Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing ...
Provides exceptional member service to credit union membership by assessing member needs and advising them to improve their financial situation. Which includes opening new accounts, servicing ...
MSR
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
MSR I - South SLC County
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR I - South SLC County
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Pleasant Grove, UT · On-site
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Pleasant Grove, UT · On-site
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
Part Time Member Service & Sales (Teller) - Bilingual Perferred (English/Spanish)
Provo, UT · On-site
$17.50/hr
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 ...
Part Time Member Service & Sales (Teller) - Bilingual Perferred (English/Spanish)
Provo, UT · On-site
$17.50/hr
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 ...
MSR
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR I - South SLC County
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR I - South SLC County
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR I - South SLC County
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR I - South SLC County
$16.50/hr
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Draper, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Draper, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Pleasant Grove, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR
Pleasant Grove, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR I - South SLC County
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
MSR I - South SLC County
Herriman, UT · On-site
Provides general Credit Union information and cross-sells products and services effectively. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for the effective and professional ...
Data Engineer
Provo, UT · On-site
$108K - $130K/yr
The Data Engineer will own the design, development, and optimization of the data infrastructure that underpins analytics, reporting, and machine learning initiatives across the credit union. Working ...
Data Engineer
Provo, UT · On-site
$108K - $130K/yr
The Data Engineer will own the design, development, and optimization of the data infrastructure that underpins analytics, reporting, and machine learning initiatives across the credit union. Working ...
Personal Banker
Cottonwood Heights, UT · On-site
$20 - $22/hr
Personal BankerUtah First Credit Union is seeking to add a full-time Personal Banker to the team at our Sandy, UT branch. This individual provides exceptional service and strives to improve our ...
Quick apply
Personal Banker
Cottonwood Heights, UT · On-site
$20 - $22/hr
Personal BankerUtah First Credit Union is seeking to add a full-time Personal Banker to the team at our Sandy, UT branch. This individual provides exceptional service and strives to improve our ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
This role oversees direct and indirect reporting relationships, develops future-ready talent, and partners across the credit union to strengthen alignment, execution discipline, and member-focused ...
This role oversees direct and indirect reporting relationships, develops future-ready talent, and partners across the credit union to strengthen alignment, execution discipline, and member-focused ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
WHO WE ARE Goldenwest Credit Union is a premier non-profit financial cooperative providing exceptional member service to our members in Utah and Idaho. Our employees earn a guaranteed base wage ...
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Hire Ahead Financial Service Representative (Loan Officer)
Spanish Fork, UT • On-site
Full-time
Re-posted 3 days ago
Mountain America Credit Union rating
8.0
Based on 49 frontline employees who took The Breakroom Quiz
75th of 152 rated financial services
Job description
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 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.
The Financial Service Representative (FSR) I assesses and meets member needs by using AAA skills to assess, advise, and assist members with their financial needs. FSRs provide value through loan servicing transactions and cross-selling products and services to help our members achieve their financial dreams.
Job Description
LOCATION
Spanish Fork Branch:
1308 N Canyon Creek Pkwy
Spanish Fork, UT 84660
Payson Branch:
818 S. State St.
Payson, UT 84651
SCHEDULE
Full Time; Monday - Friday 8:40am - 6:15pm;
Saturdays at Payson Branch 8:40am - 2:15pm
*Day off during the week when working a Saturday*
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 and advising them to improve their financial situation. Which includes 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, building the membership base 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.
Loan Servicing
- Originates loans by accepting, reviewing, and approving loan applications.
- Interviews loan applicants, reviewing credit report and cross-sells loans.
- Prepares loan documentation, initiates credit reports and conducts closings for home equity, personal, and auto loans
- 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
- Loan Underwriters, Title Specialist
Other Responsibilities
- Acts as a liaison to Business Services
- Reaches out to the community through outbound phone calls and by attending SEG events
- Performs Teller duties as needed
- 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
- Complies with all regulations as required by law
- May require travel to other branches
- 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 1+ year of retail banking or related sales and customer service experience.
- Ability to satisfy immediate and unexpected needs, by recommending credit union products and services with knowledge and confidence.
- Ability to multi-task and maintain composure while handling all member activities and requests.
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service.
- Ability to perform mathematical calculations.
- Ability to communicate effectively using written and verbal communication.
Education
High school diploma or equivalent
Licenses, Certificates, Registrations, Trainings
- Requires valid driver's license for travel.
Training to be completed:
- Mountain America Accounts and Lending
- Required regulatory and compliance trainings.
- Notary Public
- NMLS Certification
- Must be able to qualify annually as a Mortgage Loan Originator under S.A.F.E Act Registration
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
No supervisory/managerial responsibilities
Other Skills and Abilities
- Thorough knowledge of credit union policies, procedures and regulations
- Ability to prepare loan documents and cross-sell financial services of the credit union to ensure quality service
- Ability to perform mathematical calculations
- Ability to communicate effectively 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.
What Mountain America Credit Union employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Mountain America Credit Union
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Sandy, UT, US
Year founded
1934