Service Representative 1 or 2 (Teller) - Lyons Branch

About the role

Numerica Credit Union is hiring a Service Representative at either level 1 or level 2, depending on the candidate’s experience. Both roles focus on delivering exceptional member service, processing financial transactions accurately, and promoting the credit union’s products and services while embodying the CARES Principles (Connect, Ask, Resolve, Elevate, Strengthen).

Responsibilities

Service Representative 1

• Engage members in meaningful conversations to uncover financial needs and recommend suitable products and services.
• Identify opportunities to refer members to specialists (e.g., lending, business, wealth) when appropriate.
• Consistently meet or exceed referral and sales performance goals aligned with branch objectives.
• 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.
• 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.
• Build and maintain positive working relationships with peers, leadership, and other departments.
• Exhibit professionalism and reliability in attendance, appearance, and communication.

Service Representative 2

• Engage members in meaningful financial conversations to identify needs and recommend the most appropriate products and services.
• Maintain a deep understanding of Numerica’s product suite to provide accurate, informed guidance to members.
• Actively participate in branch sales and referral campaigns, meeting or exceeding individual and branch goals.
• Perform complex financial transactions including official checks, wire transfers, stop payments, account maintenance, and dual control functions.
• Ensure all transactions meet internal and regulatory requirements with accuracy and efficiency.
• Balance and verify cash drawer, vault, and branch totals while identifying and resolving discrepancies.
• Support branch operations by assisting with end-of-day balancing, cash ordering, and system troubleshooting.
• Deliver consistent, high-quality service aligned with Numerica’s CARES Principles and service standards.
• Provide support for escalated member issues or complex service situations with professionalism and accuracy.
• Educate members on digital banking tools, self-service options, and financial wellness resources.
• Serve as a peer leader by providing guidance, mentorship, and training to Service Representative I team members.
• Collaborate with Assistant Branch Manager and Branch Manager to ensure daily operations and service standards are met.

Requirements

Service Representative 1 – Minimum

• 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 1 – Preferred

• Previous experience in a credit union, bank, or retail financial environment.
• Bilingual (Spanish preferred in select markets).
• Exposure to digital banking platforms and CRM systems.

Service Representative 2 – Minimum

• 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.

Service Representative 2 – Preferred

• Two or more years of teller or financial service experience with advanced operational responsibilities.
• Experience in branch operations, balancing, or cash vault management.
• Proficiency in digital banking systems, CRM tools, and Microsoft Office Suite.

Skills and Abilities

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 (e.g., currency counters, copier, teller systems).
• Ability to lift up to 25 lbs. and sit or stand for extended periods.

Service Representative 2

• Ability to read and comprehend instructions, short correspondence and memos.
• Ability to write correspondence.
• Courtesy, tact and diplomacy are essential elements of the job.
• 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.
• Ability to lift up to 25 lbs. and sit or stand for extended periods.

Benefits

Numerica Credit Union Benefits and Perks

Pay

Service Representative 1: $17.96 – $26.93 per hour.
Service Representative 2: $19.70 – $29.54 per hour.