Financial Services Representative

4 days ago


Bozeman, Montana, United States LC Staffing Full time

Job Summary:

A Montana-based credit union is seeking a Financial Member Services Representative to join their customer-focused team. This role is ideal for someone who enjoys providing personalized service, building relationships with customers, and contributing to a positive community experience.

Key Responsibilities:

  • Provide exceptional customer service to members by establishing and maintaining strong relationships.
  • Ensure members are satisfied with products, services, and features by addressing their needs and concerns.
  • Assist with transactions and resolve any financial issues that may arise.
  • Support the opening and closing of accounts, ensuring a seamless experience for members.

Why You'll Thrive in This Role:

  • Competitive hourly wage ($18-$20 DOE)
  • Monday through Friday schedule, 8:00 a.m. to 5:00 p.m.
  • Comprehensive benefits package, including medical, dental, vision, and life insurance
  • Paid holidays and PTO
  • Flexible work-life balance
  • Professional working environment with opportunities for on-the-job training and advancement

Requirements:

  • High school diploma or equivalent
  • Direct cash-handling experience preferred
  • One to two years' experience in a related field is preferred
  • Proficiency with computers


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