Part Time Hire Ahead Member Service & Sales (Teller)

Mountain America Credit Union; Vernal (UT); On-site; USD 20,000 - 28,000; Part time

Benefits offered by this job

Competitive pay

Incentives

Medical & dental benefits

Paid time off

Matching 401K

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Vernal, UT is seeking a Part-time Member Service Representative to deliver quality service through transactions and cross-sell products that help members reach their financial goals.

This role is used to train and onboard team members before being placed at an assigned location, with potential branch moves within a 10-20 mile radius. Day-to-day tasks include cash handling and member education.

Qualifications

• 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 Certification Package including Teller Branch Checklist, Products & Services, Teller Follow-up Training, MSR Sales Certification, Computer/Office Skills and MS Office typing requirements.

Responsibilities

• Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.
• Provides quality service by assessing, advising, and assisting credit union membership.
• Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.
• Educates members about MACU products and services.
• Meets production goals as a representation to help our members.
• May follow up with members on product referrals.

Skills

Customer service

Cash handling

Cross-selling

Telephone skills

Education

High school diploma

Tools

Microsoft Office

Job description

Job Summary

At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs.

Location

Vernal 1818 W Hwy 40 Branch 1818 W Highway 40 Vernal, UT 84078

Schedule

• Part Time; Monday – Friday Hours will vary between 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm
• Day off during the week when a Saturday is worked
• Flexibility needed 20 – 25 hrs./week based on needs of the branch

This position is considered "Hire Ahead", which means that at any point it could be assigned to another branch within a 10-20 miles radius.

Benefits

• 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!

We are committed to taking care of all our employees.

Member Focus

Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.

Provides quality service by assessing, advising, and assisting credit union membership.

Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.

Educates members about MACU products and services.

Consistent focus on increasing member satisfaction and account retention.

Expected to meet production goals as a representation to help our members.

May follow up with members on product referrals (e.g. warm calling).

Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services.

Greets all members professionally.

Cash Transactions

Accurately maintains cash drawer.

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 Certification Package through the following:

• Teller Branch Checklist
• Products & Services
• Teller Follow-up Training
• MSR Sales Certification
• Computer/Office Equipment Skills Basic computer operating skills
• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred

Managerial Responsibility: No supervisory/managerial responsibilities.

Other Skills and Abilities: Thorough knowledge of credit union policies, procedures and regulations. Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service. Ability to perform mathematical calculations. Ability to communicate effectively using written and verbal communication.

Physical Abilities / Working Conditions

Physical Demands: 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.

Vision Requirements: Close vision (clear vision at 20 inches or less). Distance Vision (clear vision at 20 feet or more).

Weight Lifted or Force Exerted: Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.

Environmental: No unusually environmental factors. Noise Environment Moderate noise (business office with computers and printers, light traffic).

Additional Requirements

This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.

Equal Employment Opportunity

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

Company Culture

Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona).

We believe that a healthy balance between work, home life, and play is essential to our team members and our success.

We offer a friendly, comfortable and inclusive work environment, fun employee activities and exciting charity events to ensure that no day is dull at Mountain America.

Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances.

We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network.

When making decisions, we always put members' needs first.

It's just the way we do business and a part of the "people helping people" philosophy of credit unions.