Advisor

• 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.

Part-Time Virtual Member Advisor providing online banking assistance at Westmark Credit Union

Part-Time Virtual Member Advisor

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.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

• Serve as a West Coast regional liaison between Slate service repair facilities and Service, Quality, and Engineering teams to quickly root-cause and recommend repair actions for Slate product issues.
• Provide on-site assistance to service repair facilities and technicians when requested.
• Provide expert repair guidance to service technicians on complex technical issues.
• Support service technicians with high voltage battery pack testing, repair and replacements, discharging, and powering up.
• Track and communicate in-field issue resolution to ensure the highest level of customer satisfaction.
• Work with Slate Parts, Quality, and Logistics teams to coordinate part ordering escalation and returns.
• Provide support to Slate Sales and Slate Customer Care to assist with customer concerns and case escalations.
• Identify ECU software and calibration issues, collecting data logs, and documenting findings for Engineering and supplier review.
• Work with Slate Warranty team for warranty claim disputes, approvals, and authorization of good will.
• Ensure service center certification standards and compliance are being met.
• Ensure a consistent and efficient repair strategy across the Slate service network.
• Monitor service repair processes and make recommendations on future training opportunities to Service and Slate University teams.

Field Service Technical Advisor resolving complex vehicle issues for Slate.

Field Service Technical Advisor

Field Service Technical Advisor enhancing customer satisfaction by resolving vehicle issues on-site. Collaborating with teams to ensure effective repairs and service quality across multiple West Coast states.

Advisor jobs in Idaho

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Part-Time Virtual Member Advisor

Policy Advisor

Field Advisor, Agriculture

Field Service Technical Advisor