Part Time 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 options for managing financial transactions through MACU tools, resources, technology, and cross-sells products and services as needs arise through a consultation approach.
- Focuses on increasing member satisfaction and account retention, meeting sales and service goals.
- Makes outbound efforts to call existing membership to provide additional consultation on MACU products and services.
- Resolves 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 redeem savings bonds.
- Plays a role in fraud disputes, accurately and efficiently processes transactions, follows policies and procedures, assists in opening and closing procedures, and responsible for Branch Security.
- Represents the credit union in a professional manner, 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.
- Performs other duties as assigned.
Minimum Qualifications
- At least six months of customer service experience.
- A high school diploma or equivalent.
- A valid driver's license is required.
Knowledge, 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 written and verbal communication skills.
- Proficient computer operating skills, understanding of Microsoft Office Suite (Outlook, Word, Excel).
- Physical demands: ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms, stand, walk, kneel, and crouch occasionally, close vision, distance vision, lift up to 10 pounds consistently and up to 50 pounds occasionally.
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.
- Participates and completes product knowledge courses.
- May travel.
- Complies with all regulations as required by law.
- Performs other duties as assigned.
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
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 hours/week based on branch needs.