Member Experience & Lending Specialist

Hzcu

Great Falls (MT)

Sur place

USD 30 000 - 44 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

Medical, Dental & Vision Insurance for
401K Retirement Savings
Discretionary Annual Incentive Bonus
Paid Time Off per Full Calendar Year
Paid Holidays
Volunteer Time

Résumé du poste

Horizon Credit Union is seeking a Financial Service Representative in Great Falls, MT. The role focuses on delivering an exceptional member experience, guiding customers through loans and accounts, and meeting growth goals.

You will engage with members, conduct outbound outreach, and collaborate with other teams to provide comprehensive financial solutions, while maintaining branch operations and adhering to procedures.

Qualifications

  • High school diploma or GED required.
  • Minimum one year lending experience required.
  • Two or more years of related lending, financial institution, cash handling, and customer service experience preferred.

Responsabilités

  • Deliver an exceptional member experience by engaging with every member and guiding them through the end-to-end journey.
  • Grow branch performance through personal production, outbound calls, lead follow-up, and relationship development to meet deposit, loan, and membership goals.
  • Assist members with loan and account opening, explaining options, rates, and products clearly.
  • Maintain branch operations, respond to member requests, and uphold brand and service standards.

Connaissances

Customer service
Communication
Outbound calling
Relationship building

Formation

High school diploma or GED

Description du poste

Horizon Credit Union is seeking a Financial Service Representative in Great Falls, MT. The role focuses on delivering an exceptional member experience, guiding customers through loans and accounts, and meeting growth goals.

You will engage with members, conduct outbound outreach, and collaborate with other teams to provide comprehensive financial solutions, while maintaining branch operations and adhering to procedures.

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