Service Representative 1 or 2 (Teller) - Sandpoint Branch
$37,357–$56,014 year
On-sitePonderay, Idaho, United States
Job Summary
Process financial transactions, balance cash drawers, and troubleshoot account discrepancies while adhering to regulatory compliance. Engage members to uncover needs, recommend products, and refer them to specialists for lending, business, or wealth services. Resolve complex member requests and provide education on digital banking tools and financial wellness. Mentor Service Representative I team members and support branch operations through end-of-day balancing and system troubleshooting. Maintain accuracy in dual control functions and vault management while consistently meeting referral and sales goals.
Required Qualifications
- 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
- Ability to read and comprehend instructions, short correspondence and memos
- Ability to write correspondence
- Courtesy, tact and diplomacy
- 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
- One or more years of experience in financial services, retail banking, or a related role
- Demonstrated success performing transactions with accuracy, compliance, and attention to detail
- Proven ability to provide member service and financial guidance effectively
- Ability to read and comprehend instructions, short correspondence and memos
- Ability to write correspondence
- Courtesy, tact and diplomacy
- Advanced knowledge of cash handling, balancing, and transaction processing
- Ability to troubleshoot operational and system issues efficiently
- Strong interpersonal skills with the ability to lead by example and support peers
- Ability to adapt to new technologies and evolving processes
- Strong organizational and time management skills with focus on accuracy and efficiency
- Ability to lift up to 25 lbs. and sit or stand for extended periods
Desired Qualifications
- 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
- Two or more years of teller or financial service experience with advanced operational responsibilities
- Experience in branch operations, balancing, or cash vault management
- Proficiency in digital banking systems, CRM tools, and Microsoft Office Suite
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