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PT PM Member Service Representative (Teller) - Spanish Speaking

Company: Mountain America Credit Union
Location: Orem
Posted on: January 13, 2022

Job Description:

LOCATIONOrem - North State Street Branch1340 North State St.
Orem, UT 84057SCHEDULEPart Time; Monday - Friday 12:45pm - 6:15pm; Rotating Saturdays 8:45am - 2:15pmAt Mountain America, we are committed to taking care of all our employees.

  • Starting competitive pay of $15.50 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!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).
    • 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
        • Bilingual English/Spanish required
        • 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 assignedKNOWLEDGE, 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 equivalentLicenses, Certificates, Registrations, Trainings
          • A valid driver's license is requiredTo be completed during the first 90 days:
            • MSR Certification Package through the following:
              • Teller Branch Checklist
              • Products & Services
              • Teller Follow-up Training
              • MSR Sales CertificationComputer/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 preferredManagerial ResponsibilityNo supervisory/managerial responsibilitiesOther 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 communicationPHYSICAL ABILITIES / WORKING CONDITIONSPhysical 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 occasionallyVision Requirements
                      • Close vision (clear vision at 20 inches or less)
                      • Distance Vision (clear vision at 20 feet or more)Weight Lifted or Force ExertedAbility to lift up to 10 pounds consistently and up to 50 pounds occasionallyEnvironmentalThere are no unusually environmental factorsNoise EnvironmentModerate noise (business office with computers and printers, light traffic)#LI-SW1

Keywords: Mountain America Credit Union, Orem , PT PM Member Service Representative (Teller) - Spanish Speaking, Sales , Orem, Utah

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