Mountain America Credit Union · 15 hours ago
Hire Ahead Member Service & Sales (Teller)
Mountain America Credit Union is dedicated to helping its members achieve financial dreams. The Member Service Representative role involves providing quality service through transactions and cross-selling products to meet member needs.
BankingFinancial ServicesMortgage
Responsibilities
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone
Provides quality service by assessing, advising, and assisting credit union membership
Recognizes member needs and cross-sells products and services as needs arise through a consultation approach
Educates members about MACU products and services
Consistent focus on increasing member satisfaction and account retention
Expected to meet production goals as a representation to help our members
May follow up with members on product referrals (e.g. warm calling)
Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services
Greets all members professionally
Accurately maintains cash drawer
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
Required
At least six months of customer service experience
High school diploma or equivalent
A valid driver's license is required
Basic computer operating skills
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)
Thorough knowledge of credit union policies, procedures and regulations
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
Ability to perform mathematical calculations
Ability to communicate effectively using written and verbal communication
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
Close vision (clear vision at 20 inches or less)
Distance Vision (clear vision at 20 feet or more)
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally
Preferred
Type a minimum of 35 words per minute preferred
Benefits
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!
Company
Mountain America Credit Union
Mountain America Credit Union is a member-owned, full-service financial institution.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-12-24
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