Member Services Representative I - Whitefish

Whitefish Credit Union; Whitefish (MT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Pension plan

Paid federal holidays

Paid time off (PTO)

Life and disability insurance

Wellness program

Volunteer time off (CSR)

Tuition reimbursement

Job summary

Whitefish Credit Union is seeking a Member Services Representative I in Whitefish, MT. You will open new accounts, process loan requests, and provide member services including notary and research support.

The role requires strong communication, attention to detail, and the ability to handle multiple tasks in a fast-paced environment while maintaining professional member interactions.

Qualifications

• Provide friendly, knowledgeable member service and assist with accounts and lending needs.
• Proficient communication with members and colleagues via phone, in person, and email.

Responsibilities

• Open new member accounts and process loan requests up to assigned limits.
• Serve as a product expert to match member needs and provide general information about the credit union.
• Handle teller transactions, research, and notary services for members.
• Answer calls professionally and support supervisor and management with tasks as needed.
• Greet members and vendors, direct to appropriate personnel, and maintain accurate contact information.

Skills

Customer service

Communication

Attention to detail

Multi-tasking

Microsoft Office

Notary service

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Member Services Representative I - Whitefish

Whitefish, MT, US

WHITEFISH CREDIT UNION

POSITION DESCRIPTION

Position Title : Member Services Representative I – Whitefish

Organizational Relationships : Reports to Branch Manager or Consumer Loan Manager

Supervisory Responsibilities: N/A

General Function: Serve as professional, knowledgeable and friendly “face” and “voice” of Whitefish Credit Union’s member service and lending. Direct Members to appropriate personnel and / or Departments, as needed. Open new member accounts, processes loan requests from Members for personal lines and loans. This individual will also provide Member services such as notary, payment processing, research, etc.

Position Functions:

• Process all personal loan/line requests, excluding residential mortgages, for prospective Members and existing Members, up to assigned limit.
• Be the primary contact for opening of accounts, within established regulations, policies and procedures.
• Provide Member services such as teller transactions, transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public about the Whitefish Credit Union.
• Be the Whitefish Credit Union product expert to match them to Member needs.
• Answer all incoming phone calls proactively, promptly and professionally.
• Perform all tasks and projects which are requested and required by supervisor, senior management, and organizational need.
• Receive and announce Members, vendors and other guests to the Whitefish Credit Union in a prompt and professional manner, and direct to appropriate personnel or department.
• Correct Member contact information as needed.
• Maintain ongoing communication with Supervisor and senior management, informing them of all pertinent problems, new developments, changes and other important information.
• Report to work on time and as scheduled.
• Perform other duties as assigned.

Position Requirements:

• Ability and willingness to learn Whitefish Credit Union history, philosophy and organizational structure.
• Ability to learn basic Teller and Loan Officer functions.
• Knowledge of NCUA insurance and IRA guidelines/procedures.
• Ability and willingness to maintain notary licensure.
• Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
• Ability and willingness to interact calmly and professionally with people from all backgrounds.
• Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
• Ability to follow oral and written instructions.
• Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others’ work styles.
• Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
• Ability to lift up to 15 lbs., with or without accommodation.
• Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
• Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
• Adhere to all Whitefish Credit Union policies and procedures.
• Protect Member and Whitefish Credit Union confidential information.

Required Education and Experience:

• High school diploma or equivalent.
• 1-3 years professional member service experience.
• 1-3 years professional banking or credit union experience.

Compensation Package

• Competitive starting wage
• 100% paid health insurance for employee
  • FSA (Flex plan) available
  • Telehealth available
• 3% employer 401k contribution (no matching requirement)
• 8% employer pension plan contribution (following first year of employment)
• 11 paid federal holidays (Saturday holidays excluded)
• 17 days of PTO annually, accrued monthly
• Life and disability insurance
• Wellness program
• Social Responsibility Policy – 24 hours annually of paid time for non-profit volunteer efforts
• Tuition Reimbursement Program – application-eligible following one year of employment

This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to change and revision at any time. Position functions and requirements are listed as guidelines only and the job is not necessarily limited to these specifications.