Part Time Member Service and Sales Representative (Teller)

Mountain America Credit Union•Salt Lake City, UT

1d•Onsite

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 to help members achieve their financial dreams. This part-time role is based at the Salt Lake State St Branch in Salt Lake City, Utah. The schedule varies between 20 and 25 hours per week based on branch needs. Hours are Monday through Friday between 8:40 a.m. and 6:15 p.m., and Saturdays from 8:40 a.m. to 2:15 p.m. When working a Saturday, the employee has a weekday off. Schedule flexibility is needed. The representative provides member service and performs branch transactions and operations, while meeting sales and service goals. The role requires professional conduct, timely communication, completion of product knowledge courses, compliance with applicable regulations, and the ability to travel as needed. The position has no supervisory or managerial responsibilities.

Requirements

At least six months of customer service experience.
High school diploma or equivalent.
Valid driver’s license.
Proficient computer operating skills.
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 provide 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.
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
Close vision and distance vision.

Nice To Haves

Credit union or other industry experience is preferred.

Responsibilities

Assess member needs, advise members, and assist with transactions, including opening new accounts, servicing existing accounts, and explaining relevant products and services.
Educate members on options for managing financial transactions using MACU tools, resources, and technology, and cross-sell products and services through a consultative approach.
Focus on increasing member satisfaction and account retention, and meet sales and service goals.
Use lead lists to contact existing members and provide consultations on MACU products and services.
Resolve member problems by clarifying complaints, determining causes, providing and expediting solutions, and following up to ensure resolution.
Follow up on member interactions with thank-you notes and phone calls using the MACU New Member Onboarding approach.
Maintain a cash drawer.
Initiate wire transfers, cashier’s checks, and cash advances.
Create VISA cards.
Open and process IRA transactions, certificates of deposit, and savings bond redemptions.
Use judgment to place appropriate check holds and issue fee reversals.
Assist fraud victims by processing fraud disputes.
Process transactions accurately and efficiently in accordance with established policies and procedures.
Assist with branch opening and closing procedures.
Maintain branch security, including vault combinations, security codes, and member information.
Represent the credit union professionally in dress and actions, and keep the work area neat and clean.
Respond to email, voicemail, missed calls, and other communications in a timely manner.
Participate in and complete product knowledge courses.
Travel as required, comply with regulations required by law, and perform other assigned duties.
Complete the MSR onboarding courses during the first 90 days: Branch Foundations, Teller Branch Checklist, Products & Services, and Teller Follow-up Training.

Benefits

Starting competitive pay plus incentives
Performance reviews with opportunities to increase compensation
Excellent medical and dental benefits with minimal employee contribution (for full-time employees)
Paid time off
Volunteer time off
Paid holidays
Matching 401K
Tuition assistance
Professional development
And more