Member Service Representative (Teller) Bilingual English/Spanish preferred but not required
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, accommodation contact, etc. Also remove application instructions. The posting includes schedule, pay, benefits, responsibilities, qualifications, knowledge/skills/abilities, etc.
We need to parse content:
Job Summary: description about service experiences.
Job Description: location, schedule, then bullet list of benefits (starting competitive pay... etc). Then "To be effective..." then sections: Member Focus (list of duties), Branch Operations (list), Other Responsibilities (list). Then KNOWLEDGE, SKILLS, And ABILITIES: includes Experience, Education, Licenses..., Computer/Office Equipment Skills, Managerial Responsibility, Other Skills And Abilities, Physical Abilities / Working Conditions.
We need to map to sections: About the role (maybe job summary), Responsibilities (duties), Requirements (maybe experience/education/licenses), Qualifications (maybe similar), Skills (knowledge/skills/abilities), Benefits, Pay, Schedule.
We must not create sections with filler like "commensurate with experience". Pay: they have "Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives". That's specific enough. Benefits: list of benefits. Schedule: given.
We need to avoid duplication. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not include headings for sections that have no real specific content. So we need to decide which sections to include.
Probably include: About the role (job summary), Responsibilities (member focus, branch operations, other responsibilities), Requirements (experience, education, licenses, etc), Skills (knowledge, skills, abilities, other skills, physical abilities), Benefits, Pay, Schedule.
Qualifications maybe similar to Requirements; but we can combine? The instruction says use headings for those specific names if content exists. We could include both Requirements and Qualifications if we have distinct content. But we might avoid duplication. However we need to preserve all substantive info; we could split: Requirements = experience, education, licenses; Qualifications = maybe "Knowledge, Skills, And Abilities"? But that is more skills. Hmm.
Better to follow typical job posting: Requirements = experience, education, licenses; Qualifications = maybe "Knowledge, Skills, And Abilities". But they also have a separate "KNOWLEDGE, SKILLS, And ABILITIES" heading. That could map to Skills section. Qualifications could be something else like "Other Skills And Abilities"? Not sure.
We could include sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. For each we need to fill with content.
Let's extract:
About the role (Job Summary): "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: combine Member Focus, Branch Operations, Other Responsibilities. Each bullet list.
Member Focus bullet points:
- 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 bullet points:
- 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 bullet points:
- 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, Education, Licenses/Certificates/Registrations/Trainings, Computer/Office Equipment Skills, Managerial Responsibility? Actually managerial responsibility is "No supervisory/managerial responsibilities". That's a statement but maybe not needed. Could be included but it's not a requirement; it's a statement that there are none. Might be considered filler? It's specific though. Might include under Requirements.
Experience: "At least six months of customer service experience. Industry Experience Preferred."
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 onboarding through the following:Branch FoundationsTeller Branch ChecklistProducts & ServicesTeller Follow-up Training"
Computer/Office Equipment Skills: "Proficient computer operating skillsUnderstanding of Microsoft Office Suite (Outlook, Word, Excel)"
Managerial Responsibility: "No supervisory/managerial responsibilities"
Qualifications: maybe we could treat as same as Requirements? But we need to avoid duplication. Could put under Qualifications: "Bilingual English/Spanish preferred but not required Thorough knowledge of credit union policies, procedures and regulationsAbility to identify lending opportunities and make recommendations.Ability to cross-sell financial services of the credit union to create exceptional member serviceAbility to perform financial calculationsAbility to communicate effectively and persuasively using written and verbal communication"
Skills: maybe Physical Abilities / Working Conditions: "Physical Demands Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistentlyAbility 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)"
But that seems more like abilities. Could be Skills.
Alternatively, we could combine Knowledge, Skills, And Abilities into Skills section, and Physical Abilities into Skills as well.
But we need to avoid filler like "not specified". We have specific content.
Thus we will produce sections:
About the role
...
Responsibilities
- ... (all duty bullets)
Requirements
- Experience: At least six months of customer service experience. Industry Experience Preferred.
- Education: High school diploma or equivalent
- Licenses/Certificates: A valid driver’s license is required. To be completed during the first 90 days: MSR onboarding (Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow-up Training).
- Computer/Office Equipment Skills: Proficient computer operating skills; understanding of Microsoft Office Suite (Outlook, Word, Excel).
- Managerial Responsibility: No supervisory/managerial responsibilities.
Qualifications
- Bilingual English/Spanish preferred but not required.
- 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.
Skills
- 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/Force Exerted: Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
- Environmental: No unusually environmental factors; moderate noise (business office with computers and printers, light traffic).
Benefits
- Starting competitive pay of $17.50 per hour (can increase depending on experience) plus incentives.
- Performance reviews with opportunities to increase compensation.
- 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.
- And more!
Pay
Starting competitive pay of $17.50 per hour, with potential increase based on experience plus incentives.
Schedule
Full Time; Monday – Friday 8:40am – 6:15pm; Rotating Saturdays 8:40am – 2:15pm.
We need to ensure we don't duplicate pay info in Benefits and Pay sections. Benefits already includes pay line; but we could keep both but maybe it's duplication. The instruction: "Prefer a few substantive sections over many thin ones." Could combine Pay and Benefits? But they ask to include sections only when posting has real specific content. Pay is stated; Benefits also includes pay line. Might be okay to have both but could be considered thin. Better to have Benefits section include all benefits including pay, and maybe omit separate Pay section. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states pay and benefits and schedule. So we can have all three. But we should avoid repeating same info. In Benefits we listed pay line; we could remove that line from Benefits and keep Pay section separate. Let's adjust Benefits to exclude pay line.
