Part Time Member Service and Sales (Teller) - Bilingual (English/Spanish) Preferred not Required

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 such as opening new accounts, servicing existing accounts, and explaining products and services.
• Recognizes member needs, educates on financial transactions through MACU tools, resources, and technology, and cross-sells products and services as needed through a consultation approach.
• Increases member satisfaction and account retention by meeting sales and service goals.
• Makes outbound efforts to call existing membership to provide additional consultation on MACU products and services.
• Solves problems by clarifying member complaints, determining the cause, providing solutions, expediting corrections or adjustments, 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.
• 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.
• Plays a role in fraud disputes, accurately and efficiently processes transactions, follows established policies and procedures, assists in opening and closing branch procedures, and responsible for Branch Security.
• Represents the credit union professionally in dress and actions, keeps work area neat and clean, responds to communication in a timely manner, actively participates in product knowledge courses, and complies with all regulations as required by law.
• May travel as required, 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.
• To be completed during the first 90 days: MSR onboarding through Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow-up Training, and Computer/Office Equipment Skills.

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 increases based on experience.

Schedule

Part Time; Monday – Friday Hours will vary between 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm. Day off during the week when a Saturday is worked. Flexibility needed 20 – 25 hrs./week based on needs of the branch.

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!

Managerial Responsibility

No supervisory/managerial responsibilities.

Other Skills and Abilities

• 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.