Hire Ahead Member Service & Sales (Teller)

About the role

This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs.

Responsibilities

• Buils and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.
• Provides quality service by assessing, advising, and assisting credit union membership.
• Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.
• Edits members about MACU products and services.
• Consistent focus on increasing member satisfaction and account retention.
• Expected to meet production goals as a representation to help our members.
• May follow up with members on product referrals (e.g. warm calling).
• Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services.
• Grets all members professionally.
• Accurately maintains cash drawer.
• 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.
• 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.

Requirements

• At least six months of customer service experience.
• A high school diploma or equivalent.

Qualifications

• A valid driver’s license is required.
• To be completed during the first 90 days MSR Certification Package through the following:
• Teller Branch Checklist
• Products & Services
• Teller Follow-up Training
• MSR Sales Certification

Skills

• Basic computer operating skills.
• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel).
• Type a minimum of 35 words per minute preferred.

Managerial Responsibility

• No supervisory/managerial responsibilities.

Other Skills And Abilities

• Thorough knowledge of credit union policies, procedures and regulations.
• Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
• Ability to perform mathematical calculations.
• Ability to communicate effectively using written and verbal communication.

Physical Abilities / Working Conditions

• 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).
• Weight: Lifted or Force Exerted Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.

Environmental

• Environmental: Noise Environment Moderate noise (business office with computers and printers, light traffic).