Part Time Member Service & Sales (Teller) Bilingual English/Spanish preferred, n
Mountain America Credit Union, Richfield, UT, United States
Job Summary
At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs. Location
Richfield Branch: 665 North Main Street, Richfield, UT 84701 Schedule
Part Time; Monday – Friday hours will vary between 8:40am-6:15pm. Saturdays 8:40am – 2:15pm. Flexibility to work 20-25 hours depending on business need. Day off during the week when a Saturday is worked. To be effective, an individual must be able to perform each job duty successfully. Compensation and Benefits
Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives If bilingual in English/Spanish an additional $1.00 per hour added to base pay Performance reviews with opportunities to increase compensation Excellent medical and dental benefits with minimal employee contribution (full time employees) Paid time off, volunteer time off, and paid holidays Matching 401K Tuition assistance Professional development And more! Member Focus
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone. Provides quality service by assessing, advising, and assisting credit union membership. Recognizes member needs and cross-sells products and services as needs arise through a consultation approach. Educates members about MACU products and services. Consistent focus on increasing member satisfaction and account retention. Expected to meet production goals as a representation to help our members. May follow up with members on product referrals (e.g. warm calling). Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services. Greets all members professionally. Cash Transactions
Accurately maintains cash drawer. Accurately and efficiently processes transactions in accordance with established policies and procedures. Assists in the opening and closing procedures of the branch. Responsible for Branch Security which includes vault combinations, security codes, and member information. Other Responsibilities
Represents the credit union in a professional manner, both in dress and in actions. Keeps work area neat and clean. Responds to email/voicemail/missed calls/other communication in a timely manner. Actively participates and completes product knowledge courses. Travel may be required. Complies with all regulations as required by law. Performs other duties as assigned Knowledge, Skills, and Abilities
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Experience
At least six months of customer service experience. Education
High school diploma or equivalent Licenses, Certifications, Registrations, Trainings
A valid driver’s license is required To be completed during the first 90 days
MSR Certification Package through the following: Teller Branch Checklist; Products & Services; Teller Follow-up Training; MSR Sales Certification Computer/Office Equipment Skills
Basic computer operating skills Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred Managerial Responsibility
No supervisory/managerial responsibilities Other Skills and Abilities
Thorough knowledge of credit union policies, procedures and regulations Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service Ability to perform mathematical calculations Ability to communicate effectively using written and verbal communication Physical Abilities / Working Conditions
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently Ability to stand, walk, kneel and crouch occasionally Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more) Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally Environmental
There are no unusually environmental factors Noise Environment
Moderate noise (business office with computers and printers, light traffic) Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
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At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs. Location
Richfield Branch: 665 North Main Street, Richfield, UT 84701 Schedule
Part Time; Monday – Friday hours will vary between 8:40am-6:15pm. Saturdays 8:40am – 2:15pm. Flexibility to work 20-25 hours depending on business need. Day off during the week when a Saturday is worked. To be effective, an individual must be able to perform each job duty successfully. Compensation and Benefits
Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives If bilingual in English/Spanish an additional $1.00 per hour added to base pay Performance reviews with opportunities to increase compensation Excellent medical and dental benefits with minimal employee contribution (full time employees) Paid time off, volunteer time off, and paid holidays Matching 401K Tuition assistance Professional development And more! Member Focus
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone. Provides quality service by assessing, advising, and assisting credit union membership. Recognizes member needs and cross-sells products and services as needs arise through a consultation approach. Educates members about MACU products and services. Consistent focus on increasing member satisfaction and account retention. Expected to meet production goals as a representation to help our members. May follow up with members on product referrals (e.g. warm calling). Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services. Greets all members professionally. Cash Transactions
Accurately maintains cash drawer. Accurately and efficiently processes transactions in accordance with established policies and procedures. Assists in the opening and closing procedures of the branch. Responsible for Branch Security which includes vault combinations, security codes, and member information. Other Responsibilities
Represents the credit union in a professional manner, both in dress and in actions. Keeps work area neat and clean. Responds to email/voicemail/missed calls/other communication in a timely manner. Actively participates and completes product knowledge courses. Travel may be required. Complies with all regulations as required by law. Performs other duties as assigned Knowledge, Skills, and Abilities
The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Experience
At least six months of customer service experience. Education
High school diploma or equivalent Licenses, Certifications, Registrations, Trainings
A valid driver’s license is required To be completed during the first 90 days
MSR Certification Package through the following: Teller Branch Checklist; Products & Services; Teller Follow-up Training; MSR Sales Certification Computer/Office Equipment Skills
Basic computer operating skills Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred Managerial Responsibility
No supervisory/managerial responsibilities Other Skills and Abilities
Thorough knowledge of credit union policies, procedures and regulations Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service Ability to perform mathematical calculations Ability to communicate effectively using written and verbal communication Physical Abilities / Working Conditions
Physical Demands
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently Ability to stand, walk, kneel and crouch occasionally Vision Requirements
Close vision (clear vision at 20 inches or less) Distance Vision (clear vision at 20 feet or more) Weight Lifted or Force Exerted
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally Environmental
There are no unusually environmental factors Noise Environment
Moderate noise (business office with computers and printers, light traffic) Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
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