Full Time Member Service & Sales (Teller)
Mountain America Credit Union · South Jordan, UT · 1 mo ago
Finance$17.5/hrFull-time
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.
Location: South Jordan 3451 W South Jordan Pkwy Branch, 3451 W South Jordan Parkway, South Jordan, UT 84095
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 per hour, with potential increases based on experience, plus incentives.
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
- Provides exceptional member service by assessing member needs, advising to meet needs, and assisting in transactions such as opening new accounts, servicing existing accounts, and explaining products and services.
- 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.
- Maintains consistent focus on increasing member satisfaction and account retention; expected to meet sales and service goals.
- Uses lead lists to make outbound calls to existing membership for additional consultation on MACU products and services.
- Resolves problems by clarifying member complaints, determining cause, providing best solution, expediting correction or adjustment, and following up to ensure resolution.
- Follows up with member interactions using thank you notes and phone calls via the MACU New Member Onboarding approach.
- Maintains cash drawer; initiates wire transfers, cashiers checks, and cash advances; creates VISA cards.
- Opens and processes IRA transactions, certificates of deposit, and redeems savings bonds.
- Uses judgment to place appropriate check holds and issue fee reversals.
- Assists fraud victims by processing fraud disputes.
- Accurately and efficiently processes transactions per established policies and procedures.
- Assists in opening and closing procedures of the branch.
- Responsible for branch security including vault combinations, security codes, and member information.
- Represents the credit union professionally in dress and actions.
- Keeps work area neat and clean.
- Responds to email/voicemail/missed calls/other communication timely.
- Actively participates and completes product knowledge courses.
- Travel may be required.
- Complies with all regulations as required by law.
- Per