Hire Ahead Member Service & Sales (Teller) - Full Time
About The Position
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. LOCATION 1704 East Timpanogos Hwy Lehi, UT 84043 SCHEDULE Full Time; Monday - Friday 8:40am - 6:15pm Saturdays 8:40am - 2:15pm Day off during the week when a Saturday is worked This position is considered "Hire Ahead", which means that at any point it could be assigned to another branch within a 10-20 miles radius At Mountain America, we are committed to taking care of all our employees. Starting competitive pay of $17.00 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!
Requirements
- At least six months of customer service experience.
- High school diploma or equivalent
- A valid driver's license is required
- Proficient computer operating skills
- Understanding of Microsoft Office Suite (Outlook, Word, Excel)
- Thorough knowledge of credit union policies, procedures and regulations
- Ability to perform financial calculations
- Ability to communicate effectively and persuasively using written and verbal communication
Nice To Haves
- Industry experience preferred.
- Ability to identify lending opportunities and make recommendations.
- Ability to cross-sell financial services of the credit union to create exceptional member service
Responsibilities
- 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
- 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.
- 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 $17.00 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
