Physical Therapist Assistant – Outpatient Orthopedics

Grow Your Physical Therapist Assistant Career with Us!

At Benchmark Physical Therapy, part of the Upstream Rehabilitation network, you’ll have the support, mentorship, and tools you need to thrive as a Physical Therapist Assistant (PTA) in a modern outpatient orthopedic setting.

We’re hiring full-time, part-time, and PRN PTAs who are passionate about helping patients recover movement and return to the activities they love. Whether you’re a recent graduate or an experienced clinician, you’ll find a collaborative environment, competitive pay, and a clear career path that grows with you.

Why Clinicians Choose Benchmark Physical Therapy

• Competitive Physical Therapist Assistant rates: $28.00 - $34.00 / hour
• Achievable monthly clinical bonus program, over 90% of clinicians qualify
• 100% employer paid medical health insurance premium option available
• Dental and Vision insurance
• 401k with company match
• Generous PTO and paid holidays
• Structured onboarding and mentorship for new-grad PTAs
• Robust continuing education and CEU opportunities through Upstream - with annual allowance!
• Pathways for professional development and long-term career advancement
• Modern clinical technology that reduces documentation time so you can focus on patients
• A supportive team and leadership invested in your success

What You’ll Do as a Physical Therapist Assistant

• Deliver hands-on, evidence-based care under the supervision of a licensed Physical Therapist
• Help patients improve mobility, strength, and function through individualized treatment plans
• Track patient progress and collaborate closely with your clinical team
• Foster positive relationships with patients, providers, and your local community
• Continue your professional growth through Upstream’s mentorship and learning programs

Qualifications

• Graduate of an accredited Physical Therapist Assistant program
• Active Oregon PTA license (or eligibility)

A Better Place to Build Your PTA Career

When you join Upstream Rehabilitation, you get the strength of a national network with the feel of a local clinic.

Our central support teams handle the administrative work, so you can focus on what matters most — the patient in front of you. With a network of over 1,200 clinics coast-to-coast across 26 brand partners, we lead the industry in quality outcomes, leveraging data, technology, and innovation to reduce paperwork and give you more time for care.

You’ll be part of a fantastic group of clinicians who shape our culture, create a positive work environment, and know how to have fun along the way. It’s easy to see why so many Physical Therapists choose to grow their careers with Upstream.

Estimated pay ranges listed above are based on several factors including but not limited to your pay class, experience, background and geographic location of the clinic

Benefits and eligibility are dependent on employment status and pay class (full-time, part-time, or PRN). Specific details will be provided during the hiring process.

Product Onboarding Specialist

Onsite | Portland Metro Area, OR
Hourly, Non-Exempt | $17-23/hr

Fulfil is redefining the grocery supply chain through advanced robotics and automation. Backed by world-class investors and led by a seasoned team, we are hiring a Product Onboarding Specialist to capture & interpret product level details for our automated high speed grocery fulfillment system. In this role, you’ll serve as the bridge between the merchandising, engineering and operations teams — ensuring safe, reliable, high-performance system operation.

Unique opportunity: Pre-launch, take part in site deployment, from bring-up and commissioning, through partner handover and site acceptance testing, into full production.

Room for Advancement: We’re building a team and expanding fast! This role has the potential for an outstanding candidate to be promoted into a Factory Operator or Assistant Site Lead role within the Fulfil Organization.

Your Responsibilities

As an Operations Onboarding Associate, you will play a key role in preparing retail products for use in Fulfil’s automated facility. This is a hands-on, detail-oriented role focused on accurately measuring, documenting, testing, and validating products so they can be reliably handled by our automation system.

You will be responsible for item-level product setup, including capturing product data, evaluating how products fit within their assigned storage environments and identifying any issues that could impact automation performance. Your work will directly support the successful deployment and operation of a new automated facility.

You will collaborate closely with Operators, Engineers, and cross-functional teams based in Silicon Valley to ensure products are onboarded accurately, processes are clearly documented, and operational launch timelines stay on track.

