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.
State Street Branch
735 S State St
Salt Lake City UT 84111
SCHEDULE
Part Time; Monday Friday Hours will be between 10:00am - 4:30pm; Rotating Saturdays 8:40am 2:15pm
*Flexibility needed 20 25 hrs./wk.
At Mountain America we are committed to taking care of all our employees.
Starting competitive pay of $17.00 per hour and can increase depending on experience plus incentives
- 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!
Bilingual English/Spanish required
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.
- 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).
- 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 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 drivers 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
Bilingual English / Spanish Preferred
- 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)
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