Part Time Member Service Representative (Teller) - Bilingual (Spanish/English) Required
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have headings: About the role (Job Summary), Responsibilities, Requirements (Experience, Education, Licenses, etc.), Benefits (including pay, medical, etc.), Schedule. Possibly also Skills? But we have Knowledge, Skills, And Abilities section; could map to Skills heading. But we already have Requirements heading; maybe combine knowledge/skills/abilities under Requirements or Skills. The instruction says prefer a few substantive sections over many thin ones. So we could have: About the role, Responsibilities, Requirements (including experience, education, licenses, knowledge/skills/abilities), Benefits (including pay, medical, etc.), Schedule.
We must not create sections with filler like "not specified". All sections have content.
We must use - for any list of duties/requirements/benefits. So for responsibilities we list each bullet. For requirements we list each bullet. For benefits we list each bullet. For schedule maybe just a
(since not a list). Also location maybe a
.
We must not include markdown fences.
Let's craft.
First, About the role: Use the Job Summary paragraph(s). There's two paragraphs: "Job Summary At Mountain America, we create exceptional service experiences..." and then maybe the next sentence? Actually after Job Summary there is a blank line then "Job Description Location: ...". So the Job Summary is: "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."
We'll put that in
.
Then Responsibilities: We have Member Focus (multiple bullet-like sentences), Branch Operations (multiple), Other Responsibilities (multiple). We'll combine all into a single list under Responsibilities heading. But we need to preserve all info; we can break into subheadings? Not allowed unless we use
for section headings only; we could still have for Responsibilities and then maybe ? Not allowed. Better to just list all duties as
- items.
Let's extract duties:
Member Focus:
- 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:
- 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:
- 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
Now Requirements: includes Experience, Education, Licenses, Certificates, Registrations, Trainings, Knowledge, Skills, And Abilities (maybe separate). We'll combine into a list.
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 Foundations, Teller Branch Checklist, Products & Services, Teller Follow-up Training
Knowledge, Skills, And Abilities:
- Proficient computer operating skills
- Understanding of Microsoft Office Suite (Outlook, Word, Excel)
- No supervisory/managerial responsibilities (maybe not a requirement but note)
- 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
- Physical Abilities / Working Conditions:
- 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 unusually environmental factors
- Noise Environment: Moderate noise (business office with computers and printers, light traffic)
We could list these as bullet items; some are sub-items but we can flatten.
Benefits: Starting competitive pay of $17.00 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!
We need Pay section? The instruction says create Pay/Schedule/Benefits sections only if posting actually states them. We have pay info in benefits; we could have a Benefits section that includes pay. Or we could have separate Pay section. The instruction says prefer a few substantive sections over many thin ones. So we can combine pay into Benefits.
Schedule: we have details: Part Time; Monday – Friday Hours will vary between 8:40am – 6:15pm; Rotating Saturdays 8:40am – 2:15pm Flexibility needed 20-30 hrs./wk.
We'll put schedule in a
maybe with ? Not needed.
Now output HTML fragment.
Structure:
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 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
- 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.
- 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.
- Industry Experience Preferred.
- High school diploma or equivalent
- A valid driver’s license is required
- To Be Completed During The First 90 Days: MSR onboarding through the following: Branch Foundations, Teller Branch Checklist, Products & Services, Teller Follow-up Training
- Proficient computer operating skills
- Understanding of Microsoft Office Suite (Outlook, Word, Excel)
- 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
- Ability to talk, hear, sit, use hands to handle or feel and
(since not a list). Also location maybe a
. We must not include markdown fences. Let's craft. First, About the role: Use the Job Summary paragraph(s). There's two paragraphs: "Job Summary At Mountain America, we create exceptional service experiences..." and then maybe the next sentence? Actually after Job Summary there is a blank line then "Job Description Location: ...". So the Job Summary is: "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." We'll put that in
. Then Responsibilities: We have Member Focus (multiple bullet-like sentences), Branch Operations (multiple), Other Responsibilities (multiple). We'll combine all into a single list under Responsibilities heading. But we need to preserve all info; we can break into subheadings? Not allowed unless we use
for section headings only; we could still have for Responsibilities and then maybe ? Not allowed. Better to just list all duties as
? Not allowed. Better to just list all duties as
maybe with ? Not needed.
Now output HTML fragment.
Structure:
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.About the role
Responsibilities
Requirements