This role is ideal for someone with retail, grocery, warehouse, inventory, quality control, or operations experience who is highly accurate, comfortable with repetitive detail-oriented work, and excited to grow into a future Operator role.

What You’ll Do

Product Measurement & Data Capture

• Accurately measure retail products using approved tools and procedures.
• Capture item-level data such as dimensions, weight, orientation, packaging type, and other required attributes.
• Enter product information into internal systems with a high degree of accuracy.
• Review work for completeness, consistency, and potential errors.

Product Testing

• Evaluate how products fit within storage environments used by the automation system.
• Test product placement, orientation, stability, and handling readiness.
• Identify products that may be too large, unstable, fragile, irregularly shaped, or otherwise unsuitable for automated handling.
• Document pass/fail results, exceptions, and special handling requirements.

Inventory Management & Product Control

• Organize and track products throughout the onboarding process.
• Maintain accurate inventory records for products being tested, staged, or completed.
• Support receiving, stocking, movement, and control of product samples.
• Keep work areas clean, organized, and ready for accurate measurement and testing.

Quality, Accuracy & Process Compliance

• Follow SOPs, checklists, and standardized onboarding procedures.
• Maintain a strong focus on accuracy, consistency, and repeatability.
• Escalate unclear or questionable product fits instead of guessing.
• Help identify process gaps, documentation issues, and opportunities for improvement.

Cross-Functional Collaboration

• Work closely with Operators, Engineers, and site leadership to resolve onboarding questions.
• Communicate product issues, fit concerns, and data discrepancies clearly.
• Support on-time operational deployment by completing onboarding tasks accurately and efficiently.
• Share observations that may improve product onboarding, tray fit standards, or automation performance.

Growth Toward Operations

• Build a strong understanding of Fulfil’s automation system, product handling requirements, and operational workflows.
• Demonstrate reliability, ownership, and process discipline.
• Develop the skills needed to grow into a future Operator role supporting live automation system performance.

What We’re Looking For

• Experience in retail operations, grocery or similar environments.
• Safety first mentality, adhering to OSHA guidelines while prioritizing a safe work environment.
• Clear communicator with ability to explain complex system behavior simply.
• Calm, detail-oriented decision-maker who performs consistently over time and well under pressure.
• Comfortable using spreadsheets, dashboards, logs, and diagnostic tools; experience with metric reporting.
• Reliable, self-motivated, and able to operate with a high degree of ownership.
• Flexible schedule - preference for candidates with open availability.

Bonus Experience (Not Required)

• Exposure to warehouse automation, robotics platforms, industrial systems or data capture.
• Familiarity with item measurement and interpretation of data (calipers, scales)
• Experience supporting deployments, pilots, deadlines and prioritization.
• Experience with tools like Slack, Jira, Excel, or digital workflow platforms.

What You’ll Get

• Early-stage exposure to a fast-growing robotics company.
• Compensation + equity in a mission-driven organization.
• Full medical, dental, vision, and 401(k) benefits.
• The compensation range for this position is $17-23/hr plus stock and benefits. Pay within the range is based on candidate experience, job-specific skills, education, and work location.
• A supportive, high-ownership operational culture.
• Opportunities to work closely with engineering & operations to help shape a live automation system.

Employment type:

• Full-time 

What you’ll be working on:

• Managing a patient panel with a broad array of patient needs; conducting a mix of acute, chronic, and well visits
• Treating patients in-office or in testing centers as well as conducting occasional tele-health visits
• Continuous learning during weekly Clinical Rounds and through other modalities
• Ongoing collaboration with in-office teammates via daily huddles, as well as with virtual clinical teams
• Utilization of your specific clinical training and opportunities to perform in-office procedures 
• Willing to obtain additional state licensure and credentialing for One Medical virtual primary care in additional states

Education, licenses, and experiences required for this role:

