Part Time Member Service & Sales (Teller)

macu; Vernal (UT); On-site; USD 23,000 - 32,000; Part time

Benefits offered by this job

Medical and dental benefits

Paid time off

Volunteer time off

Paid holidays

401K matching

Tuition assistance

Professional development

Job summary

Mountain America Credit Union in Vernal, UT is seeking a part-time Branch Associate to deliver exceptional member service, assist with transactions, and promote MACU products. The role requires attention to detail, a friendly demeanor, and the ability to work a varied schedule including Saturdays.

Starting pay is $17.50 per hour with potential increases based on experience. Benefits include medical/dental, PTO, holiday pay, 401(k) matching, tuition assistance, and professional development

Qualifications

• At least six months of customer service experience.
• High school diploma or equivalent is required.
• A valid driver’s license is required.

Responsibilities

• Provide exceptional member service, assess needs, and assist with transactions such as opening or servicing accounts and explaining products and services.
• Maintain accurate cash drawer and handle branch transactions per policies.
• Assist in branch operations and security, including opening/closing procedures and vault access.
• Cross-sell MACU products and services to meet member needs while achieving sales/service goals.
• Respond promptly to member inquiries via email/phone and follow up to ensure satisfaction.

Skills

Customer service

Communication skills

Microsoft Office

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

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.

Job Description

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*

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!

To be effective, an individual must be able to perform each job duty successfully.

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 needed 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
• Open 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 commun