Part Time Hire Ahead Member Service & Sales (Teller)

Mountain America Credit Union•Vernal, UT

1d•Onsite

About The Position

The Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services to help members achieve their financial goals. This Hire Ahead role is used to train and onboard team members before assignment to a branch based on regional and location needs. The position may be assigned to another branch within a 10–20-mile radius. The position is part-time, 20–25 hours per week based on branch needs. The schedule is Monday through Friday, with hours varying between 8:40 a.m. and 6:15 p.m., and Saturdays from 8:40 a.m. to 2:15 p.m. When working a Saturday, the employee receives a day off during the week; flexibility is needed. The listed location is the Vernal branch at 1818 W Highway 40, Vernal, Utah. The role involves building relationships with members in person and over the phone, assessing and addressing their needs, educating them about credit union products and services, and meeting production goals. It also processes cash transactions, maintains a cash drawer, assists with branch opening and closing, and supports branch security. Travel may be required. The position is not eligible to be performed in Colorado or Connecticut, remotely or in person.

Requirements

At least six months of customer service experience.
High school diploma or equivalent.
Valid driver's license.
Complete the MSR Certification Package within the first 90 days, including the Teller Branch Checklist, Products & Services Teller Follow-up Training, and MSR Sales Certification.
Basic computer operating skills.
Beginner to intermediate proficiency with 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.
Ability to communicate effectively in writing and verbally.
Ability to talk, hear, sit, use hands to handle or feel, and reach with 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

Type at least 35 words per minute.

Responsibilities

Build and maintain relationships with members through in-person and telephone conversations.
Assess, advise, and assist members to provide quality service.
Recognize member needs and consultatively cross-sell products and services.
Educate members about credit union products and services.
Focus on increasing member satisfaction and account retention, and meet production goals.
Follow up on product referrals, including warm calls, and use lead lists for outbound calls to existing members.
Greet members professionally.
Maintain an accurate cash drawer and process transactions accurately and efficiently in accordance with established policies and procedures.
Assist with branch opening and closing procedures.
Protect 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 and required training.
Comply with applicable laws and regulations.
Travel as required and perform other duties as assigned.

Benefits

Starting pay of $17.50 per hour, with possible 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, and paid holidays.
Matching 401(k).
Tuition assistance.
Professional development.

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