Hire Ahead Member Service Representative (Teller) - Spanish Speaking Preferred

Mountain America Credit Union; American Fork (UT); On-site; USD 10,000 - 60,000; Full time

Job summary

An established industry player seeks a Member Service Representative to join their dynamic team. In this role, you will engage with members, providing exceptional service while assisting them in achieving their financial goals. You'll handle transactions, educate members about services, and contribute to a positive banking experience. This position offers competitive pay, excellent benefits, and opportunities for professional growth. If you're passionate about helping others and thrive in a customer-focused environment, this is the perfect opportunity for you!

Benefits

Medical and Dental Benefits

Paid Time Off

Volunteer Time Off

Paid Holidays

401K Matching

Tuition Assistance

Professional Development

Qualifications

• At least six months of customer service experience required.
• Basic computer operating skills and Microsoft Office proficiency.

Responsibilities

• Provide quality service and assist members with their financial needs.
• Accurately process transactions and maintain cash drawer.
• Build relationships with members and cross-sell products.

Skills

Customer Service

Bilingual (English/Spanish)

Cash Handling

Sales Skills

Communication Skills

Basic Computer Skills

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Please reference the schedule and minimum qualifications listed below before applying.

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, 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. Job Description

LOCATION

893 W State Road

America Fork, UT 84003

SCHEDULE

Full Time; Monday – Friday 8:40am – 6:15pm

Rotating Saturdays 8:40am – 2:15pm

At Mountain America, we are committed to taking care of all our employees.

• Starting competitive pay of $17.00 per hour and can increase depending on experience, plus incentives

• This position is considered "Hire Ahead", which means that at any point it could be assigned to another branch within a 10-20 miles radius

• Bilingual English/Spanish preferred but not required

• 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!

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

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, Certificates, 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)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.