Member-Focused Financial Services Specialist

macu; Mesa (AZ); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Medical and dental benefits

401K matching

Paid time off

Holidays

Tuition assistance

Professional development

Location allowance

Job summary

Mountain America is seeking a Financial Service Representative I to assess member needs, advise on financial solutions, and service accounts at the Mesa Power Road Branch in Mesa, AZ. The role includes loan servicing tasks and opportunities to cross-sell product suites while maintaining excellent member relationships.

The position offers full-time hours, a starting pay of $19.00 per hour plus a $2.00 location allowance for Arizona branches, and benefits such as medical/dental coverage, PTO,

Qualifications

• At least 1+ year of retail banking or related sales and customer service experience.
• Ability to satisfy immediate and unexpected needs by recommending credit union products and services with knowledge and confidence.
• Ability to multi-task and maintain composure while handling member activities and requests.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Strong mathematical and written/verbal communication skills.

Responsibilities

• Provide exceptional member service by assessing needs and advising on products and services.
• Cross-sell MACU offerings through a consultative approach and use available tools and resources.
• Meet sales and service goals and follow up with members to ensure satisfaction.
• Handle teller duties as needed and maintain professional conduct and appearance.
• Occasionally travel to other branches as required.

Skills

Customer service

Sales skills

Communication

Education

High school diploma or equivalent

Job description

Mountain America is seeking a Financial Service Representative I to assess member needs, advise on financial solutions, and service accounts at the Mesa Power Road Branch in Mesa, AZ. The role includes loan servicing tasks and opportunities to cross-sell product suites while maintaining excellent member relationships.

The position offers full-time hours, a starting pay of $19.00 per hour plus a $2.00 location allowance for Arizona branches, and benefits such as medical/dental coverage, PTO,