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Hire Ahead Member Service & Sales (Teller) Bilingual English/Spanish PreferredMountain America Credit Union • Santa Clara, California, United States
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Hire Ahead Member Service & Sales (Teller) Bilingual English/Spanish Preferred

Mountain America Credit Union
  • US
    Santa Clara, California, United States
  • US
    Santa Clara, California, United States
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Über

Member Service Representative At Mountain America, the Member Service Representative recognizes and meets member needs by providing quality service through transactions and cross-selling products and services in order to help our Members achieve their financial dreams. This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs. LOCATION St George 3050 E. Branch (Home Base): 883 N. 3050 E. St George, UT 84790 St George Mall Dr Branch: 2984 E. Mall Dr. St George, UT 84790 St George River Road Branch: 123 S. River Rd St George, UT 84790 St George Sunset Blvd Branch: 2104 W. Sunset Blvd. St George, UT 84770 Santa Clara Branch: 3582 Pioneer Pkwy Santa Clara, UT 84765 Hurricane Branch: 1155 W. State St. Hurricane, UT 84737 SCHEDULE Full Time; Monday - Friday 8:40am-6:15pm Saturdays 8:40am - 2:15pm *Day off during the week when a Saturday is worked* *This position requires flexibility to work at different locations according to business need. 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 If bilingual in Spanish/English an additional $1.00 per hour is added 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
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. Bilingual English/Spanish preferred but not required 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.
Cash Transactions
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.
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. 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 Certification Package through the following:
Teller Branch Checklist Products & Services Teller Follow-up Training MSR Sales Certification
Computer/Office Equipment Skills
Basic computer operating skills Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred
Managerial Responsibility No supervisory/managerial responsibilities Other Skills and Abilities
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
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.*** Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
  • Santa Clara, California, United States

Sprachkenntnisse

  • English
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