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Orem

    Member Service Representative - Orem, United States - Mountain America Credit Union

    Mountain America Credit Union
    Mountain America Credit Union Orem, United States

    4 weeks ago

    Default job background
    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 at option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.

    Job Summary
    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.

    Job Description

    LOCATION

    Orem - University Place Branch (Home Branch)

    1219 South 800 East
    Orem, UT 84097

    This position will also be assisting at one the following branch locations:
    • American Fork Branch
    • Orem - North State Street Branch
    • Pleasant Grove Branch
    SCHEDULE

    Full Time: Monday - Friday 8:45am - 6:15pm; Rotating Saturdays 8:45am - 2:15pm
    • Day off during the week when a Saturday is worked.
    At Mountain America, we are committed to taking care of all our employees.
    • Starting competitive pay 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).
    • 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
    • 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
    • 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)

    #LI-JS1

    Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
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