What are the responsibilities and job description for the Service Representative 2 or 3 - Pasco Branch (Bilingual - Spanish Required) position at Numerica Credit Union?
Job Type
Full-time
Description
We are excited that we are hiring for one Service Representative 2 or 3. Within this job posting, all job descriptions and salary ranges are below.
Service Representative 2
Department : Retail Experience
Range : 7C, $20.80 - $30.11
Report To : Assistant Branch Manager
SUMMARY :
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
- Ability to collaborate and partner with departments and branches
- 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.
PREFERRED QUALIFICATIONS :
Bilingual - Spanish
Experienced in a financial branch setting with a background as a vault teller.
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 Management's request.
Numerica Credit Union Benefits and Perks -
https : / / www-files.numericacu.com / production / documents / careers-employee-benefits-numerica.pdf
Service Representative 3
Department : Retail Experience
Range : 8C, $22.40 - $33.61
Report To : Assistant Branch Manager
SUMMARY :
With the goal of enhancing lives, fulfilling dreams and building communities this position works under supervision; opens new accounts, verifies and processes maintenance to existing accounts; offers other credit union services, answers members' questions and resolves related account complications. The position requires a broad knowledge of all types of account ownership, account classifications, as well as a broad knowledge of credit union services. Within authority, and in accordance with sound underwriting practices as set out in policy and procedure, examines, evaluates, and authorizes or recommends approval of borrowers applications for credit or extension of lines of credit, consumer credit loans, or credit card accounts. The ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner are required.
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.
SUPERVISORY RESPONSIBILITIES :
No requirement.
PERFORMANCE STANDARDS :
Must fully understand credit union products and services and be able to assist members to use these products and services. Cooperative and positive attitude toward members and credit union team. Professional appearance and demeanor.
EDUCATION and / or EXPERIENCE :
Minimum : High school diploma or general education degree (GED); plus minimum four years' related experience and / or training or equivalent combination of education and experience. Ability to learn credit union's computer system for performing basic input / output tasks is preferred but not required. Preferred : Relevant training in a credit union, bank or other financial institution.
LANGUAGE SKILLS :
Ability to read and comprehend instructions, correspondence and memos. Ability to write correspondence. Ability to effectively present information in one-on-one situations to members, potential members and other employees of the credit union.
PREFERRED QUALIFICATIONS :
Bilingual - Spanish
Experienced in a financial branch setting with a background as a vault teller.
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 :
NMLS certification will be required.
Notary Public license required.
OTHER SKILLS and ABILITIES :
Ability to operate general office machines and equipment such as photocopier, fax, adding machine and computer. Skilled in software used in credit union such as Microsoft Word, Excel, Outlook and Symitar. 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 Management's request.
Numerica Credit Union Benefits and Perks -
https : / / www.numericacu.com / globalassets / images / pdfs / employee-benefits-summary-numerica.pdf
Requirements
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.
Salary Description
20.80 - $33.61
Salary : $21 - $34
