Member Service & Sales Representative (Teller)

Mountain America Credit Union•Nampa, ID

1d•$18•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 suitable solutions, and assisting with financial transactions. The role uses a consultative sales approach to explain and cross-sell products and services, support member satisfaction and account retention, and meet sales and service goals. Responsibilities also include contacting existing members, resolving complaints, and following up on member interactions. The position performs branch operations such as maintaining a cash drawer; processing transactions, wire transfers, cashier’s checks, cash advances, IRA transactions, certificates of deposit, and savings bond redemptions; creating VISA cards; placing check holds; issuing fee reversals; and processing fraud disputes. The representative also assists with branch opening and closing and is responsible for branch security, including vault combinations, security codes, and member information. The position is full-time at the Nampa Branch in Nampa, Idaho. The schedule is Monday through Friday, 8:40 a.m. to 6:15 p.m., with rotating Saturdays, 8:40 a.m. to 2:15 p.m. Starting pay is $17.50 per hour, with potential increases based on experience, incentives, and an additional $1.00 for helping in Spanish. 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, and reach with hands and arms consistently; and to stand, walk, kneel, and crouch occasionally.
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
Close and distance vision.

Nice To Haves

Industry experience preferred.

Responsibilities

Assess member needs, advise members on suitable solutions, and assist with transactions, including opening and servicing accounts and explaining products and services.
Educate members about options for managing financial transactions through credit union tools, resources, and technology, and cross-sell relevant products and services using a consultative approach.
Focus on increasing member satisfaction and account retention and meet sales and service goals.
Use lead lists to call existing members and provide consultation on credit union products and services.
Resolve member complaints by identifying causes, providing solutions, expediting 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 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, and 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.

Benefits

Competitive starting pay of $17.50 per hour, with potential increases depending on experience and incentives.
Additional $1.00 for helping in Spanish.
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.