Part Time Member Service & Sales Representative (Teller) - Bilingual (Spanish/English) Preferred not required

Mountain America Credit Union • Boise, ID

5d • Onsite

About The Position

Mountain America Credit Union is hiring a part-time Member Service & Sales Representative (Teller) for its Boise 3rd Street Branch. The role focuses on creating exceptional service experiences by understanding members’ needs, advising them on financial options, assisting with transactions, and recommending products and services that meet their needs. Spanish/English bilingual ability is preferred but not required.

The representative also performs branch operations, including maintaining a cash drawer, processing transactions and financial services, assisting with branch opening and closing, and supporting branch security. The position works 20–25 hours per week, with weekday hours varying between 8:40 a.m. and 6:15 p.m. and Saturday hours from 8:40 a.m. to 2:15 p.m. A weekday off is provided when working a Saturday; flexibility is needed based on branch needs. Starting pay is $17.50 per hour, with potential increases based 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. The employee must complete specified teller onboarding and training within the first 90 days. The work includes frequent sitting, hand use, reaching, talking, and hearing; occasional standing, walking, kneeling, and crouching; and lifting up to 10 pounds consistently and up to 50 pounds occasionally. The environment has moderate office noise and no unusually environmental factors.

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 create 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

• Spanish/English bilingual ability is preferred but not required.
• Credit union industry experience is preferred.

Responsibilities

• Provide exceptional member service by assessing needs, advising members, and assisting with transactions, including opening and servicing accounts and explaining suitable products and services.
• Educate members about options for managing financial transactions using credit union tools, resources, and technology; cross-sell products and services through a consultative approach.
• 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 on credit union products and services.
• Resolve member complaints by identifying causes, providing solutions, expediting corrections or adjustments, and following up to ensure resolution.
• Follow up on member interactions with thank-you notes and phone calls using the 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 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.
• 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 conduct; 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 when required, comply with applicable regulations, and perform other duties as assigned.

Benefits

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