Bilingual Part Time Member Service & Sales (Teller)

About the role

At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Our work results in members who champion Mountain America.

Responsibilities

• Provides exceptional member service by assessing needs, advising on transactions (opening/servicing accounts), and explaining products and services
• Recognizes member needs, educates on financial management tools, and cross-sells products through consultation
• Bilingual English/Spanish preferred, not required
• Meets sales and service goals; uses lead lists for outbound calls to existing members
• Resolves problems by clarifying complaints, determining causes, providing solutions, expediting corrections, and following up
• Maintains cash drawer and initiates wire transfers, cashier’s checks, and cash advances
• Creates VISA cards; opens/processes IRA transactions, certificates of deposit, and redeems savings bonds
• Uses judgment to place check holds and issue fee reversals; assists fraud victims with dispute processing
• Accurately processes transactions per policies; assists with branch opening/closing procedures
• Responsible for branch security (vault combinations, security codes, member information)
• Represents the credit union professionally in dress and actions; keeps work area neat
• Responds to communications (email/voicemail/missed calls) in a timely manner
• Actively participates in product knowledge courses; travel may be required
• Complies with all legal regulations; performs other duties as assigned

Requirements

• At least six months of customer service experience
• High school diploma or equivalent
• Valid driver’s license required

Qualifications

• To be completed during the first 90 days: MSR onboarding including Branch Foundations, Teller Branch Checklist, Products & Services, and Teller Follow-up Training

Skills

• Proficient computer operating skills; understanding of Microsoft Office Suite (Outlook, Word, Excel)
• Thorough knowledge of credit union policies, procedures, and regulations
• Ability to identify lending opportunities and make recommendations
• Ability to cross-sell financial services to create exceptional member service
• Ability to perform financial calculations
• Effective written and verbal communication skills

Schedule

• Part Time; Monday–Friday hours vary between 8:40am–6:15pm
• Saturdays 8:40am–2:15pm
• Day off during the week when a Saturday is worked
• Flexibility needed; 20–30 hrs/week based on branch needs

Pay

• Starting competitive pay of $17.50 per hour; increases based on experience
• Performance reviews with opportunities to increase compensation
• Additional $1.00/hr for English/Spanish fluency

Benefits

• Excellent medical and dental benefits with minimal employee contribution (full-time employees)
• Paid time off, volunteer time off, and paid holidays
• Matching 401K
• Tuition assistance
• Professional development

Physical Abilities / Working Conditions

• Physical Demands: Ability to talk, hear, sit, use hands/arms consistently; stand, walk, kneel, and crouch occasionally
• Vision Requirements: Close vision (≤20 inches) and distance vision (≥20 feet)
• Weight Lifted: Up to 10 lbs consistently; up to 50 lbs occasionally
• Environment: Moderate noise (business office with computers/printers, light traffic)