Member Service Associate
Member Service Associate
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1 Vacancy
Job Description
Please reference the schedule and minimum qualifications listed below before applying.
If you need assistance with filling out our application form or during any phase of the application interview or employment process please notify our Human Resources Team atoption 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.
Job Summary
In the Member Service I role the team member will provide exceptional service to credit union members support teams and third parties by addressing investment questions and strengthening financial relationships with Mountain America Credit Union members. Your tasks will include processing Move Money requests checks account management trade management and appointment scheduling. You will ensure compliance with FINRA SEC and Broker Dealer regulations promptly resolve notifications and manage advisor calendars. Additionally you will document interactions in the CRM support investment inquiries collaborate on deposit operations for retirement accounts and assist with paperwork processing. Staying updated on investment products educating callers on processes and fostering positive relationships with branch and service center personnel are essential along with performing any other duties assigned by management.Job Description
LOCATION
Tanner Building In Office:
7167 S Center Park Drive
West Jordan UT 84084
SCHEDULE
Full Time
To be effective an individual must be able to perform each job duty successfully.
- Provide exceptional service to credit union members support teams and third parties to address investment questions and strengthen financial relationships with Mountain America Credit Union members.
- Execute various tasks for advisors and members in a timely manner including but not limited to Move Money requests check processing account opening and closing trade management and scheduling appointments.
- Collaborate with our Broker Dealer to ensure smooth investment operations and compliance with FINRA SEC and Broker Dealer regulations.
- Investigate and resolve notifications promptly adhering to compliance requirements.
- Assist with advisor calendar management and appointment scheduling ensuring accuracy and efficiency.
- Document all interactions and resolution efforts in the CRM program.
- Provide comprehensive support for investment inquiries demonstrating general understanding in Investment products processes and promotions.
- Collaborate with deposit operations on matters concerning IRAs Trusts POAs RMDs and other retirement documents and accounts.
- Aid advisors in processing paperwork to ensure a seamless member experience.
- Stay updated on Investment products processes and promotions through ongoing training and department updates.
- Educate callers on Mountain America processes and regulations relevant to their requests.
- Adhere to company policies and procedures fostering positive relationships with personnel from branches Service Center and other support teams.
- Perform any other duties as assigned by the management.
KNOWLEDGE SKILLS and ABILITIES
The requirements listed are representative of the knowledge skills and/or abilities required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.
Experience
Minimum of 1 year of related financial experience or enrollment in an accredited business or related college program along with a minimum of 1 year in customer service
Education
An Associates degree in business finance or a related field from an accredited institution or enrollment in an accredited business program with an expected graduation within 18 months from the start date of employment is required. Or 1 year in a related field.
Licenses Certificates Registrations
None required; sponsorship available after 6 months of employment and satisfactory performance.
Computer/Office Equipment Skills
Proficiency in Microsoft Office Suite (Word Excel PowerPoint Outlook) and familiarity with CRM programs; ability to quickly learn and adapt to new software and office equipment as needed. Candidates should also have skills in data entry internet usage and IT troubleshooting.
Managerial Responsibility
Has no supervisory/managerial responsibilities
Language Skills
Candidates must have excellent verbal and written English skills proficiency in professional writing and presentations general listening and comprehension abilities.
Other Skills and Abilities
- Demonstrates critical thinking creative problemsolving and effective conflict resolution skills.
- Exhibits meticulous attention to detail in task completion.
- Proficient in identifying and implementing actionable solutions to resolve issues.
- Capable of fulfilling job duties both inperson and virtually as per business requirements.
- Adaptable to change and responds positively to evolving circumstances or conditions.
- Shows a desire and willingness to learn continuously updating knowledge base on investment concepts and processes.
- Maintains strict confidentiality with client information
- Upholds Mountain Americas core values of trust respect and integrity
- Demonstrates professionalism and ethical conduct in all interactions
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 25 pounds occasionally
Environmental
There are no unusual environmental factors
Noise Environment
Moderate noise (business office with computers and printers light traffic)
#LIPN1
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Required Experience:
IC
Employment Type
Full-Time
