Member Service & Sales (Teller)

macu; Post Falls (ID); On-site; USD 49,594,000 - 66,125,000; Full time

Benefits offered by this job

Competitive pay

Medical and dental benefits

Paid time off

Matching 401K

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Post Falls, Idaho is seeking a full-time Teller to provide exceptional member service, open and service accounts, and explain our financial products. You will support daily branch operations, perform transactions accurately, and aim to meet sales and service goals.

The role offers competitive starting pay of $17.50 per hour, with potential increases based on experience, plus incentives, benefits, PTO, and 401(k).

Qualifications

• At least six months of customer service experience.
• Industry experience preferred.
• High school diploma or equivalent.
• A valid driver's license is required.
• MSR onboarding through the following trainings within 90 days.

Responsibilities

• Provide exceptional member service and handle transactions.
• Open new accounts and service existing accounts.
• Explain products and cross-sell services to members.
• Maintain branch security and accurate cash handling.

Skills

Customer service

Communication skills

Financial calculations

Cross-selling

Education

High school diploma or equivalent

Tools

MS 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.

Location

Post Falls Seltice Way Branch

Schedule

Full Time; Monday - Friday 8:40am - 6:15pm; Saturdays 8:40am - 2:15pm *Day off during the week when a Saturday is worked*

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
• 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

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.

Industry experience preferred.

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

Physical Demands Ability to talk, hear, sit, use hands to handle or feel an