Member Services & Transactions Specialist I

Love Where You Work; Provo (UT); On-site; USD 32,000 - 44,000; Full time

Job summary

Utah Community Credit Union (UCCU) is seeking a customer service/teller professional in Utah to assist members by phone and in-branch, handling deposits, transfers, and account maintenance. You will listen to member needs, explain product options, and resolve concerns promptly while upholding security and accuracy.

A high school diploma is required, with strong math, bookkeeping, and communication skills. The role emphasizes cross-selling appropriate products, maintaining professional

Qualifications

• You have a high school diploma or equivalent and bring a solid foundation for learning credit union systems, procedures, and member service expectations.
• You understand teller functions, member bookkeeping procedures, and credit union products, services, policies, and procedures.
• You have previous related experience or the ability to quickly build the knowledge needed to support members accurately and confidently.
• You communicate clearly and professionally, maintain a polished appearance and attitude, and build positive relationships with members and coworkers.
• You are comfortable using computer applications, business equipment, 10-key, and phone systems, and you bring strong math and bookkeeping skills to your daily work.

Responsibilities

• Serve members over the phone by listening carefully, identifying their needs, answering questions, and resolving concerns promptly and professionally.
• Recommend and cross-sell UCCU products and services that align with each member's financial needs while clearly explaining features, options, and next steps.
• Perform account maintenance, account changes, openings, closures, and provide account tools such as check orders, debit cards, credit cards, and online banking access.
• Process member transactions and services including deposits, loan payments, withdrawals, transfers, cashier's checks, ACH, wires, card payments, card maintenance, Visa research, and member disputes.
• Protect members and the credit union by following proper verification procedures, preventing fraud, maintaining accurate records, and complying with UCCU policies, procedures, security protocols, and required certifications.
• Member service functions are completed efficiently, accurately, and in compliance with established policies, standards, and security procedures.
• Members receive prompt, courteous support, and their questions or concerns are resolved with professionalism and care.
• Strong working relationships are maintained with coworkers and management, with appropriate support provided to team members as needed.
• Reports, records, and required documentation are accurate, complete, and submitted on time.
• The credit union's professional reputation is consistently represented through positive, respectful, and service-focused interactions.
• A regular and predictable schedule is maintained to support reliable service and team coverage.

Skills

Customer service

Communication

Phone support

Cash handling

Math skills

Cross-selling

Teller systems

Education

High school diploma

Tools

10-key

Phone systems

Computer applications

Job description

Utah Community Credit Union (UCCU) is seeking a customer service/teller professional in Utah to assist members by phone and in-branch, handling deposits, transfers, and account maintenance. You will listen to member needs, explain product options, and resolve concerns promptly while upholding security and accuracy.

A high school diploma is required, with strong math, bookkeeping, and communication skills. The role emphasizes cross-selling appropriate products, maintaining professional