Financial Transaction Specialist

5 days ago


Bozeman, Montana, United States Sky Federal Credit Union Full time
Job Description: We are looking for a Financial Transaction Specialist to join our contact center team at Sky Federal Credit Union. In this role, you will be responsible for assisting members with their financial transactions, answering telephones, and ensuring member satisfaction. The ideal candidate will have previous banking experience and be able to learn and understand all products and services available at Sky Federal Credit Union. Salary: $50,000 - $70,000 per year.

Key Responsibilities:
  • Assist members with financial transactions
  • Answer telephones and provide excellent customer service
  • Maintain a professional image and ensure member satisfaction
  • Learn and understand all products and services available at Sky Federal Credit Union


  • Bozeman, Montana, United States Sky Federal Credit Union Full time

    About the RoleWe are looking for a skilled Financial Transaction Specialist to join our team at Sky Federal Credit Union. As a Contact Center Representative, you will be responsible for delivering exceptional customer service, providing expert knowledge on financial transactions, and analyzing complex problems to find efficient solutions.Key...


  • Bozeman, Montana, United States 2Bros Services Full time

    We are seeking a detail-oriented Financial Transaction Coordinator at 2Bros Services. The ideal candidate will assist in maintaining financial records, preparing reports, and handling basic accounting tasks.Key Responsibilities:Process accounts payable and accounts receivable transactionsAssist with payroll management tasksMaintain accurate financial records...


  • Bozeman, Montana, United States Sky Federal Credit Union Full time

    Key Responsibilities:- Provide exceptional customer service and resolve member inquiries in a timely and professional manner- Handle transactions, including deposits, withdrawals, and transfers- Maintain accurate records and reports, ensuring data integrity and compliance- Collaborate with colleagues to achieve team goals and objectivesSkills and...


  • Bozeman, Montana, United States Clearwater Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Clearwater Credit Union in Bozeman, MT.The ideal candidate will be responsible for providing exceptional service to members by assisting with all aspects of their financial needs. This includes advising on account options, sales solutions,...


  • Bozeman, Montana, United States WELLS FARGO BANK Full time

    About UsWells Fargo Bank is a leading financial services company that offers a wide range of products and services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals while maintaining the highest standards of integrity and customer service.Job DescriptionAs a Teller in our Consumer, Small &...


  • Bozeman, Montana, United States Wells Fargo Bank Full time

    Why Choose This Role?We are seeking a talented Financial Service Representative to join our team at Wells Fargo. As a key member of our Consumer, Small & Business Banking division, you will play a vital role in providing financial services to our customers.**About the Job:**This is a fantastic opportunity to grow your career with a leading financial...


  • Bozeman, Montana, United States MSU Alumni Foundation Full time

    Job OverviewAs a key member of the MSU Alumni Foundation team, the Vice President of Finance and Accounting will lead the financial strategy and operations to drive growth and success. This role is responsible for maximizing the organization's financial performance, safeguarding its assets, and delivering operational efficiencies.Main ResponsibilitiesThe...


  • Bozeman, Montana, United States MSU Alumni Foundation Full time

    OverviewThe MSU Alumni Foundation is a private, non-profit organization dedicated to cultivating lifelong relationships and securing private support to advance Montana State University.Job SummaryWe are seeking a highly skilled and experienced Chief Financial Officer to join our team. The successful candidate will be responsible for maximizing the...


  • Bozeman, Montana, United States Wells Fargo Bank Full time

    About the RoleWe are seeking a highly motivated Financial Services Professional to join our team in Bozeman, MT. This is an exciting opportunity to work with customers and help them achieve their financial goals.Job SummaryThis role involves providing exceptional customer service, processing transactions, and educating customers on various banking products...


  • Bozeman, Montana, United States Elevated Financial Benefits Full time

    Pursue a rewarding career as a Client Acquisition Specialist with Elevated Financial Benefits in the Bozeman area. Unlock your earning potential with our proven sales system and expand your professional horizons.As a national leader in sales, we have achieved 17 consecutive years of 31% growth, expanding from 2 reps to over 300+ reps in 12 states. This...


  • Bozeman, Montana, United States Wells Fargo Bank Full time

    Welcome to Wells Fargo Bank, where we value diversity and strive for excellence in customer service. As a Teller with our Consumer, Small & Business Banking division, you will play a vital role in supporting the financial needs of our customers.About this RoleThis position offers tremendous opportunities for career growth and development in a dynamic and...


  • Bozeman, Montana, United States WELLS FARGO BANK Full time

    Company OverviewWe are a leading financial services company committed to helping our customers succeed financially. Our team is dedicated to providing exceptional customer service and building strong relationships with our clients.SalaryThe estimated annual salary for this position is $50,000 - $60,000 based on national averages and location in Bozeman, MT....


  • Bozeman, Montana, United States First Western Full time

    Key ResponsibilitiesThis position involves working with high-net-worth clients to help them achieve their financial goals.Develop and maintain a referral network through prospecting, networking, and community outreach efforts.Consistently spend more than 50% of working time away from the office engaged in soliciting new mortgage loan business.Provide...


  • Bozeman, Montana, United States Clearwater Federal Credit Union Full time

    Universal Associate PositionClearwater Federal Credit Union is accepting applications for a Universal Associate position in Bozeman, MT. This role is responsible for assisting members with all aspects of their financial needs, including account options, sales solutions, and service transactions.


  • Bozeman, Montana, United States Montana State University Full time

    Montana State University's University Business Services (UBS) team is seeking a highly motivated individual to join our Student Accounts Office as a Business Services Representative. In this role, you will be responsible for assisting students with financial transactions, providing exceptional customer service, and ensuring accurate and timely processing of...


  • Bozeman, Montana, United States Clearwater Federal Credit Union Full time

    About the RoleAs a Universal Banking Specialist, you will play a critical role in building positive relationships with current and potential members. You will directly contribute to the success of our strategic goals by recognizing and detecting opportunities to deepen member relationships.Key Responsibilities:Provide internal and external members with...


  • Bozeman, Montana, United States RELX Full time

    **Job Description:**">We are seeking a highly skilled and experienced Lead Business Intelligence Specialist to join our team at RELX. This role will involve leading advanced data analysis to drive business insights and decision-making.">As a Lead Business Intelligence Specialist, you will have the opportunity to work on complex business problems and develop...


  • Bozeman, Montana, United States Wells Fargo Bank Full time

    Job Overview:">We are seeking a highly motivated Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for delivering exceptional customer experience by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to help customers succeed...


  • Bozeman, Montana, United States American Bank Montana Full time

    About American Bank MontanaAt American Bank Montana, we are committed to delivering high-quality experiences tailored to each individual and business. Our team empowers employees to work in the best interest of customers, give back to their communities, and maintain a healthy work-life balance. We strive to create a positive and supportive work...


  • Bozeman, Montana, United States Town Pump Full time

    At Town Pump, we are seeking a motivated and detail-oriented Professional Store Accounting Specialist to join our team. This is an excellent opportunity for someone who is passionate about numbers and has a keen eye for accuracy.About the RoleThe primary responsibility of this role is to assist the store manager in implementing sound accounting decisions...