Full Time Member Service & Sales (Teller)
Mountain America Credit Union · Heber City, UT · 1 mo ago
Finance$17.5/hrFull-time
We need to output HTML fragment with sections: About the role? The posting includes Job Summary, Job Description, Location, Schedule, Pay/Benefits, Responsibilities (Member Focus, Branch Operations, Other Responsibilities), Knowledge, Skills, Abilities (Experience, Education, Licenses, etc.), Physical Abilities/Working Conditions, etc.
We must use for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should not repeat job title. We should not include Job ID etc. Remove boilerplate: the first paragraph about assistance, EEO etc. Also remove duplicated lines like "To be effective, an individual must be able to perform each job duty successfully." appears twice; we keep once? We should preserve substantive info but remove duplication. Also remove navigation/legal/EEO etc. Also remove application instructions (the first paragraph about assistance). Also remove the "#INDMS" line.
We need to include sections only when posting has real specific content. So we need sections: About the role (maybe Job Summary), Responsibilities (Member Focus, Branch Operations, Other Responsibilities), Requirements/Qualifications (Experience, Education, Licenses, etc.), Skills (Knowledge, Skills, And Abilities maybe combine), Benefits (Starting competitive pay, incentives, location premium, medical/dental, PTO, volunteer time, holidays, 401K matching, tuition assistance, professional development), Pay (maybe part of Benefits? But we have separate Pay heading allowed; we could include Pay section with starting pay $17.50/hour, location premium $1.00/hour, incentives, performance reviews). Schedule: we have schedule details. Benefits: we have medical/dental, PTO, volunteer time, holidays, 401K matching, tuition assistance, professional development.
We must not create sections with filler like "commensurate with experience". We have actual specifics.
We need to use
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should not repeat job title. We should not include Job ID etc. Remove boilerplate: the first paragraph about assistance, EEO etc. Also remove duplicated lines like "To be effective, an individual must be able to perform each job duty successfully." appears twice; we keep once? We should preserve substantive info but remove duplication. Also remove navigation/legal/EEO etc. Also remove application instructions (the first paragraph about assistance). Also remove the "#INDMS" line.
We need to include sections only when posting has real specific content. So we need sections: About the role (maybe Job Summary), Responsibilities (Member Focus, Branch Operations, Other Responsibilities), Requirements/Qualifications (Experience, Education, Licenses, etc.), Skills (Knowledge, Skills, And Abilities maybe combine), Benefits (Starting competitive pay, incentives, location premium, medical/dental, PTO, volunteer time, holidays, 401K matching, tuition assistance, professional development), Pay (maybe part of Benefits? But we have separate Pay heading allowed; we could include Pay section with starting pay $17.50/hour, location premium $1.00/hour, incentives, performance reviews). Schedule: we have schedule details. Benefits: we have medical/dental, PTO, volunteer time, holidays, 401K matching, tuition assistance, professional development.
We must not create sections with filler like "commensurate with experience". We have actual specifics.
We need to use - for any list of duties/requirements/benefits. Use
for prose.
We must output only HTML fragment, no /, no markdown fences.
Let's structure:
About the role
Job Summary ...
Schedule
Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*
Pay
Starting competitive pay of $17.50/hour, with potential increase based on experience, plus incentives. Extra $1.00/hour location premium for working in the Heber Branch. Performance reviews with opportunities to increase compensation.
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
Responsibilities
We could break into sub-sections? But only headings allowed are those listed; we can still have Responsibilities
and then use - for each duty. Could group Member Focus, Branch Operations, Other Responsibilities as list items.
Let's extract duties:
Member Focus:
- Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives.
- Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach
- Consistent focus on increasing member satisfaction and account retention
- Expected to meet sales and service goals
- Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
- Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
- Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach
Branch Operations:
- Maintains cash drawer
- Initiates wire transfers, cashiers checks, and cash advances
- Creates VISA cards
- Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
- Uses judgement to place appropriate check holds and issue fee reversals
- Assist fraud victims by processing fraud disputes
- Accurately and efficiently processes transactions in accordance with established policies and procedures
- Assists in the opening and closing procedures of the branch
- Responsible for Branch Security which includes vault combinations, security codes, and member information.
Other Responsibilities:
- Represents the credit union in a professional manner, both in dress and in actions
- Keeps work area neat and clean
- Responds to email/voicemail/missed calls/other communication in a timely manner
- Actively participates and completes product knowledge courses
- Travel may be required
- Complies with all regulations as required by law
- Performs other duties as assigned
We'll put each as
- .
