Service Representative 1 or 2 - East Wenatchee Branch (Bilingual - Spanish Preferred)

About the position

We are looking to hire one person with skillsets that align with the Service Representative 1 or 2 position. The Service Representative 1 role is responsible for processing a wide variety of member transactions, while consistently uncovering members' financial needs and deepening member relationships. The goal is to enhance lives, fulfill dreams, and build communities. The Service Representative 2 role has similar responsibilities but requires more experience and the ability to handle more complex transactions.

Responsibilities

• 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.
• 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.
• Perform other duties as assigned, which may include occasionally working at other branches or departments.
• Ability to learn, use, understand, and promote all credit union digital delivery channels.
• Maintain knowledge of and adhere to all compliance and regulatory standards including internal policies.
• Effectively incorporate CARES Principles in daily behaviors and interactions.
• Ability to identify and handle member inquiries, resolve member concerns while maintaining member satisfaction.
• Demonstrated ability as a resource to newer team members and peers.
• Ability to collaborate and partner with departments and branches.

Requirements

• Minimum: High school diploma or general education degree (GED); plus minimum of 6 months related experience and/or training as a teller/service representative, customer service with cash handling for Service Representative 1.
• 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 for Service Representative 2.
• Preferred: Relevant training in a credit union, bank or other financial institution.
• Bilingual in Spanish is preferred.