Part Time Member Service & Sales (Teller) - Bilingual Perferred (English/Spanish)

Schedule

Part Time; Monday – Friday 8:40am – 2:15pm, Saturdays 8:40am – 2:15pm. Day off during the week when a Saturday is worked.

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 by assessing needs, advising on transactions (opening accounts, servicing existing accounts), and explaining products and services
• Recognizes member needs, educates on financial transaction options, and cross-sells products using MACU tools and technology
• Focuses on increasing member satisfaction and account retention; meets sales and service goals
• Uses lead lists for outbound calls to existing members to provide product consultation
• Resolves problems by clarifying complaints, determining causes, providing solutions, expediting corrections, and following up
• Maintains cash drawer and 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 processes transactions per established policies and procedures
• Assists in branch opening and closing procedures; responsible for branch security (vault combinations, security codes, member information)
• Represents the credit union professionally in dress and actions; keeps work area neat and clean
• Responds to communications (email, voicemail, missed calls) in a timely manner
• Actively participates in and completes product knowledge courses
• Travel may be required; complies with all applicable regulations

Training

Paid training is provided. Training is full-time for the first week: Monday–Friday, 8:45 AM – 6:15 PM.

To be completed during the first 90 days:

• MSR onboarding through Branch Foundations
• Teller Branch Checklist
• Products & Services
• Teller Follow-up Training

Minimum Qualifications

• At least six months of customer service experience
• High school diploma or equivalent
• A valid driver’s license is required

Knowledge, Skills, and Abilities

• 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 to create exceptional member service
• Ability to perform financial calculations
• Ability to communicate effectively and persuasively in writing and verbally
• 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) and distance vision (clear vision at 20 feet or more)
• Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally

Benefits

• Starting competitive pay of $17.50 per hour with potential increases based 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