Westmark Credit Union
201 - 500 employees
🏗️ Construction
🛡️ Insurance
💼 Consulting
Construction • Insurance • Consulting
Westmark Credit Union is a not-for-profit financial cooperative that exists to improve lives in our community. Founded in 1954, it has been helping the people of Idaho grow financially since its inception. As a full-service financial cooperative owned entirely by its members, Westmark Credit Union offers a wide portfolio of financial products and services, including checking accounts, loans (mortgages, vehicle, commercial), investment services, and financial education. The credit union has grown from its origins serving Idaho National Engineering Laboratory employees to serving over 68,000 members across 15 branches in Southeastern Idaho, emphasizing community development and member benefits through attractive rates and low fees.
Part-Time Virtual Member Advisor
Job not on LinkedIn
🔥 2 minutes ago
🗣️🇪🇸 Spanish Required
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Westmark Credit Union
201 - 500 employees
🏗️ Construction
🛡️ Insurance
💼 Consulting
Construction • Insurance • Consulting
Westmark Credit Union is a not-for-profit financial cooperative that exists to improve lives in our community. Founded in 1954, it has been helping the people of Idaho grow financially since its inception. As a full-service financial cooperative owned entirely by its members, Westmark Credit Union offers a wide portfolio of financial products and services, including checking accounts, loans (mortgages, vehicle, commercial), investment services, and financial education. The credit union has grown from its origins serving Idaho National Engineering Laboratory employees to serving over 68,000 members across 15 branches in Southeastern Idaho, emphasizing community development and member benefits through attractive rates and low fees.
📋 Description
• Deliver fast, efficient, and professional service via phone, chat, video chat, and other virtual channels. • Explain the features, benefits, and requirements of all Westmark products. • Provide basic information on Westmark loan products. • Support members with various online banking services. • Assist members with the Call24 Tellerfone system. • Follow correct procedures for opening new memberships and share products such as Term Certificates and IRAs. • Assist with transaction requests like transfers, loan payments, ACH and Draft Stop Payments, and address changes, adhering to Red Flag Rules. • Fulfill member research requests. • Assist with check orders. • Help members with problem resolution. • Educate members on using online banking, mobile apps, and other technology. • Explain and calculate interest and dividends for members. • Assist with Debit/Credit Card processing, activation, travel notes, disputes, and lost/stolen card issues. • Refer members to the appropriate branches or departments when necessary. • Ensure compliance with Westmark policies and procedures, seeking approval for exceptions when required. • Process and complete system-generated pre-approved loans. • Demonstrate professionalism and integrity when interacting with members and co-workers. • Exhibit a positive, enthusiastic attitude and maintain reliable attendance. • Participate in Westmark-sponsored community events. • Represent the Credit Union in a courteous and professional manner, both during and outside of work hours.
🎯 Requirements
• High School Diploma or equivalent. • Minimum of one year of customer service and sales experience; prior banking and technical support experience preferred. • Pleasant and easily understood phone voice. • Bilingual in Spanish preferred.
🏖️ Benefits
• Paid Time Off (3 to 5 weeks per year, depending on tenure) • 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)
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