Member Service & Sales (Teller) - Bilingual (English/Spanish) Preferred

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, 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.

Job Description

LOCATION

West Jordan 5600 W Branch

5572 W 9000 S
West Jordan, UT 84081

SCHEDULE

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm

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

**Bilingual English/Spanish preferred not required**

At Mountain America, we are committed to taking care of all our employees.
-Starting competitive pay of $17.00 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

• 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

• 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)

LOCATION

West Jordan 5600 W Branch

5572 W 9000 S
West Jordan, UT 84081

SCHEDULE

Full Time; Monday – Friday 8:40am – 6:15pm; Saturdays 8:40am – 2:15pm

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

**Bilingual English/Spanish required**

At Mountain America, we are committed to taking care of all our employees.
-Starting competitive pay of $17.00 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.

• Exhibits outstanding member service skills (AAA) and exemplifies MACU values and philosophy while fulfilling responsibilities as a supervisor

• Oversees MSR operations to ensure teller transactions are processed correctly and in a timely manner

• Responsible for coaching the  MSR’s on AAA and ensure quality member service within the branch

• Assists Branch Management in developing methods to track and measure MSR productivity, accuracy, sales and service

• Responsible for conducting the monthly and quarterly certifications

• Responsible for the maintenance and balancing of the cash, Vault, ATM, various MSR logs and all branch cash operations

• Effectively and accurately performs MSR duties in accordance with established policies and procedures as needed to assist in serving the members

• Balances cash drawer daily

• Assists in the daily operations of the branch

• Represents the credit union in a professional manner, both in dress and in actions

• Creates and maintains the MSR schedule

• Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position

• 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 two years of branch or related experience

Education

High school diploma or equivalent

~

Licenses, Certificates, Registrations, Trainings

• Must meet all Branch Progression training expectations of an MSR II

• Items to be completed generally within the first six months:

  • MAU Financials

  • New Account Training

  • Understanding the Generations Training

  • Branch Mentor Training

Computer/Office Equipment Skills

• Basic computer operating skills

• Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)

• Symitar experience

• Type a minimum of 35 words per minute preferred

Managerial Responsibility

Has supervisory responsibilities that are usually partial or part time, and/or restricted to assigning work and supervising the efforts. Trains and coaches members within their team.  Much of the time is spent performing work of the type supervised.  May assist in giving input on candidates for employment, performance evaluations and salary reviews.

Other Skills and Abilities

Knowledge of credit union policies, procedures and regulations with ability to sell the services of the credit union.  Ability to supervise and direct the work of others to give quality service.  Previous MSR experience.  Ability to perform mathematical calculations. Ability to communicate effectively orally and in writing.                                                 

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)

***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***

#INDMS

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