JOB DETAILS

Member Solutions Representative

CompanyWestmark Credit Union
LocationUnited States
Work ModeOn Site
PostedFebruary 26, 2026
About The Company
Westmark Credit Union has been helping the people of Idaho grow financially since 1954. We are a full-service financial cooperative, entirely owned by our members and committed to the development of their financial future. Our earnings are used to benefit you by providing a broad portfolio of financial products and services with attractive rates and low fees. Our History Westmark Credit Union has a history here in Idaho. Westmark Credit Union was founded in 1954 as Atomic Workers Credit Union by eleven Idaho National Engineering Laboratory employees, with a single location in Idaho Falls. Initially, most of the credit union's business was conducted in the basement or house of different Board Members or members. Our first office was opened in Idaho Falls in 1964. The Blackfoot Office was established in 1975. In 1976, the First Street Office was built and the first Pocatello location was established in 1977. A merger with Amidaway Credit Union facilitated the opening of our Westside Idaho Falls Branch in 1982, followed by another merger with Motran Credit Union shortly thereafter. The credit union obtained a Federal Charter in 1984 and became Atomic Workers Federal Credit Union. As the membership became more diversified, the name was changed to Westmark Federal Credit Union in 1987. In 1989, the members of Alliance Federal Credit Union and KID Credit Union also merged with Westmark to increase the membership to over 29,000 members and seven conveniently located branches in Southeastern Idaho. In 1998, Westmark applied for and obtained a State Charter and became Westmark Credit Union. The credit union opened its first branch in the Boise area in 2004. The credit union now has five branches in the Boise area and one in Twin Falls, bringing our branch network to a total of 15. Westmark currently provides service to over 68,000 members.
About the Role

Description


 

Discover the Westmark Difference!!


Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.

· 60 % of our employees have been part of the Westmark family for 5+ years.

· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.

· 85% of our managers were promoted from within the company.

· Westmark has been in business since 1954 and has recently grown to over $1.3 billion in assets, 15 branches, and over 70,000 members!


We also have some of the most impressive benefits in the industry:

· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.

· 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)



Position Summary: Under general supervision is responsible for representing Westmark in a positive, professional manner and providing assistance and guidance to our members related to their online banking needs and general account inquiries through various virtual channels.

Schedule: Approximately 40 hours within a Monday through Friday work week.

Training hours will be 8:30-5:30, regular schedule will be 10:00 - 7:00. 

 

Responsibilities:

  • 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


Qualifications:

  • 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.

Key Competencies:

  • Goal-oriented and driven to achieve objectives assigned by management.
  • Self-starter who enjoys working with people and is confident in making sales recommendations.
  • Comprehensive knowledge of Westmark’s products and services, and a general understanding of branch/department functions.
  • Strong oral and written communication skills.
  • Effective problem-solving and customer service skills.
  • Proficient in the use of computers, telecommunication equipment, smartphones, tablets, and internet-based services.
  • Ability to interact with members and co-workers with professionalism and integrity.
  • Positive and enthusiastic attitude.
  • Reliable attendance and personal accountability.

Physical Requirements:

  • Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
  • Sitting for extended periods of time.
  • Visual and auditory abilities to understand and communicate with the public.
  • Repetitive motion using wrists, hands, and fingers. 
  • Occasionally lift and carry up to 15 lbs., if required for departmental tasks.


Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

Key Skills
Customer ServiceSalesOnline Banking SupportVirtual CommunicationProduct ExplanationLoan Product InformationTransaction ProcessingProblem ResolutionTechnology EducationDebit/Credit Card ProcessingComplianceGoal-OrientedCommunication SkillsProblem-SolvingComputer ProficiencyProfessionalism
Categories
Customer Service & SupportFinance & Accounting
Benefits
Paid Time OffHealth Insurance401kProfit SharingTuition ReimbursementScholarshipsEmployee Assistance Program
Job Information
📋Core Responsibilities
The representative is responsible for professionally assisting members with online banking needs and general account inquiries through virtual channels like phone, chat, and video chat. Key duties include explaining product features, supporting online services, processing transactions, and resolving member issues while adhering to policies.
📋Job Type
full time
💰Salary Range
$18 - $21
📊Experience Level
0-2
💼Company Size
158
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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