Hire Ahead Member Service & Sales (Teller) - Full Time

At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. 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.

Location

1953 W Pleasant Grove Blvd, Pleasant Grove, UT 84062

Schedule

• Full Time; Monday – Friday 8:40am – 6:15pm
• Saturdays 8:40am – 2:15pm
• Day off during the week when a Saturday is worked

This position is considered "Hire Ahead", which means that at any point it could be assigned to another branch within a 10-20 miles radius.

Pay

Starting competitive pay of $17.50 per hour and can increase depending 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

Member Focus

• Builds 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.
• Educates 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.
• Greets all members professionally.

Cash Transactions

• 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.

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.

Requirements

Experience

• At least six months of customer service experience.

Education

• High school diploma or equivalent.

Licenses, Certificates, Registrations, Trainings

• 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

Computer/Office Equipment Skills

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

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

• There are no unusual environmental factors.

Noise Environment

• Moderate noise (business office with computers and printers, light traffic).