• Completed an accredited FNP or PA program with a national certification 
• In the past 5 years, practiced as an Advanced Practitioner for at least:
• 2 years in an outpatient primary care setting seeing patients of all ages (0+), OR 1 year in an outpatient primary care setting seeing patients of all ages (0+), coupled with either a 1 year primary care fellowship or 1+ year in an urgent care setting seeing patients of all ages (0+)
• State licensed in Oregon, obtained by your One Medical start date

One Medical providers also demonstrate:

• A passion for human-centered primary care 
• The ability to successfully communicate with and provide care to individuals of all backgrounds   
• The ability to effectively use technology to deliver high quality care
• Clinical proficiency in evidence-based primary care
• The desire to be an integral part of a team dedicated to changing healthcare delivery
• An openness to feedback and reflection to gain productive insight into strengths and weaknesses
• The ability to confidently navigate uncertain situations with both patients and colleagues
• Readiness to adapt personal and interpersonal behavior to meet the needs of our patients

This is a full-time role based in Beaverton (Cedar Hills), Oregon.

This position is responsible for processing all release of information (ROI) specifically medical record requests in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations. This is as intermediate level position with at least 1 year related HIM experience.  In addition to HIS I Foundation, HIS II is responsible for training HIS I staff and providing reports to manager and/or the facility.

Position Highlights:

• Full-Time: Monday-Friday 8:00AM-4:30 PM PST
• Comfortable working in a high-volume production environment.
• Documenting information in multiple platforms using two computer monitors.
• Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance 

 You will:

• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures.
• Maintain confidentiality and security with all privileged information.
• Maintain working knowledge of Company and facility software.
• Adhere to the Company's and Customer facilities Code of Conduct and policies.
• Inform manager of work, site difficulties, and/or fluctuating volumes.
• Assist with additional work duties or responsibilities as evident or required.
• Consistent application of medical privacy regulations to guard against unauthorized disclosure.
• Responsible for managing patient health records.
• Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.
• Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.
• Ensures medical records are assembled in standard order and are accurate and complete.
• Creates digital images of paperwork to be stored in the electronic medical record.
• Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.
• Answering of inbound/outbound calls.
• May assist with patient walk-ins.
• May assist with administrative duties such as handling faxes, opening mail, and data entry.
• May schedules pick-ups.
• Assist with training associates in the HIS I position.
• Generates reports for manager or facility as directed.
• Must exceed level 1 productivity expectations as outlined at specific site.
• Participates in project teams and committees to advance operational strategies and initiatives as needed.
• Acts in a lead role with staff regarding general questions and assists with new hire training and developmental training.
• Other duties as assigned.

What you will bring to the table:

• High School Diploma or GED.
• Must be 18 years of age or older.
• Ability to commute between locations as needed.
• Able to work overtime during peak seasons when required.
• 1-year Health Information related experience.
• Meets and/or exceeds Company's Productivity Standards
• Basic computer proficiency.
• Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.
• Professional verbal and written communication skills in the English language.
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Strong data entry skills.
• Must be able to work with minimum supervision responding to changing priorities and role needs.
• Ability to organize and manage multiple tasks.
• Able to respond to requests in a fast-paced environment.

Bonus points if:

• Previous production/metric-based work experience.
• In-person customer service experience.
• Ability to build relationships with on-site clients and customers.
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Our compensation philosophy is to be externally competitive, internally fair, and not win or lose on compensation. Salary ranges for this position are developed with the support of benchmarks and industry best practices.

The Health Information Operations Supervisor is responsible for client/customer service and serves as a knowledge expert for the HIS staff. The role focuses on front line People management and training, as well as ensuring processes are completed in compliance with established guidelines. This role may also assist leadership with planning, developing, and implementing departmental or regional projects. This role provides support to Health Information Operations Manager. The Health Information Operations Supervisor will be responsible for maintaining workflow and productivity of HIS's as well as Handling escalated situations and driving a positive work environment. The Health Information Operations Supervisor will also assist in the new hire process, meeting with clients, and developing staff at multiple sites.

