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

Mountain America Credit Union•Phoenix, AZ

7d•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. The role provides exceptional service to credit union members by assessing their needs, recommending appropriate solutions, helping with transactions, and explaining products and services. Representatives use the credit union’s AAA sales philosophy and a consultation approach to support member satisfaction, retention, and financial goals. The position also performs teller and branch operations, responds to member concerns, and helps maintain branch security and procedures. The position is based at 1601 North 3rd Street, Phoenix, AZ 85004. The schedule is part-time and requires flexibility: Monday through Friday, 8:45 a.m.–6:15 p.m., and Saturdays, 8:45 a.m.–2:15 p.m. Travel may be required. Starting pay is $17.50 per hour, with potential increases based on experience, incentives, a bilingual allowance for assisting members in Spanish, and an additional $2.00 per hour location allowance for Arizona branches. The posting lists benefits including paid time off, volunteer time off, paid holidays, matching 401(k), tuition assistance, professional development, and medical and dental benefits with minimal employee contribution for full-time employees.

Requirements

At least six months of customer service experience.
High school diploma or equivalent.
Valid driver’s license.
Ability to communicate effectively and persuasively in both English and Spanish, in writing and verbally.
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 provide exceptional member service.
Ability to perform financial calculations.

Nice To Haves

Credit union or financial-services industry experience is preferred.

Responsibilities

Assess member needs and provide exceptional service, including opening new accounts, servicing existing accounts, processing transactions, and explaining suitable products and services.
Educate members about options for managing financial transactions through MACU tools, resources, and technology; cross-sell products and services as needs arise.
Work toward sales and service goals and support member satisfaction and account retention.
Use lead lists to contact existing members and provide consultation on MACU products and services.
Resolve member complaints by identifying causes, providing solutions, expediting corrections or adjustments, and following up to confirm resolution.
Follow up on member interactions with thank-you notes and phone calls using the MACU New Member Onboarding approach.
Maintain a cash drawer and process transactions accurately and efficiently under established policies and procedures.
Initiate wire transfers, cashier’s checks, and cash advances; create VISA cards; 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.
Assist with branch opening and closing procedures and maintain branch security, including vault combinations, security codes, and member information.
Represent the credit union professionally, maintain a neat and clean work area, and respond to emails, voicemail, missed calls, and other communications in a timely manner.
Participate in and complete product knowledge courses and required onboarding and training.
Comply with applicable regulations and perform other duties as assigned.

Benefits

Starting competitive pay of $17.50 per hour, with potential increases 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.