branch service representative

Suncoast Credit Union

<div>Overview:
<div></div><div><b>
Compensation</b><b>: </b>$20.00 Hourly - <i>Incentive raises earned for learning key skills!</i></div><div><b>
Service Center Hours of Operation: </b>Monday through Thursday 8:30 AM - 5:00 PM and Friday 8:30 AM - 6:00 PM <i>Shifts are based around the hours of operation</i></div><div><b>
Position Type:</b> Full Time</div><div></div><div><br>
The Branch Customer Representative (Member Advocate) plays a key role in customer service throughout the branch locations. Suncoast Credit Union advocates positively impact member experience and build lasting relationships. This position conducts a wide range of teller financial transactions providing professional, prompt, courteous, and accurate service while also holding high respect for the confidentiality of members. Additionally, this individual proactively seeks competency skill progression, fostering growth within the position.</div>
Responsibilities:
<ul><li>Greet and welcome members to the credit union branch providing excellent member service throughout interactions
</li><li>Identify ways to improve members&rsquo; financial life</li><li>
Present and advise members, or prospective members, about Suncoast Credit Union financial products and services to meet their financial needs</li><li>
Provide answers to members&rsquo; questions
</li><li>Solve problems regarding members&rsquo; financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party</li><li>
Conduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler&rsquo;s checks, and money orders
</li><li>Assess membership eligibility by interviewing prospective members</li><li>
Maintain knowledge of Suncoast Credit Union products and services, including features and benefits</li><li>
Open deposit account</li><li>
Perform account changes, reconciliations, and error resolution
</li><li>Implement credit union policies and procedures regarding teller transactions</li><li>
Verify deposits, withdrawals, loan payments, and account balance amounts</li><li>
Obtain proper identification and endorsements
</li><li>Verify signatures, maintain proper check approval and cash drawer limits</li><li>
Balance cash drawer at the end of day</li><li>
Maintain an accurate teller balancing record</li><li>
Secure negotiable items and confidential records
</li><li>Assist with servicing ATM, night drop vault, coin machine, and CDM</li></ul>
Qualifications:
<ul><li>High school diploma or equivalent</li><li>
1+ year of experience with a financial institution or similar customer service role <i>(Attainment of a bachelor&rsquo;s degree may be substituted for previous work experience)</i>
</li><li>General math proficiency to balance cash drawer, audit own work, and reconcile accounts
</li><li>Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff
</li><li>Must be able to maintain a high level of confidentiality</li></ul><div><b>
Skills</b></div><ul><li>
Customer Service</li><li>
Data Science</li><li>
Sales</li></ul><p><b>
Physical Demands</b></p><div>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, and walk; use hands and fingers to handle or feel; reach with hands and arms; talk and hear. Must be able to lift and carry up to 25 pounds. Vision requirements include close and classroom vision. Occasionally required to travel by automobile. Occasionally required to work other than normal business hours.</div><div></div><div><b><br>
Safe Act Statement</b></div><div>
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (NMLS). The employee will obtain a unique identifier from the registry before engaging in mortgage loan originator activities. The employee must maintain and renew the registration on an annual basis, provide updated registration information with the registry on a timely basis, and provide a unique identifier to consumers as required by applicable SAFE Act regulations and Suncoast Credit Union policies and procedures.</div><div></div><div><b><br>
Benefits
</b></div><ul><li><b>Financial Well-Being: </b>Bonus Program up to 12%, 401K Matching up to 8%, Retirement Planning, Pay Increases based on Competency, Employee Loan Discounts, Flex Spending Accounts</li><li><b>
Wellness: </b>Medical Coverage, Dental and Vision Coverage, Access to 4,000+ Gyms, Mental Health Resources, PTO Wellness Days, Short Term and Long Term Disability Coverage</li><li><b>
Work-Life Balance: </b>11 Paid Holidays, 3 weeks of Paid Time Off, 4 weeks of Paid Parental Leave, Birthday PTO</li><li><b>
Community Involvement: </b>Paid Volunteer Hours</li><li><b>
Growth:</b> Degree Assistance up to $5,000 per year</li></ul><p><i>
For more information, including additional benefits, please visit our benefits website at </i><b>https://careers.suncoastcreditunion.com/benefits</b></p><div></div><div><b><br>
Company Overview
</b></div><p>Suncoast Credit Union is consistently chosen as a Tampa Bay Times Top Workplace because its employees genuinely #LOVEWORK! Employees flourish in an inclusive culture celebrating growth and prioritizing the community.</p><p><i>
For more information, please visit our careers site at </i><b>https://careers.suncoastcreditunion.com/</b></p></div>