Benefits list: Excellent medical and dental benefits..., Paid time off..., Matching 401K, Tuition assistance, Professional development, And more! (maybe also performance reviews? That's more about compensation increase; could be under Benefits or Pay. We'll keep performance reviews under Pay maybe.)
Thus:
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
- And more!
Pay:
- Starting competitive pay of $17.50 per hour, with potential increase based on experience plus incentives.
-
for prose. We must not include headings for sections that have no real specific content. So we need to decide which sections to include. Probably include: About the role (job summary), Responsibilities (member focus, branch operations, other responsibilities), Requirements (experience, education, licenses, etc), Skills (knowledge, skills, abilities, other skills, physical abilities), Benefits, Pay, Schedule. Qualifications maybe similar to Requirements; but we can combine? The instruction says use headings for those specific names if content exists. We could include both Requirements and Qualifications if we have distinct content. But we might avoid duplication. However we need to preserve all substantive info; we could split: Requirements = experience, education, licenses; Qualifications = maybe "Knowledge, Skills, And Abilities"? But that is more skills. Hmm. Better to follow typical job posting: Requirements = experience, education, licenses; Qualifications = maybe "Knowledge, Skills, And Abilities". But they also have a separate "KNOWLEDGE, SKILLS, And ABILITIES" heading. That could map to Skills section. Qualifications could be something else like "Other Skills And Abilities"? Not sure. We could include sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. For each we need to fill with content. Let's extract: About the role (Job Summary): "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: combine Member Focus, Branch Operations, Other Responsibilities. Each bullet list. Member Focus bullet points: - 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 bullet points: - 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 bullet points: - 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, Education, Licenses/Certificates/Registrations/Trainings, Computer/Office Equipment Skills, Managerial Responsibility? Actually managerial responsibility is "No supervisory/managerial responsibilities". That's a statement but maybe not needed. Could be included but it's not a requirement; it's a statement that there are none. Might be considered filler? It's specific though. Might include under Requirements. Experience: "At least six months of customer service experience. Industry Experience Preferred." 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 onboarding through the following:Branch FoundationsTeller Branch ChecklistProducts & ServicesTeller Follow-up Training" Computer/Office Equipment Skills: "Proficient computer operating skillsUnderstanding of Microsoft Office Suite (Outlook, Word, Excel)" Managerial Responsibility: "No supervisory/managerial responsibilities" Qualifications: maybe we could treat as same as Requirements? But we need to avoid duplication. Could put under Qualifications: "Bilingual English/Spanish preferred but not required Thorough knowledge of credit union policies, procedures and regulationsAbility to identify lending opportunities and make recommendations.Ability to cross-sell financial services of the credit union to create exceptional member serviceAbility to perform financial calculationsAbility to communicate effectively and persuasively using written and verbal communication" Skills: maybe Physical Abilities / Working Conditions: "Physical Demands Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistentlyAbility 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)" But that seems more like abilities. Could be Skills. Alternatively, we could combine Knowledge, Skills, And Abilities into Skills section, and Physical Abilities into Skills as well. But we need to avoid filler like "not specified". We have specific content. Thus we will produce sections:
About the role
...
Responsibilities
- ... (all duty bullets)
Requirements
- Experience: At least six months of customer service experience. Industry Experience Preferred.
- Education: High school diploma or equivalent
- Licenses/Certificates: A valid driver’s license is required. To be completed during the first 90 days: MSR onboarding (Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow-up Training).
- Computer/Office Equipment Skills: Proficient computer operating skills; understanding of Microsoft Office Suite (Outlook, Word, Excel).
- Managerial Responsibility: No supervisory/managerial responsibilities.
Qualifications
- Bilingual English/Spanish preferred but not required.
- 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.
Skills
- 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/Force Exerted: Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally.
- Environmental: No unusually environmental factors; moderate noise (business office with computers and printers, light traffic).
Benefits
- Starting competitive pay of $17.50 per hour (can increase depending on experience) plus incentives.
- Performance reviews with opportunities to increase compensation.
- 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.
- And more!
Pay
Starting competitive pay of $17.50 per hour, with potential increase based on experience plus incentives.
Schedule
Full Time; Monday – Friday 8:40am – 6:15pm; Rotating Saturdays 8:40am – 2:15pm.
We need to ensure we don't duplicate pay info in Benefits and Pay sections. Benefits already includes pay line; but we could keep both but maybe it's duplication. The instruction: "Prefer a few substantive sections over many thin ones." Could combine Pay and Benefits? But they ask to include sections only when posting has real specific content. Pay is stated; Benefits also includes pay line. Might be okay to have both but could be considered thin. Better to have Benefits section include all benefits including pay, and maybe omit separate Pay section. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states pay and benefits and schedule. So we can have all three. But we should avoid repeating same info. In Benefits we listed pay line; we could remove that line from Benefits and keep Pay section separate. Let's adjust Benefits to exclude pay line. Benefits list: Excellent medical and dental benefits..., Paid time off..., Matching 401K, Tuition assistance, Professional development, And more! (maybe also performance reviews? That's more about compensation increase; could be under Benefits or Pay. We'll keep performance reviews under Pay maybe.) Thus: 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 - And more! Pay: - Starting competitive pay of $17.50 per hour, with potential increase based on experience plus incentives. -