Member Banking Specialist: Open Accounts & Referrals

Horizon Federal Credit Union; Lock Haven (Clinton County); On-site; USD 32,000 - 44,000; Full time

Job summary

Horizon Federal Credit Union is seeking a Financial Service Representative to deliver exceptional member service. The role includes opening accounts, processing routine transactions, and referring Horizon products based on member needs.

You will build lasting relationships, maintain accurate records, and stay informed about Horizon products. A professional demeanor, confidentiality, and compliance with bank policies are essential for success.

Qualifications

• Requires high school diploma or equivalent.
• Minimum of 6 months related experience.
• Strong interpersonal and written communication skills.
• Ability to multi-task and stay organized under pressure.
• Maintains confidentiality of member information.

Responsibilities

• Opens new accounts and maintains existing ones.
• Performs routine banking transactions (deposits, withdrawals, check cashing).
• Builds member relationships and refers products/services as appropriate.
• Maintains knowledge of Horizon products and policies.
• Completes required compliance trainings and stays updated on regulations.

Skills

Interpersonal comms

Customer service

Multitasking

Professionalism

Confidentiality

PC proficiency

Education

High school diploma or equivalent

6 months related experience

Tools

PC-based software

Job description

Horizon Federal Credit Union is seeking a Financial Service Representative to deliver exceptional member service. The role includes opening accounts, processing routine transactions, and referring Horizon products based on member needs.

You will build lasting relationships, maintain accurate records, and stay informed about Horizon products. A professional demeanor, confidentiality, and compliance with bank policies are essential for success.