Branch Customer Representative

Mountain America Credit Union

<div></div><div><div>Please reference the schedule and minimum qualifications listed below before applying.</div><div></div><div>
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 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.</div><div></div><div>
Job Summary</div>
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. This is a role used to train and onboard team members before being placed at an assigned location based off of region and location needs.<div></div><div>
Job Description</div><div>
LOCATION</div><div>
Richfield Branch:</div><div>
665 North Main Street</div><div>
Richfield, UT 84701</div><div></div><div>
SCHEDULE</div><div>
Part Time; Monday &ndash; Friday hours will vary between 8:40am-6:15pm.</div><div>
Saturdays 8:40am &ndash; 2:15pm</div><div></div><ul><li>Flexibility to work 20-25 hours depending on business need</li></ul><div>
*Day off during the week when a Saturday is worked*</div><div></div><div>
At Mountain America, we are committed to taking care of all our employees.</div><ul><li><div>
Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives</div></li><li><div>
 If bilingual in English/Spanish an additional $1.00 per hour added to base pay</div></li><li><div>
Performance reviews with opportunities to increase compensation</div></li><li><div>
Excellent medical and dental benefits with minimal employee contribution (full time employees)</div></li><li><div>
Paid time off, volunteer time off, and paid holidays</div></li><li><div>
Matching 401K</div></li><li><div>
Tuition assistance</div></li><li><div>
Professional development</div></li><li><div>
And more!</div></li></ul><div></div><div>
To be effective, an individual must be able to perform each job duty successfully.</div><div></div><div>
Member Focus</div><ul><li>
Builds and maintains relationships with Mountain America Credit Union Members by engaging in conversations in person and over the phone.</li><li>
Provides quality service by assessing, advising, and assisting credit union membership.</li><li>
Recognizes member needs and cross-sells products and services as needs arise through a consultation approach.</li><li>
Educates members about MACU products and services.</li><li>
Consistent focus on increasing member satisfaction and account retention.</li><li>
Expected to meet production goals as a representation to help our members.</li><li>
May follow up with members on product referrals (e.g. warm calling).</li><li>
Uses lead lists to make outbound efforts (cold calling) to call existing membership to provide additional consultation on MACU products and services.</li><li>
Greets all members professionally.</li></ul><div></div><div>
Cash Transactions</div><ul><li>
Accurately maintains cash drawer.</li><li>
Accurately and efficiently processes transactions in accordance with established policies and procedures.</li><li>
Assists in the opening and closing procedures of the branch.</li><li>
Responsible for Branch Security which includes vault combinations, security codes, and member information.</li></ul><div></div><div>
Other Responsibilities</div><ul><li>
Represents the credit union in a professional manner, both in dress and in actions.</li><li>
Keeps work area neat and clean.</li><li>
Responds to email/voicemail/missed calls/other communication in a timely manner.</li><li>
Actively participates and completes product knowledge courses.</li><li>
Travel may be required.</li><li>
Complies with all regulations as required by law.</li><li>
Performs other duties as assigned</li></ul><div></div><div>
KNOWLEDGE, SKILLS, and ABILITIES<br>
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.</div><div></div><div>
Experience<br>
At least six months of customer service experience.</div><div></div><div>
Education<br>
High school diploma or equivalent</div><div></div><div>
Licenses, Certificates, Registrations, Trainings</div><ul><li>
A valid driver&rsquo;s license is required</li></ul><div></div><div>
To be completed during the first 90 days:</div><ul><li>
MSR Certification Package through the following:<ul><li>
Teller Branch Checklist</li><li>
Products &amp; Services</li><li>
Teller Follow-up Training</li><li>
MSR Sales Certification</li></ul></li></ul><div></div><div>
Computer/Office Equipment Skills</div><ul><li>
Basic computer operating skills</li><li>
Beginner to intermediate skills in Microsoft Office (Outlook, Word, Excel)</li><li>
Type a minimum of 35 words per minute preferred</li></ul><div></div><div>
Managerial Responsibility</div><div>
No supervisory/managerial responsibilities</div><div></div><div>
Other Skills and Abilities</div><ul><li>
Thorough knowledge of credit union policies, procedures and regulations</li><li>
Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service</li><li>
Ability to perform mathematical calculations</li><li>
Ability to communicate effectively using written and verbal communication</li></ul><div></div><div>
PHYSICAL ABILITIES / WORKING CONDITIONS</div><div></div><div>
Physical Demands</div><ul><li>
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently</li><li>
Ability to stand, walk, kneel and crouch occasionally</li></ul><div></div><div>
Vision Requirements</div><ul><li>
Close vision (clear vision at 20 inches or less)</li><li>
Distance Vision (clear vision at 20 feet or more)</li></ul><div></div><div>
Weight Lifted or Force Exerted</div><div>
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally</div><div></div><div>
Environmental</div><div>
There are no unusually environmental factors</div><div></div><div>
Noise Environment</div><div>
Moderate noise (business office with computers and printers, light traffic)</div><div></div><div>
#INDMS</div><div>
#LI-CC1</div><div></div><div><i>
***This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person.***</i></div><div>
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.</div></div>

