Member Account Specialist

Horizon Credit Union•Great Falls, MT

just now•$19 - $26•Onsite

About The Position

At Horizon Credit Union, this is more than just a job. It's a place where you can grow, make a difference and feel connected to your work and community. We're committed to providing you with the tools and resources to build a fulfilling career with a good work-life balance. Join us to thrive, do your best work and help create positive change in your community. Founded in Spokane, Washington in 1947, we built our foundation on community outreach and meaningful connections with our members and neighbors. Over the years, we’ve expanded across Washington, Idaho, Montana and eastern Oregon. We are equally proud that as we have grown, our commitment to our communities and members has remained strong and steadfast along the way. Let Horizon Credit Union help you reach your goals. Apply now to start your journey. The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required.

Requirements

High school diploma or general education degree (GED)
six months related experience and/or training
or equivalent combination of education and experience.

Responsibilities

Communicate effectively with prospective and current members and represent the credit union positively and professionally
Open new accounts
Set up new account files and provide members with all the necessary information for membership including IRA Accounts, Trust Accounts and professional accounts
Research account discrepancies and assist members in balancing their accounts
Provide support on the teller line
Promote, explain, and cross-sell other credit union services such as electronic services, debit cards and credit cards
Provide information on investment alternatives to deposit funds with the credit union
Look for opportunities to improve members’ financial well-being including loan referrals to a lending employee
Maintain an up-to-date and comprehensive knowledge of credit union products and on all related policies, procedures, rules and regulations, including robbery procedures

Benefits

Medical, Dental & Vision Insurance for full-time and reduced full-time employees and their families
Telemedicine for part-time employees
Paid Group Life and Disability Insurance
Employee Assistance Program
Tuition Reimbursement Program
401K Retirement Savings
Employer 401K Retirement Contributions & Matching upon eligibility
Discretionary Annual Incentive Bonus based on eligibility criteria
10 hours of PTO per month (prorated for reduced full-time and part-time)
Paid Birthday Holiday
Paid Wellness Days
Up to 24 hours of Paid Volunteer Time annually
11 Paid Holidays