Member Experience & Accounts Specialist

Hzcu; Great Falls (MT); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

401K Retirement Savings

Discretionary Annual Incentive Bonus

Job summary

Horizon Credit Union is seeking a Member Account Specialist in a full-time, exempt-free role in Montana. The position focuses on delivering exceptional member experiences, opening complex accounts, and promoting products and services to both consumers and businesses in a community banking environment.

The role requires a high school diploma (or GED) and at least six months of relevant experience. It includes responsibilities for cash handling and operational integrity within Horizon's branch

Qualifications

• High school diploma or GED required.
• Six months related experience and/or training or equivalent combination.

Responsibilities

• Ensure each interaction creates a positive member experience and offers relevant solutions.
• Own the end-to-end membership and account opening process, including complex ownership types.
• Verify cash transactions and balance cash drawers in accordance with balancing standards.
• Open deposit accounts and cross-sell products to members and identify additional needs.

Skills

Customer service

Cross-selling

Outbound calling

Communication

Education

High school diploma or GED

Six months related experience

Job description

Horizon Credit Union is seeking a Member Account Specialist in a full-time, exempt-free role in Montana. The position focuses on delivering exceptional member experiences, opening complex accounts, and promoting products and services to both consumers and businesses in a community banking environment.

The role requires a high school diploma (or GED) and at least six months of relevant experience. It includes responsibilities for cash handling and operational integrity within Horizon's branch