Service Representative 1 or 2 (Teller) - Sandpoint Branch

We are hiring one position at level 1 or 2 depending on experience.

About the role

With the goal of enhancing lives, fulfilling dreams, and building communities, the Service Representative provides exceptional member service by accurately processing financial transactions and assisting members in meeting their financial needs. This role focuses on building foundational knowledge of credit union products, services, and operations while consistently delivering a great member experience. Service Representatives play an essential role in representing Numerica’s brand and values. They act as the first point of contact for members, accurately handle cash and account transactions, troubleshoot issues, and provide referrals that help members achieve their financial goals.

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 (e.g., lending, business, wealth) when appropriate.
  • Consistently meet or exceed referral and sales performance goals aligned with branch objectives.
  • Develop a foundational (Level 1) or deep (Level 2) understanding of Numerica’s products and services to confidently guide member decisions.
  • Contribute to branch growth by proactively deepening relationships with existing and new members.
  • Support cross-departmental collaboration by referring members to Lending, Business, and Investment Services when appropriate (Level 2).
• 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 (Level 1) or complex (Level 2) 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.
  • Perform advanced transactions including official checks, wire transfers, stop payments, account maintenance, and dual control functions (Level 2).
  • Support branch operations by assisting with end-of-day balancing, cash ordering, and system troubleshooting (Level 2).
• 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.
  • Provide support for escalated member issues or complex service situations with professionalism and accuracy (Level 2).
  • Educate members on digital banking tools, self-service options, and financial wellness resources (Level 2).
• 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 incorporate concepts of CARES Principles in daily behaviors and interactions:
    • Connect – Create meaningful relationships
    • Ask – Be intentionally curious
    • Resolve – Actively seek solutions
    • Elevate – Never stop improving
    • Strengthen – Be the difference
  • Serve as a peer leader by providing guidance, mentorship, and training to Service Representative I team members (Level 2).
  • Collaborate with Assistant Branch Manager and Branch Manager to ensure daily operations and service standards are met (Level 2).
• Performance Standards:
  • Consistent accuracy in cash handling and transaction processing.
  • Maintains compliance with credit union policies and regulatory requirements.
  • Achieves individual and branch referral goals.
  • Provides high-quality member service with measurable satisfaction ratings.
  • Readiness for progression to the next level through performance and knowledge growth.
  • Proficiency in advanced transactions and operational functions (Level 2).
  • Supports team performance through mentorship and operational assistance (Level 2).

Requirements

• Education and/or Experience:
  • High school diploma or equivalent (GED).
  • Six months or more of customer service and cash-handling experience (Level 1).
  • One or more years of experience in financial services, retail banking, or a related role (Level 2).
  • Basic understanding of financial transactions and customer engagement.
  • Demonstrated success performing transactions with accuracy, compliance, and attention to detail (Level 2).
  • Proven ability to provide member service and financial guidance effectively (Level 2).
• Preferred Qualifications:
  • 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.
  • Two or more years of teller or financial service experience with advanced operational responsibilities (Level 2).
  • Experience in branch operations, balancing, or cash vault management (Level 2).
  • Proficiency in digital banking systems, CRM tools, and Microsoft Office Suite (Level 2).
• Skills and Abilities:
  • 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).
  • Advanced knowledge of cash handling, balancing, and transaction processing (Level 2).
  • Ability to troubleshoot operational and system issues efficiently (Level 2).
  • Strong organizational and time management skills with focus on accuracy and efficiency (Level 2).
  • Ability to lift up to 25 lbs. and sit or stand for extended periods.

Pay

• Service Representative 1: $17.96 - $26.93 per hour
• Service Representative 2: $19.70 - $29.54 per hour

Benefits

Numerica Credit Union offers a comprehensive benefits package. For more details, visit Numerica Credit Union Benefits and Perks.