Part Time - Bilingual (English/Spanish) Member Service & Sales Representative (Teller)

Mountain America Credit Union•Phoenix, AZ

8d•$18 - $20•Onsite

About The Position

Mountain America Credit Union is hiring a part-time bilingual (English/Spanish) Member Service & Sales Representative (Teller) for its Phoenix McDowell Branch at 1601 North 3rd Street, Phoenix, AZ 85004. The role delivers exceptional service to credit union members by assessing their needs, advising them on suitable financial options, assisting with transactions, and recommending products and services through a consultation approach. The representative is expected to meet sales and service goals and help members achieve their financial goals. The position also performs branch and teller operations, including maintaining a cash drawer, processing financial transactions, assisting with branch opening and closing, and supporting branch security. The role requires effective communication in English and Spanish, computer proficiency, and the ability to follow credit union policies, procedures, and regulations. The schedule is part-time, with flexibility needed Monday through Friday from 8:45 a.m. to 6:15 p.m. and Saturdays from 8:45 a.m. to 2:15 p.m. Travel may be required. New employees complete MSR onboarding courses within their first 90 days.

Requirements

At least six months of customer service experience.
High school diploma or equivalent.
Valid driver’s license.
Ability to communicate effectively in English and Spanish, both verbally and in writing.
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 create exceptional member service.
Ability to perform financial calculations.
Ability to meet the role’s physical demands, including frequent talking, hearing, sitting, handling or feeling objects, and reaching; occasional standing, walking, kneeling, and crouching; and lifting up to 10 pounds consistently and up to 50 pounds occasionally.

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 suitable products and services.
Educate members about options for managing financial transactions through MACU tools, resources, and technology, and cross-sell products and services as needs arise.
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 to ensure resolution.
Follow up with members through 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.
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.
Comply with applicable regulations and perform other duties as assigned.
Travel when required.

Benefits

Starting pay of $17.50 per hour, which may increase depending on experience, plus incentives.
Bilingual allowance for helping members in Spanish.
Additional $2.00 per hour location allowance at Arizona branches.
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.