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

Numerica Credit Union•East Wenatchee, WA

3d•$19 - $31•Onsite

About The Position

Numerica Credit Union is hiring one Service Representative at level 1 or 2, depending on experience, for the East Wenatchee Branch. Both levels provide member service by processing financial transactions, helping members address financial needs, and representing Numerica’s brand and CARES Principles. The role supports branch growth through referrals and product recommendations, while maintaining accuracy, regulatory compliance, and a positive member experience. Service Representative 1 is an entry-level position focused on developing foundational knowledge of credit union products, services, and operations. Duties include processing routine financial transactions, balancing a cash drawer, resolving routine account issues, educating members about products and digital banking, and referring members to specialists. The listed salary range is $18.68 to $28.01. Service Representative 2 is an intermediate-level teller role for an experienced employee. It handles advanced transactions and complex member requests, supports daily branch operations, and contributes operational expertise, troubleshooting, and peer guidance. The listed salary range is $20.49 to $30.72. The job description states that duties may include other tasks assigned based on business needs. It does not constitute an employment contract. Numerica Credit Union is an equal opportunity/affirmative action employer and provides reasonable accommodation for qualified individuals with disabilities or disabled veterans during the hiring process.

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 success performing transactions accurately and in compliance with requirements.
For level 2: proven ability to provide member service and financial guidance effectively.
Ability to read and comprehend instructions, short correspondence, and memos, and to write correspondence.
Courtesy, tact, diplomacy, and strong interpersonal and communication skills.
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 remain professional in a fast-paced environment.
Computer and office equipment proficiency; for level 1, examples include currency counters, copiers, and teller systems.
For level 2: advanced knowledge of cash handling, balancing, and transaction processing.
For level 2: ability to troubleshoot operational and system issues, lead by example, and support peers.
For level 2: adaptability to new technologies and processes and strong organizational and time-management skills.
Ability to lift up to 25 pounds and sit or stand for extended periods.

Nice To Haves

Previous experience in a credit union, bank, or retail financial environment.
Bilingual ability, with Spanish 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 appropriate 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, including deposits, withdrawals, payments, transfers, and check cashing; at level 2, also perform advanced transactions such as official checks, wire transfers, stop payments, account maintenance, and dual-control functions.
Balance cash drawers and, at level 2, verify vault and branch totals, help with end-of-day balancing and cash ordering, and resolve discrepancies.
Follow operational policies, procedures, audit requirements, and regulatory requirements, including BSA and security protocols.
Troubleshoot routine account discrepancies and, at level 2, operational or system issues and complex member requests.
Welcome members and provide courteous, accurate service aligned with Numerica’s CARES Principles.
Educate members about credit union products, online and digital banking tools, self-service options, and financial wellness resources.
Assist with account inquiries, problem resolution, and basic financial guidance, including escalated issues at level 2.
Listen to member feedback and identify ways to improve service quality.
Build positive relationships with peers, leaders, and other departments and contribute to a collaborative branch culture.
At level 2, guide, mentor, and train Service Representative I team members and collaborate with branch management to support daily operations and service standards.
Maintain professional, reliable communication, attendance, appearance, teamwork, and accountability.