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Financial Customer Service Agent (In Office Position)

Company: Mountain America Credit Union
Location: Sandy
Posted on: January 14, 2021

Job Description:

Job DescriptionPlease 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 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. Job SummaryAnswer incoming phone calls from members and internal customers by answering questions and resolving issues to ensure quality service. Timely service the needs of the members and enhance their financial relationships with the credit union. Job Description IMPORTANT INFORMATOIN * Class Starts 1/11/2021 and 1/25/2021 * Position will be an In-Office Role * Training Schedule: Mon-Fri 9-5:30 * Shift After Training: 10:30am-7pm; rotating Saturdays WE ARE CONDUCTING VIDEO INTERVIEWS! During this time we are conducting video interviews to ensure safety and the most positive experience to our candidates. We will be using a free platform that works with all laptops, smartphones, tablets, etc. POSITION LOCATION: Sandy, Utah 4-WEEK TRAINING LOCATION West Jordan, Utah POSITION PERKS: * Position pays a minimum of $13.50hr and can increase based off of experience * Located in our new Mountain America Center Headquarters in Sandy * Employees enjoy an Onsite Clinic, Gym, Cafeteria(with employee discount), Game Rooms, & more! To be effective, an individual must be able to perform each job duty successfully. * Provides quality service to credit union members to resolve problems and enhance their financial relationship with Mountain America. * Cross-sells credit union products and services to members over the phone to encourage a full-financial relationship with the credit union. * Assists and trains members in using the automated services of the credit union. * Advises and assists members in making informed decisions regarding their accounts; i.e., forgeries, lost or stolen credit cards, returned checks or deposits. * Adheres to the philosophy and mission of the credit union in actions and communications. * Services payroll deduction and direct deposit allocation requests to ensure timeliness and accuracy. * Completes account transaction requests made by members efficiently and effectively to ensure quality service. * Submits adjustments and requests for research to appropriate departments timely and accurately. * Assists in training other Service Center employees as needed. * 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 Six to twelve months of similar or related experience Education High school diploma or equivalent - Licenses, Certificates, Registrations * Must complete Teller Training * Must complete Product Knowledge within the first six months * Must complete 90 day Learning Curve Training Plan * Must average 90% on Service Center Assessment * Must have 75% average Phone Availability * Must average 90% Adherence Computer/Office Equipment Skills Basic computer operating skills. Intermediate skills in Microsoft Office (Outlook, Word, Excel) Type a minimum of 35 words per minute preferred. Symitar and 10-Key experience preferred. Managerial Responsibility Has no supervisory/managerial responsibilities Other Skills and Abilities * Must have at least six to 12 months related work experience * Must have basic knowledge and understanding of credit union policies and procedures * Must have previous PC experience * Must have the ability to communicate patiently and courteously * Must have the ability to sit continually and answer phones * Must have the ability to speak and write in English * Must have the ability to identify needs and cross sell financial services over the phone * Must have the ability to talk on the phone with members 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 25 pounds occasionally 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.

Keywords: Mountain America Credit Union, Sandy , Financial Customer Service Agent (In Office Position), Sales , Sandy, Utah

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