Intrepid Credit Union · 1 day ago
PTM Operator
Helena, MT, US
Full-time
Onsite
Entry Level
1+ years expIntrepid Credit Union is a financial institution that assists members with their telephone requests. The PTM Operator role involves answering member inquiries, resolving issues, and maintaining accurate records while identifying cross-sell opportunities.
LendingFinanceBankingPaymentsDebit CardsFinancial Services
Responsibilities
Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations
Identifies cross-sell opportunities and cross-sells services to members
Ensures the appropriate records are maintained and required reports are prepared
Assists other departments as needed
Maintains member account information on computer system
Performs other job related duties required or assigned
Qualification
Required
One year to three years of similar or related experience
A high school education or GED
Good listening and telephone skills
Able to operate a 10-key calculator, typewriter, and computer keyboard
Able to make decisions with minimum information
Company
Intrepid Credit Union
Intrepid Credit Union offers an array of financial services including digital & telephone banking, debit card, loans & accounting services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tavish Taylor, CPA
Chief Financial Officer
Company data provided by crunchbase