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Role Description

This role involves serving members virtually by helping them manage their accounts and understand various Credit Union products and services.

• Opening new accounts for members and businesses, answering member questions, and performing transactions using the online VideoChat channel.
• Communicating with members in a professional, accurate, and timely manner using phone, text message, and email.
• Interviewing and qualifying members for loans and other products within the requirements of the policies established by the Credit Union.
• Researching and making appropriate corrections for members with account problems.
• Gathering needed data and verification documents from members and real estate partners.
• Maintaining a knowledge of, promoting, and cross selling a variety of Credit Union products and services.
• Making recommendations to members based on their full financial picture and personal financial goals.
• Keeping your manager informed of member needs and desires regarding products, services, suggestions, and/or escalations.

Qualifications

• 1-2 years of sales or customer service experience.
• The ability to always maintain the confidentiality of Credit Union and member records.
• A Bachelor’s Degree or equivalent experience (preferred).

Requirements

• This role will require some physical abilities including the ability to sit for extended periods of time, lift 20-40 pounds of office supplies, reach keyboards, and operate basic office machines.
• You must be eligible for membership at ICCU to obtain employment.

Benefits

• Competitive Pay
• Medical, Dental, & Vision Insurance
• Generous Paid Time Off
• Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• Business Discounts (such as cell phone service and gym memberships)
• And More

Company Description

Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel it when you’re a part of it.

• ICCU was named a Best Place to Work in Idaho.
• We are a top financially performing credit union in the nation.
• ICCU was voted for large companies the Best Place to work in Idaho.
• We have also been named by S&P Global Market Intelligence as the top performing credit union in the nation.
• We are a talent-based organization looking for talented individuals to help our members achieve financial success.