Hire Ahead Member Service & Sales (Teller)

Mountain America Credit UnionPark City, UT
1d$18Onsite

About The Position

At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs.

Requirements

  • At least six months of customer service experience.
  • High school diploma or equivalent
  • A valid driver’s license is required
  • Basic computer operating skills
  • Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
  • Type a minimum of 35 words per minute preferred
  • Thorough knowledge of credit union policies, procedures and regulations
  • Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
  • Ability to perform mathematical calculations
  • Ability to communicate effectively using written and verbal communication

Responsibilities

  • Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.
  • Provides quality service by assessing, advising, and assisting credit union membership.
  • Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.
  • Educates members about MACU products and services.
  • Consistent focus on increasing member satisfaction and account retention.
  • Expected to meet production goals as a representation to help our members.
  • May follow up with members on product referrals (e.g. warm calling).
  • Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services.
  • Greets all members professionally.
  • Accurately maintains cash drawer.
  • 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.
  • 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

Benefits

  • Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
  • Extra $2.00 per hour location premium for the Park City Branch
  • 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
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