Part-Time Service Representative 1 in Walsall

This position offers a consistent part-time schedule averaging 25–34 hours per week. Core hours are Monday, Wednesday, and Friday from 8:15 AM to 5:15 PM, with a Thursday afternoon shift from 12:15 PM to 5:15 PM. The role also includes occasional Saturday coverage at our Lyons branch (averaging 1–2 shifts per quarter). Monthly parking is provided at no cost.

With the goal of enhancing lives, fulfilling dreams, and building communities, the Service Representative I 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.

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.
• Collaborate with colleagues to support a collaborative branch culture.
• Exhibit professionalism and reliability in attendance, appearance, and communication.

Behavioural Principles (CARES)

• 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.
• Maintain compliance with credit union policies and regulatory requirements.
• Achieve individual and branch referral goals.
• Provide high-quality member service with measurable satisfaction ratings.
• Readiness for progression to Service Representative II through performance and knowledge growth.

Education and 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.

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.

Benefits and Perks: Please refer to our benefits summary for details.

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.