Numerica Credit Union · 19 hours ago
Float Service Representative 1 or 2 (Float Teller) - Spokane and Spokane Valley Branches
Spokane, WA
Full-time
Onsite
New Grad, Entry, Mid Level
$17.96/hr - $26.93/hr
0+ years expNumerica Credit Union is hiring for a Float Service Representative position to support their Spokane and Spokane Valley Branches. This role focuses on providing exceptional member service, processing financial transactions, and assisting members with their financial needs while building foundational knowledge of credit union products and services.
BankingCreditFinancial Services
Responsibilities
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
Foundational 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
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
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
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
Develop stronger relationships with members through trust, follow-up, and consistent delivery of solutions that meet financial goals
Support cross-departmental collaboration by referring members to Lending, Business, and Investment Services when appropriate
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
Operational expertise by maintaining knowledge of policies, procedures, and audit requirements
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
Problem-solving skills by identifying issues and providing timely, accurate resolutions
Ensure all member interactions contribute to an exceptional experience that promotes trust and loyalty
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
Professionalism and consistency in communication, teamwork, and accountability
Qualification
Required
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
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
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
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
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
Company
Numerica Credit Union
Numerica Credit Union distributes financial products and services such as business products and mortgages.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Carla Cicero
President/CEO
Ben Richardson
Chief Financial Officer
Recent News
2024-02-10
Company data provided by crunchbase