Member Account Specialist

Horizon Credit Union
Missoula, MT
Category Customer Service
Job Description
Role Overview

As a Member Account Specialist at Horizon Credit Union, you will be responsible for ensuring each interaction creates a positive member experience while providing relevant solutions to improve the financial and personal well-being of the member. You will deliver an exceptional member experience by actively engaging prospective and existing members, owning the full end-to-end membership and account opening process, and ensuring all information is accurately verified and compliant with regulatory requirements.

What You Will Do

Your day-to-day responsibilities will include verifying cash transactions, accurately recording cash activity within the core system, and consistently balancing cash drawers in accordance with Horizon's balancing standards. You will also open deposit accounts, cross-sell products and services, and conduct outbound calling efforts to promote credit union products and services.

Why It Might Be a Fit

This role may be a fit for you if you have a high school diploma or equivalent, six months of related experience, and/or training. You will have opportunities for growth, sales, and service, and will be able to leverage evolving digital tools and systems to deliver efficient, seamless omnichannel experiences.

Requirements

  • High school diploma or general education degree (GED)
  • Six months related experience and/or training
  • Equivalent combination of education and experience

Benefits

  • Medical, Dental & Vision Insurance
  • Telemedicine
  • Paid Group Life and Disability Insurance
  • Employee Assistance Program
  • Tuition Reimbursement Program
  • 401K Retirement Savings
  • Employer 401K Retirement Contributions & Matching
  • Discretionary Annual Incentive Bonus
  • Paid Time Off
  • Paid Birthday Holiday
  • Paid Wellness Days
  • Up to 24 hours of Paid Volunteer Time annually
  • 11 Paid Holidays
]]>