Member Service & Sales (Teller)
Mountain America Credit Union, Provo, UT, United States
Professional development
Application Assistance If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and we will make a reasonable effort to accommodate your needs in a timely manner.
Job Summary At Mountain America, we create exceptional service experiences with every member, every time. We provide life‑changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA), and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America.
Job Description Location This position supports multiple Utah County branch locations, including: Lehi, American Fork, Orem, Vineyard.
Schedule Part‑time and full‑time shifts available.
Full‑time: Monday – Friday, 8:40 AM – 6:15 PM
Part‑time: Monday – Friday, 12:40 PM – 6:15 PM; Saturday, 8:40 AM – 2:15 PM
Saturday rotation is required for both full‑time and part‑time positions (Saturday 8:40 AM – 2:15 PM). A weekday off is provided when a Saturday is worked.
Training Paid training is provided. Training is full‑time for your first week beginning April 20th.
Training schedule: One week, Monday–Friday.
Hours: 8:45 AM – 6:15 PM.
This position is a “Hire Ahead” and may be assigned to another branch within a 10–20 mile radius.
Compensation & Benefits
Starting competitive pay of 17.50 per hour, with potential increases based on experience, plus incentives.
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 401(k).
Tuition assistance.
Professional development.
And more!
Responsibilities
Provide exceptional member service by assessing member needs, advising to meet those needs, and assisting with transactions including opening new accounts, servicing existing accounts, and explaining suitable products and services.
Recognize member needs and educate on options for managing financial transactions through MACU tools, resources, technology, and cross‑sell products and services as needed.
Consistently focus on increasing member satisfaction and account retention.
Meet sales and service goals.
Use lead lists to make outbound calls to existing members to provide additional consultation on MACU products and services.
Resolve problems by clarifying complaints, determining causes, providing solutions, expediting corrections, and following up to ensure resolution.
Follow up with member interactions using thank‑you notes and phone calls following the MACU New Member Onboarding approach.
Maintain cash drawer.
Initiate wire transfers, cashiers checks, and cash advances.
Create VISA cards.
Open and process IRA transactions, certificates of deposit, and redeem savings bonds.
Use judgment to place appropriate check holds and issue fee reversals.
Assist fraud victims by processing fraud disputes.
Accurately and efficiently process transactions according to policies and procedures.
Assist in opening and closing procedures of the branch.
Responsible for branch security, including vault combinations, security codes, and member information.
Represent the credit union professionally, both in dress and actions.
Keep work area neat and clean.
Respond to email, voicemail, missed calls, and other communication promptly.
Actively participate in and complete product knowledge courses.
Travel may be required.
Comply with all regulations as required by law.
Perform other duties as assigned.
Qualifications
At least six months of customer service experience.
High school diploma or equivalent.
A valid driver’s license is required.
Knowledge, Skills, and Abilities
Thorough knowledge of credit union policies, procedures and regulations.
Ability to identify lending opportunities and make recommendations.
Ability to cross‑sell financial services to create exceptional member service.
Ability to perform financial calculations.
Ability to communicate effectively and persuasively, both written and verbal.
First 90‑Day Completion
MSR onboarding through the following modules: Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow‑up Training.
Computer/Office Equipment Skills
Proficient computer operating skills.
Understanding of Microsoft Office Suite (Outlook, Word, Excel).
Physical Demands
Talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently.
Stand, walk, kneel, and crouch occasionally.
Close vision (clear 20 inches or less) and distance vision (clear 20 feet or more).
Lift up to 10 pounds consistently and up to 50 pounds occasionally.
Moderate noise environment.
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
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Application Assistance If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and we will make a reasonable effort to accommodate your needs in a timely manner.
Job Summary At Mountain America, we create exceptional service experiences with every member, every time. We provide life‑changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA), and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America.
Job Description Location This position supports multiple Utah County branch locations, including: Lehi, American Fork, Orem, Vineyard.
Schedule Part‑time and full‑time shifts available.
Full‑time: Monday – Friday, 8:40 AM – 6:15 PM
Part‑time: Monday – Friday, 12:40 PM – 6:15 PM; Saturday, 8:40 AM – 2:15 PM
Saturday rotation is required for both full‑time and part‑time positions (Saturday 8:40 AM – 2:15 PM). A weekday off is provided when a Saturday is worked.
Training Paid training is provided. Training is full‑time for your first week beginning April 20th.
Training schedule: One week, Monday–Friday.
Hours: 8:45 AM – 6:15 PM.
This position is a “Hire Ahead” and may be assigned to another branch within a 10–20 mile radius.
Compensation & Benefits
Starting competitive pay of 17.50 per hour, with potential increases based on experience, plus incentives.
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 401(k).
Tuition assistance.
Professional development.
And more!
Responsibilities
Provide exceptional member service by assessing member needs, advising to meet those needs, and assisting with transactions including opening new accounts, servicing existing accounts, and explaining suitable products and services.
Recognize member needs and educate on options for managing financial transactions through MACU tools, resources, technology, and cross‑sell products and services as needed.
Consistently focus on increasing member satisfaction and account retention.
Meet sales and service goals.
Use lead lists to make outbound calls to existing members to provide additional consultation on MACU products and services.
Resolve problems by clarifying complaints, determining causes, providing solutions, expediting corrections, and following up to ensure resolution.
Follow up with member interactions using thank‑you notes and phone calls following the MACU New Member Onboarding approach.
Maintain cash drawer.
Initiate wire transfers, cashiers checks, and cash advances.
Create VISA cards.
Open and process IRA transactions, certificates of deposit, and redeem savings bonds.
Use judgment to place appropriate check holds and issue fee reversals.
Assist fraud victims by processing fraud disputes.
Accurately and efficiently process transactions according to policies and procedures.
Assist in opening and closing procedures of the branch.
Responsible for branch security, including vault combinations, security codes, and member information.
Represent the credit union professionally, both in dress and actions.
Keep work area neat and clean.
Respond to email, voicemail, missed calls, and other communication promptly.
Actively participate in and complete product knowledge courses.
Travel may be required.
Comply with all regulations as required by law.
Perform other duties as assigned.
Qualifications
At least six months of customer service experience.
High school diploma or equivalent.
A valid driver’s license is required.
Knowledge, Skills, and Abilities
Thorough knowledge of credit union policies, procedures and regulations.
Ability to identify lending opportunities and make recommendations.
Ability to cross‑sell financial services to create exceptional member service.
Ability to perform financial calculations.
Ability to communicate effectively and persuasively, both written and verbal.
First 90‑Day Completion
MSR onboarding through the following modules: Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow‑up Training.
Computer/Office Equipment Skills
Proficient computer operating skills.
Understanding of Microsoft Office Suite (Outlook, Word, Excel).
Physical Demands
Talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently.
Stand, walk, kneel, and crouch occasionally.
Close vision (clear 20 inches or less) and distance vision (clear 20 feet or more).
Lift up to 10 pounds consistently and up to 50 pounds occasionally.
Moderate noise environment.
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
#J-18808-Ljbffr