Member Service & Sales Representative (Teller) Bilingual Preferred

Mountain America Credit Union•Phoenix, AZ

2d•Onsite

About The Position

Mountain America Credit Union seeks a Member Service & Sales Representative to create exceptional service experiences and help members achieve their financial goals. The role assesses member needs, provides advice and assistance with financial transactions, and uses a consultative sales approach to recommend relevant products and services. The position also supports daily branch operations, processes member transactions, and maintains branch security.

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.
Ability to communicate effectively and persuasively in writing and verbally.
Ability to perform financial calculations.
Ability to identify lending opportunities and make recommendations.
Ability to cross-sell credit union financial services to support exceptional member service.
Thorough knowledge of credit union policies, procedures, and regulations.

Nice To Haves

Credit union industry experience.
Bilingual ability, particularly Spanish, is preferred.

Responsibilities

Provide exceptional member service by assessing needs, advising members, and assisting with transactions, including opening and servicing accounts and explaining relevant products and services.
Educate members about options for managing financial transactions through credit union tools, resources, and technology.
Cross-sell products and services through a consultation approach and meet sales and service goals.
Use lead lists to make outbound calls to existing members and provide consultations on credit union products and services.
Resolve member complaints by identifying the cause, providing solutions, expediting corrections or adjustments, and following up.
Follow up after member interactions with thank-you notes and phone calls using the New Member Onboarding approach.
Maintain a cash drawer and process transactions accurately and efficiently in accordance with 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, and 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 in dress and actions, 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

Competitive starting pay of $17.50 per hour, with potential increases based on experience.
Incentives.
Bilingual allowance for helping members in Spanish.
Additional $2.00 per hour location allowance at Arizona branches.
Additional $1.00 for helping members in English and 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.