Full Time Member Service & Sales (Teller)

Mountain America Credit Union•Meridian, ID
•Onsite

About The Position

Mountain America Credit Union seeks a Member Service & Sales (Teller) to create exceptional service experiences by genuinely caring for members, applying the credit union’s AAA sales philosophy, and helping members pursue their financial goals. The role assesses member needs, provides financial guidance, supports transactions, and explains products and services that meet member needs and credit union objectives. The teller serves members at the Meridian Franklin Road branch and performs branch operations including maintaining a cash drawer, processing financial transactions, assisting with branch opening and closing, and protecting branch security. The position also supports member outreach, problem resolution, fraud disputes, and ongoing product knowledge training. Travel may be required. The position is full-time, with a schedule of Monday through Friday, 8:40 a.m. to 6:15 p.m., and Saturdays, 8:40 a.m. to 2:15 p.m. A weekday off is provided when a Saturday is worked. Starting pay is $17.50 per hour, with the possibility of a higher rate depending on experience, plus incentives.

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 create exceptional member service.
  • Ability to perform financial calculations.
  • Effective and persuasive written and verbal communication skills.
  • Ability to talk, hear, sit, handle or feel objects with the hands, and reach with the 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

  • Credit union or financial industry experience.

Responsibilities

  • Provide exceptional member service by assessing member needs, advising members, and assisting with transactions, including opening and servicing accounts.
  • Educate members about financial transaction options and MACU tools, resources, and technology; consultatively cross-sell products and services as needs arise.
  • Work toward sales and service goals and focus on increasing member satisfaction and account retention.
  • Use lead lists to contact existing members and offer consultation on 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 under established policies and procedures.
  • 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 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 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 training.
  • Comply with applicable regulations and perform other duties as assigned.

Benefits

  • Starting competitive pay of $17.50 per hour, with the possibility of increased pay 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.
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