Member Service Specialist 2

To maintain a strong connection with our members and local communities and better understand their unique needs, 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. And, we encourage all qualified candidates from these states to apply, as we look forward to learning more about your unique skills and experience!

Applicants are encouraged to apply by October 3rd, 2025, 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.

Where We Are Located: Lacey Credit Union Center (LCUC), 4540 6th Ave SE, Lacey, WA 98503

Pay Range: The target hourly pay range for this position is $21.37 - $26.71. The full hourly pay range is $21.37 - $32.05.

• We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing 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. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

This position delivers exceptional member service by meeting members’ needs through our sales and service culture. Actively recommends products and services to help members build valued financial relationships. Performs a variety of tasks, including processing transactions, resolving member concerns, and following proper procedures to minimize errors, reduce fraud, and promote the credit union philosophy of “people helping people” and objectives. May assist with staffing coverage at various branch locations and departments to support operational needs and ensure continuity of service.

What You’ll Do: 

• Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
• Identifies, refers or originates all products and services offered by the credit union.
• Manages branch services and product delivery autonomously for members, showcasing adeptness and expertise without the need for external assistance within the branch setting.
• Exhibits expertise, proficiency, and adeptness in providing financial counseling services to members, demonstrating the skill and capability to offer tailored guidance and support in financial matters.
• Receives, processes, and posts member financial transactions, including deposits, withdrawals, transfers, and loan payments in an accurate and efficient manner. Maintains accurate records of all transactions.
• Processes cash orders with management oversight, completes wire transactions, and check 21. 
• Balances cash drawer and daily transactions. Balances vault and cash dispensers when necessary.
• Assists management with certifications, key assignments, and balancing the vault.
• Completes all required training. Follows all security procedures and processes, including but not limited to, BSA regulations, including completing CTR and SAR reports when applicable.
• Records detailed notes to document member interactions, complex situations, complaints and transactions to minimize lapses in employee communication or member service.
• Takes a proactive approach to learning new credit union systems/processes.
• Maintains a professional image and engages as a positive team member.
• Provides mentorship to colleagues regarding product knowledge, adeptly identifying member needs, and honing cross-selling skills. Exemplifies best practices for all staff, including but not limited to cross-selling techniques, fostering positive member relations, punctuality, and
  professionalism.
• Understands and complies with federal and state regulations relating to financial products and services as well as policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
• All other duties as assigned.

When You'll Be Working: Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 2:15pm. Full-time 40 Hours a week.  

Qualifications: 

• A minimum of two (2) years’ experience in a related field, including exposure to sales, service, cash handling, consumer loans, residential, business services, and operations in a credit union or other financial institution.
• Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services. Must be fully proficient in all credit union systems and applicable hardware.
• Must be able to be NMLS (Nationwide Multistate Licensing System) and Notary Certified.

What You’ll Bring:

• Demonstrated ability to learn and grow in an environment with frequent changes and competing demands.
• Demonstrated openness to feedback with the ability to respond with professionalism and dignity when delivering information to members and co-workers.
• Demonstrated ability to continuously learn and maintain knowledge of credit union system’s, processes, and compliance requirements.
• Demonstrated ability to timely problem solve and make decisions relevant to role and experience.
• Demonstrated ability to embrace and promote a positive, collaborative work environment.
• Demonstrated ability to role model our core values, maintain and confidentiality with minimal supervision.
• Ability to back up leadership (point of contact) and mentor of developing co-workers.

Total Rewards:

This position is eligible for Full-Time Regular benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage.

• Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. 
• We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA).
• Employees also have access to Life and AD&D insurance.
• Employees are able to enroll in our 401k plan.
• Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. 
• Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

All benefits except 401k start the first of the month following date of hire. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment.

Peak Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters 

If you’d like to view a copy of the company’s affirmative action plan or policy statement, please email Careers@peakcu.org. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Careers@peakcu.org. This email is created exclusively to assist disabled job seekers whose disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages left for other purposes, such as following up on an application or technical issues not related to a disability, will not receive a response.

Equal Opportunity Employer Veterans/Disabled

Equal Opportunity is the Law Posting

Pay Transparency Nondiscrimination Posting

When you apply to a job on this site, the personal data contained in your application will be collected by Peak Credit Union. Your personal data will be processed for the purposes of managing the Credit Union’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under state and federal law. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by the Credit Union to help manage its recruitment and hiring process. Your personal data will be retained by the Credit Union as long as the Credit Union determines it is necessary to evaluate your application for employment and as required under applicable state and federal law. Greenhouse is under contractual obligation to keep such information confidential, and the Credit Union’s privacy practices comply with all applicable state and federal laws.