Salary Start: $17.96 - $26.93

Location: Lyons Branch

Report To: Assistant Branch Manager

With the goal of enhancing lives, fulfilling dreams, and building communities, the Service Representative 1 provides exceptional member service by accurately processing financial transactions and assisting members in meeting their financial needs. This entry-level role focuses on building foundational knowledge of credit union products, services, and operations while consistently delivering a great member experience.

Service Representatives play an essential role in representing Numerica’s brand and values. They act as the first point of contact for members, accurately handle cash and account transactions, troubleshoot issues, and provide referrals that help members achieve their financial goals. This position builds the technical and interpersonal skills needed for future advancement within Retail Experience.

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.

Sales Focus:

• 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.

Transactional:

• 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.

Member Support:

• 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.

Relationships/Behavior:

• Build and maintain positive working relationships with peers, leadership, and other departments.
• Collaborative teamwork by supporting colleagues and contributing to a collaborative branch culture.
• Exhibit professionalism and reliability in attendance, appearance, and communication.
• Effectively incorporates concepts of CARES Principles in daily behaviors and interactions:?
• Connect – Create meaningful relationships
• Ask – Be intentionally curious
• Resolve – Actively seek solutions
• Elevate – Never stop improving
• Strengthen – Be the difference

PERFORMANCE STANDARDS:

• Consistent accuracy in cash handling and transaction processing.
• Maintains compliance with credit union policies and regulatory requirements.
• Achieves individual and branch referral goals.
• Provides high-quality member service with measurable satisfaction ratings.
• Readiness for progression to Service Representative II through performance and knowledge growth.

EDUCATION and/or EXPERIENCE:

Minimum:

• 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.

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.

CERTIFICATES, LICENSES, REGISTRATIONS:

• None Required.

SKILLS and ABILITIES:

• 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.

Disclaimer: These job descriptions do not 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 -

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 reaching out to your recruiter.