Job Details

Job Description

We're looking for a motivated professional who is eager to grow with our credit union and make a real difference in the lives of our members. This role combines in-branch and call center responsibilities—perfect for someone who enjoys building relationships, solving problems, and helping members achieve their financial goals.

What You'll Do

• Be the friendly voice answering member calls—taking orders, answering questions, handling concerns, and resolving issues with professionalism and care.

• Process daily transactions including deposits, withdrawals, loan payments, cashier's checks, money orders, and cash advances while balancing your cash drawer with accuracy.

• Open and close accounts: checking, savings, IRAs, term share accounts, and more.

• Assist members with account maintenance and resolve problems—or connect them with the right team when needed.

• Guide members through loan and credit card applications, ensuring accuracy, gathering documentation, and reviewing loan terms and options.

• Cross-sell products and services—especially lending solutions—that benefit members' financial needs.

• Ensure compliance with regulations, policies, and procedures while maintaining the credit union's trusted reputation.

• Perform side tasks and support your teammates so the branch and call center run smoothly.

Qualifications:
Qualifications

What We're Looking For

• Education : High school diploma or equivalent.

• Experience : 6 months–2 years in a similar role (teller, financial services, or lending).

• Knowledge : Teller operations, consumer lending practices, credit union products and services, regulatory standards.

• Skills :

• Excellent communication, interviewing, and people skills.

• Ability to cross-sell and engage members.

• Strong math and analytical abilities.

• Ability to multitask across transactions, loan processing, and service inquiries.

• Professional appearance and attitude.

Why Join Us

• You'll build lasting relationships by helping members with everyday banking and important financial decisions.

• You'll gain experience across teller functions, lending, and member services —a well-rounded career path in financial services.

Additional Information

Compensation & Benefits: $21-23/hr + AGGRESSIVE monthly sales incentives

• Affordable benefits
• Up to 6% 401(k) matching
• Eleven paid holidays
• 120 PTO hours*
• Employee LOC with a 0% interest rate
• Free telemedicine
• Relaxed casual dress code
• Flexible spending account
• Health savings account
• Employee assistance programs
• Company diversity council
• Community engagement opportunities