Part Time Member Service & Sales (Teller) - Bilingual Required

Mountain America Credit Union•Kearns, UT
•Onsite

About The Position

Mountain America Credit Union is hiring a part-time, bilingual Member Service & Sales (Teller) to provide exceptional service to credit union members. The role assesses members’ financial needs, advises them on suitable options, assists with transactions, and explains products and services. It uses a consultative sales approach to support member satisfaction, account retention, and branch sales and service goals. The position is based at the Kearns branch in Kearns, Utah. The schedule is 20–25 hours per week, with hours varying between 8:40 a.m. and 6:15 p.m. Monday through Friday and 8:40 a.m. and 2:15 p.m. on Saturdays. Employees must be available for any hours within that schedule, and a weekday off is provided when working a Saturday. Flexibility is needed. The employee performs teller and branch operations, maintains branch security, and represents the credit union professionally. Travel may be required. The role has no supervisory or managerial responsibilities.

Requirements

  • At least six months of customer service experience.
  • High school diploma or equivalent.
  • Valid driver’s license.
  • Bilingual in English and Spanish.
  • 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 support 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.
  • Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
  • Complete the MSR onboarding requirements within the first 90 days, including Branch Foundations, Teller Branch Checklist, Products & Services Teller, and Follow-up Training.

Nice To Haves

  • Credit union industry experience preferred.

Responsibilities

  • Assess member needs and advise members on suitable financial products, services, and transactions, including opening new accounts and servicing existing accounts.
  • Educate members on options for managing financial transactions using Mountain America tools, resources, and technology; cross-sell products and services as needs arise.
  • Work toward sales and service goals and help increase member satisfaction and account retention.
  • Use lead lists to make outbound calls to existing members and provide consultations about credit union 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 through the New Member Onboarding approach.
  • Maintain a cash drawer.
  • Initiate wire transfers, cashier’s checks, and cash advances; create VISA cards; and process 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 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 conduct; 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 for an increase 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.
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