Member Services & Lending Specialist

Westmark; Boise (ID); Hybrid; USD 36,000 - 48,000; Full time

Benefits offered by this job

Paid Time Off

Health insurance options for employees

401k with company match and profit‑shg

Tuition reimbursement and scholarships

Employee assistance program

Job summary

Westmark Credit Union is hiring a Member Advisor in Boise, ID. This role blends teller, personal banking, and lending duties to deliver comprehensive financial services to members. You will engage proactively, greet and assess member needs, and offer suitable solutions while handling transactions and providing financial guidance.

The position emphasizes relationship-building, cross-selling, and adherence to compliance. Benefits and a stable work-life balance are highlighted.

Qualifications

• High School diploma or equivalent; associate or bachelor’s degree preferred.
• Previous experience in banking, customer service, or sales.
• General knowledge of financial products, services, and lending regulations.
• Excellent interpersonal and communication skills.
• Ability to multitask and work efficiently in a fast-paced environment.
• Detail-oriented with strong organizational skills.
• Proficiency in computer applications including MS Office.
• Commitment to providing outstanding member service and maintaining member confidentiality.

Responsibilities

• Proactively interact with members to build relationships of trust.
• Provide excellent member service by greeting members warmly, identifying their needs, and offering appropriate solutions.
• Assist members with account inquiries, transaction processing, and problem resolution in a timely and professional manner.
• Educate members about credit union products and services, helping them make informed financial decisions.
• Open new accounts, including checking, savings, IRA, and Term Certificate accounts.
• Assist members with account maintenance tasks, including updating personal information, setting up online banking, and processing service requests.
• Guide members through the consumer lending process from application through funding and servicing, including explaining terms and collaborating with lending departments.
• Handle member complaints and issues with patience, collaborating to resolve questions and discrepancies.
• Ensure all transactions and lending activities comply with Westmark policies and regulations.

Skills

Interpersonal skills

Communication skills

Multitasking

Detail-oriented

MS Office

Customer service

Sales acumen

Education

High School diploma or equivalent

Associate or bachelor’s degree preferred

Tools

MS Office

Job description

Westmark Credit Union is hiring a Member Advisor in Boise, ID. This role blends teller, personal banking, and lending duties to deliver comprehensive financial services to members. You will engage proactively, greet and assess member needs, and offer suitable solutions while handling transactions and providing financial guidance.

The position emphasizes relationship-building, cross-selling, and adherence to compliance. Benefits and a stable work-life balance are highlighted.