Member-Centric Banking & Lending Rep

Mountain America Credit Union; Missoula (MT); On-site; USD 26,174 - 31,684; Full time

Benefits offered by this job

Medical and dental benefits

Paid time off

401K match

Tuition assistance

Professional development

And more!

Job summary

Mountain America Credit Union in Missoula, MT is hiring a Financial Service Representative I to assess member needs, provide guidance on MACU products, and help members achieve their financial goals. The role emphasizes service quality, product knowledge, and teamwork.

The FSR I handles account transactions, loan servicing, and cross-sales while maintaining compliance with regulations. Ideal for candidates with retail banking and sales experience, bilingual abilities, and a customer-focused

Qualifications

• 1+ year of retail banking or related sales experience.
• Ability to cross-sell credit union products and services.
• Ability to multi-task and stay composed with member requests.
• Ability to prepare loan documents and explain options.

Responsibilities

• Provide exceptional member service and assess needs.
• Open new accounts and service existing ones.
• Cross-sell MACU products and services during consultations.
• Process loan applications and related documentation.
• May require travel to other branches.

Skills

Retail banking

Sales & cross-selling

Customer service

Communication

Mathematical calculations

Typing 35 wpm

Microsoft Office

Symitar

Education

High school diploma

Notary Public NMLS Certification

Tools

Symitar

Microsoft Office

Job description

Mountain America Credit Union in Missoula, MT is hiring a Financial Service Representative I to assess member needs, provide guidance on MACU products, and help members achieve their financial goals. The role emphasizes service quality, product knowledge, and teamwork.

The FSR I handles account transactions, loan servicing, and cross-sales while maintaining compliance with regulations. Ideal for candidates with retail banking and sales experience, bilingual abilities, and a customer-focused