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Job description
Job Title
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: Centerville Branch Market Place Drive Centerville, UT 84014
Schedule: Full Time; Monday – Friday 8:40am – 6:15pm; Rotating Saturdays 8:40am – 2:15pm
At Mountain America, we are committed to taking care of all our employees.
Starting competitive pay of $17.50 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
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 but not required
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)
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Worksite address
centerville, UT, 84014, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.