Part Time PM Member Service & Sales (Teller)

Mountain America Credit Union • Payson, UT

10d • Onsite

About The Position

Mountain America Credit Union seeks a part-time Member Service & Sales (Teller) to provide exceptional service to members by assessing their needs, advising them on suitable options, and assisting with financial transactions. The role uses a consultative sales approach to explain and cross-sell products and services, support member satisfaction and retention, and meet sales and service goals. It also handles routine teller and branch operations, follows credit union procedures and regulations, and maintains branch security. The position is based at 818 South State Highway 198, Payson, Utah. The regular schedule is Monday through Friday, 12:40 p.m. to 6:15 p.m., and Saturdays, 8:40 a.m. to 2:15 p.m.; when working Saturday, the employee has a weekday off. Paid training is provided during the first week, Monday through Friday, 8:45 a.m. to 6:15 p.m. The role has no supervisory or managerial responsibilities.

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.
• 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.
• Effective and persuasive written and verbal communication skills.
• 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 and distance vision.

Nice To Haves

• Credit union or other industry experience is preferred.

Responsibilities

• Assess member needs, advise members, and assist with transactions, including opening new accounts and servicing existing accounts.
• Educate members about options for managing financial transactions through MACU tools, resources, and technology; recommend and cross-sell suitable products and services.
• Focus on member satisfaction and account retention, and meet sales and service goals.
• Use lead lists to make outbound calls to existing members about MACU products and services.
• Resolve member complaints by identifying causes, providing solutions, 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 and process transactions accurately and efficiently according to 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; 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, maintain a neat and clean work area, 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.
• Travel when required.

Benefits

• Starting 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, and paid holidays.
• Matching 401(k).
• Tuition assistance.
• Professional development.
• Paid training.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED