Member Services Representative

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Member Services Representative

Havre, Montana, United States | Havre Branch | Full-time

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Join Our Team at Altana Federal Credit Union!

At Altana, we’re more than a financial institution—we’re a purpose-driven organization committed to strengthening our communities and empowering our members. Guided by our CARES values—Connection, Altruistic, Revolutionary, Empowering, and Synergistic—we strive to create exceptional experiences through every interaction.

As a Member Services Representative at our Havre Branch, you’ll play a key role in creating positive member experiences while developing valuable financial skills. If you have a passion for customer service and an eagerness to grow in the financial industry, we encourage you to apply today!

Position Overview

As a Member Services Representative, you will perform a broad variety of member service functions such as opening and closing accounts, renewing certificates, and assisting members with various account inquiries. You'll play a critical role in building trust, solving problems, and creating meaningful connections.

Key Responsibilities

Connection & Service Excellence

• Create a welcoming environment and provide excellent member-focused services at all times.
• Respond to online messages, voicemails, and digital inquiries with professionalism and care.
  
  

Empowering Member Support

• Conduct member research to resolve questions and issues effectively.
• Identify member needs and connect them with appropriate products, services, and solutions.
  
  

Operational Excellence

• Accurately process account maintenance requests and updates.
• Maintain accuracy, efficiency and attention to detail across all transactions and systems.
• Verify member identities and ensure compliance with credit union policies and procedures.
• Accurately process member transactions
• Assist with vault operations and cash management responsibilities.
• Assist with safety deposit box administration and maintenance.
  

Collaboration & Synergy

• Partner with teams across the organization to deliver seamless member experiences.
• Share knowledge and contribute to a positive, collaborative team environment.
  
  

Growth & Accountability

• Maintain current knowledge of Altana’s products, services, policies, and procedures.
• Follow all compliance, privacy, and regulatory guidelines.
• Attend required meetings and participate in ongoing training and development.
• Maintain dependable attendance and punctuality.
  
  

What You Bring

Required Qualifications

• High School Diploma or GED
• Previous cash-handling, customer service, or teller experience preferred but not required.
  
  

Knowledge, Skills & Abilities

• Strong problem-solving skills with the ability to identify and resolve a variety of member needs.
• Excellent written and verbal, and interpersonal communication skills.
• Ability to handle sensitive and confidential information with professionalism and discretion.
• Ability to work independently while contributing to a collaborative team environment.
• Proficiency with standard office technology, including computers and financial software systems.
  
  

What Success Looks Like At Altana

• You create meaningful connections with every member interaction
• You act with an altruistic mindset, always putting members first
• You embrace innovation and help improve how we serve
• You empower members by providing knowledge and solutions
• You contribute to a collaborative, synergistic team environment
  
  

Why You’ll Love Working Here

At Altana, you’re joining more than an organization—you’re joining a community. We believe in caring for our team members the way we care for our members: with respect, support, and a genuine commitment to helping people thrive. Here, your work matters. Your voice matters. You matter.

If you’re ready to grow, contribute, and make a meaningful impact on a team that puts people first every day, we’d love to meet you.

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