Member Service and Sales (Teller)

Mountain America Credit Union • Goodyear, AZ

1d • Onsite

About The Position

Mountain America Credit Union’s Member Service and Sales (Teller) role provides exceptional service to credit union members by identifying their needs, advising them on suitable financial options, and assisting with transactions. The role uses a consultation-based sales approach to explain and cross-sell products and services, support members’ financial goals, and meet sales and service goals. It also involves resolving member concerns and following up on interactions.

The position is based at the Goodyear Yuma Rd Branch in Goodyear, Arizona, with coverage at the Glendale Northern Ave Branch in Glendale, Arizona. The schedule is full-time, Monday through Friday from 8:40 a.m. to 6:15 p.m., with rotating Saturdays from 8:40 a.m. to 2:15 p.m. Flexibility is needed.

The teller performs branch transactions and operational duties, including maintaining a cash drawer, processing wire transfers and other financial transactions, assisting with fraud disputes, and supporting branch opening, closing, and security. The role requires a high school diploma or equivalent, at least six months of customer service experience, 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.
• Understanding of Microsoft Office Suite, including Outlook, Word, and Excel.
• Ability to apply 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; ability to stand, walk, kneel, and crouch occasionally.
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.

Nice To Haves

• Industry experience preferred.

Responsibilities

• Provide exceptional member service by assessing member needs, advising them, and assisting with transactions, including opening new accounts and servicing existing accounts.
• Educate members on options for managing financial transactions using MACU tools, resources, and technology, and cross-sell products and services as appropriate.
• Focus on member satisfaction and account retention and meet sales and service goals.
• Use lead lists to make outbound calls to existing members and consult with them about MACU products and services.
• Resolve member complaints by identifying causes, providing solutions, expediting corrections or adjustments, and following up.
• Follow up with members through thank-you notes and phone calls using the MACU New Member Onboarding approach.
• Maintain a cash drawer and initiate wire transfers, cashier’s checks, and cash advances.
• Create VISA cards and open and process IRA transactions, certificates of deposit, and savings bond redemptions.
• Use judgment to place check holds and issue fee reversals.
• Assist fraud victims by processing fraud disputes.
• Process transactions accurately and efficiently according to 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 and required onboarding training.
• Travel as required, comply with applicable regulations, and perform other duties as assigned.

Benefits

• Starting pay of $17.50 per hour, with potential increases based on experience, plus incentives.
• Additional $1.00 for helping members in Spanish.
• 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: Full-time
• Career Level: Entry Level
• Education Level: High school or GED