Member Service Representative

Job Description

Job Description

About Us

At Montana Credit Union, we believe dedication is the heart of our business. Through a sense of purpose and commitment to our members, our community, and each other, we know that our efforts have a meaningful impact on the lives of others.

We are currently hiring for a Member Service Representative with experience in the financial services industry. Member Service Representative at Montana Credit Union works closely with members to help realize their financial goals, hopes, and dreams.

We offer competitive pay, a host of benefits, and the stability of an organization that has been serving our community for 85 years. Your experience matters here — and so does the impact you make. If you’re looking for meaningful work with a stable, member-focused organization, we invite you to learn more.

POSITION SUMMARY

The Member Service Representative (MSR) plays a vital role as a first point of contact for members and visitors, ensuring each interaction reflects professionalism, courtesy, and a genuine desire to help. This position is responsible for opening and maintaining memberships and accounts, processing a variety of member requests, and providing accurate information about Montana Credit Union’s products and services. MSRs assist members in person, over the phone, and through digital channels, helping them achieve their financial goals with a proactive, solutions-focused approach.

Guided by Montana Credit Union’s core values of Innovation, Dedication, Empowerment, and Authenticity, this role contributes to meaningful member experiences by building trust, providing timely and accurate information, and proactively identifying products and services that align with members’ financial needs. A high level of professionalism, attention to detail, and commitment to service excellence are required.

COMPETENCIES

• Integrity, honesty, and attention to detail.
• Friendly, approachable, and service-oriented demeanor.
• Strong interpersonal and communication skills.
• Professional, empathetic, and solutions-focused approach.
• Reliable, flexible, and adaptable to change.

KNOWLEDGE, SKILLS & ABILITIES

• Proficiency with core computer programs and ability to learn credit union systems quickly.
• Ability to interpret and follow policies, procedures, and regulatory requirements.
• Strong verbal and written communication skills.
• Knowledge of basic account and transaction processes, with skill in problem-solving and alternative solutions.
• Ability to multitask effectively in a fast-paced environment.
• Capacity to maintain positive working relationships with members and co-workers.

MINIMUM QUALIFICATIONS

• High school diploma or equivalent is required.
• At least 2 years of exceptional customer or member service experience preferred.

SALARY

• $18.00 Hourly DOE

BENEFITS

• High-Deductible Health Plan which includes Dental & Vision
• Health Savings Account with employer match
• Lifestyle Spending Account with employer contribution
• Voluntary Insurance (Life, AD&D, Critical Illness & Accident)
• Group Life Insurance
• Paid Time Off
• Paid Federal Holidays
• Employee Assistance Program
• 401k with employer match