Part Time PM Member Service & Sales (Teller)

Mountain America Credit Union•Provo, UT

1d•Onsite

About The Position

Mountain America Credit Union is hiring a part-time Member Service & Sales (Teller) to provide exceptional service to members by assessing their needs, recommending suitable products and services, and assisting with financial transactions. The role combines member consultation and sales with teller and branch operations, while contributing to member satisfaction, account retention, and sales and service goals. The position is based at 430 West Cougar Blvd, Provo, Utah. The schedule is Monday through Friday from 12:45 p.m. to 6:15 p.m. and Saturdays from 8:40 a.m. to 2:15 p.m.; when working a Saturday, the employee has a weekday off. Paid training is provided. The first week of training is full-time, Monday through Friday, from 8:45 a.m. to 6:15 p.m., and schedule changes cannot be accommodated during that week. Starting pay is $17.50 per hour and may increase depending on experience, with 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.
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 perform the stated physical demands, including frequent talking, hearing, sitting, handling or feeling objects, and reaching with hands and arms; occasional standing, walking, kneeling, and crouching; and lifting up to 10 pounds consistently and up to 50 pounds occasionally.

Nice To Haves

Industry experience preferred.

Responsibilities

Provide exceptional member service by assessing member needs, advising on appropriate solutions, and assisting with transactions such as opening and servicing accounts.
Educate members about financial transaction options and MACU tools, resources, technology, products, and services; cross-sell based on members’ needs through a consultative approach.
Focus on increasing member satisfaction and account retention, and meet sales and service goals.
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, expediting corrections or adjustments, and following up to ensure resolution.
Follow up with members using thank-you notes and phone calls as part of the MACU New Member Onboarding approach.
Maintain a cash drawer and process transactions accurately and efficiently in accordance with established policies and procedures.
Initiate wire transfers, cashier’s checks, and cash advances; create VISA cards; and open and process IRA transactions, certificates of deposit, and savings bond redemptions.
Use judgment to place appropriate 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 actions, keep the work area neat and clean, and respond to communications in a timely manner.
Participate in and complete product knowledge courses and comply with applicable regulations.
Travel as required and perform other duties as assigned.

Benefits

Starting pay of $17.50 per hour, with possible 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.
Paid holidays.
Matching 401(k).
Tuition assistance.
Professional development.
Paid training.