Member Account Specialist

Description

At Horizon Credit Union, this is more than just a job. It's a place where you can grow, make a difference and feel connected to your work and community. We're committed to providing you with the tools and resources to build a fulfilling career with a good work-life balance. Join us to thrive, do your best work and help create positive change in your community.

Full-Time

Non-Exempt

$18.85-$26.39/hourly

* This figure shown represents the minimum and maximum of the range for this role. Individual offers are made dependent upon a candidate’s experience, education and skill level.

Our goal is that you feel successful, supported, and balanced in all aspects of your life! To assist with this, we offer:

• Medical, Dental & Vision Insurance for full-time and reduced full-time employees and their families
• Telemedicine for part-time employees
• Paid Group Life and Disability Insurance
• Employee Assistance Program
• Tuition Reimbursement Program
• 401K Retirement Savings
• Employer 401K Retirement Contributions & Matching upon eligibility
• Discretionary Annual Incentive Bonus based on eligibility criteria
• Paid Time Off per Full Calendar Year:
• 10 hours of PTO per month (prorated for reduced full-time and part-time)
• Paid Birthday Holiday
• Paid Wellness Days
• Up to 24 hours of Paid Volunteer Time annually
• 11 Paid Holidays
• And More!

Requirements

High school diploma or general education degree (GED);
Minimum six months financial institution or equivalent experience (sales, retail, opening new accounts, or cross selling) required;
One-year related financial institution, or equivalent experience preferred.

Demonstrated ability to identify member needs, build relationships, and recommend appropriate products and services. An equivalent combination of education and experience may be considered.

• Responsible for ensuring each interaction creates a positive member experience while providing relevant solutions to improve the financial and personal well-being of the member.
• Deliver an exceptional member experience by actively engaging prospective and existing members, owning the full end-to-end membership and account opening process, including complex ownership types (e.g., Business, Trusts, Estate, Youth and IRAs), and ensuring all information is accurately verified, compliant with regulatory requirements, and supported by required Set up new account files and provide members with all the necessary information for membership including IRA Accounts, Trust Accounts and professional accounts
• Verify cash transactions using the three-count rule, accurately record cash activity within the core system, and consistently balance cash drawers in accordance with Horizon's balancing standards.
• Research, resolve, and report cash balancing discrepancies while maintaining strong cash controls and operational integrity.

• Open deposit accounts and cross-sell products and services to new and current consumer and business members, focusing on financial value to the member through a consultative, member-centric approach.
• Conduct outbound calling efforts to current and prospective members to promote credit union products and services and identify additional financial needs.

• Ability to navigate core data system including input, output, and inquiry to member accounts and other account information required in the member service function.
• Leverage evolving digital tools and systems to deliver efficient, seamless omnichannel experiences while ensuring accuracy in financial calculations, including discounts, interest, and other key financial transactions.

• Maintain working knowledge of…