Talent.com
Member Service & Sales (Teller)
Member Service & Sales (Teller)Mountain America Credit Union • Santa Clara County, California, USA
Member Service & Sales (Teller)

Member Service & Sales (Teller)

Mountain America Credit Union • Santa Clara County, California, USA
1 day ago
Job type
  • Full-time
Job description

Please reference the schedule and minimum qualifications listed below before applying.

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 option 1 or email and every reasonable effort will be made to accommodate your needs in a timely manner.

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. Our work results in members who champion Mountain America.

Job Description

LOCATION

Santa Clara Pioneer Pkwy Branch :

3582 Pioneer Parkway

Santa Clara UT 84765

SCHEDULE

Full Time; Monday Friday 8 : 40am 6 : 15pm

Saturdays 8 : 40am 2 : 15pm

  • Day off during the week when a Saturday is worked

At Mountain America we are committed to taking care of all our employees.

Starting competitive pay of $17.00 and can increase depending on experience plus incentives

Additional $1.00 per hour if bilingual in English / Spanish

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

Matching 401K

Tuition assistance

Professional development

And more!

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

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 members 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
  • Uses lead lists to make outbound efforts to call existing membership to provide additional consultation on MACU products and services
  • 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
  • Uses judgement to place appropriate check holds and issue fee reversals
  • Assist fraud victims by processing fraud disputes
  • 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
  • Travel may be required
  • 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 accommodations may be made to enable individuals with disabilities to perform the essential job functions.

    Experience

    At least six months of customer service experience.

    Industry experience preferred.

    Education

    High school diploma or equivalent

    Licenses Certificates Registrations Trainings

  • A valid drivers license is required
  • To be completed during the first 90 days :

  • MSR onboarding through the following :
  • Branch Foundations

  • Teller Branch Checklist
  • Products & Services
  • Teller Follow-up Training
  • Computer / Office Equipment Skills

  • Proficient computer operating skills
  • Understanding of Microsoft Office Suite (Outlook Word Excel)
  • Managerial Responsibility

    No supervisory / managerial responsibilities

    Other Skills and Abilities

  • Thorough knowledge of credit union policies procedures and regulations
  • Ability to identify lending opportunities and make recommendations.
  • Ability to cross-sell financial services of the credit union to create exceptional member service
  • Ability to perform financial calculations
  • Ability to communicate effectively and persuasively using written and verbal communication
  • 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)

    #INDMS

    #LI-CC1

    Mountain America Credit Union is an EEO / AA / ADA / Veterans employer.

    Key Skills

    Commercial Property Paralegal,JAVA / J2EE,Building Construction,Javase,Administrative Services

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Create a job alert for this search

    Teller • Santa Clara County, California, USA

    Related jobs
    Member Service - Overnight

    Member Service - Overnight

    Planet Fitness • Manteca, CA, US
    Full-time
    Overnight Closer (Member Services Representative).The Overnight Closer (Member Services Representative) will be responsible for creating a positive member experience by providing a superior level o...Show more
    Last updated: 30+ days ago • Promoted
    Member Service

    Member Service

    Planet Fitness • Manteca, CA, US
    Full-time
    The Member Service position will be responsible for the overall cleanliness of all areas of the facility to ensure a positive member experience. Essential Duties and Responsibilities.Thoroughly clea...Show more
    Last updated: 30+ days ago • Promoted
    Seasonal Retail At Your Service Associate, Westfield Valley Fair

    Seasonal Retail At Your Service Associate, Westfield Valley Fair

    Macy's • Santa Clara, CA, United States
    Full-time +1
    Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...Show more
    Last updated: 23 days ago • Promoted
    Studio GM - Drive Membership Growth & Team Leadership

    Studio GM - Drive Membership Growth & Team Leadership

    Club Pilates • San Ramon, CA, United States
    Full-time
    A growing fitness studio in San Ramon is seeking a General Manager to oversee all aspects of the studio functions, drive membership growth, and manage the sales team. The ideal candidate has 2+ year...Show more
    Last updated: 3 days ago • Promoted
    Sales and Service Associate

    Sales and Service Associate

    California Staffing • San Jose, CA, US
    Full-time
    At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world.We are passionate about providing a fitness community that is accessible, affordable, and welcoming to eve...Show more
    Last updated: 28 days ago • Promoted
    Member Services Representative

