Member Service and Sales Representative (Teller)

Mountain America Credit Union • Twin Falls, ID

5d • Onsite

About The Position

Mountain America Credit Union seeks a Member Service and Sales Representative to provide exceptional service to members, assess their financial needs, recommend suitable products and services, and process transactions. The role uses a consultation-based sales approach to support member satisfaction, retention, and credit union objectives. The representative also performs branch operations, maintains security, and follows applicable policies and regulations.

This is a part-time position at the Twin Falls Blue Lakes Blvd North Branch in Twin Falls, Idaho. The schedule is 20–25 hours per week, based on branch needs. Hours vary between 8:40 a.m. and 6:15 p.m. Monday through Friday and 8:40 a.m. and 2:15 p.m. on Saturdays. When working a Saturday, the employee receives a day off during the week; flexibility is needed.

Starting pay is $17.50 per hour, with the possibility of higher pay depending on experience, plus incentives. The role requires at least six months of customer service experience, a high school diploma or equivalent, and a valid driver’s license. Industry experience is preferred. Required onboarding and training must be completed during the first 90 days.

Requirements

• At least six months of customer service experience.
• High school diploma or equivalent.
• Valid driver’s license.
• Proficient computer operating skills and understanding of Microsoft Office Suite, including Outlook, Word, and Excel.
• Thorough knowledge of credit union policies, procedures, and regulations.
• Ability to identify lending opportunities and make recommendations.
• Ability to cross-sell credit union financial services to support exceptional member service.
• Ability to perform financial calculations.
• Ability to communicate effectively and persuasively in writing and verbally.
• Ability to talk, hear, sit, use hands to handle or feel, and reach with hands and arms consistently; stand, walk, kneel, and crouch occasionally; and lift up to 10 pounds consistently and up to 50 pounds occasionally.
• Complete MSR onboarding, Branch Foundations, Teller Branch Checklist, Products & Services Teller, and Follow-up Training during the first 90 days.

Nice To Haves

• Credit union industry experience.

Responsibilities

• Assess member needs and provide advice and assistance with transactions, including opening new accounts, servicing existing accounts, and explaining relevant products and services.
• Educate members about options for managing financial transactions using MACU tools, resources, and technology; identify needs and cross-sell products and services through consultation.
• Work toward sales and service goals and support member satisfaction and account retention.
• Use lead lists to contact existing members and provide consultation on MACU products and services.
• Resolve member complaints by identifying causes, providing solutions, expediting corrections or adjustments, and following up to confirm resolution.
• Follow up on member interactions with thank-you notes and phone calls using the MACU New Member Onboarding approach.
• Maintain a cash drawer and process transactions accurately and efficiently in accordance with policies and procedures.
• Initiate wire transfers, cashier’s checks, and cash advances; create VISA cards; process IRA transactions and certificates of deposit; and redeem savings bonds.
• Use judgment to place check holds and issue fee reversals; assist fraud victims by processing fraud disputes.
• Assist with branch opening and closing procedures and maintain branch security, including vault combinations, security codes, and member information.
• Represent the credit union professionally in dress and conduct, keep the work area neat and clean, and respond to communications in a timely manner.
• Participate in and complete product knowledge courses and required onboarding training.
• Travel when required, comply with applicable regulations, and perform other duties as assigned.

Benefits

• Starting pay of $17.50 per hour, which may increase depending on experience, plus incentives.
• Performance reviews with opportunities to increase compensation.
• Medical and dental benefits with minimal employee contribution for full-time employees.
• Paid time off.
• Volunteer time off.
• Paid holidays.
• Matching 401(k).
• Tuition assistance.
• Professional development.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED