Member Experience & Financial Wellness Advisor

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

Benefits offered by this job

Medical, Dental & Vision Insurance

401K Retirement Savings

Paid Time Off per Full Calendar Year

Job summary

Horizon Credit Union in Great Falls, MT is hiring for a Full-Time Member Service Representative. The role focuses on delivering a positive member experience, handling transactions accurately, and promoting financial products and services.

Qualified candidates will have at least six months of customer service or cash handling experience, with preference for experience in a financial institution. The position offers full-time hours and a comprehensive benefits package.

Qualifications

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

Responsibilities

• Ensure each interaction creates a positive member experience while providing relevant solutions.
• Verify cash transactions using the three-count rule, accurately record cash activity within the core system, and balance drawers.
• Process loan payments, maintain basic accounts (CDs, money markets and share accounts), and complete IRA/HSA transactions.
• Maintain up-to-date knowledge of products, services, policies, digital banking, and regulatory requirements to educate members and refer products.
• Conduct outbound calling to promote credit union products and identify additional financial needs.
• Maintain branch operations and compliance with regulations, policies, and procedures.

Skills

Customer service

Cash handling

Education

High school diploma or GED

Job description

Horizon Credit Union in Great Falls, MT is hiring for a Full-Time Member Service Representative. The role focuses on delivering a positive member experience, handling transactions accurately, and promoting financial products and services.

Qualified candidates will have at least six months of customer service or cash handling experience, with preference for experience in a financial institution. The position offers full-time hours and a comprehensive benefits package.