Part Time PM Member Service & Sales (Teller)

Mountain America Credit Union; Lehi (UT); Hybrid; USD 17,000 - 22,000; Part time

Job summary

Mountain America Credit Union in Lehi, UT is seeking a Part-Time Teller/Member Service & Sales to join our team. You will provide exceptional member service, open and service accounts, and help members with MACU products.

This role offers paid training during the first week, part-time hours Mon-Fri 12:40pm-6:15pm and Sat 8:40am-2:15pm, with a weekday day off when Saturday is worked. You will support branch operations and cross-sell within a consultative approach.

Qualifications

• Six months of customer service experience.
• High school diploma or equivalent required.
• Valid driver's license required.
• Proficient computer skills and knowledge of Microsoft Office.

Responsibilities

• Provide exceptional member service by assessing needs, advising on transactions, and helping with account openings and servicing.
• Educate members on MACU products and services to meet financial goals through a consultative approach.
• Maintain accuracy in branch operations including cash handling, wire transfers, checks, and card services.
• Assist with opening/closing procedures and uphold branch security and policy compliance.
• Actively participate in product knowledge training and cross-sell opportunities to improve member satisfaction.

Skills

Customer service

Sales & cross-selling

Financial transactions knowledge

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

## Part Time PM Member Service & Sales (Teller)Apply: Lehi, UT: Part time: Posted Today: R20703# **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 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** 1704 East Timpanogos Hwy Lehi, UT 84043 **SCHEDULE** Part Time; Monday – Friday 12:40pm – 6:15pm Saturdays 8:40am – 2:15pm \\*Day off during the week when a Saturday is worked\\* **TRAINING** Paid training is provided. Training is full‐time for your first week. * **Training Schedule:** One week, Monday–Friday* **Hours:** 8:45 AM – 6:15 PM 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 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 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 ResponsibilityNo 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 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 ExertedAbility to lift up to 10 pounds consistently and up to 50 pounds occasionally EnvironmentalThere are no unusually environmental factors Noise EnvironmentModerate noise (business office with computers and printers, light traffic) #LI-IL1