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Careers

The career trek can often lead to an ultimate base camp. Experience the journey with us.

As we embrace the “small enough to know better” mantra, we work to guide each member on their individualized path to financial success. We believe in Portland, our hometown, and the unique people who live here. So we embrace their individuality and work to help them succeed.

At Trailhead we know that success is a result of our exceptional employees. Our respect for these individuals motivates us to provide staff with opportunities for professional development, as well as a competitive salary and a generous benefits package.

Benefits

Healthcare

  • 100% employer-paid Medical, Vision, and Dental insurance for full-time employees
  • Life and Accidental Death & Dismemberment Insurance
  • Salary Continuation Insurance
  • Health Care and Dependent Care Reimbursement Account (Flexible Spending)
  • Supplemental Insurance offered at group rates
  • Extended Leave Bank (ELB) accruing at days per year

401(k) Retirement Plan

  • 100% vested
  • Participation begins after three months of employment
  • After one year of employment, Trailhead will contribute 3% of your salary AND will match 50% of your contribution up to the first 6% of your salary

Paid Time Off

  • Earn up to 20 days in the first year
  • 11 paid holidays per year

Continuing Education & Professional Development

  • Opportunities for workshops, seminars, classes, and conferences
  • Tuition support for college classes

Transit and Parking

  • Get reimbursed for the cost of a Tri-Met pass or parking equal to that amount

The Trailhead Difference

  • Casual Dress Code: we wear jeans every day!
  • Body-tattoos and facial piercings are a-okay – show your authentic self
  • The small perks: annual staff appreciation party, free coffee, free checks, frequent potlucks, Trailhead swag, annual logo-wear reimbursement, and more!

Please reference the Trailhead Employee Handbook for complete details on benefit policies. Not all benefits and reimbursements are available for part-time staff. Inquire with Trailhead management for further details.

Current Openings


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


Branch Manager – Old Town

Trailhead Credit Union is seeking a dynamic and enthusiastic Branch Manager (BM) to lead the team at our Old Town branch.  We aim to hire a highly effective individual who will support, coach, and lead their team to live out our Brand Promise of providing members with “A Rewarding Experience”. 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


Accounting Specialist

Trailhead Credit Union is seeking a detail-oriented and highly organized full-time Accounting Specialist (AS) to join the Accounting department at our Old Town branch. The AS will assist Trailhead Credit Union in living out our Brand Promise, “A Rewarding Experience,” by delivering outstanding service to both internal and external members. This involves a variety of administrative duties and responsibilities relating to the general accounting function of the Credit Union.

Responsibilities:

  • Upholds the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
  • Performs a variety of activities necessary to assist the VP of Finance/CFO, and Accounting Department in maintaining the financial, statistical, and accounting records of the Credit Union.
  • Processes and reconciles all preauthorized automated clearing house (ACH) originations. Processes ACH exceptions and returns. Posts all general ledger entries and proofs totals of member ledger with the general ledger as it relates to ACH.
  • Processes all returned member deposits received from the corporate credit union as needed.
  • Balances and scans daily teller work.
  • Initiates and settles ATM adjustments as needed. This includes, but is not limited to, NSF, miskeys and empty envelope ATM deposits. Generates general ledger and teller transactions as needed to settle adjustments.
  • Processes member incoming/outgoing wires.
  • Processes Accounts Payable checks weekly.
  • Uploads daily file to Positive Pay, and reconciles Credit Union check clearings with corporate statements monthly.
  • Processes stale-dated checks.
  • Processes corporate check stop payments.
  • Other duties and responsibilities as assigned

Work week:

  • Monday thru Friday, 8:30-5:30

Required:

  • High school diploma or equivalent. Some college preferred.
  • A minimum of six month of previous experience working with basic accounting principles.
  • Demonstrated knowledge of basic accounting principles.
  • Demonstrated ability to perform detailed data entry and work with financial data with high level of accuracy.
  • Ability to operate standard office equipment and computer systems.
  • Must demonstrate ability to exercise good judgment, initiative, and tact in dealing with people.
  • Must present a professional, friendly and businesslike manner and appearance.
  • Knowledge of Windows products

Preferred Experience

  • Experience with 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 Street 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 Teller – Old Town

Trailhead Credit Union is seeking a friendly, and detail-oriented full-time Member Service Teller (MST) 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 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

Apply Now


Part-Time Member Service Teller – Old Town

Trailhead Credit Union is seeking a friendly, and detail-oriented Member Service Teller (MST) to work a maximum of 24 hours per week 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 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, specific hours will be based on branch needs
  • Part-Time position working a maximum of 24 hours per week

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 Account Specialist – Old Town

Trailhead Credit Union is seeking a friendly and attentive Member Accounts Specialist (MAS) 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 MAS position is a hybrid role that combines the traditional duties of a Teller and New Accounts Representative. The MAS will be responsible for conducting a variety of monetary transactions as well as identifying and recommending appropriate Trailhead account products to establish and build the member relationship.

Responsibilities:

  • Uphold the Trailhead service promises: Deliver, Engage, Anticipate, Respectful, Reward
  • Handle monetary transactions for our members
  • Act as New Account Concierge which includes but is not limited to: opening new membership accounts, successful implementation of onboarding program with new members, and regular follow-ups.
  • Assist members with financial services either by phone, mail, or in person
  • Use needs-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

Work week:

  • Monday thru Friday, 8:30-5:30

Required:

  • High school diploma or equivalent
  • 2+ years of cash handling and customer service experience
  • Great verbal and written communication skills
  • Knowledge of windows products

Preferred experience:

  • Experience in the financial services industry

Apply Now


Part-Time Member Service Teller – Division

Trailhead Credit Union is seeking a friendly, and detail-oriented Member Service Teller (MST) to work a maximum of 30 hours per week at our vibrant SE Division Street 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, specific hours will be based on branch needs
  • Part-Time position working a maximum of 30 hours per week

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

Apply Now


Apply Now

Please email your resume with a cover letter explaining your interest in the position to [email protected].

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