PT Member Service Representative (Teller) Ogden Area

Company: Mountain America Credit Union
Location: Ogden
Posted on: March 20, 2023

Job Description:

Job Description:

Ogden 18th Street Branch 1825 South Washington Boulevard Ogden, UT 84401 Ogden 40th Branch 455 East 40th Street Ogden, UT 84403 *This position may be placed at a nearby branch in the future depending on business need. SCHEDULEShifts will vary depending on branch need and may be as follows:Full time: Monday-Friday 8:45am-6:15pm; Rotating Saturdays 8:45am-2:15pmPart time; Monday-Friday 8:45am-2:15pm; Rotating Saturdays 8:45am-2:15pmPart time; Monday- Friday 10:45am-4:15pm; Rotating Saturdays 8:45am-2:15pmPart time; Monday- Friday 1:45am-6:15pm; Rotating Saturdays 8:45am-2:15pm To be effective, an individual must be able to perform each job duty successfully. Member FocusProvides exceptional member service to credit union membership by assessing member needs, advising to meet their needs, and assisting in those transactions, which could include opening new accounts, servicing existing accounts, and explaining our products and services that best suit our member's needs and accomplish the credit union objectives.Recognizes member needs, educates on options for managing financial transactions through MACU tools, resources, technology and cross-sells products and services as needs arise through a consultation approachConsistent focus on increasing member satisfaction and account retentionExpected to meet sales and service goalsUses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and servicesResolves problems by clarifying member complaints, determining the cause of the problem, providing the best solution to resolve the problem, expediting correction or adjustment, and following up to ensure resolution.Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach Branch OperationsMaintains cash drawerInitiates wire transfers, cashiers checks, and cash advancesCreates VISA cardsOpens and processes IRA transactions, certificates of deposit, and redeem savings bondsUses judgement to place appropriate check holds and issue fee reversalsAssist fraud victims by processing fraud disputesAccurately and efficiently processes transactions in accordance with established policies and proceduresAssists in the opening and closing procedures of the branchResponsible for Branch Security which includes vault combinations, security codes, and member information. Other ResponsibilitiesRepresents the credit union in a professional manner, both in dress and in actionsKeeps work area neat and cleanResponds to email/voicemail/missed calls/other communication in a timely mannerActively participates and completes product knowledge coursesTravel may be requiredComplies with all regulations as required by lawPerforms 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. Industry experience preferred. EducationHigh school diploma or equivalent Licenses, Certificates, Registrations, TrainingsA valid driver's license is required To be completed during the first 90 days:MSR onboarding through the following:Branch FoundationsTeller Branch ChecklistProducts & ServicesTeller Follow-up Training Computer/Office Equipment SkillsProficient computer operating skillsUnderstanding of Microsoft Office Suite (Outlook, Word, Excel) Managerial Responsibility No supervisory/managerial responsibilities Other Skills and AbilitiesThorough knowledge of credit union policies, procedures and regulationsAbility to identify lending opportunities and make recommendations.Ability to cross-sell financial services of the credit union to create exceptional member serviceAbility to perform financial calculationsAbility to communicate effectively and persuasively using written and verbal communication PHYSICAL ABILITIES / WORKING CONDITIONS Physical DemandsAbility to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistentlyAbility to stand, walk, kneel and crouch occasionally Vision RequirementsClose 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)

Keywords: Mountain America Credit Union, Ogden , PT Member Service Representative (Teller) Ogden Area, Sales , Ogden, Utah