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

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 member needs, advising to meet those needs, and assisting in transactions such as opening new accounts, servicing existing accounts, and explaining products and services that best suit member needs and accomplish 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.
• Maintains consistent focus on increasing member satisfaction and account retention; expected to meet sales and service goals.
• Uses lead lists to make outbound calls to existing membership to provide additional consultation on MACU products and services.
• Resolves problems by clarifying member complaints, determining cause, providing best solution, expediting correction or adjustment, 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.
• Maintains cash drawer; initiates wire transfers, cashiers 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 which includes vault combinations, security codes, and member information.
• Represents the credit union professionally in dress and 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.