Service Representative 1 or 2 (Teller) - Coeur d'Alene Branch

About the role

The Service Representative 1 and 2 positions at Numerica Credit Union's Coeur d'Alene Branch are designed to enhance lives, fulfill dreams, and build communities. The Service Representative 1 is an entry-level role focusing on building foundational knowledge of credit union products, services, and operations, while the Service Representative 2 is an experienced teller role responsible for advanced transactions and supporting daily branch operations.

Responsibilities

• Sales Focus: Engage members in meaningful conversations to uncover financial needs and recommend suitable products and services. Identify opportunities to refer members to specialists when appropriate. Consistently meet or exceed referral and sales performance goals aligned with branch objectives. Contribute to branch growth by proactively deepening relationships with existing and new members.

• Transactional: Accurately process financial transactions, including deposits, withdrawals, payments, transfers, and check cashing. Maintain and balance a cash drawer daily, ensuring all transactions meet internal audit and compliance standards. Troubleshoot and resolve routine account discrepancies or errors efficiently. Proficiency in Numerica’s operating systems, cash handling, and digital delivery tools. Adhere to all operational policies, procedures, and regulatory requirements, including BSA and security protocols.

• Member Support: Welcome members warmly and create an environment that reflects Numerica’s CARES Principles. Provide education and guidance to members regarding credit union products, online banking, and digital solutions. Assist members with account inquiries, problem resolution, and basic financial advice. Deliver a consistent, positive experience across all member interactions. Seek opportunities to improve service quality by listening to member feedback and responding with appropriate solutions.

• Relationships/Behavior: Build and maintain positive working relationships with peers, leadership, and other departments. Collaborative teamwork by supporting colleagues and contributing to a collaborative branch culture. Exhibit professionalism and reliability in attendance, appearance, and communication. Effectively incorporates concepts of CARES Principles in daily behaviors and interactions.

Qualifications

• Service Representative 1: High school diploma or equivalent (GED). Six months or more of customer service and cash-handling experience. Basic understanding of financial transactions and customer engagement.

• Service Representative 2: High school diploma or equivalent (GED). One or more years of experience in financial services, retail banking, or a related role. Demonstrated success performing transactions with accuracy, compliance, and attention to detail. Proven ability to provide member service and financial guidance effectively.

Skills

• Service Representative 1: Ability to read and comprehend instructions, short correspondence and memos. Ability to write correspondence. Courtesy, tact and diplomacy are essential elements of the job. Strong interpersonal and communication skills. Ability to learn and apply product knowledge to assist members. Attention to detail with the ability to balance and reconcile transactions accurately. Ability to multi-task and maintain professionalism in a fast-paced environment. Proficiency with computers and office equipment.

• Service Representative 2: Advanced knowledge of cash handling, balancing, and transaction processing. Ability to troubleshoot operational and system issues efficiently. Strong interpersonal skills with the ability to lead by example and support peers. Ability to adapt to new technologies and evolving processes. Strong organizational and time management skills with focus on accuracy and efficiency. Proficiency with digital banking systems, CRM tools, and Microsoft Office Suite.

Benefits

Numerica Credit Union Benefits and Perks

Pay

• Service Representative 1: Salary range $17.96 - $26.93

• Service Representative 2: Salary range $19.70 - $29.54

Schedule

Hours vary based on branch needs, typically Monday through Friday, with some weekend availability.