Member Experience & Solutions Specialist

Frontier-Credit-Union; Challis (ID); On-site; USD 30,000 - 42,000; Full time

Job summary

Frontier-Credit-Union is seeking a Member Service Representative to enhance branch productivity and member profitability by delivering solutions aligned with members’ financial needs. Responsibilities include teller tasks, opening/servicing deposit accounts, and promoting lending products while building strong member relationships.

The role requires excellent communication, sales aptitude, and the ability to adapt to changing priorities.

Qualifications

• Minimum 6 months cash handling or financial experience required.
• Previous lending and/or teller experience within a full-service financial institution highly preferred.
• Understanding of loan services including the credit process, loan products, collateral/security, interest rates and accruals.
• Demonstrated ability to read and analyze credit reports and recommend appropriate action.
• Willingness and skill in identifying member needs and recommending solutions to meet needs.
• Ability to learn, comprehend and follow credit union policies and procedures.
• Excellent interviewing, communication, and public relations skills.
• Professional appearance and attitude.
• Strong analytical, financial, and problem solving skills.
• Operate a computer with MS Office; Excellent knowledge of report software and processes.
• Communicate with courtesy, tact, and diplomacy in person and over the phone.
• Work independently with limited supervision and as part of a team.
• Ability to read and carry out written instructions and follow verbal directions.
• Remain composed in stressful situations and handle diverse personalities with discretion.
• Demonstrate accuracy, manage multiple tasks, and prioritize changes.
• Reliable attendance; able to work days/hours as needed.
• Bilingual (English/Spanish) preferred.

Responsibilities

• Provides exceptional internal and external member service, enhancing the overall member experience.
• Support members with a full range of credit union products and services.
• Act as SME in offering, selling, and servicing account products and services.
• Identify relationship building opportunities and recommend products and services.
• Qualify potential members for new accounts and open accounts efficiently and accurately.
• Open and maintain sub-shares (checking accounts, money markets, CDs).
• Assist members with IRA accounts, including distributions.
• Discuss loan options, provide interest calculations, terms and projections.
• Review and analyze current and potential banking relationships and recommend products/services.
• Provide credit counseling, financial education and reconciliation support as needed.
• Engage with members across channels (in person, phone, writing).
• Educate members on all products/services; refer to other lines when applicable.
• Demonstrate sales knowledge and maintain product knowledge.

Skills

Cash handling

Teller experience

Financial product knowledge

Credit reports analysis

Bilingual English/Spanish

Communication skills

MS Office proficiency

Tools

MS Office

Job description

Frontier-Credit-Union is seeking a Member Service Representative to enhance branch productivity and member profitability by delivering solutions aligned with members’ financial needs. Responsibilities include teller tasks, opening/servicing deposit accounts, and promoting lending products while building strong member relationships.

The role requires excellent communication, sales aptitude, and the ability to adapt to changing priorities.