Full Time Member Service & Sales (Teller)

macu; Heber (UT); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Medical and dental benefits

Paid time off

401K match

Tuition assistance

Job summary

Mountain America Credit Union in Heber City, UT is seeking a Full-Time Member Service Representative at the Heber Main St Branch. You will provide exceptional member service, advise on MACU products, and handle transactions to meet member needs.

The role offers a starting pay of $17.50/hour with a $1.00/hour location premium, incentives, benefits, PTO, and 401K. A high school diploma and valid driver’s license are required for this position.

Qualifications

• Six months or more of customer service experience.
• High school diploma or equivalent required.
• Valid driver’s license required.

Responsibilities

• Provide exceptional member service and address inquiries.
• Assist members with opening and servicing accounts.
• Explain MACU products and services to meet member needs.

Skills

Customer service

Cross-sell financial services

Communication

Problem solving

Education

High school diploma or GED

Tools

MS Office

Job description

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

Heber Main St Branch
635 South Main Street
Heber City, UT 84032

SCHEDULE

Full Time; Monday - Friday 8:40am - 6:15pm; Saturdays 8:40am - 2:15pm
*Day off during the week when a Saturday is worked*

• Starting competitive pay of $17.50/hour and can increase depending on experience, plus incentives
• Extra $1.00/hour location premium for working in the Heber Branch
• 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

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

Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.

Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

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 communication