Member Services Representative Jobs. Montana Credit Union is offering jobs for individuals with multiple skill sets and backgrounds. Montana Credit Union is known for its dynamic work culture, competitive salaries, and ample oppportunities for growth. If you’re searching for a new job or to change your career, you might want to review Montana Credit Union as your following step.
Careers and Benefits
Montana Credit Union is dedicated to providing the best possible service to our members, while also providing a fun and fulfilling work environment for our employees. As the largest, locally managed credit union in our market, we are committed to being progressive in our product and service offerings, gracious in benefits, compensation and culture, and serving as a leader in the community. If you are a dedicated and dependable person looking for a rewarding career in the financial service industry, then Montana Credit Union may be the place for you.
As an employer, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Full-time employees of Montana Credit Union receive a generous and comprehensive benefits package.
These benefits include:
- Health insurance
- Health Savings and Flex Spending Accounts
- 401K-Up to 7% company match
- Personal Time Off
- Life & Long term disability insurance
- Paid holidays
- Optional AFLAC supplemental insurance
- Employee Assistance Program
- Education & training opportunities
Montana Credit Union is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Employment with Montana Credit Union is subject to the Montana Wrongful Discharge from Employment Act. After completion of the 12-month probationary period, termination must be for good cause as defined by Montana law
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Member Services Representative (Full Time)
Location:: Great Falls, MT
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. A member Service Representative at Montana Credit Union works closely with members to help them 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 Services Representative provides knowledgeable, accurate, and professional assistance with memberships, accounts, financial transactions, cards, digital banking services, and other member service needs. This position opens and maintains memberships and accounts, processes authorized transactions and service requests, and provides accurate information about Montana Credit Union’s products, services, policies, and procedures.
Member Services Representatives assist members in person, by telephone, and through digital channels; research account questions and discrepancies; and provide practical, solutions-focused support. The position identifies member needs, recommends appropriate products, services, and resources, resolves routine concerns within assigned authority, and coordinates with other employees or departments when additional review or specialized assistance is required.
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
- Member Focus: Provides attentive, courteous, and responsive service; identifies member needs and takes appropriate ownership of requests through resolution or referral.
- Accuracy & Attention to Detail: Completes account opening, maintenance, transaction, card, and operational responsibilities carefully and consistently while protecting member information and credit union assets.
- Dependability & Accountability: Arrives prepared, follows through on responsibilities, manages assigned priorities, and takes ownership of member and operational needs.
- Communication & Collaboration: Communicates clearly and professionally and works cooperatively across departments to support members and coworkers.
- Problem Solving & Judgment: Research member and account questions, evaluates available information, applies established procedures, and recognizes when additional guidance or authority is required.
- Adaptability: Adjusts effectively to changing member needs, workloads, technology, procedures, priorities, and operational demands.
- Learning & Development: Accepts coaching, uses available resources, asks appropriate questions, participates in cross-training, and actively develops knowledge of credit union products, services, systems, and procedures.
KNOWLEDGE, SKILLS & ABILITIES
- Working knowledge of customer or member service practices and the ability to develop proficiency in credit union products, services, account structures, and delivery channels.
- Ability to accurately open and maintain memberships and accounts, process authorized transactions, and complete member service requests within assigned authority.
- Ability to interpret and follow financial institution policies, procedures, regulatory requirements, security standards, and internal controls while maintaining confidentiality and exercising appropriate judgment.
- Strong verbal and written communication, active-listening, and interpersonal skills, including the ability to clearly explain account information and financial services.
- Strong research and problem-solving skills with the ability to use available systems and resources to resolve routine questions and recognize when additional guidance or escalation is required.
- Proficiency with general computer technology and the ability to learn and effectively use credit union systems and digital platforms.
- Ability to organize work, manage multiple priorities, maintain accuracy in a fast-paced member-facing environment, and work effectively both independently and collaboratively.
MINIMUM QUALIFICATIONS
- High school diploma or equivalent required.
- One year of customer or member service experience required; financial institution, account servicing, or related experience preferred.
- Must be a commissioned Montana Notary Public or have the ability to obtain and maintain a Montana Notary Public commission within a timeframe established by Montana Credit Union.
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
