Part Time Member Service Representative (Teller) - Bilingual (Spanish/English) Required

LOCATION: Billings Main Street Branch, 875 Main St, Billings, MT 59105

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

Pay

• Starting competitive pay of $17.50 per hour (can increase depending on experience) plus incentives

Benefits

• 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!

Responsibilities

Member Focus

• Provides exceptional member service by assessing member needs, advising to meet those needs, and assisting in transactions (e.g., opening new accounts, servicing existing accounts, explaining products and services)
• Recognizes member needs and educates on options for managing financial transactions through MACU tools, resources, and technology
• Cross-sells products and services using a consultation approach
• Focuses on increasing member satisfaction and account retention
• Meets sales and service goals
• Uses lead lists to make outbound calls to existing members for additional consultation on MACU products and services
• Resolves problems by clarifying member complaints, determining causes, providing solutions, expediting corrections, and following up to ensure resolution
• Follows up with member interactions via thank-you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

• Maintains cash drawer
• Initiates wire transfers, cashier’s checks, and cash advances
• Creates VISA cards
• Opens and processes IRA transactions, certificates of deposit, and redeems savings bonds
• Uses judgment to place appropriate check holds and issue fee reversals
• Assists fraud victims by processing fraud disputes
• Accurately and efficiently processes transactions in accordance with established policies and procedures
• Assists in opening and closing procedures of the branch
• Responsible for branch security, including vault combinations, security codes, and member information

Other Responsibilities

• Represents the credit union professionally in dress and actions
• Keeps work area neat and clean
• Responds to email, voicemail, missed calls, and other communication in a timely manner
• Actively participates in 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
• 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 Branch Foundations, Teller Branch Checklist, Products & Services, and Teller Follow-up Training

Computer/Office Equipment Skills

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

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 to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively using written and verbal communication

Managerial Responsibility

• No supervisory/managerial responsibilities

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) and distance vision (clear vision at 20 feet or more)
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Environmental

• Noise environment: moderate noise (business office with computers and printers, light traffic)