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Account Services Representative - Call Center

Billings Federal Credit Union
Billings, MT Full Time
POSTED ON 4/21/2025
AVAILABLE BEFORE 6/21/2025

Account Services Representative

Full-time position; 40 hours/week; some overtime may be required

 

SUMMARY: At Billings Federal Credit Union our Account Service Representatives consistently provide an atmosphere of high-quality member service. We accurately perform call center-related transactions and services for members while maintaining accurate transactional records in accordance with credit union policies and procedures. This is a full-time, 40 hours/week, position.


 BFCU offers a comprehensive benefits package that includes Medical, Dental, Vision, Life and Disability coverages; 401(k) with matching; Personal Leave; and Holiday Pay.


The SUCCESSFUL candidate for this position:

  • Has demonstrated success in a position involving customer service, sales, problem resolution and clerical office work
  • Finds satisfaction in helping people achieve financial well-being
  • Commits to forwarding the credit union’s mission of delivering sound financial solutions
  • Is consistently mindful of compliance with regulations, policies and procedures
  • Will be an advocate for the credit union and our members

 TRAINING AND EXPERIENCE:

  • High school diploma or the equivalent; required
  • Experience in a professional office setting involving sales, customer service and extensive public contact; required
  • Experience in answering multi-lined telephone system; required
  • Training and/or experience in basic computer skills (MS Word, Excel, and Outlook); required
  • Employment experience in a Financial Institution; highly preferred

KNOWLEDGE AND ABILITIES:

  • Knowledge of computer operations
  • Excellent telephone manners, skills, and techniques
  • Excellent oral and written communication skills
  • Excellent organizational skills
  • Capable of changing functions quickly and frequently
  • Excellent skills in time management and prioritizing workload for maximum efficiency

SPECIAL FACTORS:

  • Requires absolute accuracy within time limitations.
  • Commitment to hours required of this position: Mon – Fri; 8am – 6:30pm; 40 hours/week
  • Requires working with frequent interruptions.
  • Ability to lift and/or carry up to 35 pounds.
  • Stooping; kneeling; crouching; and reaching below, at, and over shoulder level required.
  • Sitting – 75%; standing and walking - 25%.
  • Hearing, visual, and verbal ability required.

Telework/Remote Work/Work-from-Home is not available for this position.

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