Member Service & Sales Representative (Teller)

macu; Phoenix (AZ); On-site; USD 23,000 - 30,000; Full time

Benefits offered by this job

Location allowance

Bilingual allowance

Incentives

Paid time off

Job summary

Mountain America Credit Union is hiring for a full-time Member Service Associate at the Phoenix Tatum Blvd Branch. You will deliver exceptional member service, assist with transactions, and promote MACU products to meet member needs.

Responsibilities include maintaining the cash drawer, processing basic transactions, and ensuring accurate records. A high school diploma and a valid driver's license are required, with onboarding and training provided.

Qualifications

• At least six months of customer service experience.
• High school diploma or equivalent is required.
• A valid driver's license is required.
• MSR onboarding and branch process training provided.
• Proficient with Microsoft Office (Outlook/Word/Excel).

Responsibilities

• Provide exceptional member service and help members with transactions.
• Cross-sell MACU products and services as part of a consultative approach.
• Maintain branch cash drawer and process basic transactions.
• Support branch operations and security procedures.
• Respond to member inquiries via email/phone promptly.

Skills

Customer service

Sales skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

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

Phoenix Tatum Blvd Branch:
10810 N Tatum Blvd #114
Phoenix, AZ 85028

SCHEDULE

Full Time; Monday - Friday 8:45am - 6:15pm;
Rotating Saturdays 8:45am - 2:15pm

Benefits & Compensation

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
• AZ Branches have an additional $2.00 per hour location allowance
• Bilingual allowance for helping members in Spanish $1.00 per hour
• 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!

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

Experience

At least six months of customer service experience. Industry experience preferred.

Education

High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

A valid driver's license is required

Required Training

• 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