Branch Coverage Specialist

Peak Credit Union; Eugene (OR); On-site; USD 31,000 - 35,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) plan

Paid time off

Job summary

Peak Credit Union in Eugene, OR seeks a full-time Member Service Representative to deliver exceptional service and process member transactions across a branch network. You will travel to multiple branches to support staffing needs and provide accurate, efficient service.

You will engage members, identify opportunities for products, and maintain records while upholding security and BSA procedures in a fast-paced environment.

Qualifications

• Minimum of two years' experience in sales, service, cash handling, loans, or operations in a financial institution.
• Proven ability to build strong relationships with members and cross-sell products.
• Willingness to travel to multiple Oregon branches as needed.

Responsibilities

• Greet and assist members entering the branch, guiding them to solutions with urgency to minimize wait times.
• Identify and originate all products and services offered by the credit union.
• Process and post member transactions (deposits, withdrawals, transfers, loan payments) accurately.
• Balance cash drawer, assist with vault, and enable daily reconciliation and compliance tasks.
• Follow security procedures and BSA regulations, including CTR/SAR when applicable.
• Provide on-site and remote support to branches as needed and mentor staff on product knowledge.

Skills

Cash handling

Sales experience

Customer service

Relationship building

Financial services knowledge

Job description

Job Description

Job Description

To maintain a strong connection with our members and local communities and better understand their unique needs, we are currently considering applications from candidates residing in Oregon and Washington for all open positions. We appreciate your understanding as we focus our hiring efforts in these specific regions. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!

Job Overview:

This position delivers exceptional member service by meeting members' needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks including transactions, resolve member concerns, following proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of "people helping people" and objectives. Travels to multiple branch locations to fill critical staffing needs throughout the Branch Network.

Where You Will Work :

• This position is based in or near Eugene, OR and requires frequent travel to all branches in Oregon. (Branches)
• Travel is required for this position.

When You'll Be Working:

• Monday- Friday: 8:45am - 5:45pm.
• Full-time, 40 hours a week.

Pay Range:

The target hourly pay range for this position is $22.64 - $25.72. The full hourly pay range is $20.58- $30.87.

• Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

What You'll Do:

• Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
• Identifies and originates all products and services offered by the credit union.
• Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions.
• Processes cash orders with management oversight, completes wire transactions, and check reconciliation through teller capture/check 21.
• Balances cash drawer and daily transactions. Assists management with certifications, key assignments, and balancing the vault, cash dispensers etc.
• Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
• Records detailed notes to document member interactions, complex situations, complaints and transactions to minimize lapses in employee communication or member service.
• Takes a proactive approach to learning new credit union systems/processes.
• Maintains a professional image and engages as a positive team member.
• Mentors others on product knowledge, identifying needs and cross selling skills. Sets an example for all Staff (e.g., cross selling and member relations skills, punctuality, professionalism, etc.).
• Provides on-site and remote assistance to various branches and departments as needed, including traveling to different locations to support operations.
• All other duties as assigned.

Qualifications:

• A minimum of two (2) years' experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution. Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services. Must be fully proficient in all credit union systems and applicable hardware and able to adapt to consistently changing work environment, leadership, and role expectations.

What You'll Bring:

• Working knowledge of the credit union products and services.
• Demonstrated ability to learn and grow in an environment with frequent changes and competing demands.
• Demonstrated openness to feedback with the ability to respond with professionalism and dignity when delivering information to members and co-workers.
• Demonstrated ability to timely problem solve and make decisions relevant to role and experience.
• Demonstrated ability to embrace and promote a positive, collaborative work environment.
• Demonstrated ability to role model our core values, maintain and confidentiality with minimal supervision.
• Ability to back up leadership (point of contact) and mentor of developing co-workers.

Total Rewards:

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage.
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis.
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

#ZR

Peak Credit Union participates in E-Verify. We use E-Verify to confirm the identity and employment eligibility of all persons hired to work in the United States.

Peak Credit Union is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters If you'd like to view a copy of the company's affirmative action plan or policy statement, please email [e-mail].

If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail [e-mail]. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

Equal Opportunity Employer Veterans/Disabled

Equal Opportunity is the Law Posting

Pay Transparency Nondiscrimination Posting

When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union's privacy practices comply with all state and federal laws.