Member Success Advisor — Growth, PTO & 401k Match

Westmark; Idaho Falls (ID); In loco; USD 38.000 - 52.000; Tempo pieno

Vantaggi offerti da questo lavoro

Paid time off

Health insurance

401k with company match

Tuition reimbursement

Employee assistance program

Descrizione del lavoro

Westmark Credit Union seeks a Member Advisor in Idaho Falls to deliver comprehensive financial services, blending teller duties with personal banking and lending support. You will greet members, identify needs, process transactions, and offer tailored financial solutions within a friendly team environment.

The role emphasizes proactive relationship-building, product knowledge, and adherence to security and regulatory standards to deliver the BLUE Experience and strengthen member loyalty.

Competenze

• Experience in banking, customer service or sales.
• Strong communication and interpersonal skills.
• Ability to multitask and manage competing priorities.

Mansioni

• Provide outstanding member service by greeting and advising members.
• Process transactions, open accounts and assist with lending needs.
• Promote and cross-sell credit union products and services.
• Educate members on online banking and financial products.
• Ensure compliance with policies and security procedures.

Conoscenze

Customer service

Sales

Communication

Multi-tasking

Problem solving

Formazione

High School diploma or equivalent

Associate or bachelor’s degree preferred

Strumenti

MS Office

Banking software

Descrizione del lavoro

Westmark Credit Union seeks a Member Advisor in Idaho Falls to deliver comprehensive financial services, blending teller duties with personal banking and lending support. You will greet members, identify needs, process transactions, and offer tailored financial solutions within a friendly team environment.

The role emphasizes proactive relationship-building, product knowledge, and adherence to security and regulatory standards to deliver the BLUE Experience and strengthen member loyalty.