Service Representative 1 or 2 (Teller) - Downtown Branch

Numerica Credit Union • Spokane, WA

16h • $18 - $30 • Onsite

About The Position

Numerica Credit Union is hiring one Service Representative at level 1 or level 2, depending on experience, for its Downtown Branch. Both levels focus on providing exceptional member service, accurately processing financial transactions, supporting members’ financial needs, and representing Numerica’s brand and CARES Principles.

The Service Representative 1 is an entry-level role that builds foundational knowledge of credit union products, services, and operations. The representative serves as a first point of contact for members, handles cash and account transactions, resolves routine issues, and makes referrals to support members’ financial goals. The role develops technical and interpersonal skills for potential advancement within Retail Experience. The listed salary range is $17.96–$26.93.

The Service Representative 2 is an intermediate, experienced teller role. It handles advanced transactions and complex member requests, supports daily branch operations, and contributes operational expertise, accuracy, compliance, and service excellence. The representative also supports and mentors Service Representative 1 team members. The listed salary range is $19.70–$29.54.

The job description states that reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties may be assigned based on business needs and management’s request. The description does not imply an employment contract.

Requirements

• High school diploma or equivalent (GED).
• For level 1: at least six months of customer service and cash-handling experience.
• For level 1: basic understanding of financial transactions and customer engagement.
• For level 2: at least one year of experience in financial services, retail banking, or a related role.
• For level 2: demonstrated accuracy, compliance, and attention to detail when performing transactions.
• For level 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 ability to balance and reconcile transactions accurately.
• Ability to multitask and maintain professionalism in a fast-paced environment.
• For level 2: advanced knowledge of cash handling, balancing, and transaction processing; ability to troubleshoot operational and system issues.
• For level 2: ability to lead by example and support peers, adapt to new technologies and processes, and manage time and work accurately and efficiently.
• Ability to lift up to 25 pounds 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 level 2: two or more years of teller or financial service experience with advanced operational responsibilities.
• For level 2: experience in branch operations, balancing, or cash vault management.
• For level 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 lending, business, wealth, or investment specialists when appropriate.
• Meet or exceed individual and branch referral, sales, and service goals.
• Process financial transactions accurately, including deposits, withdrawals, payments, transfers, and check cashing; level 2 also handles official checks, wire transfers, stop payments, account maintenance, and dual-control functions.
• Maintain and balance cash drawers; level 2 also verifies vault and branch totals, assists with end-of-day balancing and cash ordering, and resolves discrepancies.
• Follow operational policies, procedures, audit requirements, and regulatory requirements, including BSA and security protocols.
• Welcome members, provide a positive service experience, answer account questions, resolve issues, and provide appropriate financial guidance.
• Educate members about credit union products, online and digital banking, self-service options, and financial wellness resources.
• Troubleshoot routine account discrepancies and, at level 2, complex operational or system issues and escalated member concerns.
• Support branch growth by developing member relationships and providing referrals and solutions that address members’ financial goals.
• Build positive working relationships and contribute to a collaborative branch culture.
• At level 2, guide, mentor, and train Service Representative 1 team members and collaborate with branch leadership to meet operational and service standards.
• Demonstrate Numerica’s CARES Principles: Connect, Ask, Resolve, Elevate, and Strengthen.
• Maintain professionalism, reliability, accountability, and effective communication.

Benefits

• The posting refers applicants to Numerica Credit Union’s Benefits and Perks summary at https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf, but does not specify individual benefits.

What This Job Offers

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