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PT PM Member Service Representative (Teller)

Company: Mountain America Credit Union
Location: Layton
Posted on: July 12, 2021

Job Description:

LOCATION

Layton Branch

955 W. Antelope Dr.
Layton, UT  84041

SCHEDULE

Part Time; Monday - Friday 12:45pm-6:15pm; Rotating Saturdays 8:45am-2:15pm

To be effective, an individual must be able to perform each job duty successfully.

  • Provides quality service (AAA) to members and potential members
  • Recognizes member needs and cross-sell products and services
  • Balances cash drawer daily
  • Represents the credit union in a professional manner, both in dress and in actions
  • Accurately and efficiently processes transactions in accordance with established policies and procedures
  • Actively participates and completes product knowledge courses
  • Follows up on referrals e.g. warm calling
  • Complies with all regulations as required by law, including but not limited to Bank Secrecy Act, OFAC, FACT Act, GLBA, Regulation CC (funds availability), Regulation DD (TIS) and other regulations as required by law as it relates to his/her position
  • 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 branch or related experience

Education

High school diploma or equivalent

Licenses, Certificates, Registrations, Trainings

To be completed during the first 60 days:

  • MAU MSR Certification Package
    • 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
  • Symitar experience preferred

Managerial Responsibility

Have no supervisory/managerial responsibilities

Other Skills and Abilities

Cash handling skills, good math skills, effective communications, positive attitude and willingness to promote credit union products and services.

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)

#LI-PN1

Keywords: Mountain America Credit Union, Layton , PT PM Member Service Representative (Teller), Other , Layton, Utah

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