Located in Billings, MT
Pay: 20.11
Job Full Description
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
Billings, MT
3073
2203 Grand Avenue
Billings, MT 59102
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