Part Time Member Service & Sales (Teller) - Bilingual Required (English/Spanish)

Mountain America Credit Union • West Valley, UT

6d • Onsite

About The Position

Mountain America Credit Union seeks a bilingual English/Spanish Part Time Member Service & Sales (Teller) to provide exceptional service to members, understand their needs, recommend appropriate financial products and services, and support branch operations. The role uses the credit union’s AAA sales philosophy and consultation approach to help members manage financial transactions, achieve financial goals, and build satisfaction and account retention. The employee is expected to meet sales and service goals and may make outbound calls to existing members.

This position is based at the West Valley 5600 W branch in West Valley, Utah. The schedule is 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. and 2:15 p.m. on Saturdays. When working a Saturday, the employee has a weekday off, and flexibility is required.

The role also performs teller and branch duties, including maintaining a cash drawer; processing transactions and financial services; assisting with branch opening and closing; and supporting branch security. A valid driver’s license is required, and travel may be required. The employee completes specified MSR onboarding and training within the first 90 days. The position has no supervisory or managerial responsibilities.

Requirements

• At least six months of customer service experience.
• High school diploma or equivalent.
• Valid driver’s license.
• Bilingual English/Spanish proficiency.
• 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 provide exceptional member service.
• Ability to perform financial calculations.
• Ability to communicate effectively and persuasively in writing and verbally.
• Ability to complete MSR onboarding training within the first 90 days, including Branch Foundations, Teller Branch Checklist, Products & Services, and Teller Follow-up Training.

Nice To Haves

• Credit union industry experience preferred.

Responsibilities

• Provide exceptional member service by assessing member needs, advising them, and assisting with transactions, including opening new accounts, servicing existing accounts, and explaining suitable products and services.
• Educate members about options for managing financial transactions through MACU tools, resources, and technology, and cross-sell products and services as needs arise.
• Work toward sales and service goals and support member satisfaction and account retention.
• Use lead lists to make outbound calls to existing members and consult with them about MACU products and services.
• Resolve member complaints by identifying the cause, providing an appropriate solution, expediting corrections or adjustments, and following up.
• Follow up on member interactions with thank-you notes and phone calls using the MACU New Member Onboarding approach.
• Maintain a cash drawer.
• Initiate wire transfers, cashier’s checks, and cash advances; create VISA cards; process IRA transactions and certificates of deposit; and redeem savings bonds.
• Use judgment to place appropriate 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.
• Support 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 onboarding training.
• Comply with applicable regulations and perform other duties as assigned.

Benefits

• Starting competitive pay of $17.50 per hour, with potential increases 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.
• 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