Description
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. Our work results in members who champion Mountain America.
LOCATION
Pocatello Yellowstone Ave Branch
1012 Yellowstone Avenue
Pocatello, ID 83201
United States of America
SCHEDULE
Part Time; Tuesday - Saturday 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 member services 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
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
To be completed during the first 60 days:
MSR Certification Package through the following:
- Mountain America University Online Training Courses
- MAU Teller Branch Checklist
- MAU Products & Services
- MAU Teller Follow-up Training
- MAU MSR Sales Certification
- MAU Annual Learning Plan
- MAU Annual Products & Services
- Everyone Is Your Customer training
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
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)
