- Provide fast, efficient, and professional service via phone, chat, video chat, and other virtual channels
- Explain the features, benefits and requirements of all Westmark share products
- Explain the basic features and benefits of all Westmark loan products
- Provide support for online banking including Personal Branch, Online BillPay, Alkami Message Center, and Mobile Banking
- Assist members with Call24 tellerfone system
- Follow correct procedures and guidelines for opening new memberships, Term Certificates, IRAs and all other share products
- Assist members with transaction requests such as transfers, loan payments, ACH and Draft Stop Payments, Address changes complying with the Red Flag Rules
- Assist members with research requests, NADA information and check orders
- Assist members with problem resolution
- Educate and assist members in utilizing online banking, mobile apps and other technology
- Explain and calculate interest and dividends
- Assist members with Debit/Credit Card processing, issuing, activation, travel notes, disputes, and lost/stolen cards
- Refer members to branches/departments when appropriate
- Comply with Westmark policies and procedures and seek approval for exceptions
- Participate in Westmark sponsored community events
- Process and complete system generated pre-approved loans
- Is able to interact with members and co-workers professionally and with integrity
- Shows a positive, enthusiastic attitude
- Maintains a reliable attendance record and takes responsibility for their own actions
- Represents the Credit Union, both during and outside of work hours, in a courteous, professional manner
- Is goal and performance driven to succeed and obtain objectives assigned by management
- Self-starter who enjoys working with the people and is confident in making sales recommendations
- Thorough knowledge of Westmark's products and services and a general understanding of the functions performed by each Westmark branch/department
- Effective oral and written communication, problem solving, and customer service skills
- Skilled in the use of computers, telecommunication equipment, smart phones, tablets, and internet-based services
- High School Diploma or equivalent
- Pleasant, easily understood phone voice
- Excellent member service, communication and problem-solving skills
- Bilingual in Spanish is preferred.
- Minimum of one year customer service and sales experience. Prior banking and technical support experience preferred.
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Member Solutions Representative - Idaho Falls, United States - Westmark Credit Union
Description
Discover the Westmark Difference
Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.
•60 % of our employees have been part of the Westmark family for 5+ years.
•71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
•85% of our managers were promoted from within the company.
•Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members
We also have some of the most impressive benefits in the industry:
•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)
Position Summary: Under general supervision is responsible for representing Westmark in a positive, professional manner and providing assistance and guidance to our members related to their online banking needs and general account inquiries through various virtual channels. This position offers a base hourly rate plus incentives.
Essential Functions and Performance Measurements
Required Knowledge and Abilities
$ $20.87
