** We are looking to hire one person with skillsets that align with the Service Representative 1, 2 or 3 position.
Below is the Service Representative 1 role responsibilities. Scroll down to review the Service Representative 2 and 3 job descriptions. **

Service Representative 1

Salary Start: $17.18 - $25.76

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.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.

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 25lbs. Must be able to sit or stand for extended periods of time.

The 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.

Service Representative 2

Salary Range $18.84 - $28.25

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 may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.
• Demonstrated ability to learn, use, understand, and promote all credit union digital delivery channels.
• Displays knowledge of and adheres to all compliance and regulatory standards including internal policies.
• Exhibits ability to aid escalated members through CARES principles, knowledge application, and troubleshooting ability.
• Ability to identify and handle member inquiries, resolve member concerns while maintaining member satisfaction.
• Ability and aptitude to complete complex transactions accurately and timely.
• Demonstrated ability as a resource to newer team members and peers.
• 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 2 years 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.

LANGUAGE SKILLS:

Ability to read, write and comprehend 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 25lbs. Must be able to sit or stand for extended periods of time.

The 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.

Service Representative 3

Salary Range: $21.01 - $31.53

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 may be assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 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.
• Proven 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 business partner specialists to aid in members achieving their financial goals.
• Performs such other duties as assigned, which may include, occasionally working at other branches or departments.
• Proven ability to learn, utilize, understand, coach, and promote all credit union digital delivery channels.
• Displays proven knowledge of and adheres to all compliance and regulatory standards including internal policies.
• Exhibits proven ability to aid escalated members through CARES principles, knowledge application, and troubleshooting ability.
• Proven ability to identify and handle member inquiries, resolve member concerns while maintaining member satisfaction.
• Consistent proven ability as a resource to team members and peers.
• Consistently provides leadership and direction to team members by training and coaching to services, sales, and operational expectations.
• Proven ability and aptitude to navigate complex member interactions, troubleshoot operating systems, and complete complex transactions.
• Partners with branch leadership to study and standardize procedures to improve efficiencies.
• Proven ability to achieve production goals while simultaneously providing coaching and feedback among peers
• Proven ability to mentor teammates in the SR responsibilities.
• Exemplifies leadership qualities that influence goal achievement including the ability to create a clear vision, understand organization culture, focus on performance development, and the ability to encourage innovation.
• 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 4 years related experience and/or training as a teller/service representative, customer service with cash handling, and leadership experience. Preferred: Relevant training in a credit union, bank or other financial institution. Bi-lingual, Spanish preferred in some markets.

LANGUAGE SKILLS:

Ability to read, write and comprehend 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 25lbs. Must be able to sit or stand for extended periods of time.

The 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.

Learn more about our Benefits and Perks here- https://www.numericacu.com/globalassets/images/pdfs/employee-benefits-summary-numerica.pdf

Numerica Credit Union is an Equal Opportunity/Affirmative Action Employer

Numerica Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for purposes of participating in the application/hiring process with Numerica Credit Union. If you are unable or limited in your ability to use or access Numerica Credit Union’s career page at www.numericacu.com as a result of your disability, you can request reasonable accommodations by calling (509) 385-1660.