Full Time Member Service & Sales (Teller)

Mountain America Credit Union • Meridian, ID

2d • Onsite

About The Position

Mountain America Credit Union seeks a full-time Member Service & Sales (Teller) employee for its Meridian Franklin Rd Branch. The role provides exceptional service to credit union members by assessing their financial needs, advising on suitable solutions, assisting with transactions, and explaining products and services. The employee uses a consultation-based sales approach, supports member satisfaction and account retention, works toward sales and service goals, and follows up with members.

The position also performs branch transactions and operational tasks, including maintaining a cash drawer, processing wire transfers and other financial services, assisting with fraud disputes, and supporting branch opening and closing procedures. It is responsible for protecting branch security and member information, maintaining a professional and orderly work area, completing required product-knowledge training, and complying with applicable regulations.

The schedule is Monday through Friday, 8:40 a.m. to 6:15 p.m., and Saturday, 8:40 a.m. to 2:15 p.m. Employees receive a day off during the week when they work a Saturday. Travel may be required. 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.
• 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.
• Effective and persuasive written and verbal communication skills.
• Ability to talk, hear, sit, handle or feel objects, and reach with hands and arms consistently; ability to 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

• Credit union or other industry experience is preferred.

Responsibilities

• Assess members’ needs, advise them on suitable options, and assist with transactions, including opening new accounts and servicing existing accounts.
• Educate members about financial transaction options and MACU tools, resources, and technology; recommend 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 causes, providing solutions, processing corrections or adjustments, and following up to ensure resolution.
• 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 wire transfers, cashier’s checks, cash advances, VISA cards, 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.
• Process transactions accurately and efficiently according to established policies and procedures.
• 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, keep the work area neat and clean, and respond to communications in a timely manner.
• Participate in and complete product-knowledge courses and required onboarding training.
• Comply with applicable regulations, travel when required, and perform other duties as assigned.

Benefits

• Competitive 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.

What This Job Offers

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