Member Account Specialist at Horizon Credit Union

Great Falls, Montana, United States -

Full Time

Start Date

Immediate

Expiry Date

27 Aug, 26

Salary

26.39

Posted On

29 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Account Opening, Cross-selling, Financial Well-being Consulting, Account Reconciliation, Professional Communication, Product Knowledge, Regulatory Compliance

Industry

Banking

Description

Description YOUR PATH. OUR PURPOSE. At Horizon Credit Union, this is more than just a job. It's a place where you can grow, make a difference and feel connected to your work and community. We're committed to providing you with the tools and resources to build a fulfilling career with a good work-life balance. Join us to thrive, do your best work and help create positive change in your community. COMPENSATION Full-Time Non-Exempt $18.85-$26.39/hourly *This figure shown represents the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education and skill level. BENEFITS Our goal is that you feel successful, supported, and balanced in all aspects of your life! To assist with this, we offer: Medical, Dental & Vision Insurance for full-time and reduced full-time employees and their families Telemedicine for part-time employees Paid Group Life and Disability Insurance Employee Assistance Program Tuition Reimbursement Program 401K Retirement Savings Employer 401K Retirement Contributions & Matching upon eligibility Discretionary Annual Incentive Bonus based on eligibility criteria Paid Time Off per Full Calendar Year: 10 hours of PTO per month (prorated for reduced full-time and part-time) Paid Birthday Holiday Paid Wellness Days Up to 24 hours of Paid Volunteer Time annually 11 Paid Holidays And More! Requirements Education & Experience High school diploma or general education degree (GED); six months related experience and/or training; or equivalent combination of education and experience. RESPONSIBILITIES OF THE MEMBER ACCOUNT SPECIALIST Member Service Communicate effectively with prospective and current members and represent the credit union positively and professionally Open new accounts Set up new account files and provide members with all the necessary information for membership including IRA Accounts, Trust Accounts and professional accounts Research account discrepancies and assist members in balancing their accounts Provide support on the teller line Service Selling Promote, explain, and cross-sell other credit union services such as electronic services, debit cards and credit cards Provide information on investment alternatives to deposit funds with the credit union Look for opportunities to improve members’ financial well-being including loan referrals to a lending employee Technical Skills Maintain an up-to-date and comprehensive knowledge of credit union products and on all related policies, procedures, rules and regulations, including robbery procedures ABOUT HORIZON CREDIT UNION Founded in Spokane, Washington in 1947, we built our foundation on community outreach and meaningful connections with our members and neighbors. Over the years, we’ve expanded across Washington, Idaho, Montana and eastern Oregon. We are equally proud that as we have grown, our commitment to our communities and members has remained strong and steadfast along the way. Let Horizon Credit Union help you reach your goals. Apply now to start your journey. *The statements in this job description are intended to describe the essential functions and minimum qualifications for this position and are not intended to be an exhaustive list of all responsibilities, duties and skills required.

Responsibilities

The Member Account Specialist is responsible for opening and managing member accounts, including IRA and Trust accounts, while providing professional member service. They also promote credit union products and services to improve members' financial well-being and support the teller line.