Part Time Member Service & Sales; Teller

Job Summary

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.

Vernal, 1818 W Hwy 40, Branch 1818 W Highway 40, Vernal, UT 84078

Part‑time;
Monday–Friday hours vary between 8:40am and 6:15pm. Saturday hours 8:40am – 2:15pm. One day off during the week when a Saturday is worked. Flexibility needed. 20–25 hours per week based on branch needs.

• Starting competitive pay of $17.50 per hour, with potential increase based on experience and performance incentives
• Performance reviews with opportunities to increase compensation
• Excellent medical and dental benefits with minimal employee contribution for full‑time employees
• Paid time off, volunteer time off, and paid holidays
• Matching 401(k)
• Tuition assistance
• Professional development opportunities
• Additional benefits as provided by the credit union

• Provide 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 that best suit members.
• Recognize member needs, educate on options for managing financial transactions through MACU tools, resources, and technology.
• Cross‑sell products and services as needs arise through a consultation approach.
• Maintain consistent focus on increasing member satisfaction and account retention.
• Meet sales and service goals.
• Use lead lists to make outbound calls to existing membership for additional consultation on MACU products and services.
• Resolve problems by clarifying member complaints, determining causes, providing the best solution, expediting corrections or adjustments, and following up to ensure resolution.
• Follow up with members through thank‑you notes and phone calls using the MACU New Member Onboarding approach.

• Maintain cash drawer.
• Initiate wire transfers, cashier’s checks, and cash advances.
• Create VISA cards.
• Open and process IRA transactions, certificates of deposit, and redeem savings bonds.
• Use judgment to place appropriate check holds and issue fee reversals.
• Assist fraud victims by processing fraud disputes.
• Accurately and efficiently process transactions in accordance with established policies and procedures.
• Assist in opening and closing procedures of the branch.
• Responsible for branch security, including vault combinations, security codes, and member information.

• Represent the credit union professionally in dress and actions.
• Keep work area neat and clean.
• Respond to email, voicemail, missed calls, and other communication promptly.
• Actively participate and complete product knowledge courses.
• Travel may be required.
• Comply with all regulations required by law.
• Perform other duties as assigned.

• Experience: At least six months of customer service experience; industry experience preferred.
• Education: High school diploma or equivalent.
• Licenses &
  
  Certifications:
  
  Valid driver’s license required.
• Onboarding (first 90 days): MSR onboarding through Branch Foundations Teller, Branch Checklist, Products & Services Teller, Follow‑up Training, Computer/Office Equipment Skills.
• Skills: Proficient computer operating skills and understanding of Microsoft Office Suite (Outlook, Word, Excel).
• No supervisory/managerial responsibilities.
• 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.
• Effective written and verbal communication skills.

• Talk, hear, sit, use hands and arms consistently; stand, walk, kneel, and crouch occasionally.
• Vision:
  Close vision at 20 inches or less; distance vision at 20 feet or more.
• Lift up to 10 pounds consistently and up to 50 pounds occasionally.
• Noise environment:
  Moderate noise from office equipment and moderate traffic.

Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.