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Mountain America Credit Union · 2 hours ago

Member Service & Sales (Teller) - Full Time

Pleasant Grove, UT

Full-time

Onsite

New Grad, Entry Level

$17/hr - $17/hr

0+ years exp

Mountain America Credit Union is dedicated to providing exceptional service experiences for its members. The Member Service & Sales (Teller) role focuses on delivering high-quality member service, assisting with transactions, and meeting sales goals while ensuring member satisfaction and retention.

BankingFinancial ServicesMortgage

Culture & Values

Responsibilities

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

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

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

Qualification

Customer service experienceFinancial calculationsMicrosoft Office SuiteCross-selling financial servicesCredit union policiesProficient computer skillsProblem resolutionEffective communication