Part Time Hire Ahead Member Service & Sales (Teller)

Mountain America Credit Union • Vernal, UT

2d • Onsite

About The Position

Mountain America Credit Union’s 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 goals. This is a “Hire Ahead” role used to train and onboard team members before assignment to a branch based on regional and location needs. The position may be assigned to another branch within a 10–20 mile radius of the listed location.

The position is part time, 20–25 hours per week based on branch needs. The schedule varies 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 has a weekday off. The listed location is the Vernal 1818 W Hwy 40 Branch in Vernal, Utah. Travel may be required.

The role involves engaging with members in person and over the phone, assessing and advising on their needs, educating them about credit union products and services, and meeting production goals. It also includes accurately processing transactions, maintaining a cash drawer, assisting with branch opening and closing, and safeguarding branch security and member information. Employees must complete the MSR Certification Package within their first 90 days.

The position requires at least six months of customer service experience, a high school diploma or equivalent, and a valid driver’s license. The work includes frequent talking, hearing, sitting, handling objects, and reaching; occasional standing, walking, kneeling, and crouching; and lifting up to 10 pounds consistently and up to 50 pounds occasionally. The work environment is described as having no unusual environmental factors and moderate office noise.

Requirements

• At least six months of customer service experience.
• High school diploma or equivalent.
• Valid driver’s license.
• Basic computer operating skills.
• Beginner to intermediate skills in Microsoft Office, including Outlook, Word, and Excel.
• Thorough knowledge of credit union policies, procedures, and regulations.
• Ability to prepare loan documents and cross-sell credit union financial services.
• Ability to perform mathematical calculations.
• Effective written and verbal communication skills.
• Ability to talk, hear, sit, handle or feel objects, 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

• Typing speed of at least 35 words per minute is preferred.

Responsibilities

• Build and maintain relationships with members through in-person and telephone conversations.
• Assess, advise, and assist members to provide quality service.
• Recognize member needs and cross-sell products and services using a consultation approach.
• Educate members about credit union products and services.
• Focus on increasing member satisfaction and account retention, and meet production goals.
• Follow up with members on product referrals, including warm calls.
• Use lead lists to make outbound calls to existing members about products and services.
• Greet members professionally.
• Maintain an accurate cash drawer and process transactions accurately and efficiently according to policies and procedures.
• Assist with branch opening and closing procedures.
• Protect branch security, including vault combinations, security codes, and member information.
• Represent the credit union professionally in appearance and conduct, 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 the required MSR Certification Package during the first 90 days.
• Comply with applicable laws and regulations and perform other duties as assigned.

Benefits

• Starting pay of $17.50 per hour, with potential increases based 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