Ahead Member Service & Sales; Teller Bilingual English

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.

St George 3050

E. Branch (Home Base): 883 N. 3050

E., St George, UT 84790

St George Mall Dr Branch: 2984

E. Mall Dr., St George, UT 84790

St George River Road Branch: 123 S. River Rd, St George, UT 84790

St George Sunset Blvd Branch: 2104 W. Sunset Blvd., St George, UT 84770

Santa Clara Branch: 3582 Pioneer Pkwy, Santa Clara, UT 84765

Hurricane Branch: 1155 W. State St., Hurricane, UT 84737

Full Time;
Monday - Friday 8:40am-6:15pm

Saturdays 8:40am - 2:15pm

* Day off during the week when a Saturday is worked*

* This position requires flexibility to work at different locations according to business need.*

• Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives
• If bilingual in Spanish/English an additional $1.00 per hour is added
• 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!

• 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.
• Bilingual English/Spanish preferred but not required
• 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.

• 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.

• 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

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.

• 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

Environmental:
There are no unusually environmental factors

Noise Environment:
Moderate noise (business office with computers and printers, light traffic)

*** 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.