Position Summary

If you love working with people, staying busy, and making someone’s day a little easier (and brighter), this role is for you. As a key part of our frontline team, you’ll help members with their everyday financial needs—handling transactions with accuracy, care, and a whole lot of personality. You’re not just processing transactions—you’re creating great experiences and building trust with every interaction.

What You’ll Do (AKA How You’ll Shine)

• Be the go-to person for members by handling cash and check transactions quickly and accurately
• Keep your drawer balanced like a pro—every day
• Turn everyday interactions into meaningful conversations using warm greetings and genuine connection
• Spot opportunities to recommend products and services that truly help members (no pushy sales here—just smart solutions)
• Hit monthly referral goals by matching members with what they need
• Stay organized and on top of reports, referrals, and daily balancing—details matter
• Keep your cash drawer secure and follow all security and limit guidelines
• Handle mail transactions with the same attention to detail as in-person service
• Make regular outreach calls to stay connected with members
• Support and coach a mortgage loan processor, helping them succeed and grow
• Follow all compliance and regulatory requirements (yes, including the Bank Secrecy Act—we’ve got to keep things legit)
• Jump in wherever needed—we’re a team that has each other’s backs

What You Bring

• At least 6 months of customer service + cash handling experience (bonus points for financial institution experience)
• Some sales or cross-selling experience—you’re comfortable making recommendations that help people
• Basic computer skills (Word, Excel, and learning new systems doesn’t scare you)
• The ability to work independently and be a great teammate
• A positive attitude, strong communication skills, and a natural ability to connect with people

Why You’ll Love It Here

• You’ll make a real impact in people’s financial lives—every single day
• No two days are the same—there’s always something happening
• You’ll grow your skills in service, sales, and financial operations
• You’ll be part of a supportive, high-energy team that actually enjoys working together