Requirements
maybe combine Experience, Education, Licenses, etc. Or we could have Qualifications
. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to pick appropriate ones. We have Schedule, Pay, Benefits, Responsibilities. For the rest we could use Requirements (or Qualifications) and Skills. Let's decide: Requirements could cover Experience, Education, Licenses. Skills could cover Knowledge, Skills, And Abilities (computer skills, communication, etc.) plus Physical Abilities/Working Conditions maybe also under Requirements? But we can put Physical Abilities under Requirements or Skills? Probably Requirements.
Thus:
Requirements
- At least six months of customer service experience.
- Industry experience preferred.
- High school diploma or equivalent.
- A valid driver’s license is required.
- To be completed during the first 90 days: MSR onboarding through Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow-up Training.
- Proficient computer operating skills; understanding of Microsoft Office Suite (Outlook, Word, Excel).
- No supervisory/managerial responsibilities.
- Thorough knowledge of credit union policies, procedures and regulations.
- Ability to identify lending opportunities and make recommendations.
- Ability to cross-sell financial services of the credit union to create exceptional member service.
- Ability to perform financial calculations.
- Ability to communicate effectively and persuasively using written and verbal communication.
- Physical demands: ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently; ability to stand, walk, kneel and crouch occasionally.
- Vision requirements: close vision (clear vision at 20 inches or less); distance vision (clear vision at 20 feet or more).
- Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
- Environment: no unusually environmental factors; moderate noise (business office with computers and printers, light traffic).
But we might be duplicating some items that were also in Skills. However we need to avoid duplication. The posting had a section "KNOWLEDGE, SKILLS, And ABILITIES" which includes many of those bullet points. We can combine them under Skills heading. Let's separate: Requirements: Experience, Education, Licenses, Onboarding. Skills: Knowledge, Skills, And Abilities (computer skills, communication, etc.) plus Physical Abilities/Working Conditions maybe also under Skills? But physical abilities could be under Requirements as well. To keep sections meaningful, we can have:
Requirements
for Experience, Education, Licenses, Onboarding.
Skills
for Knowledge, Skills, And Abilities (computer skills, communication, etc.) plus Physical Abilities/Working Conditions.
Let's extract Skills from posting:
- 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 of the credit union to create exceptional member service
- Ability to perform financial calculations
- Ability to communicate effectively and persuasively using written and verbal communication
Physical Abilities / Working Conditions:
- Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently
- Ability to stand, walk, kneel and crouch occasionally
- Vision Requirements: Close vision (clear vision at 20 inches or less); Distance Vision (clear vision at 20 feet or more)
- Weight Lifted or Force Exerted: Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
- Environmental: There are no unusually environmental factors; Noise Environment: Moderate noise (business office with computers and printers, light traffic)
We'll put those under Skills.
Now we need to ensure we don't include filler like "Reasonable accommodations may be made..." that's boilerplate; we can remove.
Also remove duplicated sentence "To be effective, an individual must be able to perform each job duty successfully." We'll keep only one occurrence? Actually it's duplicated; we can remove both as it's not adding much? But it's substantive? It's a generic statement; maybe we can drop as it's not specific. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. That sentence is somewhat generic but still part of job description. However it's duplicated; we could keep one instance. But it's not adding specific detail; but it's still part of the posting. I'd keep one instance maybe under Responsibilities? But it's a generic statement about performing job duties. Might be considered boilerplate? Not sure. Safer to keep one instance.
But we already have responsibilities list; we could add a before list: "To be effective, an individual must be able to perform each job duty successfully." Then list.
Let's incorporate.
Now produce HTML.
Check no markdown fences.
Let's craft:
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.
Schedule
Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*
Pay
Starting competitive pay of $17.50/hour, with potential increase based on experience, plus incentives. Extra $1.00/hour location premium for working in the Heber Branch. Performance reviews with opportunities to increase compensation.
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
Responsibilities
To be effective, an individual must be able
for prose. We must output only HTML fragment, no /, no markdown fences. Let's structure:
About the role
Job Summary ...
Schedule
Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*
Pay
Starting competitive pay of $17.50/hour, with potential increase based on experience, plus incentives. Extra $1.00/hour location premium for working in the Heber Branch. Performance reviews with opportunities to increase compensation.
