Member Experience & Financial Wellness Advisor

Horizon Credit Union; Spokane (WA); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Telemedicine for part-time employees

Paid Group Life and Disability

401K Retirement Savings

Employer 401K Matching

Discretionary Annual Incentive Bonus

Paid Time Off 10 hours per month

Paid Birthday Holiday

Paid Wellness Days

Volunteer Time

11 Paid Holidays

Job summary

Horizon Credit Union in Spokane, WA is seeking a full-time Member Service Representative to deliver exceptional service and accurate financial transactions. You will handle cash, process loan payments, and manage basic accounts while educating members on Horizon's products and services.

The role includes outbound calls to promote offerings and identify customer needs. We offer a comprehensive benefits package and a path for growth within a community-focused credit union established in the

Qualifications

• High school diploma or GED required; six months minimum customer service/cash handling experience; one year preferred in financial services.
• Knowledge of Horizon's products, services, policies, digital banking, and regulatory requirements.

Responsibilities

• Create a positive member experience through interactions and provide solutions to improve members' financial well-being.
• Verify cash transactions using the three-count rule and balance cash drawers according to Horizon standards.
• Process loan payments, maintain accounts ( CDs, money markets, share accounts ), and complete IRA/HSA transactions with accurate postings.
• Maintain up-to-date knowledge of products and services to educate members and refer products that improve financial well-being.
• Conduct outbound calls to promote Horizon products and identify customer needs.

Skills

Customer service

Cash handling

Outbound calling

Financial products knowledge

Cross-selling

Education

High school diploma or GED

1 year related financial institution experience

Job description

Horizon Credit Union in Spokane, WA is seeking a full-time Member Service Representative to deliver exceptional service and accurate financial transactions. You will handle cash, process loan payments, and manage basic accounts while educating members on Horizon's products and services.

The role includes outbound calls to promote offerings and identify customer needs. We offer a comprehensive benefits package and a path for growth within a community-focused credit union established in the