Member Services & Loans Associate I

Automatic Data Processing, Inc.; Whitefish (MT); On-site; USD 40,000 - 46,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with employer contribution

Pension plan

Paid holidays

PTO

Life and disability insurance

Tuition reimbursement

Job summary

Whitefish Credit Union is seeking a diligent Member Services Representative I in Whitefish, MT. The role involves opening new member accounts, processing loan requests, and delivering friendly service as the primary contact for members.

You will handle teller transactions, notary services, and member inquiries while maintaining compliance with regulations. The position requires strong communication, multi-tasking, and the ability to work with internal teams.

Qualifications

• Ability to communicate effectively in person, in writing and over the phone with all stakeholders.
• Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
• Complete mandatory annual BSA training and related tests.

Responsibilities

• Open new member accounts and process loan requests up to assigned limits.
• Provide teller transactions, research, notary services, and general information to members.
• Answer incoming calls professionally and direct members to appropriate personnel.

Skills

Customer service

Multi-tasking

Communication skills

Notary services

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Whitefish Credit Union is seeking a diligent Member Services Representative I in Whitefish, MT. The role involves opening new member accounts, processing loan requests, and delivering friendly service as the primary contact for members.

You will handle teller transactions, notary services, and member inquiries while maintaining compliance with regulations. The position requires strong communication, multi-tasking, and the ability to work with internal teams.