Member Services Officer

Job Summary
We are seeking a Member Services Officer to join our team. The ideal candidate will have a background in financial services, possess excellent customer service skills, and be proficient in loan processing and basic math.

Responsibilities

· This position is responsible for engaging new and existing members to uncover appropriate needs and to help them define and reach their financial goals.

· Explain and recommend products, services, and behaviors that benefit the member and their lifestyle, including basic budgeting and financial planning.

· Identify cross-sell opportunities and in-house referrals that would benefit the member and the credit union.

· Assist members with various financial transactions such as deposits, withdrawals, and loan payments.

· Assist members with opening and closing accounts, answering questions about products and services and resolving problems within your authority to resolve.

· This position will open and close accounts and initiate consumer loans.

· Other duties include balancing the cash drawer and daily transactions.

· Process loan applications and support the loan processing procedures.

· Provide exceptional customer service by addressing inquiries and resolving issues promptly.

· Utilize relationship management techniques to build rapport with members.

· Operate cash registers and 10-key typing for accurate transactions.

Qualifications

· Previous experience in financial services or banking is preferred

· Proficiency in loan processing and basic math skills

· Strong customer relationship management abilities

· Excellent communication and interpersonal skills

· Strong customer service background with a focus on phone etiquette

· The ability to speak Spanish is a plus

· Experience in outbound calling and upselling techniques

· Proficiency in data entry and analysis skills

· Familiarity with cash registers and 10-key typing is a plus

The requirements listed are representative of the knowledge, skills, abilities, physical demands, and work environment required to successfully perform the essential functions of this role. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the position.

Job Type: Full-time

Pay: $19.80 - $27.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • AD&D insurance
  • Bereavement leave
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Employee discount
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid sick time
  • Paid time off
  • Prescription drug insurance
  • Referral program
  • Tuition reimbursement
  • Vision insurance

Application Question(s):

  • Why would you like to join Western Vista?
  • If offered the position what are your salary requirements?
  • Tell us about your banking experience.
  • Why are you leaving your current position?

Ability to Commute:

  • Casper, WY 82609 (Required)

Ability to Relocate:

  • Casper, WY 82609: Relocate before starting work (Required)

Work Location: In person

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