Part Time Member Service & Sales (Teller) Bilingual English/Spanish preferred, not required

<div></div><div><div>Please reference the schedule and minimum qualifications listed below before applying.</div><div></div><div>
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 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.</div><div></div><div>
Job Summary</div>
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.<div></div><div>
Job Description</div><div>
Location</div><div>
Jordan Landing Branch</div><div>
Kearns 5600 W Branch</div><div>
West Valley 5600 W Branch</div><div>
West Valley 3500 S Branch</div><div></div><div>
Schedule</div><div>
Part Time; Monday &ndash; Friday Hours will vary between 8:40am &ndash; 6:15pm; Saturdays 8:40am &ndash; 2:15pm *Day off during the week when a Saturday is worked* *Flexibility needed 20 &ndash; 25 hrs./week based on needs of the branch</div><div></div><div>
At Mountain America, we are committed to taking care of all our employees.<br>
<br>
<ul><li>Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives</li><li>Performance reviews with opportunities to increase compensation</li><li>Excellent medical and dental benefits with minimal employee contribution (full time employees)</li><li>Paid time off, volunteer time off, and paid holidays</li><li>Matching 401K</li><li>Tuition assistance</li><li>Professional development</li><li>And more!</li></ul></div><div></div><div>
To be effective, an individual must be able to perform each job duty successfully.</div><div></div><div>
Member Focus</div><ul><li>
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&rsquo;s needs and accomplish the credit union objectives.</li><li>
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</li><li>
Consistent focus on increasing member satisfaction and account retention</li><li>
Expected to meet sales and service goals</li><li>
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services</li><li>
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.</li><li>
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach</li></ul><div></div><div>
Branch Operations</div><ul><li>
Maintains cash drawer</li><li>
Initiates wire transfers, cashiers checks, and cash advances</li><li>
Creates VISA cards</li><li>
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds</li><li>
Uses judgement to place appropriate check holds and issue fee reversals</li><li>
Assist fraud victims by processing fraud disputes</li><li>
Accurately and efficiently processes transactions in accordance with established policies and procedures</li><li>
Assists in the opening and closing procedures of the branch</li><li>
Responsible for Branch Security which includes vault combinations, security codes, and member information.</li></ul><div>
Other Responsibilities</div><ul><li>
Represents the credit union in a professional manner, both in dress and in actions</li><li>
Keeps work area neat and clean</li><li>
Responds to email/voicemail/missed calls/other communication in a timely manner</li><li>
Actively participates and completes product knowledge courses</li><li>
Travel may be required</li><li>
Complies with all regulations as required by law</li><li>
Performs other duties as assigned</li></ul><div></div><div>
KNOWLEDGE, SKILLS, and ABILITIES<br>
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.</div><div></div><div>
Experience<br>
At least six months of customer service experience.</div><div>
Industry experience preferred.</div><div></div><div>
Education<br>
High school diploma or equivalent</div><div></div><div>
Licenses, Certificates, Registrations, Trainings</div><ul><li>
A valid driver&rsquo;s license is required</li></ul><div></div><div>
To be completed during the first 90 days:</div><ul><li>
MSR onboarding through the following:<ul><li>
Branch Foundations</li><li>
Teller Branch Checklist</li><li>
Products &amp; Services</li><li>
Teller Follow-up Training</li></ul></li></ul><div></div><div>
Computer/Office Equipment Skills</div><ul><li>
Proficient computer operating skills</li><li>
Understanding of Microsoft Office Suite (Outlook, Word, Excel)</li></ul><div></div><div>
Managerial Responsibility</div><div>
No supervisory/managerial responsibilities</div><div></div><div>
Other Skills and Abilities</div><ul><li>
Thorough knowledge of credit union policies, procedures and regulations</li><li>
Ability to identify lending opportunities and make recommendations.</li><li>
Ability to cross-sell financial services of the credit union to create exceptional member service</li><li>
Ability to perform financial calculations</li><li>
Ability to communicate effectively and persuasively using written and verbal communication</li><li><i>
Bilingual Required: English/Spanish</i></li></ul><div></div><div>
PHYSICAL ABILITIES / WORKING CONDITIONS</div><div></div><div>
Physical Demands</div><ul><li>
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently</li><li>
Ability to stand, walk, kneel and crouch occasionally</li></ul><div></div><div>
Vision Requirements</div><ul><li>
Close vision (clear vision at 20 inches or less)</li><li>
Distance Vision (clear vision at 20 feet or more)</li></ul><div></div><div>
Weight Lifted or Force Exerted</div><div>
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally</div><div></div><div>
Environmental</div><div>
There are no unusually environmental factors</div><div></div><div>
Noise Environment</div><div>
Moderate noise (business office with computers and printers, light traffic)</div><div></div><div><div>
#LI-PS2</div></div><div>
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.</div></div>

Part Time Member Service & Sales (Teller) - Bilingual Required (English/Spanish)

<div></div><div><div>Please reference the schedule and minimum qualifications listed below before applying.</div><div></div><div>
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 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.</div><div></div><div>
Job Summary</div>
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.<div></div><div>
Job Description</div><div>
Location</div><div>
Sparks Branch</div><div>
700 Los Altos Parkway</div><div>
Sparks, NV 89436</div><div></div><div>
Schedule</div><div>
Part Time; Monday &ndash; Friday Hours will vary between 8:40am &ndash; 6:15pm *Flexibility needed 20 &ndash; 25 hrs./week based on needs of the branch</div><div></div><div>
At Mountain America, we are committed to taking care of all our employees.<br>
<br>
<ul><li>Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives</li><li>Performance reviews with opportunities to increase compensation</li><li>Excellent medical and dental benefits with minimal employee contribution (full time employees)</li><li>Paid time off, volunteer time off, and paid holidays</li><li>Matching 401K</li><li>Tuition assistance</li><li>Professional development</li><li>And more!</li></ul></div><div></div><div>
To be effective, an individual must be able to perform each job duty successfully.</div><div></div><div>
Member Focus</div><ul><li>
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&rsquo;s needs and accomplish the credit union objectives.</li><li>
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</li><li>
Consistent focus on increasing member satisfaction and account retention</li><li>
Expected to meet sales and service goals</li><li>
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services</li><li>
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.</li><li>
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach</li></ul><div></div><div>
Branch Operations</div><ul><li>
Maintains cash drawer</li><li>
Initiates wire transfers, cashiers checks, and cash advances</li><li>
Creates VISA cards</li><li>
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds</li><li>
Uses judgement to place appropriate check holds and issue fee reversals</li><li>
Assist fraud victims by processing fraud disputes</li><li>
Accurately and efficiently processes transactions in accordance with established policies and procedures</li><li>
Assists in the opening and closing procedures of the branch</li><li>
Responsible for Branch Security which includes vault combinations, security codes, and member information.</li></ul><div>
Other Responsibilities</div><ul><li>
Represents the credit union in a professional manner, both in dress and in actions</li><li>
Keeps work area neat and clean</li><li>
Responds to email/voicemail/missed calls/other communication in a timely manner</li><li>
Actively participates and completes product knowledge courses</li><li>
Travel may be required</li><li>
Complies with all regulations as required by law</li><li>
Performs other duties as assigned</li></ul><div></div><div>
KNOWLEDGE, SKILLS, and ABILITIES<br>
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.</div><div></div><div>
Experience<br>
At least six months of customer service experience.</div><div>
Industry experience preferred.</div><div></div><div>
Education<br>
High school diploma or equivalent</div><div></div><div>
Licenses, Certificates, Registrations, Trainings</div><ul><li>
A valid driver&rsquo;s license is required</li></ul><div></div><div>
To be completed during the first 90 days:</div><ul><li>
MSR onboarding through the following:<ul><li>
Branch Foundations</li><li>
Teller Branch Checklist</li><li>
Products &amp; Services</li><li>
Teller Follow-up Training</li></ul></li></ul><div></div><div>
Computer/Office Equipment Skills</div><ul><li>
Proficient computer operating skills</li><li>
Understanding of Microsoft Office Suite (Outlook, Word, Excel)</li></ul><div></div><div>
Managerial Responsibility</div><div>
No supervisory/managerial responsibilities</div><div></div><div>
Other Skills and Abilities</div><ul><li>
Thorough knowledge of credit union policies, procedures and regulations</li><li>
Ability to identify lending opportunities and make recommendations.</li><li>
Ability to cross-sell financial services of the credit union to create exceptional member service</li><li>
Ability to perform financial calculations</li><li>
Ability to communicate effectively and persuasively using written and verbal communication</li></ul><div></div><div>
PHYSICAL ABILITIES / WORKING CONDITIONS</div><div></div><div>
Physical Demands</div><ul><li>
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently</li><li>
Ability to stand, walk, kneel and crouch occasionally</li></ul><div></div><div>
Vision Requirements</div><ul><li>
Close vision (clear vision at 20 inches or less)</li><li>
Distance Vision (clear vision at 20 feet or more)</li></ul><div></div><div>
Weight Lifted or Force Exerted</div><div>
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally</div><div></div><div>
Environmental</div><div>
There are no unusually environmental factors</div><div></div><div>
Noise Environment</div><div>
Moderate noise (business office with computers and printers, light traffic)</div><div>
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.</div></div>

Part Time Member Service & Sales (Teller) - Bilingual Preferred (English/Spanish)

Educators Credit Union (WI)

