Hire Ahead Member Service & Sales (Teller)

Mountain America Credit Union•Provo, UT

1d•Onsite

About The Position

Mountain America Credit Union is hiring a Member Service & Sales (Teller) to provide exceptional service to credit union members by assessing their needs, recommending appropriate products and services, and assisting with financial transactions. The position uses a consultative sales approach to educate members about financial-management tools and credit union offerings, support satisfaction and account retention, and meet sales and service goals. It is a hire-ahead role, so the employee may be assigned to another branch within the stated radius of the original location. The role also performs teller and branch operations, including maintaining a cash drawer, processing transactions, handling specified account and payment services, assisting with fraud disputes, and supporting branch opening, closing, and security procedures. The employee represents the credit union professionally, keeps the work area clean, responds to communications promptly, completes product knowledge training, follows applicable regulations, and performs other assigned duties. Paid full-time training is provided during the first week. The listed schedule is Monday through Friday, 8:40 a.m.–6:15 p.m., and Saturdays, 8:40 a.m.–2:15 p.m.; when working a Saturday, the employee receives a day off during the week. The position is based at 430 West Cougar Blvd, Provo, Utah, and may require travel. Physical demands include frequent talking, hearing, sitting, handling or feeling objects, and reaching; occasional standing, walking, kneeling, and crouching; and lifting up to 10 pounds consistently and 50 pounds occasionally. The work environment has moderate office noise, with no unusual environmental factors. Starting pay is $17.50 per hour and may increase depending on experience, with incentives. The posting also lists performance reviews with compensation-increase opportunities and benefits for full-time employees.

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.
Ability to communicate effectively and persuasively in writing and verbally.
Ability to meet the listed physical demands, including lifting up to 10 pounds consistently and up to 50 pounds occasionally.

Nice To Haves

Credit union or related industry experience is preferred.

Responsibilities

Assess member needs, advise members, and assist with transactions, including opening new accounts, servicing existing accounts, and explaining relevant products and services.
Educate members about options for managing financial transactions using credit union tools, resources, and technology, and cross-sell products and services as needs arise.
Focus on member satisfaction and account retention and meet sales and service goals.
Use lead lists to make outbound calls to existing members and consult on credit union products and services.
Resolve member problems by clarifying complaints, identifying causes, providing solutions, expediting corrections or adjustments, and following up.
Follow up on member interactions with thank-you notes and calls using the New Member Onboarding approach.
Maintain a cash drawer.
Initiate wire transfers, cashier’s checks, and cash advances.
Create VISA cards.
Open and 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.
Process transactions accurately and efficiently according to established 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 and required onboarding training.
Comply with applicable regulations and perform other duties as assigned.

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.
Paid training.