Member Services & Lending Specialist

Westmark-Credit-Union; Idaho; On-site; USD 34,000 - 52,000; Full time

Benefits offered by this job

PTO (3–5 weeks per year)

11 paid holidays

Health insurance options

401k with company match and profit分享

Tuition reimbursement

Employee Assistance Program

Job summary

Westmark Credit Union in Twin Falls, ID is seeking a Member Advisor to deliver comprehensive financial services, combining teller, personal banking, and lending responsibilities. You will process transactions, open and maintain accounts, and provide informed financial guidance to members while upholding security and regulatory standards.

The role emphasizes proactive relationship building, cross-selling appropriate products, and delivering outstanding service through accurate, timely, and

Qualifications

• High School diploma required; associate or bachelor’s degree preferred.
• Experience in banking, customer service, or sales is beneficial.
• Proficiency with MS Office and financial software may be needed.

Responsibilities

• Proactively interact with members to build relationships and trust.
• Open new accounts and handle transactions accurately.
• Assist members with inquiries, lending, and cross-sell appropriate products.
• Educate members about credit union products and services.
• Ensure compliance with policies and regulatory requirements.

Skills

Customer service

Sales

Interpersonal skills

Multi-tasking

Attention to detail

Education

High School diploma

Associate or bachelor’s degree preferred

Tools

MS Office

Job description

Westmark Credit Union in Twin Falls, ID is seeking a Member Advisor to deliver comprehensive financial services, combining teller, personal banking, and lending responsibilities. You will process transactions, open and maintain accounts, and provide informed financial guidance to members while upholding security and regulatory standards.

The role emphasizes proactive relationship building, cross-selling appropriate products, and delivering outstanding service through accurate, timely, and