Member Service & Sales (Teller) at Mountain America Credit Union

Kanab, Utah, United States -

Full Time

Start Date

Immediate

Expiry Date

20 Jun, 26

Salary

18.5

Posted On

22 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Member Service, Sales, Cross-selling, Consultation, Cash Transactions, Branch Security, Customer Relationship Building, Product Education, Production Goal Achievement, Outbound Calling, Email Communication, Mathematical Calculations, Written Communication, Verbal Communication, Microsoft Office

Industry

Financial Services

Description

Please reference the schedule and minimum qualifications listed below before applying. If you need assistance with filling out our application form or during any phase of the application, interview, or employment process, please notify our Human Resources Team at 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner. Job Summary At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs. Job Description LOCATION Kanab Branch: 190 W. Center St Kanab, UT 84741 SCHEDULE Full Time; Monday – Friday 8:40am-6:15pm Mountain America, we are committed to taking care of all our employees. Starting competitive pay of $18.50 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! To be effective, an individual must be able to perform each job duty successfully. Member Focus Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone. Provides quality service by assessing, advising, and assisting credit union membership. Recognizes member needs and cross-sells products and services as needs arise through a consultation approach. Educates members about MACU products and services. Consistent focus on increasing member satisfaction and account retention. Expected to meet production goals as a representation to help our members. May follow up with members on product referrals (e.g. warm calling). Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services. Greets all members professionally. Cash Transactions Accurately maintains cash drawer. Accurately and efficiently processes transactions in accordance with established policies and procedures. Assists in the opening and closing procedures of the branch. Responsible for Branch Security which includes vault combinations, security codes, and member information. 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. Actively participates and completes product knowledge courses. Travel may be required. Complies with all regulations as required by law. Performs other duties as assigned KNOWLEDGE, SKILLS, and ABILITIES The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Experience At least six months of customer service experience. 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 Certification Package through the following: Teller Branch Checklist Products & Services Teller Follow-up Training MSR Sales Certification Computer/Office Equipment Skills Basic computer operating skills Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred Managerial Responsibility No supervisory/managerial responsibilities Other Skills and Abilities Thorough knowledge of credit union policies, procedures and regulations Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service Ability to perform mathematical calculations Ability to communicate effectively using written and verbal communication 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) 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 Environmental There are no unusually environmental factors Noise Environment Moderate noise (business office with computers and printers, light traffic) #INDMS #LI-CC1 ***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.*** Mountain America Credit Union is an EEO/AA/ADA/Veterans employer. Follow @MountainAmericaLife on Facebook and Instagram to see why our team members love working at Mountain America! Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona). We believe that a healthy balance between work, home life, and play is essential to our team members and our success. We offer a friendly, comfortable and inclusive work environment, fun employee activities and exciting charity events to ensure that no day is dull at Mountain America. Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances. We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network. When making decisions, we always put members' needs first. It's just the way we do business and a part of the "people helping people" philosophy of credit unions.

Responsibilities

The Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services to help members achieve their financial dreams. Responsibilities include building member relationships, processing cash transactions accurately, assisting with branch opening/closing, and maintaining branch security.