Part Time Member Service & Sales Representative (Teller) - Bilingual (Spanish/English) Preferred not required

Mountain America Credit Union • Boise, ID

3d • 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 consultation-based sales approach to explain and cross-sell products and services, support member satisfaction and account retention, and work toward sales and service goals. Duties also include a range of teller and branch operations, accurate transaction processing, branch security, and professional communication. The position is part time, scheduled for 20–25 hours per week based on branch needs, at the Boise 3rd Street Branch. Hours vary between 8:40 a.m. and 6:15 p.m. Monday through Friday and 8:40 a.m. and 2:15 p.m. on Saturdays; when working a Saturday, the employee has a weekday off. Flexibility is needed. Spanish/English bilingual ability is preferred but not required.

Requirements

• At least six months of customer service experience.
• High school diploma or equivalent.
• Valid driver’s license.
• 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 support exceptional member service.
• Ability to perform financial calculations.
• Ability to communicate effectively and persuasively in writing and verbally.
• Ability to talk, hear, sit, use hands to handle or feel, and reach with hands and arms consistently; ability to stand, walk, kneel, and crouch occasionally.
• Close vision and distance vision.
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.

Nice To Haves

• Bilingual Spanish/English ability is preferred but not required.
• Credit union industry experience is preferred.

Responsibilities

• Assess member needs, advise on appropriate solutions, and assist with transactions, including opening and servicing accounts and explaining products and services.
• Educate members about financial transaction options using credit union tools, resources, and technology, and cross-sell products and services through a consultation approach.
• Work toward sales and service goals and support member satisfaction and account retention.
• Use lead lists to make outbound calls to existing members and provide consultations about credit union products and services.
• Resolve member complaints by identifying causes, providing solutions, arranging corrections or adjustments, and following up to ensure resolution.
• Follow up on member interactions with thank-you notes and phone calls using the credit union’s New Member Onboarding approach.
• Maintain a cash drawer and process transactions accurately and efficiently in accordance with 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.
• 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 and follow-up training.
• Travel as required, comply with applicable regulations, and perform other duties as assigned.

Benefits

• Starting competitive pay of $17.50 per hour, potentially higher 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, and 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