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Sales and Member Relations Specialist

2 months ago

Missoula, Montana, United States Mountain America Credit Union Full time
Job Overview

Position: Member Sales Specialist

Location: Not specified

Schedule: Full Time, Monday - Friday

At Mountain America Credit Union, we prioritize the well-being of our employees and offer a supportive work environment.

  • Competitive starting salary with additional location allowance and potential for increases based on experience and performance.
  • Regular performance evaluations to explore compensation growth.
  • Comprehensive medical and dental coverage with minimal employee contributions for full-time staff.
  • Generous paid time off, including holidays and volunteer opportunities.
  • 401K matching program.
  • Tuition reimbursement and professional development opportunities.
  • And additional benefits.

To excel in this role, the individual must successfully perform each job duty.

Member Engagement
  • Establishes and nurtures relationships with members through in-person and telephonic interactions.
  • Delivers exceptional service by assessing member needs, providing tailored advice, and facilitating transactions such as account openings and servicing.
  • Identifies member requirements, educates them on financial management options, and promotes relevant products and services through a consultative approach.
  • Addresses member requests while seeking opportunities to enhance relationships and achieve organizational goals.
  • Resolves issues by clarifying complaints, identifying root causes, and providing effective solutions, ensuring follow-up for resolution confirmation.
  • Engages in post-interaction follow-ups with members through thank-you communications.
Loan Processing
  • Manages loan preparation and disbursement in accordance with lending policies.
  • Initiates loans by reviewing applications, interviewing applicants, and evaluating credit reports.
  • Handles loan documentation and closing processes for various loan types.
  • Adheres to all legal regulations pertinent to the role.
Cash Management
  • Maintains accurate cash drawer balances.
  • Processes transactions efficiently following established protocols.
  • Assists with branch opening and closing procedures.
  • Ensures branch security by managing sensitive information and access codes.
  • Handles all transactions with precision and courtesy, upholding member privacy.
Additional Responsibilities
  • Acts as a liaison for business services and engages with the community through outreach efforts.
  • Performs teller duties as required.
  • Represents the credit union professionally in appearance and conduct.
  • Maintains a tidy work environment.
  • Responds promptly to various forms of communication.
  • Participates in ongoing product knowledge training.
  • Complies with all relevant regulations.
  • Undertakes other assigned tasks as necessary.
Qualifications

Experience:

  • Preferred experience of at least one year in retail banking or related customer service roles.
  • Ability to meet immediate needs through informed recommendations of products and services.
  • Capability to manage multiple tasks while maintaining professionalism.
  • Proficient in preparing loan documents and promoting financial services.
  • Strong mathematical skills.
  • Effective written and verbal communication skills.

Education:

High school diploma or equivalent required.

Licenses and Certifications:

To be completed within the first 90 days:

  • Valid driver's license.
  • Completion of required certification packages.

Technical Skills:

  • Basic computer skills.
  • Proficiency in Microsoft Office applications.
  • Typing speed of at least 35 words per minute preferred.

Physical Requirements:

  • Ability to communicate effectively, both verbally and in writing.
  • Capability to lift up to 10 pounds regularly and up to 50 pounds occasionally.

Mountain America Credit Union is committed to fostering a diverse and inclusive workplace.