<div><div><b>Role:</b></div><div></div><div><br>
The Branch Universal Representative 30+ (30-39 hours weekly) assists new and existing members, in person and on the telephone, with all their financial needs, including teller transactions, member service, and loans. Duties will include opening and closing various types of accounts, processing transactions, resolving account problems, as well as providing assistance and information regarding all products and services of the Credit Union.</div><div></div><div><b><br>
Essential Functions &amp; Responsibilities:</b></div><br>
<div></div><ul><li>
Performs all teller functions, including deposits, withdrawal and loan payments, money orders, cashier's checks, transfers amounts from member accounts as directed. Post transactions to member accounts and maintain member records. Balance cash drawer and daily transactions ensuring accuracy.</li><li>
Greet members, in person and on the telephone while providing them with routine information concerning services. Assists members with opening and closing accounts, completing payroll deductions, direct transfers and direct deposit authorizations, answers questions about products and services and resolves problems. Perform account and file maintenance, check orders, wire transfers and all other aspects of service to our members. Actively promote marketing campaigns.</li><li>
Identify opportunities to educate, advise, and identify product referral opportunities. Interview members, receive loan applications and process new loans. Educate and advise member to make informed decision about their accounts to ensure our members are meeting their financial and member account information is accurate and current. Answering the phone queue to assist members on the phone, as well as in person.</li><li>
Performs other job-related duties as assigned.</li></ul><div></div><div><b><br>
Knowledge and Skills:</b></div><div></div><div><b><br>
Experience:</b> One year to three years of similar or related experience.</div><div>
Education: A high school education or GED.</div><div></div><div><b><br>
Interpersonal Skills: </b>Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion,</div><div>
requiring diplomacy and tact in communication.</div><div></div><div><b><br>
Other Skills: </b>Working knowledge of established procedures, policies, processes, etc.; understanding of credit union operations; effectively communicates information to members, etc. General equipment knowledge, e.g., computer, etc.</div><div></div><p><br>
Beloit Branch is located at 1154 Cranston Road, Beloit, WI 53511. Lobby hours: Monday -Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m. and Saturday-Closed. Drive Up hours: Monday - Thursday 9:00 a.m. - 5:30 p.m., Friday 9:00 a.m. &ndash; 6:00 p.m. and Saturday 9:00 a.m. &ndash; 12:00 p.m.<br>
</p><div></div><br>
<p>Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p></div>

