Member Service & Sales Representative (Teller)

Mountain America Credit Union; Grand Junction (CO); On-site; USD 23,000 - 26,000; Part time

Benefits offered by this job

Location allowance

Spanish language incentive

Medical and dental benefits

Paid time off

401K matching

Tuition assistance

Professional development

Job summary

Mountain America Credit Union’s Mesa Power Road Branch in Mesa, AZ is seeking a part-time Member Service role. Flexible schedule: Monday–Friday 8:45am–6:15pm with rotating Saturdays 8:45am–2:15pm.

Starting pay is $17.50 per hour with potential incentives and a $2 location allowance for Arizona branches, plus $1 more for Spanish assistance. Role focuses on member service, account openings and servicing, and cross-selling MACU products.

Qualifications

• Six months of customer service experience required.
• High school diploma or equivalent.
• Valid driver's license required.
• Proficient with Microsoft Office.
• Ability to cross-sell financial services.

Responsibilities

• Provide exceptional member service at the Mesa Power Road Branch.
• Assist in opening and servicing accounts and transactions.
• Educate members on MACU products and cross-sell services.
• Maintain branch cash handling, security and records.
• Respond to member inquiries promptly and professionally.

Skills

Customer service

Communication

Cross-selling

Financial calculations

Education

High school diploma

Tools

Microsoft Office

Outlook

Word

Excel

Job description

LOCATION Mesa Power Road Branch

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 Mesa Power Road Branch

4917 S. Power Road

Mesa, AZ 85212

SCHEDULE Part Time; Flexibility needed, Monday – Friday 8:45am – 6:15pm; Rotating Saturdays 8:45am – 2:15pm

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

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
• Arizona branches receive a $2.00 location allowance
• Additional $1.00 for helping in Spanish
• 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

• 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.

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

Physical Abilities / Working Conditions

• 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
• Close vision (clear vision at 20 inches or less)
• Distance Vision (clear vision at 20 feet or more)
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
• There are no unusually environmental factors
• Moderate noise (business office with computers and printers, light traffic)

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