Current Openings

• Branch Manager – Mississippi
• Contact Center Specialist
• Digital Branch Specialist
• Member Service Teller – Mississippi
• Member Service Officer – Old Town
• Member Service Teller – Old Town

Branch Manager – Mississippi

Trailhead Credit Union is seeking a dynamic and enthusiastic Branch Manager (BM) to lead the team at our branch on historic N. Mississippi Avenue.  We aim to hire a highly effective individual who will support, coach, and lead their team to live out our Brand Promise of Small Enough to Know Better. The BM will be responsible for leading the operational and sales efforts of the branch as well as facilitating training, coaching, and evaluation of the branch staff. The Branch Manager will also be expected to provide both internal and external members with outstanding service and assist the branch in achieving established sales goals and business development efforts.  The BM will also be responsible for identify the financial needs of the member and recommend an appropriate credit union solution.

Responsibilities:

• Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Develop each employee to their highest potential by identifying their areas for improvement and appropriately coaching, training or correcting the employees’ performance.
• Ensure that the branch meets sales and service goals as established by the Credit Union.
• Train and supervise branch staff. Assign, direct, coordinate and review work performed by staff.
• Assists VP Member Services/Lending in providing on‑going training and coaching to all branch staff, ensuring adequate understanding of all credit union services, policies and procedures. Reviews performance of assigned staff. Responsible for staff scheduling needed to maintain excellent member service.
• Gives timely performance appraisals of assigned staff members. Works with VP Member Services with the hiring, evaluating, and discharge of staff.
• Participates in community affairs to increase the credit union’s visibility and to enhance new and exciting business opportunities.
• Hold employees accountable for their performance, attitude and behavior.
• Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures.
• Evaluates processes and procedures to maximize member service and staff productivity.
• Supports branch staff by assisting members for any service requested.
• Calculates and processes member account corrections in an accurate and timely manner.
• Sets an example for all staff; i.e., cross‑selling and member relation skills, punctuality, professionalism, etc.
• Must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
• Other duties and responsibilities as assigned

Work week:

• Monday thru Friday; 8:30 AM – 5:30 PM; Some overtime may be required
• This position is salaried

Required:

• High school diploma or equivalent
• Minimum of three (3) years of previous leadership experience in a financial institution
• Minimum of two (2) years of progressively responsible experience in consumer, real estate lending, and commercial accounts with a financial institution.
• Proven ability to perform detailed, analytical work and make independent decisions within scope of authority.
• Exceptional customer service experience
• Excellent verbal and written communication skills
• Knowledge of Windows products

Preferred experience:

• Previous experience with Symitar

Apply Now

Contact Center Specialist

Trailhead Credit Union is seeking a warm and friendly Contact Center Specialist (CSS) to join our exciting new Digital Branch! This new position within the credit union will serve all of our member’s needs via inbound telephone calls. The CCS will assist members with requests for information, including assistance with online & mobile banking, as well as offering products & services and recommending appropriate credit union solutions by identifying individual financial needs. The CSS will offer problem-solving, and reliable solutions to questions, requests or concerns by listening to each of our member’s unique needs.

Responsibilities:

• Delivers service to internal and external members in alignment with the credit union’s service promises.
• Provides prompt, efficient, confidential and accurate service in the processing of all information.
• Assists members with financial services over the telephone for the entirety of the shift
• Complete a variety of tasks including payment inquiries, pay-by-phone services, and transfer requests.
• Completes loan applications over the phone on the behalf of members to submit to Member Service Officers for processing.
• Performs complicated account research and problem solves as needed
• Looks for product and service recommendations to enhance the member’s experience where appropriate
• Other duties as assigned

Work week:

• Monday thru Friday, 8:30-5:30

Required:

• High school diploma or equivalent
• Minimum of one year of call center experience, preferably in a financial institution
• Excellent verbal communication skills as well as professional, error-free written communication
• Knowledge of Windows products
• Demonstrated flexibility to perform any financial service-related assignment necessary to keep the financial services area functioning and to provide adequate service to the membership.

Preferred experience:

• Experience with Episys Symitar
• Bilingual in Spanish

Apply Now

Digital Branch Specialist

Trailhead Credit Union is seeking an independent self-starter to join our Member Services department in our exciting new Digital Branch! This new position within the credit union will serve all of our member’s digital needs, including, but not limited to Bill Pay requests, secure direct messaging, and text messaging all while living out our brand promise of providing “A Rewarding Experience”.

