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Job · Idaho Falls, ID

Virtual Member Advisor (Bilingual Preferred)

Westmark Credit Union · Public & Societal Benefit · $89.9M budget · 271 staff · Since 1954

Why Westmark Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Offers banking services like loans, checking, and savings accounts to over 65,000 members.

  • Provided checking, savings and other traditional banking services to credit union members$48.4M spent in FY2024
  • Granted $307 million in consumer and commercial loans to credit union members.$28.1M spent in FY2024
  • Granted $34 million in first mortgage and other real estate loans to credit union members$4.4M spent in FY2024

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$161K–$356K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$82.4M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
271
employees
12 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+8%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
18 mo
of spending, in cash and securities
Looks good: 17.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 2023
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Description Discover the Westmark Difference!! Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community?

Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance. · 60 % of our employees have been part of the Westmark family for 5+ years. · 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion. · 85% of our managers were promoted from within the company. · Westmark has been in business since 1954 and has recently grown to over $1.6 billion in assets, 15 branches, and over 81,000 members!

We also have some of the most impressive benefits in the industry: · Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 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) Position Summary: Under general supervision is responsible for representing Westmark in a positive, professional manner and providing assistance and guidance to our members related to their online banking needs and general account inquiries through various virtual channels.

Schedule: Approximately 40 hours within a Monday through Friday work week (10:00 a.m. - 7:00 p.m.) Responsibilities: Deliver fast, efficient, and professional service via phone, chat, video chat, and other virtual channels. Explain the features, benefits, and requirements of all Westmark products. Provide basic information on Westmark loan products. Support members with various online banking services. Assist members with the Call24 Tellerfone system. Follow correct procedures for opening new memberships and share products such as Term Certificates and IRAs.

Assist with transaction requests like transfers, loan payments, ACH and Draft Stop Payments, and address changes, adhering to Red Flag Rules. Fulfill member research requests. Assist with check orders. Help members with problem resolution. Educate members on using online banking, mobile apps, and other technology. Explain and calculate interest and dividends for members. Assist with Debit/Credit Card processing, activation, travel notes, disputes, and lost/stolen card issues. Refer members to the appropriate branches or departments when necessary. Ensure compliance with Westmark policies and procedures, seeking approval for exceptions when required.

Process and complete system-generated pre-approved loans. Demonstrate professionalism and integrity when interacting with members and co-workers. Exhibit a positive, enthusiastic attitude and maintain reliable attendance. Participate in Westmark-sponsored community events. Represent the Credit Union in a courteous and professional manner, both during and outside of work hours…

Read the full posting

About Westmark Credit Union

From its Form 990

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