Service Representative , or ; Teller - Moses Lake Branch

Service Representative 1

Non-Exempt Range 6C: $20.00 - $28.01

Report To:
Assistant Branch Manager

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Contributes to the organization’s mission statement and goals by providing the highest quality of service, treating each person professionally with warmth, courtesy and respect, deepening member relationships, and making a personal effort to make members feel they belong and are important to the credit union.
• Welcome members and accurately process a wide variety of transactions.
• Ability to work and understand credit union operating system, 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.
• Performs such other duties as assigned, which may include, occasionally working at other branches or departments.
• Ability to 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:
  • Connect – Create a welcoming, energized, and warm environment
  • Ask – Discover and confirm others needs to ensure they feel understood and known
  • Resolve – Take personal and full responsibility for meeting others needs
  • Elevate – Commit to long-term personal and organizational growth and improvement
  • Strengthen – Invest in our Numerica community and beyond.

SUPERVISORY RESPONSIBILITIES:

No requirement.

PERFORMANCE STANDARDS:
The ability to handle cash transactions quickly and accurately. Must present oneself in a positive, professional, cooperative manner toward members and fellow teammates with sound interpersonal skills. Professional appearance and demeanor.

EDUCATION and/or

EXPERIENCE:

Minimum:
High school diploma or general education degree (GED); plus minimum of 6 months related experience and/or training as a teller/service representative, customer service with cash handling. Preferred:
Relevant training in a credit union, bank or other financial institution. Bi-lingual, Spanish preferred in some markets.

PREFERRED QUALIFICATIONS:

Bilingual – Spanish

LANGUAGE

SKILLS:

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.

INTERPERSONAL

SKILLS:

Courtesy, tact and diplomacy are essential elements of the job. Work involves personal contact with others inside and or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.

CERTIFICATES, LICENSES, REGISTRATIONS:
No requirement.

OTHER

SKILLS and ABILITIES:

Ability to operate general office machines and equipment such as photocopier, fax, computer, and currency and coin counter. Ability to lift up to 25 lbs. Must be able to sit or stand for extended periods of time.

This job description doesn't imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Managements request.

Non-Exempt Range 7C: $20.49 - $30.72

Report To:
Assistant Branch Manager

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES include but not limited to the following. Other duties…