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 financial transactions through MACU tools, resources, and 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, 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, assists in opening and closing procedures, and responsible for Branch Security.
• Represents the credit union in a professional manner, both 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, 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.
• 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.
• 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.
• No unusually environmental factors.
• No moderate noise environment.