Part Time Member Service & Sales Representative (Teller)

Mountain America Credit Union • Woods Cross, UT

5d • Onsite

About The Position

Mountain America Credit Union seeks a part-time Member Service & Sales Representative (Teller) to provide exceptional service to credit union members. The role assesses member needs, recommends solutions, supports financial transactions, and explains suitable products and services. It also involves meeting sales and service goals, consulting with members about financial options, and supporting branch operations.

The position is based at the Woods Cross 500 West Branch in Woods Cross, Utah. The schedule is 20–25 hours per week based on branch needs. Hours vary between 8:40 a.m. and 6:15 p.m. Monday through Friday, and 8:40 a.m. to 2:15 p.m. on Saturdays. When working Saturday, the representative receives a weekday off. Schedule flexibility is needed.

The starting pay is $17.50 per hour, with potential increases based on experience, plus incentives. The role has no supervisory or managerial responsibilities. Travel may be required.

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 to provide exceptional member service.
• Ability to perform financial calculations.
• Ability to communicate effectively and persuasively in writing and verbally.
• Ability to talk, hear, sit, handle or feel objects with the hands, and reach with the hands and arms consistently; stand, walk, kneel, and crouch occasionally.
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
• Close vision and distance vision.

Nice To Haves

• Credit union or financial industry experience preferred.

Responsibilities

• Provide exceptional member service by assessing needs, advising members, and assisting with transactions such as opening and servicing accounts.
• Educate members on options for managing financial transactions using credit union tools, resources, and technology; recommend 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 contact existing members and provide consultation on credit union products and services.
• Resolve member problems by clarifying complaints, identifying causes, providing solutions, expediting corrections or adjustments, and following up.
• Follow up after member interactions with thank-you notes and calls using the New Member Onboarding approach.
• Maintain a cash drawer; initiate wire transfers, cashier’s checks, and cash advances; and 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 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.
• Comply with applicable regulations and perform other duties as assigned.
• Complete MSR onboarding within the first 90 days, including Branch Foundations, the Teller Branch Checklist, Products & Services, and Teller Follow-up Training.

Benefits

• Competitive 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