Account Representative

About Park Side Credit Union

At Park Side Credit Union, we are committed to being the best place for the people of western Montana to get a loan. Our success is driven by our unwavering dedication to our members, employees, and communities. As we continue to grow, we are seeking individuals who embody our core values and are eager to contribute to our mission.

What We Stand For: Our culture is built around four key pillars—Pride, Professionalism, Passion, and Purpose—that foster a fun, driven, and effective workplace. We believe that when we work together with these values at the forefront, we create meaningful and lasting connections with our members and achieve success as a team.

Why Join Park Side Credit Union? When you join Park Side, you're not just starting a job—you're becoming part of a community. Our team is made up of passionate individuals who take pride in the work we do and the positive impact we have on the lives of our members. With a focus on professional growth and a culture that promotes purpose and pride, Park Side is a place where you can build your career and make a real difference.

Ready to Make an Impact? If you're ready to take the next step in your career and join a team that shares your values, we want to hear from you! Apply today and become part of the Park Side Credit Union family, where we work together to make western Montana a better place to live, work, and bank.

About the role

This position assists in a variety of member service functions including servicing more complex member transactions, opening accounts, account maintenance as well as basic loan functions while ensuring members are promptly and professionally served with follow-up on member and potential members’ inquiries.  The Service Associate III will establish new deposit/account relationships, actively cross selling credit union products and services by determining member needs and perform a variety of account maintenance duties. The Service Associate III will work with other staff and departments and will seek opportunities to increase member and credit union profitability.

What you'll do

• Assists members with opening and closing accounts, answering questions about products and services. Identifies opportunities to cross sell services to members and refers members to applicable people or departments.
• Provide friendly, accurate and professional service by answering member phone calls and assisting members in-person to answer loan or account inquiries, provide notary services, lien releases and other miscellaneous requests.
• Process skip pays, loan reversals, makes delinquency calls.
• Routinely handle more complex transactions supporting employees and member requests including processing a variety of account related transactions such as deposits, withdrawals, and loan payments; wire transfers; sells money orders, travel & gift cards; transfers amounts from member accounts as directed as well as assist members with card transactions to include card issuance and transaction review.
• Research more complex member issues to provide optimum member solution.
• May assist existing members with various account services and transactions by setting up Certificates of Deposit, converting accounts to Kasasa, adding existing accounts.
• Offers and approves overdraft protection lines of credit on qualified accounts.
• May be assigned vault responsibilities such as managing & ordering cash requirement for the branch as well as order, receive, and dispense cash to service ATMs across the organization where applicable.
• May be assigned internal audit functions for transactions within the service associate, new accounts, and vault transactions.
• Back up Service Associate II duties as needed.
• May be assigned SME training duties.
• Maintains member account records and documentation. Prepare reports as required.
• Maintains member confidence by responding to inquiries and keeping all member information confidential.
• Works with other departments on a continuous basis to effectively promote credit union services and products and provide optimum solutions and opportunities for members.
• Participates in available educational opportunities to improve job knowledge.
• Embodies the Park Side Pillars of Pride, Purpose, Professionalism and Passion.
• Performs other job-related duties as assigned.

Qualifications

• A high school education or equivalent.
• At least 18 months experience in Service Associate II or equivalent role.
• Six months or more of similar or related experience preferred.
• Knowledge or experience of financial services helpful.