Member Service & Financial Wellness Advisor

ICCU

Coeur d'Alene (ID)

On-site

USD 30,000 - 40,000

Full time

7 days ago
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Benefits offered by this job

Matching 401K
Tuition Reimbursement
Employee Assistance Program
Employee Wellness Program
Paid Life Insurance
Awesome Culture

Job summary

ICCU is seeking a dedicated professional to assist members with financial success and provide top-notch service in Coeur d'Alene. Responsibilities include processing transactions, offering financial education, and meeting service expectations.

Candidates should possess strong customer service skills and the ability to handle cash with accuracy. This role emphasizes professionalism and teamwork while ensuring a positive member experience.

Qualifications

  • High School Diploma or GED required.
  • One year of customer service or relevant experience required.
  • Knowledge of financial institution regulations preferred.

Responsibilities

  • Maintain focus on helping members achieve financial success.
  • Perform a wide range of member-generated transactions.
  • Provide general information about Credit Union services.

Skills

Customer service
Attention to detail
Proficient math skills
Communication skills
Interpersonal skills

Education

High School Diploma or GED
One year customer service experience

Tools

Office machines
Standard office technology

Job description

ICCU is seeking a dedicated professional to assist members with financial success and provide top-notch service in Coeur d'Alene. Responsibilities include processing transactions, offering financial education, and meeting service expectations.

Candidates should possess strong customer service skills and the ability to handle cash with accuracy. This role emphasizes professionalism and teamwork while ensuring a positive member experience.

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