions: Connect, Ask, Resolve, Elevate, and Strengthen.

Requirements

• Minimum: High school diploma or general education degree (GED).
• Minimum of 6 months related experience and/or training as a teller/service representative, customer service with cash handling (for SR 1).
• Minimum of 2 years related experience and/or training as a teller/service representative, customer service with cash handling (for SR 2).
• Minimum of 4 years related experience and/or training as a teller/service representative, customer service with cash handling, and leadership experience (for SR 3).
• Ability to read, write and comprehend simple instructions, short correspondence and memos.
• Effectively present information in one-on-one situations to members, potential members and other teammates of the credit union.
• Courtesy, tact and diplomacy are essential elements of the job.
• Ability to operate general office machines and equipment such as photocopier, fax, computer, and currency and coin counter.
• Ability to lift up to 25lbs.
• Must be able to sit or stand for extended periods of time.

Nice To Haves

• Relevant training in a credit union, bank or other financial institution.
• Bi-lingual, Spanish preferred in some markets.
• Bilingual - Spanish

Responsibilities

• Welcome members and accurately process a wide variety of transactions.
• Balance cash drawer and perform other operations functions accurately and timely.
• Ask members appropriate open-ended questions to understand their financial needs.
• Make applicable recommendations and/or referrals to specialists which help the member achieve their financial goals.
• Occasionally work at other branches or departments.
• Learn, use, understand, and promote all credit union digital delivery channels.
• Maintain knowledge of and adhere to all compliance and regulatory standards including internal policies.
• Effectively incorporates CARES Principles in daily behaviors and interactions.
• Aid escalated members through CARES principles, knowledge application, and troubleshooting ability.
• Identify and handle member inquiries, resolve member concerns while maintaining member satisfaction.
• Complete complex transactions accurately and timely.
• Serve as a resource to newer team members and peers.
• Provide leadership and direction to team members by training and coaching to services, sales, and operational expectations.
• Navigate complex member interactions, troubleshoot operating systems, and complete complex transactions.
• Partner with branch leadership to study and standardize procedures to improve efficiencies.
• Achieve production goals while simultaneously providing coaching and feedback among peers.
• Mentor teammates in SR responsibilities.
• Exemplify leadership qualities that influence goal achievement including the ability to create a clear vision, understand organization culture, focus on performance development, and the ability to encourage innovation.

Benefits

• Equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
• Right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union if you are a qualified individual with a disability or a disabled veteran.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED