Part Time Member Service and Sales Representative (Teller) - Bilingual (Spanish/English) Preferred not Required

Mountain America Credit Union; Logan (UT); Sur place; USD 20 000 - 28 000; Temps partiel

Avantages offerts par ce poste

Health and dental benefits

Paid time off

Matching 401K

Tuition assistance

Résumé du poste

Mountain America Credit Union in Logan, UT is seeking a part-time Member Service Representative to deliver exceptional member service. You will assess needs, suggest MACU products, and help members with transactions and inquiries.

Responsibilities include meeting sales/service goals, processing transactions accurately, and maintaining professional conduct. A valid driver's license is required, with a focus on member satisfaction.

Qualifications

• Six months of customer service experience required.
• High school diploma or equivalent.
• Proficient in Microsoft Office.

Responsabilités

• Provide exceptional member service by assessing needs and advising on products and services.
• Cross-sell MACU products to meet member needs.
• Meet sales and service goals through outbound member outreach.
• Process transactions accurately and securely per policies.
• Represent the credit union professionally and maintain a clean work area.
• Respond to communications in a timely manner.

Connaissances

Customer service

Communication

Problem solving

Formation

High school diploma or equivalent

Outils

Microsoft Office

Description du poste

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

Logan 1000 West Branch
991 W 1000 N
Logan, UT 84321

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

PAY & 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!

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

Training Required in 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