Job details Serve as professional, knowledgeable and friendly face and voice of the Credit Union's member service and lending. Direct Members to appropriate personnel and / or Departments, as needed. Open new member accounts, processes loan requests from Members for personal lines and loans. This individual will also provide Member services such as notary, payment processing, research, etc. ...
Responsibilities:
- Process all personal loan/line requests, excluding residential mortgages, for prospective Members and existing Members, up to assigned limit.
- Be the primary contact for opening of accounts, within established regulations, policies and procedures.
- Provide Member services such as teller transactions, transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public about the Whitefish Credit Union.
- Be the Credit Union product expert to match them to Member needs.
- Answer all incoming phone calls proactively, promptly and professionally.
- Perform all tasks and projects which are requested and required by supervisor, senior management, and organizational need.
- Receive and announce Members, vendors and other guests to the Credit Union in a prompt and professional manner, and direct to appropriate personnel or department.
- Correct Member contact information as needed.
- Maintain ongoing communication with supervisor and senior management, informing them of all pertinent problems, new developments, changes and other important information.
Report to work on time and as scheduled.
Perform other duties as assigned.

Working hours: 8:00 AM - 5:00 PM

Skills:
- Ability and willingness to maintain notary licensure.
- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
- Ability and willingness to interact calmly and professionally with people from all backgrounds.
- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
- Ability to follow oral and written instructions.
- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.
- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
- Ability to lift up to 15 lbs., with or without accommodation.
- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
- Follow all Credit Union, Montana and Federal information privacy guidelines.
- Adhere to all Credit Union policies and procedures.

Education:
High School

Experience:
1-4 years

Qualifications:
- High school diploma or equivalent.
- 3-5 years professional member service experience.
- 3-5 years professional banking or credit union experience
- Ability and willingness to learn Credit Union history, philosophy and organizational structure.
- Ability to learn basic Teller and Loan Officer functions.
- Knowledge of NCUA insurance and IRA guidelines/procedures.


Apply now at www.spherion.com/apply/75034

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

Show lessShow more Serve as professional, knowledgeable and friendly face and voice of the Credit Union's member service and lending. Direct Members to appropriate personnel and / or Departments, as needed. Open new member accounts, processes loan requests from Members for personal lines and loans. This individual will also provide Member services such as notary, payment processing, research, etc.

Responsibilities:
- Process all personal loan/line requests, excluding residential mortgages, for prospective Members and existing Members, up to assigned limit.
- Be the primary contact for opening of accounts, within established regulations, policies and procedures.
- Provide Member services such as teller transactions, transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public about the Whitefish Credit Union.
- Be the Credit Union product expert to match them to Member needs.
- Answer all incoming phone calls proactively, promptly and professionally.
- Perform all tasks and projects which are requested and required by supervisor, senior management, and organizational need. ... - Receive and announce Members, vendors and other guests to the Credit Union in a prompt and professional manner, and direct to appropriate personnel or department.
- Correct Member contact information as needed.
- Maintain ongoing communication with supervisor and senior management, informing them of all pertinent problems, new developments, changes and other important information.
Report to work on time and as scheduled.
Perform other duties as assigned.

Working hours: 8:00 AM - 5:00 PM

Skills:
- Ability and willingness to maintain notary licensure.
- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.
- Ability and willingness to interact calmly and professionally with people from all backgrounds.
- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.
- Ability to follow oral and written instructions.
- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.
- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.
- Ability to lift up to 15 lbs., with or without accommodation.
- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
- Follow all Credit Union, Montana and Federal information privacy guidelines.
- Adhere to all Credit Union policies and procedures.

Education:
High School

Experience:
1-4 years

Qualifications:
- High school diploma or equivalent.
- 3-5 years professional member service experience.
- 3-5 years professional banking or credit union experience
- Ability and willingness to learn Credit Union history, philosophy and organizational structure.
- Ability to learn basic Teller and Loan Officer functions.
- Knowledge of NCUA insurance and IRA guidelines/procedures.


Apply now at www.spherion.com/apply/75034

Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

Show lessShow morekey responsibilities

- Process all personal loan/line requests, excluding residential mortgages, for prospective Members and existing Members, up to assigned limit.- Be the primary contact for opening of accounts, within established regulations, policies and procedures.- Provide Member services such as teller transactions, transaction research, process wire requests, notary services, answer questions concerning accounts and provide general information to the public about the Whitefish Credit Union.- Be the Credit Union product expert to match them to Member needs.- Answer all incoming phone calls proactively, promptly and professionally.- Perform all tasks and projects which are requested and required by supervisor, senior management, and organizational need.- Receive and announce Members, vendors and other guests to the Credit Union in a prompt and professional manner, and direct to appropriate personnel or department.- Correct Member contact information as needed.- Maintain ongoing communication with supervisor and senior management, informing them of all pertinent problems, new developments, changes and other important information.Report to work on time and as scheduled.Perform other duties as assigned.

experience

1-4 years

skills

- Ability and willingness to maintain notary licensure.- Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. - Ability and willingness to interact calmly and professionally with people from all backgrounds.- Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. - Ability to follow oral and written instructions.- Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others? work styles.- Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.- Ability to lift up to 15 lbs., with or without accommodation.- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.- Follow all Credit Union, Montana and Federal information privacy guidelines.- Adhere to all Credit Union policies and procedures.

qualifications

- High school diploma or equivalent.- 3-5 years professional member service experience.- 3-5 years professional banking or credit union experience- Ability and willingness to learn Credit Union history, philosophy and organizational structure.- Ability to learn basic Teller and Loan Officer functions.- Knowledge of NCUA insurance and IRA guidelines/procedures.

education

High School

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