Position Highlights:

• Full-Time: Monday-Friday 8:00AM-4:30 PM PST
• Comfortable working in a high-volume production environment.
• Documenting information in multiple platforms using two computer monitors.
• Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance 

You will:

• Have a passion to lead, train and motivate a growing and excited Team.
• Communicate and collaborate with leadership on issues, opportunities, or challenges.
• Lead Audit Team which receives requests from Payors
• Review data and provide client and leadership solutions
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.
• Manage the Request coming in from the Risk Management Team of the client
• Be the leader of client locations and plan for fluctuating needs.
• Oversee the escalation calls from our centralized call centers
• Participates in project teams and committees to advance operational Strategies and initiatives
• Coordinates with location/client management on complex issues while building a strong relationship

What you will bring to the table: 

• A true leadership philosophy in which the goal of the leader is to serve
• Ability to support clients and your Team working both on-site and remotely.
• 1-2 years of Health Information related experience
• Well-versed with HIPAA standards.
• A knack for presenting to leadership, clients, and your Team via Video or in person.
• Solution provider and forward thinking
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Power BI, MS Office

Bonus points if:

• EMR experience with EPIC, or Cerner.
• Previous production/metric-based work experience
• Team building and experience elevating individuals’ careers.

We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Our compensation philosophy is to be externally competitive, internally fair, and not win or lose on compensation. Salary ranges for this position are developed with the support of benchmarks and industry best practices. 

The Health Information Operations Supervisor is responsible for client/customer service and serves as a knowledge expert for the HIS staff. The role focuses on front line People management and training, as well as ensuring processes are completed in compliance with established guidelines. This role may also assist leadership with planning, developing, and implementing departmental or regional projects. This role provides support to Health Information Operations Manager. The Health Information Operations Supervisor will be responsible for maintaining workflow and productivity of HIS's as well as Handling escalated situations and driving a positive work environment. The Health Information Operations Supervisor will also assist in the new hire process, meeting with clients, and developing staff at multiple sites.

Position Highlights:

• Full-Time: Monday-Friday 8:00AM-4:30 PM PST
• Comfortable working in a high-volume production environment.
• Documenting information in multiple platforms using two computer monitors.
• Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance 

You will:

• Have a passion to lead, train and motivate a growing and excited Team.
• Communicate and collaborate with leadership on issues, opportunities, or challenges.
• Lead Audit Team which receives requests from Payors
• Review data and provide client and leadership solutions
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.
• Manage the Request coming in from the Risk Management Team of the client
• Be the leader of client locations and plan for fluctuating needs.
• Oversee the escalation calls from our centralized call centers
• Participates in project teams and committees to advance operational Strategies and initiatives
• Coordinates with location/client management on complex issues while building a strong relationship

What you will bring to the table: 

• A true leadership philosophy in which the goal of the leader is to serve
• Ability to support clients and your Team working both on-site and remotely.
• 1-2 years of Health Information related experience
• Well-versed with HIPAA standards.
• A knack for presenting to leadership, clients, and your Team via Video or in person.
• Solution provider and forward thinking
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Power BI, MS Office

Bonus points if:

• EMR experience with EPIC, or Cerner.
• Previous production/metric-based work experience
• Team building and experience elevating individuals’ careers.

We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Our compensation philosophy is to be externally competitive, internally fair, and not win or lose on compensation. Salary ranges for this position are developed with the support of benchmarks and industry best practices. 

This position is responsible for processing all release of information (ROI), specifically medical record requests in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations. This is an intermediate level position with at least 1 year related HIM experience. 

