Member Service & Sales (Teller) Bilingual English/Spanish Preferred

Mountain America Credit Union•St. George, UT
•Onsite

About The Position

Mountain America Credit Union is hiring a Member Service & Sales (Teller) to provide exceptional service to credit union members. The role assesses member needs, advises members on suitable financial solutions, supports transactions such as opening and servicing accounts, and explains relevant products and services. It uses a consultative sales approach to help members manage financial transactions and meet their financial goals, while working toward service and sales objectives. The position is based at the St George River Rd Branch in St George, Utah. The schedule is full-time, Monday through Friday from 8:40 a.m. to 6:15 p.m., and Saturdays from 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 possible increases based on experience, incentives, and an additional $1.00 per hour for bilingual English/Spanish ability. The teller performs branch transactions and operational duties, maintains security and member information, and follows established policies, procedures, and applicable regulations. The job may require travel. Spanish-English bilingual ability is preferred but not required.

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.
  • Ability to communicate effectively and persuasively in writing and verbally.
  • Ability to talk, hear, sit, use hands to handle or feel, and reach with hands and arms consistently; stand, walk, kneel, and crouch occasionally; and lift up to 10 pounds consistently and up to 50 pounds occasionally.

Nice To Haves

  • Bilingual English/Spanish ability.
  • Industry experience.

Responsibilities

  • Provide exceptional member service by assessing needs, advising members, and assisting with transactions, including opening new accounts and servicing existing accounts.
  • Educate members on options for managing financial transactions using MACU tools, resources, and technology, and recommend or cross-sell products and services based on member needs.
  • Focus on increasing member satisfaction and account retention, and meet sales and service goals.
  • Use lead lists to call existing members and provide consultation on MACU products and services.
  • Resolve member complaints by identifying causes, providing solutions, expediting corrections or adjustments, and following up to confirm resolution.
  • Follow up with members through thank-you notes and phone calls using the MACU New Member Onboarding approach.
  • Maintain a cash drawer and 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 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.
  • 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 regulations required by law and perform other duties as assigned.
  • Travel as required.

Benefits

  • Starting competitive pay of $17.50 per hour, with potential increases based on experience, plus incentives.
  • Additional $1.00 per hour for bilingual English/Spanish employees.
  • 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.
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