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Mountain America Credit Union · 1 day ago

Member Experience Officer (Teller/Loan Officer) - Bilingual Required (English/Spanish)

Kearns, UT

Full-time

Onsite

Entry Level

1+ years exp

Mountain America Credit Union is dedicated to providing quality service to its members. The Member Experience Officer (MEO) role focuses on meeting member needs through teller and loan servicing transactions, as well as cross-selling products and services to help members achieve their financial goals.

BankingFinancial ServicesMortgage

Culture & Values

Responsibilities

Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone

Provides quality 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

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

Fulfills member requests for products and services while looking for ways to grow member relationships and accomplish credit union objectives

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 (222) approach

Prepares and disburses loans within lending limits and credit union guidelines

Originates loans by accepting and reviewing loan applications, interviewing loan applicants, reviewing credit report and cross-sells loans

Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans

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

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

Handles all transactions with accuracy and courtesy, while maintain privacy and security

While in this position, will travel within regional area (up to 15 miles), to provide assistance to different branches and receive training and feedback from different branch leaders

Requires occasional travel to other branches

Acts as a liaison to Business Services

Reaches out to the community through outbound phone calls and by attending SEG events

Performs Teller duties as needed

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

Complies with all regulations as required by law

Performs other duties as assigned

Qualification

Bilingual English/SpanishRetail banking experienceLoan documentation preparationMicrosoft OfficeMathematical calculationsCustomer serviceMulti-taskingCommunication skills