Loans & Financial Services Advisor

Mountain America Credit Union; Twin Falls (ID); On-site; USD 39,000 - 46,000; Full time

Benefits offered by this job

Medical and dental benefits

PTO and holidays

401K matching

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Twin Falls, ID is seeking a Financial Service Representative I to assist members with accounts, loans, and financial needs. You will advise and cross-sell products using our AAA approach to help members achieve their financial dreams.

This full-time role starts at $19.00 per hour with incentives, bilingual allowance, and strong benefits including medical/dental, PTO, 401(k) matching, tuition assistance, and professional development.

Qualifications

• 1+ year of retail banking or related sales or customer service experience.
• Ability to cross-sell financial products and services.
• Strong communication and math skills.
• Ability to multi-task and handle multiple member requests.

Responsibilities

• Open new accounts and service existing accounts for members.
• Assist with loan applications and loan servicing.
• Cross-sell products and services to meet member needs.
• Maintain compliance with banking regulations and internal policies.

Skills

Retail banking experience

Sales & cross-sell

Customer service

Communication

Multi-tasking

Education

High school diploma or equivalent

Tools

Symitar

Microsoft Office

Job description

Mountain America Credit Union in Twin Falls, ID is seeking a Financial Service Representative I to assist members with accounts, loans, and financial needs. You will advise and cross-sell products using our AAA approach to help members achieve their financial dreams.

This full-time role starts at $19.00 per hour with incentives, bilingual allowance, and strong benefits including medical/dental, PTO, 401(k) matching, tuition assistance, and professional development.