Member Service & Sales (Teller)

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.

Responsibilities

• Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in transactions.
• Educates on financial transactions through MACU tools, resources, technology, and cross-sells products and services as needed.
• Resolves problems by clarifying member complaints, determining the cause, providing solutions, and following up to ensure resolution.
• Maintains cash drawer, initiates wire transfers, cashiers checks, and cash advances.
• Processes VISA cards, opens and processes IRA transactions, certificates of deposit, and redeems savings bonds.
• Plays a key role in fraud dispute resolution and assists in opening and closing branch procedures.
• Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach.
• Represents the credit union in a professional manner, both in dress and actions.
• Keeps work area neat and clean.
• Responds to email/voicemail/missed calls/other communication in a timely manner.
• Participates and completes product knowledge courses.
• May travel as 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.
• A valid driver's license is required.

Qualifications

• 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.
• Effective and persuasive communication skills using written and verbal communication.

Skills

• Proficient computer operating skills.
• Understanding of Microsoft Office Suite (Outlook, Word, Excel).

Benefits

• Starting competitive pay of $17.50 per hour and 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

$17.50 per hour, with potential for increase based on experience.

Schedule

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

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!