Responsibilities:

• Upholds the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Provides prompt, efficient, confidential and accurate service in the processing of information and all transactions.
• Assists members with financial services through Trailhead’s secured messaging platform
• Assists members with financial services through Trailhead’s text messaging platform
• Performs complicated account research and problem solves as needed
• Communicates regularly with VP of Member Services regarding member solutions
• Other duties as assigned

Work week:

• Monday thru Friday, 8:30-5:30

Required:

• High school diploma or equivalent
• Minimum of two years’ of progressively responsible experience in a credit union or financial institution
• Excellent communication skills, including professional, error-free written communication
• Demonstrated flexibility to perform any financial service-related assignment necessary to keep the financial services area functioning and to provide adequate service to the membership
• Knowledge of windows products

Preferred experience:

• Experience with Episys Symitar

Apply Now

Member Service Teller – Mississippi

Trailhead Credit Union is seeking a friendly and detail-oriented Member Service Teller (MST) to join the team at our Mississippi Avenue branch. We hire people that have the skills to deliver exceptional, personalized service to our members and assist with finding the right product for their needs. The MST will be responsible for conducting a variety of negotiable transactions, including deposits, withdrawals, transfers, money orders, cashiers checks, and more. The MST will also identify referral opportunities for additional products and services and refer the member to the most appropriate employee within the credit union in order to provide further assistance.

Responsibilities:

• Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Represent the Credit Union in a friendly, positive and professional manner. Provide prompt, efficient, confidential and accurate service in the processing of information and all transactions.
• Handle all monetary transactions for members; i.e., deposits, withdrawals, loan payments, check cashing and miscellaneous transactions. Place appropriate account holds and recognizes all procedures pertaining to existing holds.
• Assist members with financial services either by phone, mail or in person.
• Other duties and responsibilities as assigned

Work week:

• Monday thru Friday, 8:30-5:30

Required:

• High school diploma or equivalent
• Minimum of one (1) year of cash handling experience
• Exceptional customer service experience
• Excellent verbal and written communication skills
• Must maintain high degree of accuracy in handling cash, balancing cash drawer and recording daily transactions within established Credit Union policy.
• Advanced ability to multi-task
• Must be highly organized
• Knowledge of Windows products

Preferred experience:

• Previous experience in a financial institution
• Previous experience with Symitar

Apply Now

Member Service Officer – Old Town

Trailhead Credit Union is seeking a motivated and solutions-oriented Member Service Officer (MSO) to join the team at our Old Town branch. We hire people that have the skills to deliver exceptional, personalized service to our members and assist with finding the right product for their needs. The MSO will be responsible for conducting a variety of tasks including finding personalized lending solutions, and identifying and recommending appropriate Trailhead products to build the member relationship.

Responsibilities:

• Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
• Underwrite loan applications and make sound decisions
• Open new accounts and be a consultant for that new member
• Handle a variety of monetary transactions for our members
• Assist members with financial services either by phone, mail, or in person
• Use need-based selling to provide great service to our members
• Interact and support other members of Trailhead staff and management in a positive, respectful, and professional manner
• Provide exceptional lending service to the membership

Work week:

• Monday thru Friday, 8:30-5:30

Required:

• High school diploma or equivalent
• 2+ years of experience in the financial services industry
• Exceptional customer service experience
• Great verbal and written communication skills
• Knowledge of Windows products

Preferred experience:

• Lending Experience HIGHLY preferred
• College degree
• Cash handling experience

Apply Now

Member Service Teller – Old Town

Make a direct impact.

Propose solutions.

Be appreciated for your successes.

Create positive energy.

Laugh daily with coworkers.

Enjoy work.

Your voice, professional and personal development, and individuality will be valued at Trailhead.

Trailhead Credit Union is seeking a service-oriented, member-centric individual to join our Old Town branch. The Member Service Teller (MST) will work with a dynamic team to serve our membership face-to-face, and through other mediums daily.

What Your Day Looks Like:

• Start your day with a cup of coffee at our Old Town location (coffee from local roasters, of course).
• Get ready to be the face of the credit union! Prep your work station so that you’re ready to take on the day!
• Check in with your co-workers; make some jokes.
• Complete a variety of transactions to meet our member’s unique needs. Give members an experience to remember!
• Assist members of Trailhead Credit Union in person, via telephone, snail mail, email, or online through our app.
• Replace debit/ATM/credit cards as needed.
• Take a break! Check out the Chinese Gardens across the street. Enjoy a stretching session in our Serenity Room. Dine at a local restaurant or our break room.
• Back to being a Rockstar: You will spend most of your day problem-solving, listening, and providing answers to a variety of our member’s requests.
• Receive some praise and feedback from your supervisor.
• You’re feeling appreciated, proactive, ambitious, and need minimal supervision.
• Time to go home and know that today: You. Made. A. Difference.

Work week:

• Monday thru Friday, 8:30-5:30. That’s right, no weekends!

Required:

• High school diploma or equivalent
• Minimum of 1 year of previous cash handling experience (your previous experience at a coffee shop, fast food restaurant or retail store are valuable here!)
• Ability to provide exceptional customer service
• Demonstrated ability to communicate professionally and provide our members with excellent, prompt service.
• Knowledge of windows products

NOTE: we recognize imposter syndrome is real. If you do not perfectly fit every characteristic, we strongly encourage you to apply. Show us your individual shine, demonstrate your ability to learn, illustrate your capacity for determination and we can teach the rest.

Preferred experience (Desired, but not required!):

• Previous teller experience
• Some college coursework, including successful complete of college-level accounting or math courses

Job Type: Full-time

Hourly Pay: $16 – $17.50 per hour

Apply Now