Member Experience & Lending Specialist

Horizon Credit Union; Great Falls (MT); On-site; USD 30,000 - 44,000; Full time

Benefits offered by this job

Medical, Dental & Vision Insurance

Telemedicine

401K Retirement Savings

Employer 401K Contributions & Matching

Discretionary Annual Incentive Bonus

Paid Time Off

Paid Holidays

Volunteer Time

Professional development options

Job summary

Horizon Credit Union in Great Falls, MT is hiring a Financial Service Representative to deliver exceptional member experiences and manage end-to-end service interactions. You will grow deposit and loan activity, follow up on outbound leads, and collaborate with mortgage and investment partners.

A strong focus on relationships and trust is essential. The role requires lending experience, cash handling, and a high school diploma or GED.

Qualifications

• Minimum one year lending experience required.
• Demonstrated ability to identify member needs and build relationships.
• Experience with cash handling and customer service preferred.

Responsibilities

• Deliver an exceptional member experience by engaging with each member and providing prompt, professional support.
• Drive branch performance by managing a personal production pipeline and following up on leads.
• Achieve target goals in sales and referrals to partners while explaining loans and deposit options.
• Assist members through loan and account opening processes with accurate information.

Skills

Customer service

Lending experience

Cash handling

Education

High school diploma or GED

Job description

Horizon Credit Union in Great Falls, MT is hiring a Financial Service Representative to deliver exceptional member experiences and manage end-to-end service interactions. You will grow deposit and loan activity, follow up on outbound leads, and collaborate with mortgage and investment partners.

A strong focus on relationships and trust is essential. The role requires lending experience, cash handling, and a high school diploma or GED.