Thank you for your interest in joining our team! We offer a compensation package that includes a competitive salary and benefits.
Current Position(s) Available:
Accounting Assistant - Call Center Representative - Member Service Representative (MSR)
Please see each job descrition listed below:
Work within a team environment to perform recurring and ad hoc work to ensure member and credit union accounts are in balance and perform other accounting responsibilities as assigned.
Reports to: Accounting Supervisor
Contacts: Members, internal staff, vendors and counterparts at other financial institutions
Prior work at financial institution with working knowledge of credit union rules and regulations pertaining to finance preferred
Ability to reconcile G/Ls utilizing tools provided.
Ability to interact and communicate with people with a varying degree of understanding of the process in question
Communicates clearly and concisely in verbal and written form
Ability to move seamlessly between tasks
A basic understanding of and ability to use spreadsheet software
Detail oriented individual
Capable of working independently, performing assigned duties with minimal supervision
Ability to work on a PC to interact via email and use credit union software to complete tasks.
- Process journal vouchers as part of daily and monthly balancing process
- Provide backup support for all other accounting department functions
- Potential job functions to include daily check processing, atm posting, tax payments and reconcilement of general ledger accounts
- Other duties as assigned
- Follow rules and regulations pertaining to credit unions in the state of Washington
- Answer staff and member questions via phone and/or email
Necessitates movement to other branches or departments.
Ability to lift up to 50 pounds
Office environment with Regular use of a PC.
Call Center Representative
The Call Center Representative is responsible for answering inbound calls assisting member and potential member inquiries. The Call Center Representative will facilitate resolution of complex inquiries and disputes and will perform in a professional, and timely manner while providing a high level of quality service.
- Perform all responsibilities in accordance with NW Plus CU’s compliance, procedural, regulatory and information protection requirements.
- Handle high-volume inbound calls from member and potential members.
- Ensure timely assistance within service and quality objectives.
- Assist members with basic technical website and mobile navigation needs.
- Follow through with service commitments.
- Perform additional duties as assigned.
- Perform interoffice transfers to appropriate NW Plus CU departments and employees
Fill in on the teller line on an as needed basis: travel may be required.
- High School diploma or equivalent required.
- Call Center experience preferred.
- Financial institution experience preferred.
- Proficiency with Microsoft Windows, Microsoft Office Suite, Internet Explorer, and Adobe Reader preferred.
- Proficient verbal and written skills to effectively communicate in the English language.
- Fluent Spanish preferred.
- Ability to properly identify and resolve issues and process account transactions with accuracy and efficiency.
- Regular and consistent attendance and adherence to work schedules required.
- Part-time hours required, with additional hours as necessary.
Member Service Representative (MSR)
*Must have ongoing flexibility to work at any of our six branch locations*.
(Everett, Lake Stevens, Marysville, Smokey Point, Stanwood, Burlington)
The primary responsibilities of a Member Service Representative is to expand member relationships by identifying and meeting member’s needs by effectively cross-selling Credit Union products and services. Build relationships with our members, engage members, and educate them about our products and services. Open new accounts. Assist members with inquiries, requests, and/or problems in a friendly, respectful, and professional manner. Maintain branch surroundings that reflect the Credit Union’s commitment to provide a friendly, respectful, courteous and professional business environment for all Credit Union members. Contribute to efficient Credit Union operations by performing duties accurately and in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide exceptional member service including making eye contact, welcoming and greeting members, and demonstrating willingness to help.
Ability to recognize and adapt to traffic flow.
Perform routine member transactions including: deposits, withdrawals, cash advances, loan payments, transfers and check cashing. Sell money orders and cashier’s checks. Accept requests for stop payments, wire transfers, perform file maintenance on accounts, order debit/credit cards and various other items. Provide members with account status information, including current balances and accurate loan pay-offs. Assist members to resolve discrepancies and grievances. Provide accurate accounting of transactions by balancing and preparing daily balance sheet.
Provide members with loan applications and any other forms necessary to transact business with the Credit Union. May accept, review and process completed loan applications including, VISA, Consumer and Home Equity. Assure that all conditions set for approval have been satisfied, and fund approved loans.
Open new accounts including: savings, checking, money market, certificates of deposit, business accounts, Individual Retirement Accounts (IRA’s), ESA/Trust/Estate/Rep Payee/UTTMA/Guardianship and Blocked accounts. Enroll or opt-out members for telephone banking and/or online banking, and opt out members of E-statements, as applicable. Assist members with completing direct deposit/transfer forms, fraud and dispute forms.
Place member check order/re-order, issue/reissue debit and/or credit cards. Make changes to existing accounts, including name, addresses and other pertinent or confidential information.
Provide information on Credit Union services or policies, including eligibility for membership, types of Credit Union accounts, various interest rates, current dividend rates, locations, office hours and telephone numbers.
May assist with vault duties which includes preparing and forwarding the order for cash to Loomis and Accounting department; verify cash received, fill MSR cash orders,
maintain full vault security and balance vault cash nightly, as assigned. Track and maintain visitor badge log for the branch, on a daily basis.
Maintain intra/interdepartmental work flow by providing information to, and cooperating with co-workers and working on variety of special department projects as needed.
Stay current with operational changes and required trainings.
Experience: One or more years of successful work experience in a financial institution; cash handling and experience in opening new accounts and lending.
Preferred Education/Training: High School Diploma or equivalent.
REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
Ability to proficiently explain remote delivery channels and options to members.
Knowledge of the fundamentals of lending, and loan collection concepts and practices.
Knowledge of new account principles, savings, checking, money market, certificates of deposit, business accounts, Individual Retirement Accounts (IRA’s)
Ability to attain or have knowledge of financial institution procedures, services and programs.
Ability to understand the particulars of monetary transactions.
Ability to work effectively, accurately, efficiently with a high degree of attention to detail.
Ability to be flexible and responsive in order to provide the highest quality of service to internal and external members.
Must possess and exhibit a high degree of professionalism, maturity, and patience.
Requires the ability to read, write, communicate, and interpret information accurately in English.
Bilingual Spanish/English preferred.
Employee must demonstrate the ability to interact tactfully and positively with co-workers, members, management and the public.
Ability to define problems, collect data, establish facts, and draw valid conclusion. Ability to interpret a variety of technical instructions.
Requires the ability to operate, repetitively at times, a personal computer and calculator. Also requires ability to operate multi-line telephone, printer, facsimile and photocopier.
Requires the ability to concentrate and consistently produce accurate work. While performing the duties of this job, the employee is frequently required to sit for up to 4 hours at a time; use hand to find, handle, or feel, reach with hands and arms; and talk or hear.
The employee is occasionally required to stand, walk, stoop, kneel, crouch, or crawl;
must lift and/or move up to 50 lbs, as needed.
Job Type: Full-time
You may also email your resume to [email protected] or mail your resume to:
Northwest Plus Credit Union Attn: Employment
2821 Hewitt Ave
Everett, WA 98201
The credit union is an Equal Opportunity employer. Background reviews, including criminal and credit histories conducted prior to selection.