Westmark Credit Union ยท 6 days ago
Member Solutions Representative (Bilingual Preferred)
Idaho Falls, ID
Full-time
Onsite
Entry Level
$18/hr - $20/hr
1+ years expWestmark Credit Union is a well-established financial institution committed to providing exceptional service to its members. The Member Solutions Representative will assist members with online banking needs and account inquiries through various virtual channels, ensuring a positive and professional experience.
BankingCredit BureauFinancial ServicesInsurance
Responsibilities
Deliver fast, efficient, and professional service via phone, chat, video chat, and other virtual channels
Explain the features, benefits, and requirements of all Westmark products
Provide basic information on Westmark loan products
Support members with various online banking services
Assist members with the Call24 Tellerfone system
Follow correct procedures for opening new memberships and share products such as Term Certificates and IRAs
Assist with transaction requests like transfers, loan payments, ACH and Draft Stop Payments, and address changes, adhering to Red Flag Rules
Fulfill member research requests
Assist with check orders
Help members with problem resolution
Educate members on using online banking, mobile apps, and other technology
Explain and calculate interest and dividends for members
Assist with Debit/Credit Card processing, activation, travel notes, disputes, and lost/stolen card issues
Refer members to the appropriate branches or departments when necessary
Ensure compliance with Westmark policies and procedures, seeking approval for exceptions when required
Process and complete system-generated pre-approved loans
Demonstrate professionalism and integrity when interacting with members and co-workers
Exhibit a positive, enthusiastic attitude and maintain reliable attendance
Participate in Westmark-sponsored community events
Represent the Credit Union in a courteous and professional manner, both during and outside of work hours
Qualification
Required
High School Diploma or equivalent
Minimum of one year of customer service and sales experience; prior banking and technical support experience preferred
Pleasant and easily understood phone voice
Key Competencies: Goal-oriented and driven to achieve objectives assigned by management
Self-starter who enjoys working with people and is confident in making sales recommendations
Comprehensive knowledge of Westmark's products and services, and a general understanding of branch/department functions
Strong oral and written communication skills
Effective problem-solving and customer service skills
Proficient in the use of computers, telecommunication equipment, smartphones, tablets, and internet-based services
Ability to interact with members and co-workers with professionalism and integrity
Positive and enthusiastic attitude
Reliable attendance and personal accountability
Physical Requirements: Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment
Sitting for extended periods of time
Visual and auditory abilities to understand and communicate with the public
Repetitive motion using wrists, hands, and fingers
Occasionally lift and carry up to 15 lbs., if required for departmental tasks
Preferred
Bilingual in Spanish preferred
Prior banking and technical support experience preferred
Benefits
Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
Excellent health insurance options for employees and family with shared premiums
401k with 75% company match and 2% profit sharing contribution
Tuition Reimbursement and Scholarships
Employee Assistance Program (Free counseling and legal services)
Company
Westmark Credit Union
Westmark Credit Union is a financial firm that provides banking, loans, investment and insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Davin Garlick, CPA
Chief Financial Officer
Don West
Chief Information Officer
Company data provided by crunchbase