Bilingual Branch Universal Representative

<div></div><div><div>Please reference the schedule and minimum qualifications listed below before applying.</div><div></div><div>
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 801-366-6947 option 1 or email macurecruiting@macu.com and every reasonable effort will be made to accommodate your needs in a timely manner.</div><div></div><div>
Job Summary</div>
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.<div></div><div>
Job Description</div><div>
LOCATION</div><div>
455 East 40th</div><div>
Street South Ogden, UT 84403</div><div></div><div>
SCHEDULE</div><div>
Part Time; Monday &ndash; Friday Hours will vary between 8:40am &ndash; 6:15pm; Saturdays 8:40am &ndash; 2:15pm<br>
 *Flexibility needed 20 &ndash; 25 hrs./week based on needs of the branch</div><div>
TRAINING</div><div>
Paid training is provided. Training is full‑time for your first week.</div><ul><li>
Training Schedule: One week, Monday&ndash;Friday</li><li>
Hours: 8:45 AM &ndash; 6:15 PM</li></ul><div></div><div>
At Mountain America, we are committed to taking care of all our employees.</div><ul><li>
Starting competitive pay of $17.50 per hour and can increase depending on experience, plus incentives</li><li>
Performance reviews with opportunities to increase compensation</li><li>
Excellent medical and dental benefits with minimal employee contribution (full time employees)</li><li>
Paid time off, volunteer time off, and paid holidays</li><li>
Matching 401K</li><li>
Tuition assistance</li><li>
Professional development</li><li>
And more!</li></ul><div></div><div>
To be effective, an individual must be able to perform each job duty successfully.</div><div></div><div>
Member Focus</div><ul><li>
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&rsquo;s needs and accomplish the credit union objectives.</li><li>
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</li><li>
Consistent focus on increasing member satisfaction and account retention</li><li>
Expected to meet sales and service goals</li><li>
Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services</li><li>
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.</li><li>
Follows up with member interactions with thank you notes and phone calls using the MACU New Member Onboarding approach</li></ul><div></div><div>
Branch Operations</div><ul><li>
Maintains cash drawer</li><li>
Initiates wire transfers, cashiers checks, and cash advances</li><li>
Creates VISA cards</li><li>
Opens and processes IRA transactions, certificates of deposit, and redeem savings bonds</li><li>
Uses judgement to place appropriate check holds and issue fee reversals</li><li>
Assist fraud victims by processing fraud disputes</li><li>
Accurately and efficiently processes transactions in accordance with established policies and procedures</li><li>
Assists in the opening and closing procedures of the branch</li><li>
