Credit Union:

Valley Credit Union


Salem, OR




Contact: Katie Clark
Email: [email protected]

Job Description:

Essential Functions:

  • Processes routine member account transactions including deposits, withdrawals, loan payments, transfers, wires, Cashier Check purchases, loan and cash advances, lobby drop and closing accounts.
  • Balance cash drawer daily, process direct deposit forms, process daily mail, provide dual control to balance the cash vault.
  • Cross sell products and services to members by assisting or referring the member to an appropriate representative. Participate in the sales program, contests, telemarketing and meetings. Accurately track all referrals/sales.
  • Effectively communicates with members and colleagues on general and complex inquiries and skillfully uses member service skills to find resolutions and answers to interactions, inbound calls and emails.
  • Actively troubleshoots all member questions and identifies solutions leading to the retention and the building of member relationships. All while consistently maintaining a high level of member service.
  • Maintains knowledge of all products, services, and processes offered by the Credit Union to effectively build member relationships and provide superior customer service.
  • Is knowledgeable of and adheres to established policies, procedures and processes and exercises appropriate approval authority.
  • Helps members get set up with E services and troubleshooting those issues.
  • Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Valley Credit Union procedures.
  • Perform other duties as assigned.

Knowledge, Skills & Competencies:

  • Abide by the Credit Union Mission Statement, Core Values and Vision Statement.
  • Possesses excellent written and oral communication skills. Use language effectively to gather information and facilitate the exchange of thought and ideas. Expresses self clearly and logically.
  • Must be reliable.
  • Possesses exceptional analytical skills and use of sound judgement. Is competent at applying logic to solve problems.
  • Is proficient in arithmetic, ten-key and basic computer skills
  • Competently handles a variety of task simultaneously independently.
  • Competently works under pressure, is skilled at calmly diffusing highly charged situations and works with a sense of urgency.
  • Proficient at researching and analyzing information.
  • Possesses strong interpersonal skills. Possesses excellent collaboration skills and uses positive communication techniques to effectively resolve conflict
  • Is a quick and thorough learner and competently applies newly learned information.
  • Is quick to adopt and support frequent updates and changes.
  • Must be detail oriented and skilled in data entry.

Physical Demands and Work Environment

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear.  The employee is frequently required to stand and reach with hands and arms.  The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
  • The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
  • The noise level in the work environment is usually moderate.


Experience Requirements:

  • High School Diploma or equivalent
  • Required: 1 year + customer service experience at Financial Institution
  • Demonstrative ability to cross-sell, up-sell and/or refer products.
  • Must possess effective human relations and communication skills.
  • Professional appearance and demeanor.
  • Willingness to learn
  • Bilingual is a plus
  • Pay: $19-$22 DOE

Valley employees are rewarded, acknowledged and appreciated! We take care of our Members and Valley takes care of us by offering employees a generous vacation package, incentives, competitive hourly pay, 401k matching and more! Send your resume to [email protected]