Part Time Member Service & Sales (Teller)

Mountain America Credit Union; Salt Lake City (UT); On-site; USD 21,000 - 29,000; Part time

Benefits offered by this job

Excellent medical and dental benefits

Paid time off

Volunteer time off

Paid holidays

Matching 401K

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Salt Lake City, UT is seeking a part-time Member Service Representative to provide exceptional member service, open accounts and process transactions. The role supports branch operations, with flexible hours Monday–Friday and some Saturdays.

A valid driver’s license is required and MSR onboarding is completed within 90 days. Starting pay is $17.00 per hour, with potential increases based on experience, plus incentives.

Qualifications

• Six months of customer service experience.
• High school diploma or equivalent.
• A valid driver’s license is required.
• MSR onboarding within the first 90 days.
• Proficient in Microsoft Office: Outlook, Word, Excel.

Responsibilities

• Provides exceptional member service by assessing member needs and advising on products.
• Performs transactions including opening accounts and servicing existing accounts.
• Maintains branch cash drawer and processes transactions.
• Ensures branch security and accurate record-keeping.

Skills

Customer service

Cross-selling

Communication

Microsoft Office

Bilingual English/Spanish

Cash handling

Financial calculations

Sales goals

Education

High school diploma or equivalent

Tools

VISA cards

Job description

Please reference the schedule and minimum qualifications listed below before applying.If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email [e-mail] and every reasonable effort will be made to accommodate your needs in a timely manner.Job SummaryAt 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 DescriptionLocation: Salt Lake 2100s Branch2060 East 2100 SouthSalt Lake City, UT 84109Schedule: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 branchBilingual English/Spanish preferred but not requiredAt Mountain America, we are committed to taking care of all our employees.Starting competitive pay of $17.00 per hour and can increase depending on experience, plus incentivesPerformance reviews with opportunities to increase compensationExcellent medical and dental benefits with minimal employee contribution (full time employees)Paid time off, volunteer time off, and paid holidaysMatching 401KTuition assistanceProfessional developmentAnd more!To be effective, an individual must be able to perform each job duty successfully.Member FocusProvides 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 approachConsistent focus on increasing member satisfaction and account retentionExpected to meet sales and service goalsUses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and servicesResolves 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 approachBranch OperationsMaintains cash drawerInitiates wire transfers, cashiers checks, and cash advancesCreates VISA cardsOpens and processes IRA transactions, certificates of deposit, and redeem savings bondsUses judgement to place appropriate check holds and issue fee reversalsAssist fraud victims by processing fraud disputesAccurately and efficiently processes transactions in accordance with established policies and proceduresAssists in the opening and closing procedures of the branchResponsible for Branch Security which includes vault combinations, security codes, and member information.Other ResponsibilitiesRepresents the credit union in a professional manner, both in dress and in actionsKeeps work area neat and cleanResponds to email/voicemail/missed calls/other communication in a timely mannerActively participates and completes product knowledge coursesTravel may be requiredComplies with all regulations as required by lawPerforms other duties as assignedKNOWLEDGE, SKILLS, and ABILITIESThe 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.ExperienceAt least six months of customer service experience.Industry experience preferred.EducationHigh school diploma or equivalentLicenses, Certificates, Registrations, TrainingsA valid driver’s license is requiredTo be completed during the first 90 days:MSR onboarding through the following:Branch FoundationsTeller Branch ChecklistProducts & ServicesTeller Follow-up TrainingComputer/Office Equipment SkillsProficient computer operating skillsUnderstanding of Microsoft Office Suite (Outlook, Word, Excel)Managerial ResponsibilityNo supervisory/managerial responsibilitiesOther Skills and AbilitiesThorough knowledge of credit union policies, procedures and regulationsAbility to identify lending opportunities and make recommendations.Ability to cross-sell financial services of the credit union to create exceptional member serviceAbility to perform financial calculationsAbility to communicate effectively and persuasively using written and verbal communicationPHYSICAL ABILITIES / WORKING CONDITIONSPhysical DemandsAbility to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistentlyAbility to stand, walk, kneel and crouch occasionallyVision RequirementsClose vision (clear vision at 20 inches or less)Distance Vision (clear vision at 20 feet or more)Weight Lifted or Force ExertedAbility to lift up to 10 pounds consistently and up to 50 pounds occasionallyEnvironmentalThere are no unusually environmental factorsNoise EnvironmentModerate noise (business office with computers and printers, light traffic)#LI-HJ1Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.