PT PM Member Service Representative Teller

Mountain America Credit Union
US - Utah - Ogden
January 17, 2025

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 *** option 1 or email *** and every reasonable effort will be made to accommodate your needs in a timely manner.

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.

LOCATION

North Ogden 2600 N Branch

323 E 2600 N

North Ogden, UT 84414

SCHEDULE :

Part Time: Monday - Friday 12:45pm - 6:15pm; Rotating Saturdays 8:45am - 2:15pm

Day off during the week when a Saturday is worked.

At Mountain America, we are committed to taking care of all our employees.

Starting competitive pay 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

Provides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member's needs and accomplish the 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
Consistent focus on increasing member satisfaction and account retention
Expected to meet sales and service goals
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
Resolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach

Branch Operations

Maintains cash drawer
Initiates wire transfers, cashiers checks, and cash advances
Creates VISA cards
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
Uses judgement to place appropriate check holds and issue fee reversals
Assist fraud victims by processing fraud disputes
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.

Industry experience preferred.

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 onboarding through the following:
- Branch Foundations
- Teller Branch Checklist
- Products & Services
- Teller Follow-up Training

Computer/Office Equipment Skills

Proficient computer operating skills
Understanding of Microsoft Office Suite (Outlook, Word, Excel)

Managerial Responsibility

No supervisory/managerial responsibilities

Other Skills and Abilities

Bilingual English/Spanish Preferred
Thorough knowledge of credit union policies, procedures and regulations
Ability to identify lending opportunities and make recommendations.
Ability to cross-sell financial services of the credit union to create exceptional member service
Ability to perform financial calculations
Ability to communicate effectively and persuasively 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)
• LI-KG2

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

Read the full job description and apply online on the recuiter's web-site

PT PM Member Service Representative Teller

PT PM Member Service Representative Teller

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