Bilingual Member Service & Sales Representative (Teller) - Bilingual (English/Spanish) Required

macu; Ogden (UT); On-site; USD 25,072,000 - 31,340,000; Part time

Benefits offered by this job

Medical & dental

401(k) matching

Tuition assistance

Professional development

Paid time off

Holidays

Job summary

Mountain America is seeking a Part-Time Teller at the Ogden Washington Blvd Branch to deliver exceptional member service and accurately process transactions. You will help members open accounts, cash checks, and explain our products while maintaining security and accuracy.

The role requires a High school diploma, six months of customer service experience, and a valid driver's license. Flexible 20–25 hours weekly, with benefits for eligible part-time employees and opportunities for professional

Qualifications

• At least six months of customer service experience.
• High school diploma or equivalent.
• A valid driver’s license is required.
• Proficiency with Microsoft Office and basic computer operations.

Responsibilities

• Provide exceptional member service and assist with transactions.
• Assist with opening new accounts and explain products.
• Maintain accurate cash drawer and process transfers.
• Respond to member inquiries promptly and professionally.

Skills

Customer service

Communication

Microsoft Office

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Office

CRM software familiarity

Job description

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 [e-mail] and every reasonable effort will be made 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
Ogden Washington Blvd Branch
1825 S. Washington Blvd.
Ogden, UT 84401

SCHEDULE
Part Time; Monday - Friday Hours will vary between 8:40am - 6:15pm; Saturdays 8:40am - 2:15pm *Day off during the week when a Saturday is worked* *Flexibility needed 20 - 25 hrs./week based on needs of the branch

• Starting competitive pay of $17.50 per hour and can increase depending 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 401K
• Tuition assistance
• Professional development
• And more!
• Mountain America, we are committed to taking care of all our employees.

To be effective, an individual must be able to perform each job duty successfully.

Member Focus

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member's needs and accomplish the credit union objectives.
• Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
• Consistent focus on increasing member satisfaction and account retention
• Expected to meet sales and service goals
• Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashiers checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
• Uses judgement to place appropriate check holds and issue fee reversals
• Assist fraud victims by processing fraud disputes
• 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.
• Industry experience preferred.

Education

• High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

• A valid driver's license is required

To be completed during the first 90 days

• MSR onboarding through the following: 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)

Managerial Responsibility

No supervisory/managerial responsibilities

Other 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 of the credit union to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communicatio