At Trax Credit Union, we exist to move people forward. We are committed to creating a path to financial health for every member we serve. Our work is guided by accountability, service, passion, integrity, respect, and excellence—and we’re looking for leaders who bring these values to life every day.

Position Summary

We’re looking for an energetic, people-first professional who thrives on building genuine connections and delivering exceptional service. If you love working with the public and are passionate about helping others improve their financial future, this is your opportunity to make a real impact.

In this role, you won’t just process transactions; you’ll create memorable experiences, uncover needs, and confidently introduce solutions that truly make a difference in our members’ lives. Every interaction is a chance to build trust, strengthen relationships, and leave a lasting impression.

Key Responsibilities

• Identify member needs through active listening and thoughtful questioning beyond the immediate transaction.
• Strengthen relationships by recognizing returning members and personalizing service whenever possible.
• Represent Trax’s service culture through enthusiasm, empathy, and professionalism.
• Accurately process member cash and check transactions in person and through the mail.
• Maintain proper security and cash control, including checks and other negotiable instruments.
• Complete balancing reports and required documentation within established timeframes.
• Maintain a strong working knowledge of credit union products and services and recommend solutions that meet member needs.
• Conduct member follow-up calls to strengthen relationships and identify additional opportunities.
• Promote and protect the interests of the credit union at all times.
• Perform all duties in compliance with regulatory requirements, including the Bank Secrecy Act.

• Minimum of six (6) months of customer service and/or cash handling experience, preferably in a financial institution
• Basic computer proficiency, including Microsoft Word and Excel
• Ability to work both independently and collaboratively in a team environment
• High school diploma or equivalent required

Core Competencies

• Strong communication and interpersonal skills
• Dependability and accountability
• Sound judgment and ethical conduct
• Time management and organizational skills
• Problem-solving and attention to detail

Position Type & Hours

This is a part-time position. Hours vary based on a schedule of Monday through Friday, 8:00 AM to 6:00 PM. Occasional extended hours or weekends may be required based on business needs. Occasional travel to other branches or for training may be required.

Why Trax Credit Union

At Trax, we invest in our employees so they can deliver their best every day. We are proud to offer the following benefits:

• Medical, Dental, and Vision coverage
• Employer-paid Short-Term & Long-Term Disability
• Life and AD&D Insurance
• 401(k) Retirement Plan
• Free Choice Plus Checking Account
• Exclusive Employee Financial Perks after 90 days on the job
• Loan discounts for consumer and home loans

Our Commitment

At Trax Credit Union, we don’t just manage finances, we help people move forward. If you are passionate about making a difference, leading with integrity, and creating meaningful impact in your community, we encourage you to apply.