PT PM Member Service Representative (Teller) - Bilingual (Spanish/English) Preferred

Mountain America Credit Union; Kaysville (UT); On-site; USD 10,000 - 60,000; Part time

Job summary

An established industry player is seeking a Part-Time PM Member Service Representative to create exceptional service experiences for each member. This role involves assisting members with transactions, providing financial education, and ensuring satisfaction while meeting sales goals. With a focus on a friendly and inclusive environment, the company values employee development and offers a range of benefits for full-time employees. If you are passionate about helping others and possess strong communication skills, this opportunity is perfect for you.

Benefits

Medical and Dental Benefits (Full-Time Employees)

Paid Time Off

Volunteer Time Off

Holidays

Matching 401K

Tuition Assistance

Professional Development

Performance Reviews and Opportunities for Pay Raises

Qualifications

• Minimum six months of customer service experience required.
• Proficient in computer skills and able to communicate effectively.

Responsibilities

• Provide exceptional service by assessing member needs and assisting with transactions.
• Educate members on managing their accounts and cross-sell products.

Skills

Customer Service

Bilingual (Spanish/English)

Sales Skills

Communication Skills

Problem Solving

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

PT PM Member Service Representative (Teller) - Bilingual (Spanish/English) Preferred

Apply locations

Kaysville, UT

Job details

Type: Part time

Posted: 2 Days Ago

Requisition ID: R17696

Please review the schedule and minimum qualifications before applying.

If you need assistance with the application process, contact our Human Resources Team at 801-366-6947 option 1 or email [e-mail]. We will accommodate your needs promptly.

Job Summary

At Mountain America, we create exceptional service experiences with every member, every time. We provide value by genuinely caring about each member, applying our sales philosophy (AAA), and helping members achieve their financial dreams. Our work results in members who champion Mountain America.

Job Description

Location:

Kaysville 400 W Branch, 195 North 400 West, Kaysville, UT 84037

Schedule:

Part Time PM; Monday – Friday 12:45pm – 6:15pm; Rotating Saturdays 8:40am – 2:15pm

Bilingual English/Spanish preferred but not required

Starting pay of $17.00/hour, with potential increases based on experience and incentives.

• Performance reviews and opportunities for pay raises
• Medical and dental benefits (full-time employees)
• Paid time off, volunteer time off, holidays
• Matching 401K, Tuition assistance, Professional development
• And more!

Responsibilities

Member Focus

• Provide exceptional service by assessing member needs, advising, and assisting with transactions.
• Educate members on managing their accounts and cross-sell products/services.
• Increase member satisfaction and retention.
• Meet sales and service goals.
• Make outbound calls to members for consultations.
• Resolve problems and follow up to ensure satisfaction.

Branch Operations

• Maintain cash drawer, initiate transfers, create VISA cards, process IRA and other transactions.
• Handle fraud disputes, assist with branch opening/closing, ensure branch security.

Other Responsibilities

• Represent the credit union professionally.
• Keep work area tidy, respond promptly to communications.
• Participate in training, travel as needed, comply with regulations.
• Perform other duties as assigned.

Minimum Requirements

• At least six months of customer service experience.
• High school diploma or equivalent.
• Valid driver’s license.
• Proficient in computer skills, familiar with Microsoft Office.
• No supervisory responsibilities.
• Knowledge of credit union policies, ability to cross-sell, perform calculations, and communicate effectively.

Physical & Working Conditions

• Ability to talk, hear, sit, use hands, reach.
• Stand, walk, kneel, crouch occasionally.
• Lift up to 10 lbs regularly, up to 50 lbs occasionally.
• Moderate noise environment.

About Us

Follow @MountainAmericaLife on social media. We are committed to a healthy work-life balance, offering a friendly and inclusive environment, fun activities, and charity events.

Our purpose is to help members enjoy a good life by providing accessible banking options and putting members' needs first, embodying the "people helping people" philosophy.