Client Service Rep - Part Time

Job Summary At Mountain America, we create exceptional service experiences with every member, every time. We provide life changing value by genuinely caring about each member, expertly applying our sales philosophy (AAA) and helping our members define and achieve their financial dreams. Job Description Schedule Part Time; Monday - Friday Hours will vary between 8:40am - 6:15pm; Saturdays 8:40am - 2:15pm *Day off during the week when a Saturday is worked* *Flexibility needed 20 - 25 hrs./Starting competitive pay of $17.50 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
Member Focus Provides 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 approach
Consistent focus on increasing member satisfaction and account retention
Expected to meet sales and service goals
Resolves 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 Operations Maintains cash drawer
Initiates wire transfers, cashiers checks, and cash advances
Creates VISA cards
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds
Assist fraud victims by processing fraud disputes
Accurately and efficiently processes transactions in accordance with established policies and procedures
Other Responsibilities Represents the credit union in a professional manner, both in dress and in actions
Travel may be 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.
Branch Foundations
Follow-up Training
Computer/Office Equipment Skills
Proficient computer operating skills
Understanding of Microsoft Office Suite (Outlook, Word, Excel)
Other Skills and Abilities Thorough knowledge of credit union policies, procedures and regulations
Ability to cross-sell financial services of the credit union to create exceptional member service
Ability to perform financial calculations
Environmental There are no unusually environmental factors
Noise Environment Moderate noise (business office with computers and printers, light traffic)
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.
Company Culture Follow @MountainAmericaLife on Facebook and Instagram to see why our team members love working at Mountain America! Mountain America Credit Union is one of the foremost financial institutions in the country, with more than 95 branches located in 5 states (Utah, Idaho, Nevada, Montana, and Arizona). We believe that a healthy balance between work, home life, and play is essential to our team members and our success. Our purpose is to help members enjoy a good life by providing them a positive incentive to save and manage their finances. We also give members easy access to their accounts and allow them to control their funds in a variety of ways, including ATMs, online home banking, mobile banking, direct deposit, automatic payment options and access through a large branch network. It's just the way we do business and a part of the "people helping people" philosophy of credit unions.

#J-18808-Ljbffr Mountain America Credit Union