Part-Time Virtual Member Advisor

Westmark Credit Union

Part-Time Virtual Member Advisor providing online banking assistance at Westmark Credit Union. Engaging with members via virtual channels to address banking needs and inquiries.

Posted 7/28/2026part-timeRemote • Idaho • 🇺🇸 United StatesJunior💰 $18 - $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and sales within a banking environment, providing support for various financial products and online banking services while ensuring compliance with policies and procedures.

Highest-signal resume keywords

Customer Service ExperienceBanking KnowledgeBilingual in SpanishTechnical Support SkillsCompliance Adherence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ProcessingTransaction ManagementInterest CalculationDebit/Credit Card ProcessingOnline Banking Support

Soft Skills

ProfessionalismIntegrityPositive AttitudeProblem ResolutionEffective Communication

Tools & Technologies

Call24 Tellerfone SystemMobile Banking Apps

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

Red Flag RulesTerm CertificatesIRAsACH TransactionsCommunity Engagement

About the role

Key responsibilities & impact

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.

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.

Benefits

Comp & perks

Paid Time Off (3 to 5 weeks per year, depending on tenure)
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)