Top 43 Member service representative Jobs in Polson, Mt

Member Services Representative I - Polson
WHITEFISH CREDIT UNION ASSOCIATION —Polson, MT
- Full-time
- Office
- Residential
- High school diploma or GED
- Wellness program
- Paid holidays
Sales Representative
AEY Roofing Contractors —Montana
- Up to $250,000 a year
- Full-time
- Clean driving record
- Driver's License
- Driving
- Flexible schedule
Quick Apply
7d
Financial Professional - In Montana
New York Life —Montana
- $42,000 - $125,000 a year
- Full-time
- Remote
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Enterprise Sales Representative – Book Printing
BR PRINTERS INC —United States
- $70,000 - $100,000 a year
- Marketing
- 5 years
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
13d
Field Reimbursement Manager - Kidney (Central California - Los Angeles & San Bernardino)
Vertex Pharmaceuticals —United States
- $136,000 - $204,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Loan repayment program
- Dental insurance
Field Reimbursement Manager - Kidney (Tri-State - NY, PA, NJ)
Vertex Pharmaceuticals —United States
- $136,000 - $204,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Loan repayment program
- Dental insurance
Field Reimbursement Manager - Kidney (Chicago, IL)
Vertex Pharmaceuticals —United States
- $136,000 - $204,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Loan repayment program
- Dental insurance
Mandarin/Cantonese Bilingual Customer Service Representative - $21.50/Hour - Work at Home
ibex —United States
- $21.50 an hour
- Weekends as needed
- Remote
- 18 years or older
- Spanish
- HIPAA
- Paid training
- Health insurance
Quick Apply

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Inside Sales Representative
S. Conley —Polson, MT
Working knowledge of MEP consulting, architecture, design, CAD, general contracting, mechanical contracting, engineering or construction industry.
$60,000 - $85,000 a year
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1d
Sales Representative
AEY Roofing Contractors —Montana
Valid driver’s license with a clean driving record. Accurately update CRM with leads, inspections, estimates, contracts, and claim status.
Up to $250,000 a year
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7d

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Resolve inquiries efficiently by handling inbound/outbound calls and addressing concerns in a timely manner. Tech Savvy: Strong administrative/technical skills;…
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Member Services Representative I - Polson

WHITEFISH CREDIT UNION ASSOCIATION -
Polson, MT

Apply Now

Job Details

Full-time

Benefits

Wellness program
Paid holidays
Disability insurance
401(k) 3% Match
Health insurance
Flexible spending account
Tuition reimbursement
Paid time off
Pension plan
401(k) matching

Qualifications

Confidential information handling
Phone communication
High school diploma or GED
Certified Notary Public
Productivity software
Bank Secrecy Act

Full Job Description

WHITEFISH CREDIT UNION

POSITION DESCRIPTION

Position Title: Member Services Representative I – Polson

Organizational Relationships: Reports to Branch Manager or Consumer Loan Manager

Supervisory Responsibilities: N/A

General Function: Serve as professional, knowledgeable and friendly “face” and “voice” of Whitefish 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.

Position Functions:

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 Whitefish 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 Whitefish 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.

Position Requirements:

Ability and willingness to learn Whitefish Credit Union history, philosophy and organizational structure.
Ability to learn basic Teller and Loan Officer functions.
Knowledge of NCUA insurance and IRA guidelines/procedures.
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 Whitefish Credit Union, Montana and Federal information privacy guidelines.
Adhere to all Whitefish Credit Union policies and procedures.
Protect Member and Whitefish Credit Union confidential information.

Required Education and Experience:

High school diploma or equivalent.
1-3 years professional member service experience.
1-3 years professional banking or credit union experience.

Compensation Package

Competitive starting wage
100% paid health insurance for employee
- FSA (Flex plan) available
- Telehealth available
3% employer 401k contribution (no matching requirement)
8% employer pension plan contribution (following first year of employment)
11 paid federal holidays (Saturday holidays excluded)
17 days of PTO annually, accrued monthly
Life and disability insurance
Wellness program
Social Responsibility Policy – 24 hours annually of paid time for non-profit volunteer efforts
Tuition Reimbursement Program – application-eligible following one year of employment

This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to change and revision at any time. Position functions and requirements are listed as guidelines only and the job is not necessarily limited to these specifications.

Apply Now

Refine Your Search

member service representative jobs in polson, mt

Member Services Representative I - Polson

Sales Representative

Financial Professional - In Montana

Enterprise Sales Representative – Book Printing

Field Reimbursement Manager - Kidney (Central California - Los Angeles & San Bernardino)

Field Reimbursement Manager - Kidney (Tri-State - NY, PA, NJ)

Field Reimbursement Manager - Kidney (Chicago, IL)

Mandarin/Cantonese Bilingual Customer Service Representative - $21.50/Hour - Work at Home

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