Member Experience & Financial Growth Specialist

Horizon Credit Union

La Grande (OR)

On-site

USD 25,000 - 33,000

Full time

13 days ago
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Benefits offered by this job

Medical/Dental/Vision
Telemedicine
Life & Disability Insurance
Employee Assistance
Tuition Reimbursement
401K Retirement Plan
Employer 401K Match
Annual Bonus
Paid Time Off
Birthday Holiday
Wellness Days
Volunteer Time
Holidays

Job summary

Horizon Credit Union in Oregon is seeking a dedicated Member Service Representative to deliver excellent member experiences, process transactions, and support branch operations. You will handle loan payments, account maintenance, and IRA/HSA transactions with accuracy.

Responsibilities include educating members on Horizon products, conducting outbound calls, and maintaining knowledge of regulatory requirements to ensure compliant service and referrals that support financial wellbeing.

Qualifications

  • Minimum six months customer service or cash handling experience required.
  • One year related financial institution, customer service, and cash handling experience preferred.

Responsibilities

  • Member Experience: ensure interactions create a positive member experience and provide solutions.
  • Growth, Sales, & Service: educate members on products, promote services, identify needs.
  • Technical Skills: use digital tools, stay informed on Horizon products and services.
  • Administrative: assist branch with procedures and comply with regulations.

Skills

Customer service
Cash handling
Outbound calling
Product knowledge
Cross-selling

Education

GED or high school diploma

Job description

Horizon Credit Union in Oregon is seeking a dedicated Member Service Representative to deliver excellent member experiences, process transactions, and support branch operations. You will handle loan payments, account maintenance, and IRA/HSA transactions with accuracy.

Responsibilities include educating members on Horizon products, conducting outbound calls, and maintaining knowledge of regulatory requirements to ensure compliant service and referrals that support financial wellbeing.

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