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Mountain America Credit Union is seeking a full-time Member Service/Teller at our Meridian, ID location. You will provide exceptional member service, handle transactions, and assist members with products and services to meet their financial goals.
The role emphasizes accuracy, courtesy, and cross-selling opportunities. Strong communication in English and Spanish is required, along with a high school diploma and a minimum of six months of customer service experience.
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.
Location Meridian Franklin Rd Branch 55 E Franklin Rd Meridian, ID 83642
Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm
*Day off during the week when a Saturday is worked*
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
Mants 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.
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
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.
At least six months of customer service experience. Industry experience preferred.
High school diploma or equivalent
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)
No supervisory/managerial responsibilities
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
Bilingual Required: English/Spanish
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
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.
Follow @MountainAmericaLife on Facebook and Instagram to see why our team members love working at Mountain America!
Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona).
We believe that a healthy balance between work, home life, and play is essential to our team members and our success.
We offer a friendly, comfortable and inclusive work environment, fun employee activities and exciting charity events to ensure that no day is dull at Mountain America.
Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances.
We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network.
When making decisions, we always put members' needs first. It's just the way we do business and a part of the "people helping people" philosophy of credit unions.