Position Highlights:

• Full-Time: Monday-Friday 8:00AM-4:30 PM PST
• Location: This role will be performed at one location
• Comfortable working in a high-volume production environment.
• Documenting information in multiple platforms using two computer monitors.
• Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance 

 You will:

• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures.
• Maintain confidentiality and security with all privileged information.
• Maintain working knowledge of Company and facility software.
• Adhere to the Company's and Customer facilities Code of Conduct and policies.
• Inform manager of work, site difficulties, and/or fluctuating volumes.
• Assist with additional work duties or responsibilities as evident or required.
• Enhanced need for attention to detail for medical records.
• Consistent application of medical privacy regulations to guard against unauthorized disclosure.
• Responsible for managing patient health records.
• Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.
• Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.
• Ensures medical records are assembled in standard order and are accurate and complete.
• Creates digital images of paperwork to be stored in the electronic medical record.
• Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.
• Answering of inbound/outbound calls.
• May assist with patient walk-ins.
• May assist with administrative duties such as handling faxes, opening mail, and data entry.
• May schedules pick-ups.
• Assist with training associates in the HIS positions.
• Generates reports for manager or facility as directed.
• Must exceed level 1 productivity expectations as outlined at specific site.
• Participates in project teams and committees to advance operational Strategies and initiatives as needed.
• Mentor HIS staff for further professional development.
• Inform senior leadership of issues, opportunities or challenges.
• Assist throughout the region with training, mentoring and/or coverage as needed.
• Participate and assist with onboarding activities for new employees.
• Assist with Quality Assurance tasks as directed by management.
• Acts in a lead role with staff regarding general questions and assists with new hire training and developmental training.
• Leads training sessions for timely staff development.
• Other duties as assigned.

What you will bring to the table:

• High School Diploma or GED.
• Must be 18 years of age or older.
• Ability to commute between locations as needed.
• Able to work overtime during peak seasons when required.
• 1-year Health Information related experience.
• Basic computer proficiency.
• Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.
• Professional verbal and written communication skills in the English language.
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Strong data entry skills.
• Must be able to work with minimum supervision responding to changing priorities and role needs.
• Ability to organize and manage multiple tasks.
• Able to respond to requests in a fast-paced environment.
• Presentation skills for small group settings.
• Forward thinking and ability to problem solve.

Bonus points if:

• 2+ year Health Information related experience.
• Meets and/or exceeds Company’s Productivity Standards.
• Previous production/metric-based work experience.
• In-person customer service experience.
• Ability to build relationships with on-site clients and customers.
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Our compensation philosophy is to be externally competitive, internally fair, and not win or lose on compensation. Salary ranges for this position are developed with the support of benchmarks and industry best practices.

This is an entry level position responsible for processing all release of information (ROI), specifically medical record requests, in a timely and efficient manner ensuring accuracy and providing customers with the highest quality product and customer service. Associate must at all times safeguard and protect the patient’s right to privacy by ensuring that only authorized individuals have access to the patient’s medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations.

Position Highlights:

• Full-Time: Monday-Friday 8:00AM-4:30 PM PST
• Location: This role will be performed at one location in Portland, OR
• Comfortable working in a high-volume production environment.
• Documenting information in multiple platforms using two computer monitors.
• Full Benefits: PTO, Health, Vision, and Dental Insurance and 401k Savings Plan and tuition Assistance 

 You will:

• Receive and process requests for patient health information in accordance with Company and Facility policies and procedures.
• Maintain confidentiality and security with all privileged information.
• Maintain working knowledge of Company and facility software.
• Adhere to the Company's and Customer facilities Code of Conduct and policies.
• Inform manager of work, site difficulties, and/or fluctuating volumes.
• Assist with additional work duties or responsibilities as evident or required.
• Consistent application of medical privacy regulations to guard against unauthorized disclosure.
• Responsible for managing patient health records.
• Responsible for safeguarding patient records and ensuring compliance with HIPAA standards.
• Prepares new patient charts, gathering documents and information from paper sources and/or electronic health record.
• Ensures medical records are assembled in standard order and are accurate and complete.
• Creates digital images of paperwork to be stored in the electronic medical record.
• Responds to requests for patient records, both within the facility and by external sources, retrieving them and transmitting them appropriately.
• Answering of inbound/outbound calls.
• May assist with patient walk-ins.
• May assist with administrative duties such as handling faxes, opening mail, and data entry.
• Must meet productivity expectations as outlined at specific site.
• May schedules pick-ups.
• Other duties as assigned.

