Part Time Hire Ahead Member Service & Sales (Teller)

Mountain America Credit Union • Vernal, UT

3d • Onsite

About The Position

The Member Service Representative recognizes and meets members’ needs by providing quality service through transactions and cross-selling products and services to help members achieve their financial dreams. This Hire Ahead role trains and onboards team members before they are assigned to a branch based on regional and branch needs. The position may be assigned to another branch within a 10–20 mile radius.

The representative builds relationships with members in person and over the phone, assesses and assists with their needs, educates them about credit union products and services, and works to increase member satisfaction and account retention. The role includes meeting production goals, following up on product referrals, making outbound calls, processing cash transactions, maintaining a cash drawer, assisting with branch opening and closing, and supporting branch security.

This is a part-time position scheduled for 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 a Saturday, the employee has a weekday off. Schedule flexibility is needed. Starting pay is $17.50 per hour, with potential increases based on experience, plus incentives.

Requirements

• At least six months of customer service experience.
• High school diploma or equivalent.
• Valid driver’s license.
• Basic computer operating skills.
• Beginner to intermediate skills in Microsoft Office, including Outlook, Word, and Excel.
• Thorough knowledge of credit union policies, procedures, and regulations.
• Ability to prepare loan documents and cross-sell credit union financial services.
• Ability to perform mathematical calculations.
• Effective written and verbal communication skills.
• 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 and distance vision.
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.

Nice To Haves

• Ability to type at least 35 words per minute.

Responsibilities

• Build and maintain member relationships through in-person and telephone conversations.
• Assess, advise, and assist members to provide quality service.
• Recognize member needs and consultatively cross-sell appropriate products and services.
• Educate members about credit union products and services.
• Focus on member satisfaction and account retention and meet production goals.
• Follow up with members on product referrals, including warm calls.
• Use lead lists to make outbound calls to existing members about credit union products and services.
• Greet members professionally.
• Maintain an accurate cash drawer and process transactions 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 actions, 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.
• Comply with applicable regulations and perform other assigned duties.

Benefits

• 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