Responsible for Branch Security which includes vault combinations, security codes, and member information.</li></ul><div>
Other Responsibilities</div><ul><li>
Represents the credit union in a professional manner, both in dress and in actions</li><li>
Keeps work area neat and clean</li><li>
Responds to email/voicemail/missed calls/other communication in a timely manner</li><li>
Actively participates and completes product knowledge courses</li><li>
Travel may be required</li><li>
Complies with all regulations as required by law</li><li>
Performs other duties as assigned</li></ul><div></div><div>
KNOWLEDGE, SKILLS, and ABILITIES<br>
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.</div><div></div><div>
Experience<br>
At least six months of customer service experience.</div><div>
Industry experience preferred.</div><div></div><div>
Education<br>
High school diploma or equivalent</div><div></div><div>
Licenses, Certificates, Registrations, Trainings</div><ul><li>
A valid driver&rsquo;s license is required</li></ul><div></div><div>
To be completed during the first 90 days:</div><ul><li>
MSR onboarding through the following:<ul><li>
Branch Foundations</li><li>
Teller Branch Checklist</li><li>
Products &amp; Services</li><li>
Teller Follow-up Training</li></ul></li></ul><div></div><div>
Computer/Office Equipment Skills</div><ul><li>
Proficient computer operating skills</li><li>
Understanding of Microsoft Office Suite (Outlook, Word, Excel)</li></ul><div></div><div>
Managerial Responsibility</div><div>
No supervisory/managerial responsibilities</div><div></div><div>
Other Skills and Abilities</div><ul><li>
Thorough knowledge of credit union policies, procedures and regulations</li><li>
Ability to identify lending opportunities and make recommendations.</li><li>
Ability to cross-sell financial services of the credit union to create exceptional member service</li><li>
Ability to perform financial calculations</li><li>
Ability to communicate effectively and persuasively using written and verbal communication</li></ul><div></div><div>
PHYSICAL ABILITIES / WORKING CONDITIONS</div><div></div><div>
Physical Demands</div><ul><li>
Ability to talk, hear, sit, use hands to handle or feel and reach with hands and arms consistently</li><li>
Ability to stand, walk, kneel and crouch occasionally</li></ul><div></div><div>
Vision Requirements</div><ul><li>
Close vision (clear vision at 20 inches or less)</li><li>
Distance Vision (clear vision at 20 feet or more)</li></ul><div></div><div>
Weight Lifted or Force Exerted</div><div>
Ability to lift up to 10 pounds consistently and up to 50 pounds occasionally</div><div></div><div>
Environmental</div><div>
There are no unusually environmental factors</div><div></div><div>
Noise Environment</div><div>
Moderate noise (business office with computers and printers, light traffic)</div><div></div><div>
#LI-IL1</div><div>
Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.</div></div>

Part Time Member Service & Sales (Teller)

