Member Experience Specialist

Westmark-Credit-Union; Meridian (ID); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Health insurance options

401k with company match

Tuition reimbursement

Employee assistance program

Job summary

Westmark Credit Union is seeking a multi-functional Member Advisor to deliver comprehensive financial services, combining teller, personal banking, and lending responsibilities. You will proactively interact with members, process transactions, and offer financial guidance in a fast-paced branch environment.

The role includes cross-selling opportunities, opening and maintaining accounts, and assisting with loan applications while upholding compliance and excellent service standards.

Qualifications

• High School diploma or equivalent; associate/bachelor's preferred.
• Experience in banking, customer service, or sales is desirable.
• Proficiency with MS Office and basic computer skills.

Responsibilities

• Interact with members to build relationships and trust.
• Provide excellent member service; greet, identify needs, offer solutions.
• Assist members with account inquiries, transactions, and problem resolution.

Skills

Interpersonal skills

Communication skills

Sales acumen

Team collaboration

Attention to detail

Problem solving

Leadership

Adaptability

Integrity

Accountability

Education

High School diploma or equivalent

Associate or Bachelor’s degree preferred

Job description

Westmark Credit Union is seeking a multi-functional Member Advisor to deliver comprehensive financial services, combining teller, personal banking, and lending responsibilities. You will proactively interact with members, process transactions, and offer financial guidance in a fast-paced branch environment.

The role includes cross-selling opportunities, opening and maintaining accounts, and assisting with loan applications while upholding compliance and excellent service standards.