LOCATION

Orem - University Place Branch:

1219 South 800 EastOrem, UT 84097

SCHEDULE

Full Time; Monday – Friday Hours 8:45am – 6:15pm;

Rotating Saturdays 8:45am – 2:15pm

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

• 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 ABILITIESThe 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.

ExperienceAt least six months of customer service experience.

EducationHigh 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.***