Raiz Federal Credit Union

<div><p><b>Our Company
</b></p><p>At Raiz FCU, we share a passion for knowledge and the pursuit of growth. Grounded in our El Paso heritage as previously Teachers Federal Credit Union, since 1936 we are growing to help our community move into the future. We are inspired people, invested in you. At Raiz, we guide our members to focus on what could be and help them get there. This new path inspires us to look ahead and lead the way with passion.
</p><p><b>Job Overview</b></p><p>
This position reports to branch management and is responsible for handling member interaction and transactions at the branch. Provides guidance and answers questions related to credit unions and all other related services. Knowledgeable technology-driven expert who is educated about all services provided. Attends required training and demonstrates a willingness to continue learning. Supports cross-selling efforts and solves problems within the first interaction by providing world-class member service. Requires someone who is enthusiastic about educating members on our products and services and creating a positive member experience. You will provide guidance in resolving complex and/or escalated issues while maintaining a professional demeanor.</p><p>
You will be an empowering mentor who is a:</p><ul><li>
A trusted expert</li><li>
A natural communicator</li><li>
A champion for our members and the community</li><li>
A guide through the moments that matter the most to our members</li></ul><p><b>
Position Details:</b>
</p><p>Non-Exempt (Hourly)</p><p>
Hours: Monday through Friday, occasional Saturdays</p><p><b>
Pay Details:</b></p><p>
$17.34-$26.01</p><p>
</p><p></p><p><b>Skills and Experience</b></p><ul><li>
Education - High school degree or equivalent, college hours preferred.</li><li>
A minimum of two years credit union and/or banking experience</li><li>
Sales experience such as insurance sales, financial advising, lending, and selling capacity of products and services preferred
</li><li>Demonstrated leadership and interpersonal abilities</li><li>
Understanding of financial industry concepts, related laws, and regulations</li><li>
Must have good communication and interpersonal skills</li><li>
Critical thinking and problem-solving skills</li><li>
Detail-oriented, and ability to multi-task</li><li>
Proficient in Microsoft Office and web-based applications</li></ul><p><b>
Role Description and Essential Duties
</b></p><ul><li>Demonstrates a robust understanding of the principles and practices of effectively marketing financial products and services.
</li><li>Maintains appropriate levels of confidentiality by exercising sensitivity towards the nature of issues associated with member information.</li><li>
Initiate and lead conversations to identify and assess member needs.</li><li>
Demonstrate the ability to give sound advice considering our members&rsquo; best interests and assist members with any questions and help them understand complex or intimidating topics.
</li><li>Experience in member service operations, including a comprehensive understanding of member needs, in order to exceed their financial goals.</li><li>
Expert in setting up, servicing, unlocking and troubleshooting for Online/Mobile banking issues and Personal Audio Teller.
</li><li>Establish new membership, maintenance accounts, open Checking Accounts, IRAs, Business Accounts, Certificate of Deposit, and Special Accounts (Fiduciary, Organizational, Representative Payee, Estate, Guardianship, and Revocable Living Trust).
</li><li>Accountable for proactively retaining accounts and ensuring the effective closure of all accounts as needed.
</li><li>Responsible for handling member interaction and transactions at the branch such as but not limited to large deposits, cash advances, wires, and saving bonds.</li><li>
Process incoming mail and return mail.</li><li>
Process corporate checks, on-us checks, temporary checks, line-of-credit advances, account transfers, payoffs, and all negotiable instruments.
</li><li>Fulfills member service requests and conducts thorough research to promptly resolve any discrepancies.
</li><li>Collaborates with the consumer loan department in taking application and facilitating loan closings.
</li><li>Process loan maintenance, due date changes, release of liens, vehicle shipments letters, CPI (Insurtrak), and replacing of collateral.</li><li>
Proactively cross-sell and maintenance GAP, DPW, Warranties, and Credit Life/Credit Disability.</li><li>
Must have excellent interpersonal and communication skills, including the ability to positively interact with team, management, vendors, and members; proficiency in effective verbal and written communication.</li><li>
Ability to multi-task, effectively organize, plan, and manage time while applying critical thinking and problem-solving skills.</li><li>
Knowledge of functions relating to cash and ATM operations and assist in placing travel notes, disputes, fraud cases and general account maintenance. Will issue, activate debit cards as well as assist in training member to use ATMs and ITM.</li><li>
Be able to resolve complex situations and diffuse escalated interactions. Responsible to interact with members via audio and video.
</li><li>Assists in auditing signature cards.
</li><li>Review and process required form for power-of-attorney, while also offering notary services.</li><li>
Attends required training and demonstrates a willingness to keep learning.
</li><li>Complies with all Bank Secrecy Act (BSA) rules and regulations, in addition to Customer Identification Program (CIP). Attends required annual BSA training and required compliance training</li><li>
Assists with other duties as assigned or identified.</li></ul></div>

MSR - Branch

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