    Member Services Representative

    Crunch Fitness • San Jose, CA, US
    Full-time
    Job Opportunity at Crunch Fitness.Crunch Fitness is looking for energetic, enthusiastic people that are passionate about health and fitness to join our team. Working at Crunch is more than a job, it...Show more
    Last updated: 30+ days ago • Promoted
    Overnight Member Service Representative

    Overnight Member Service Representative

    Planet Fitness • San Jose, CA, US
    Full-time
    We invite you to join the team that empowers people to live a healthy lifestyle through a culture committed to feeling good! Job Summary. Are you excited about health and wellness? Do you thrive in ...Show more
    Last updated: 30+ days ago • Promoted
    Seasonal Retail At Your Service Associate, Stanford Shopping Center

    Seasonal Retail At Your Service Associate, Stanford Shopping Center

    Macy's • Palo Alto, CA, United States
    Full-time +1
    Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...Show more
    Last updated: 23 days ago • Promoted
    Sales and Service Associate

    Sales and Service Associate

    San Jose Staffing • San Jose, CA, US
    Full-time
    At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world.We are passionate about providing a fitness community that is accessible, affordable, and welcoming to eve...Show more
    Last updated: 21 days ago • Promoted
    Member Services Representative

    Member Services Representative

    Planet Fitness • Manteca, CA, US
    Full-time
    Member Services Representative.The Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness m...Show more
    Last updated: 30+ days ago • Promoted
    Membership Sales Associate

    Membership Sales Associate

    Fitness 19 / Vim & Vigor • Hayward, California, United States
    Part-time
    Quick Apply
    Team Member (Sales and Front Desk).The go-to team member for production and club experience! During your shift, you will be working with your Club Manager to assist customers (guests) with joining ...Show more
    Last updated: 30+ days ago
    Seasonal Retail At Your Service Associate, Pleasanton Stoneridge

    Seasonal Retail At Your Service Associate, Pleasanton Stoneridge

    Macy's • Pleasanton, CA, United States
    Full-time +1
    Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...Show more
    Last updated: 23 days ago • Promoted
    Seasonal Retail At Your Service Associate, Oakridge

    Seasonal Retail At Your Service Associate, Oakridge

    Macy's • San Jose, CA, United States
    Full-time +1
    Macy's is more than just a store.One that's captured the hearts and minds of America for more than 160 years.A story about innovations and traditions. Macy's 4th of July Fireworks, and the wonder of...Show more
    Last updated: 23 days ago • Promoted
    Member Services Representative

    Member Services Representative

    Crunch Fitness by JEM Wellness Brands • Tracy, CA, US
    Full-time
    Proficient reading and writing skills .Strong customer service skills .Greet all members & guests with a smile and wish them well as they exit the club . Check in all members and guests in accordanc...Show more
    Last updated: 30+ days ago
    Sales and Service Expert

    Sales and Service Expert

    San Jose Staffing • San Jose, CA, US
    Full-time
    The Sales and Service Expert (SSE) delivers an outstanding and well-rounded sales and service experience to all guests and members through a compelling approach of offering membership, fitness and ...Show more
    Last updated: 21 days ago • Promoted
    Membership Consultant

    Membership Consultant

    ISSA • San Jose, CA, US
    Full-time
    Membership Consultant Position.Forma Gym is seeking top performers for our Membership Consultant position.The position will be based in San Jose. As a Membership Consultant, you will join a team of ...Show more
    Last updated: 30+ days ago • Promoted
    Retail Service Specialist - Union GBA

    Retail Service Specialist - Union GBA

    O'Reilly Automotive • Milpitas, CA, US
    Full-time
    The Retail Service Specialist will support the Store Manager and Assistant Managers in areas of sales, customer service, store appearance, and store operations. This position will also assume shift ...Show more
    Last updated: 30+ days ago • Promoted
    Member Service Representative

    Member Service Representative

    Planet Fitness • San Jose, CA, US
    Full-time
    Member Services Representative.Are you excited about health and wellness? Do you thrive in upbeat, energetic environments? Planet Fitness is the fastest growing fitness franchise in the nation! Wit...Show more
    Last updated: 30+ days ago • Promoted