Member-First Financial Services Specialist

Mountain America Credit Union; United States; On-site; USD 42,000 - 72,000; Full time

Job summary

Mountain America Credit Union seeks a Financial Service Representative to assess member needs, provide guidance, service accounts, and cross-sell MACU products. The role emphasizes friendly, member-first service and accurate processing of loans and transactions.

The position requires solid communication, math skills, and the ability to manage multiple tasks while maintaining compliance and member satisfaction.

Qualifications

• Experience in retail banking or related sales and customer service.
• Ability to satisfy immediate and unexpected needs with product knowledge.
• Ability to multi-task and maintain composure during member activities.

Responsibilities

• Open and service accounts and explain MACU products to members.
• Assess member needs and provide cross-sell recommendations.
• Process loan applications and related servicing; conduct closings when needed.
• Maintain accurate records and respond to member inquiries promptly.

Skills

Customer service

Sales

Cross-selling

Communication

Mathematical calculations

Multi-tasking

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Office

Symitar

Job description

Mountain America Credit Union seeks a Financial Service Representative to assess member needs, provide guidance, service accounts, and cross-sell MACU products. The role emphasizes friendly, member-first service and accurate processing of loans and transactions.

The position requires solid communication, math skills, and the ability to manage multiple tasks while maintaining compliance and member satisfaction.