Account Services Representative - Credit Union

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Located in Billings, MT

Salary: 20.11

Local credit union looking for a Account Services Representative.  Starting wage is $20.11/hr.  This is a long term opportunity if you are a great fit!

 

 

Duties:

• Answer phone lines: Assist with member transactions, questions, problem resolution or transfer calls to appropriate staff
• Schedule appointments for Sales Team
• Front Desk duties including greet visitors, manage lobby traffic, direct visitors to appropriate departments and notify employee(s) when member/visitor is waiting for assistance
• Provide information regarding credit union services and cross-sell services when appropriate
• Open and distribute incoming mail with dual control
• Attempt to locate current addresses. Change addresses per members’ requests
• Maintain member records including contact information, mail codes, diary memos, and scrolling messages
• Maintain COA Audit Report
• Review public records for deceased member notifications. Process according to procedure
• Complete Verification of Deposit requests submitted by various agencies
• Place orders for checks as submitted by members
• Process and route faxes to appropriate personnel
• Send birthday cards to youth membership
• Assist members with online banking registration, password resets, bill pay research and other general usage questions
• Assist users with Shared Branching registration and ATM transactions
• Process stop payments
• Collect appropriate documentation for electronic transaction disputes
• Issue instant issue plastics, pin and re-pin plastics, maintain applicable logs
• Process Debit Card orders
• Close member accounts within parameters defined by procedures
• Perform routine member transactions
• Provide assistance to other departments as workload allows
• Maintain ongoing communication with supervisor, informing him/her of all pertinent problems, irregularities, new developments, changes, and other important information within area of responsibility
• Ensure that all information and transactions regarding Credit Union members are kept confidential
• Maintain current knowledge of Credit Union philosophy, all Credit Unions services, and policies
• Enforce strict adherence to established security procedures
• Present an organized, neat and secure work area
• Participate in continuing education as approved by supervisor
• Report to work on time and as scheduled
• Attend meetings as required
• Adhere to company dress code

 

These duties are normal for this position.  These are not to be construed as exclusive or all-inclusive.  Other duties may be required and assigned.

 

Training and experience:

• High school diploma or the equivalent
• Experience in a position involving extensive public contact
• Experience in answering multi-lined telephone system
• Training and/or experience in basic computer skills: MS Word, Excel, Teams, and Outlook

 

Desirable Knowledge and Abilities:

• Knowledge of computer operations
• Excellent telephone manners, skills, and techniques
• Excellent oral and written communication skills
• Excellent organizational skills
• Capable of changing functions quickly and frequently
• Excellent skills in time management and prioritizing workload for maximum efficiency

 

Special Factors and Physical Demands:

• Requires absolute accuracy within time limitations
• Requires working with frequent interruptions
• Ability to lift and/or carry up to 35 pounds
• Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required
• Sitting –80%; standing and walking - 20%
• Hearing, visual and verbal ability required

If you are looking for a great opportunity and have previous customer service and banking experience, give us a call!

 

2203 Grand Ave

406.252.5050

APP:ExpressJobs

 

Apply Now