Member Experience & Financial Solutions Specialist

Horizon Credit Union; Great Falls (MT); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Telemedicine

Life Insurance

Disability Insurance

Tuition Reimbursement

401K Plan

Employer Contributions

Annual Bonus

PTO

Birthday Holiday

Paid Holidays

Job summary

Horizon Credit Union in Great Falls, MT, is seeking a full-time Member Service Representative to deliver exceptional member experiences, accurate cash handling, and helpful financial guidance.

You will process payments, maintain accounts, and promote products while assisting members in reaching their financial goals. A high school diploma or GED is required, and banking experience is preferred.

Qualifications

• High school diploma or GED; minimum six months customer service and/or cash handling experience
• Experience in a financial institution preferred
• Full-time availability with varied shifts

Responsibilities

• Ensure every member interaction is positive and provides solutions to improve financial well-being
• Verify cash transactions and balance drawers according to Horizon standards
• Process loan payments and manage basic accounts (CDs, money markets, share accounts) and IRA/HSA postings
• Maintain knowledge of products, policies, digital banking, and regulatory requirements to educate members and refer products
• Conduct outbound calls to promote Horizon products and identify financial needs
• Deliver omnichannel experiences with accurate financial calculations and service quality
• Build relationships through need-based conversations and referrals
• Maintain compliance with regulations and internal procedures

Skills

Customer Service

Cash Handling

Communication

Sales

Education

GED/High School Diploma

Job description

Horizon Credit Union in Great Falls, MT, is seeking a full-time Member Service Representative to deliver exceptional member experiences, accurate cash handling, and helpful financial guidance.

You will process payments, maintain accounts, and promote products while assisting members in reaching their financial goals. A high school diploma or GED is required, and banking experience is preferred.