Member Accounts & Experience Specialist

Horizon Credit Union; Great Falls (MT); On-site; USD 25,967 - 36,354; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Telemedicine

401K Retirement Savings

Discretionary Annual Incentive Bonus

Paid Time Off

Volunteer Time

11 Paid Holidays

Job summary

Horizon Credit Union is seeking a Member Account Specialist in Great Falls, MT. The role emphasizes delivering a superior member experience, handling account openings (including complex ownership types), and ensuring accurate cash handling within the core banking system.

Responsibilities include promoting banking products, performing outbound member outreach, and maintaining familiarity with branch operations and security procedures.

Qualifications

• Demonstrated commitment to providing an exceptional member experience.
• Ability to open deposit accounts and promote banking products/services.
• Accurate cash handling and balancing per policy.

Responsibilities

• Ensure each member interaction delivers a positive experience and offers relevant financial solutions.
• Own end-to-end membership and account opening process, including complex ownership types (Business, Trusts, Estate, IRAs).
• Verify cash transactions, balance drawers, and investigate discrepancies.
• Open deposits and cross-sell products to meet member needs.
• Navigate the core data system to access member accounts and information required for service.

Skills

Customer service

Cash handling

Cross-selling

Core banking system navigation

Education

High school diploma or GED

Tools

Core data system

Job description

Horizon Credit Union is seeking a Member Account Specialist in Great Falls, MT. The role emphasizes delivering a superior member experience, handling account openings (including complex ownership types), and ensuring accurate cash handling within the core banking system.

Responsibilities include promoting banking products, performing outbound member outreach, and maintaining familiarity with branch operations and security procedures.