What you will bring to the table:

• High School Diploma or GED.
• Ability to commute between locations as needed.
• Able to work overtime during peak seasons when required.
• Basic computer proficiency.
• Comfortable utilizing phones, fax machine, printers, and other general office equipment on a regular basis.
• Professional verbal and written communication skills in the English language.
• Detail and quality oriented as it relates to accurate and compliant information for medical records.
• Strong data entry skills.
• Must be able to work with minimum supervision responding to changing priorities and role needs.
• Ability to organize and manage multiple tasks.
• Able to respond to requests in a fast-paced environment.

Bonus points if:

• Experience in a healthcare environment.
• Previous production/metric-based work experience.
• In-person customer service experience.
• Ability to build relationships with on-site clients and customers.
• Comfortable bringing new ideas, process improvement suggestions, and feedback to internal stakeholders.

We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

Our compensation philosophy is to be externally competitive, internally fair, and not win or lose on compensation. Salary ranges for this position are developed with the support of benchmarks and industry best practices

Applicants are encouraged to apply by May 13th, 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.

Where You Will Work: Bend Branch: 61490 S Hwy 97 Bend, Oregon 97702 (Branches). Travel is required.

Pay Range: The target annual pay range for this position is $62,744 - $71,300. The full annual pay range is $57,040 - $85,560.

• 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 partners with Branch Manager to oversee sales and branch operations while assisting in the direct delivery of services to members. Handles daily operational tasks and ensures member service levels are met or exceeded. Leads branch team to deliver consistently high-quality sales and service by attracting new members and deepening relationships with current members. Mitigates branch controls and risk by adhering to required operational processes, standards, and regulations.

What You’ll Do: 

• Handles and oversees daily operations of branch, including cash and vault balancing, negotiable items, and audits.
• Partners with other business units to resolve member issues or grow member relationships; actively participates in cross-functional meetings.
• Maintains a thorough and comprehensive understanding of all retail products and services and sufficient knowledge of all credit union services to make effective referrals to other business lines.
• Engages with members by greeting, personalizing interactions, uncovering financial needs, making recommendations for financial services, and providing timely follow-up.
• Maintains and enforces systems, policies, procedures, and productivity standards.
• Understands and complies with federal and state regulations relating to financial products and services as well as credit union policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
• Resolves or makes decisions related to the service and operational functions within their authority.
• Seeks opportunities to grow branch assets and membership through community outreach, networking, and business development.
• Partners with the Branch Manager while conducting employment interviews and making hiring decisions or recommendations.
• Trains and develops branch staff to provide high-level, consistent service to members while creating a relationship-based sales and service culture at the branch. Resolves employee problems and performance issues timely.
• Works in partnership with Branch Manager to coach, lead and motivate retail branch employees to meet or exceed sales goals and service standards.
• Performs all duties of a Member Service Specialist 2.
• All other duties as assigned.

When You'll Be Working: Monday- Friday: 8:45am - 5:45pm. Full-time 40 Hours a week. 

Qualifications: 

• Minimum three (3) years of experience in retail financial services, with past roles showing a progression of increasing responsibility including leadership/mentorship.

What You’ll Bring:

• Ability to motivate and develop employees through active performance management coaching, feedback, and mentoring.
• Excellent communication skills with customers (members) and internal team members required.
• Ability to be a strong advocate for the branch and credit union products and services.
• Ability to handle difficult or stressful situations with professional composure and maintain a high level of confidentiality.
• Ability to promote and maintain positive behaviors, team spirit and focus on the member.
• Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

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.