Virtual Member Advisor, Bilingual Preferred

Westmark Credit Union

. Represent Westmark in a positive, professional manner .

Posted 10/2/2026full-timeIdaho Falls • Idaho • United StatesJunior💰 $18 - $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer service and sales skills while providing assistance with online banking and financial products. Proficient in using technology to educate and support members, ensuring compliance with policies and maintaining professionalism.

Highest-signal resume keywords

Customer Service ExperienceBanking KnowledgeBilingual in SpanishEffective Communication SkillsProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Online Banking SupportLoan ProcessingAccount ManagementInterest CalculationDebit/Credit Card ProcessingACH TransactionsTechnical SupportSales RecommendationsMember ResearchCompliance with Red Flag Rules

Soft Skills

ProfessionalismIntegrityGoal-OrientedPositive AttitudeSelf-Starter

Tools & Technologies

Telecommunication EquipmentSmartphonesTabletsInternet-Based ServicesCall24 Tellerfone System

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Credit UnionFinancial ProductsTerm CertificatesIRAsCustomer InquiriesVirtual ChannelsCommunity EventsMember AssistanceSales ExperienceTechnical Support Experience

About the role

Key responsibilities & impact

Represent Westmark in a positive, professional manner
Provide assistance and guidance to members regarding online banking needs and general account inquiries through virtual channels
Deliver service via phone, chat, video chat, and other virtual channels
Explain features, benefits, and requirements of Westmark products
Provide basic information on Westmark loan products
Support members with online banking services and the Call24 Tellerfone system
Open new memberships and share products such as Term Certificates and IRAs
Process transfers, loan payments, ACH and Draft Stop Payments, and address changes while adhering to Red Flag Rules
Fulfill member research requests and assist with check orders
Resolve member problems
Educate members on online banking, mobile apps, and other technology
Explain and calculate interest and dividends
Process debit/credit card activations, travel notes, disputes, and lost/stolen card issues
Refer members to appropriate branches or departments
Ensure compliance with Westmark policies and procedures
Process and complete system-generated pre-approved loans
Demonstrate professionalism and integrity with members and co-workers
Maintain reliable attendance and participate in community events
Represent the Credit Union courteously and professionally during and outside work hours

Requirements

What you’ll need

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

Benefits

Comp & perks

Paid Time Off (3 to 5 weeks per year, depending on tenure)
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)
Work/life balance
Career growth and promotion opportunities
Participation in Westmark-sponsored community events