Member Service & Sales Representative (Teller)

Mountain America Credit Union • Meridian, ID

1d • Onsite

About The Position

The Member Service & Sales Representative provides exceptional service to Mountain America Credit Union members by assessing their needs, advising them on appropriate options, and helping with financial transactions. The role includes opening and servicing accounts, explaining relevant products and services, using a consultation-based sales approach, supporting member satisfaction and account retention, and meeting sales and service goals. Representatives also make outbound calls to existing members, resolve complaints, and follow up on member interactions.

Branch duties include maintaining a cash drawer; processing wire transfers, cashier’s checks, cash advances, IRA transactions, certificates of deposit, savings bond redemptions, and fraud disputes; creating VISA cards; applying appropriate check holds and fee reversals; and assisting with branch opening and closing procedures. The representative is responsible for branch security and must comply with applicable policies, procedures, and regulations.

The position is full-time at the Meridian – 10 Mile Branch. The schedule is Monday through Friday, 8:40 a.m. to 6:15 p.m., with rotating Saturdays from 8:40 a.m. to 2:15 p.m. Travel may be required. The role has no supervisory or managerial responsibilities.

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.
• 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 while providing exceptional member service.
• Ability to perform financial calculations.
• Ability to communicate effectively and persuasively in writing and verbally.

Nice To Haves

• Industry experience preferred.

Responsibilities

• Assess member needs, advise members, and assist with financial transactions, including opening and servicing accounts.
• Explain and recommend credit union products and services that suit members’ needs and support credit union objectives.
• Educate members about options for managing transactions using Mountain America tools, resources, and technology.
• Cross-sell products and services through a consultation approach and meet sales and service goals.
• Make outbound calls to existing members using lead lists to provide additional consultation on products and services.
• Resolve member complaints by identifying causes, providing solutions, arranging corrections or adjustments, and following up.
• Follow up with members using thank-you notes and phone calls as part of the New Member Onboarding approach.
• Maintain a cash drawer and process wire transfers, cashier’s checks, cash advances, VISA cards, IRA transactions, certificates of deposit, and savings bond redemptions.
• Apply appropriate check holds, issue fee reversals, and 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 and maintain branch security, including vault combinations, security codes, and member information.
• Represent the credit union professionally, keep the work area neat and clean, and respond to 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.

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.
• 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