Part Time PM Member Service & Sales (Teller)

macu; Provo (UT); On-site; USD 23,000 - 28,000; Part time

Benefits offered by this job

Starting pay $17.50 per hour

Paid training

Benefit package for full-time staff

Job summary

Mountain America in Provo, Utah is seeking a part-time Member Service Associate to deliver exceptional service at the branch. You will assist members with account activities, explain MACU products, and help meet financial goals in a supportive team environment.

The role offers paid training, competitive starting pay of $17.50/hour with potential increases based on experience, and benefits for full-time staff with 401K, PTO, and tuition assistance. Evening hours are included.

Qualifications

• At least six months of customer service experience.
• High school diploma or equivalent is required.
• A valid driver's license is required.
• Proficient computer operating skills including MS Office.

Responsibilities

• Provide exceptional member service by assessing needs and advising on MACU products.
• Assist members with opening accounts, servicing existing accounts, and explaining products and services.
• Meet sales and service goals through proactive consultations and cross-selling.

Skills

Customer service

Communication

Sales

Education

High school diploma or equivalent

Tools

Microsoft Office

Outlook

Excel

Word

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

430 West Cougar Blvd

Provo, UT 84604

SCHEDULE

Part Time; Monday - Friday 12:40am - 6:15pm

*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

At Mountain America, we are committed to taking care of all our employees.

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!

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 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 persuasiv