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
Responsibilities
We could break into sub-sections? But only headings allowed are those listed; we can still haveResponsibilities
and then use- for each duty. Could group Member Focus, Branch Operations, Other Responsibilities as list items. Let's extract duties: Member Focus: - Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member’s needs and accomplish the credit union objectives. - Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approach - Consistent focus on increasing member satisfaction and account retention - Expected to meet sales and service goals - Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services - Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution. - Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach Branch Operations: - Maintains cash drawer - Initiates wire transfers, cashiers checks, and cash advances - Creates VISA cards - Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds - Uses judgement to place appropriate check holds and issue fee reversals - Assist fraud victims by processing fraud disputes - Accurately and efficiently processes transactions in accordance with established policies and procedures - Assists in the opening and closing procedures of the branch - Responsible for Branch Security which includes vault combinations, security codes, and member information. Other Responsibilities: - Represents the credit union in a professional manner, both in dress and in actions - Keeps work area neat and clean - Responds to email/voicemail/missed calls/other communication in a timely manner - Actively participates and completes product knowledge courses - Travel may be required - Complies with all regulations as required by law - Performs other duties as assigned We'll put each as
- .
Requirements
maybe combine Experience, Education, Licenses, etc. Or we could haveQualifications
. The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to pick appropriate ones. We have Schedule, Pay, Benefits, Responsibilities. For the rest we could use Requirements (or Qualifications) and Skills. Let's decide: Requirements could cover Experience, Education, Licenses. Skills could cover Knowledge, Skills, And Abilities (computer skills, communication, etc.) plus Physical Abilities/Working Conditions maybe also under Requirements? But we can put Physical Abilities under Requirements or Skills? Probably Requirements. Thus:Requirements
- At least six months of customer service experience.
- Industry experience preferred.
- High school diploma or equivalent.
- A valid driver’s license is required.
- To be completed during the first 90 days: MSR onboarding through Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow-up Training.
- Proficient computer operating skills; understanding of Microsoft Office Suite (Outlook, Word, Excel).
- No supervisory/managerial responsibilities.
- Thorough knowledge of credit union policies, procedures and regulations.
- Ability to identify lending opportunities and make recommendations.
- Ability to cross-sell financial services of the credit union to create exceptional member service.
- Ability to perform financial calculations.
- Ability to communicate effectively and persuasively using written and verbal communication.
- Physical demands: ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently; ability to stand, walk, kneel and crouch occasionally.
- Vision requirements: close vision (clear vision at 20 inches or less); distance vision (clear vision at 20 feet or more).
- Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
- Environment: no unusually environmental factors; moderate noise (business office with computers and printers, light traffic).
Requirements
for Experience, Education, Licenses, Onboarding.Skills
for Knowledge, Skills, And Abilities (computer skills, communication, etc.) plus Physical Abilities/Working Conditions. Let's extract Skills from posting: - 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 of the credit union to create exceptional member service - Ability to perform financial calculations - Ability to communicate effectively and persuasively using written and verbal communication Physical Abilities / Working Conditions: - Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently - Ability to stand, walk, kneel and crouch occasionally - Vision Requirements: Close vision (clear vision at 20 inches or less); Distance Vision (clear vision at 20 feet or more) - Weight Lifted or Force Exerted: Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally - Environmental: There are no unusually environmental factors; Noise Environment: Moderate noise (business office with computers and printers, light traffic) We'll put those under Skills. Now we need to ensure we don't include filler like "Reasonable accommodations may be made..." that's boilerplate; we can remove. Also remove duplicated sentence "To be effective, an individual must be able to perform each job duty successfully." We'll keep only one occurrence? Actually it's duplicated; we can remove both as it's not adding much? But it's substantive? It's a generic statement; maybe we can drop as it's not specific. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. That sentence is somewhat generic but still part of job description. However it's duplicated; we could keep one instance. But it's not adding specific detail; but it's still part of the posting. I'd keep one instance maybe under Responsibilities? But it's a generic statement about performing job duties. Might be considered boilerplate? Not sure. Safer to keep one instance. But we already have responsibilities list; we could add abefore list: "To be effective, an individual must be able to perform each job duty successfully." Then list. Let's incorporate. Now produce HTML. Check no markdown fences. Let's craft:
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.
Schedule
Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm *Day off during the week when a Saturday is worked*
Pay
Starting competitive pay of $17.50/hour, with potential increase based on experience, plus incentives. Extra $1.00/hour location premium for working in the Heber Branch. Performance reviews with opportunities to increase compensation.
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
Responsibilities
To be effective, an individual must be able