Teller, Customer Service/HelpDesk
Listed on 2026-03-14
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Customer Service/HelpDesk
Bilingual, Customer Service Rep, Customer Success Mgr./ CSM
To maintain a strong connection with our members and local communities, 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. Applicants are encouraged to apply by March 16th, 2026, at 5:00 PM PST. Job postings are subject to close early or extend longer than the anticipated closing date.
We recommend applying as soon as possible.
Roseburg Kline Branch: 2335 NW Kline St, Roseburg, Oregon 97471. (Branches) Travel is required for this position.
Pay RangeTarget hourly pay range: $17.00 - $21.25. Full hourly pay range: $17.00 - $25.50.
- Additional $2.00 per hour bilingual differential for employees who can support members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms using language skillset.
- 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. Incentives are performance based and targets vary by role.
This position embodies Peak Credit Union’s mission of Investing in People and Championing Success by delivering exceptional member experiences with authenticity, care, and precision. Guided by our values of Authenticity, Boldness, Collaboration, Dignity, and Empathy, this role builds the foundation of lasting member relationships, helping individuals access the financial tools, resources, and confidence needed to achieve their goals. Through accurate transactions, meaningful interactions, and steadfast support, the Teller advances Peak’s vision of creating communities where everyone feels financially secure and ensures our purpose of providing everyone with access to financial empowerment and independence.
WhatYou’ll Do
Welcomes and engages members by greeting all visitors warmly, managing branch traffic with a sense of urgency to ensure minimal wait times and a positive member experience, while remaining attentive to relationship‑building cues that support consultative sales conversations.
Promotes credit union products and services by proactively identifying, referring, and originating credit union products and services to meet member needs, strengthening financial relationships, demonstrating sales acumen through effective discovery, confident product positioning, and closing skills, consistently meeting or exceeding assigned referral sales targets.
Processes member transactions, accurately receives, processes, and posts deposits, withdrawals, transfers, and loan payments while maintaining complete and accurate transaction records, leveraging each interaction as an opportunity to uncover needs and introduce value‑aligned solutions.
Resolves member inquiries and concerns, responds to member requests, concerns, and complaints with professionalism and empathy, ensuring warm hand‑offs and timely follow‑up for full resolution, while recognizing when service moments can transition into sales opportunities that support the member’s financial well‑being.
Performs specialized financial functions, completes wire transfers and other complex transactions while ensuring compliance with established policies and procedures, and identifies opportunities where specialized products or services may benefit the member.
Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.
Records detailed notes on member interactions, complex situations, and transactions to ensure clear communication and consistent service delivery, capturing relevant sales insights to support follow‑up and relationship growth.
Demonstrates professionalism and continuous learning by taking initiative to learn new systems, processes, and policies; completing required training; and maintaining a professional image while contributing positively to the team environment, including ongoing development of sales skills, product knowledge, and…
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