Service Representative 1 or 2 (Teller) - East Wenatchee Branch

Numerica Credit Union•East Wenatchee, WA

2d•$19 - $31

About The Position

Numerica Credit Union is hiring one Service Representative at level 1 or 2, depending on experience, for its East Wenatchee Branch. Both levels represent Numerica’s brand and values while providing member service, processing financial transactions, helping members address financial needs, and supporting branch operations. The role requires accuracy, compliance with operational and regulatory requirements, and consistent delivery of a positive member experience. Service Representative 1 is an entry-level role focused on developing foundational knowledge of credit union products, services, systems, and operations. The representative is a first point of contact for members, handles cash and account transactions, troubleshoots routine issues, and makes referrals to help members meet financial goals. The listed salary range is $18.68 to $28.01. Service Representative 2 is an intermediate, experienced teller role involving advanced transactions, complex member requests, and support for daily branch operations. The representative is expected to demonstrate operational accuracy and efficiency, resolve escalated issues, and support colleagues through peer guidance and training. The listed salary range is $20.49 to $30.72. Both levels incorporate Numerica’s CARES Principles: Connect, Ask, Resolve, Elevate, and Strengthen. The job description states that duties may change or include other tasks based on business needs and management’s request. The position description does not constitute an employment contract.

Requirements

High school diploma or equivalent (GED).
For Service Representative 1: six months or more of customer service and cash-handling experience.
For Service Representative 1: basic understanding of financial transactions and customer engagement.
For Service Representative 2: one or more years of experience in financial services, retail banking, or a related role.
For Service Representative 2: demonstrated accuracy, compliance, and attention to detail in transaction processing.
For Service Representative 2: demonstrated ability to provide member service and financial guidance effectively.
Strong interpersonal and communication skills; courtesy, tact, and diplomacy.
Ability to read and comprehend instructions, short correspondence, and memos, and to write correspondence.
Ability to learn and apply product knowledge to assist members.
Attention to detail and the ability to balance and reconcile transactions accurately.
Ability to multitask and maintain professionalism in a fast-paced environment.
For Service Representative 2: advanced knowledge of cash handling, balancing, and transaction processing, and the ability to troubleshoot operational and system issues efficiently.
For Service Representative 2: ability to lead by example, support peers, adapt to new technologies and processes, and manage time and work effectively.
Ability to lift up to 25 lbs. and sit or stand for extended periods.
No certificates, licenses, or registrations are required.

Nice To Haves

Previous experience in a credit union, bank, or retail financial environment.
Bilingual ability; Spanish is preferred in select markets.
Exposure to digital banking platforms and CRM systems.
For Service Representative 2: two or more years of teller or financial service experience with advanced operational responsibilities.
For Service Representative 2: experience in branch operations, balancing, or cash vault management.
For Service Representative 2: proficiency in digital banking systems, CRM tools, and Microsoft Office Suite.

Responsibilities

Engage members in financial conversations, identify their needs, and recommend suitable products and services.
Refer members to appropriate specialists or departments, including lending, business, wealth, or investment services.
Contribute to individual and branch sales, referral, and service goals.
Process financial transactions accurately, including deposits, withdrawals, payments, transfers, and check cashing; at level 2, perform advanced transactions such as official checks, wire transfers, stop payments, account maintenance, and dual-control functions.
Maintain, balance, and reconcile cash drawers and, at level 2, verify vault and branch totals and help resolve discrepancies.
Troubleshoot routine account discrepancies and, at level 2, assist with system and operational issues, end-of-day balancing, and cash ordering.
Follow credit union policies, procedures, audit standards, regulatory requirements, BSA requirements, and security protocols.
Welcome members, respond to inquiries and service issues, provide appropriate financial guidance, and deliver a positive member experience.
Educate members about credit union products, online and digital banking tools, self-service options, and financial wellness resources.
Listen to member feedback and seek solutions that improve service quality.
Build positive working relationships and collaborate with peers, leadership, and other departments.
At level 2, provide peer guidance, mentorship, and training to Service Representative I team members and collaborate with branch management on daily operations and service standards.
Demonstrate professionalism, reliability, accountability, and Numerica’s CARES Principles in daily interactions.