Member Solutions or ; Call Center - Bilingual

We are excited that we are hiring for a Member Solutions 1 or 2.

Department:
Digital Experience Center

Salary Range 6: $20.00 - $26.93

Report To: DEC Assistant Manager

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for processing a wide variety of member transactions received through digital delivery channels, while consistently uncovering members financial needs, deepening member relationships. We delight our members in every interaction.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Answers inquiries from members regarding loan and deposit services; credit, debit and ATM cards; account information, transfer requests, withdrawals, stop payments, check supplies, issuing checks, or other negotiable instruments; or any other member request concerning products and services of the credit union.
• Responding and transacting to members’ inquiries regarding the operation of accounts, access to services, account usage charges, interest rates on savings and loan products, resolving account discrepancies, and assisting members to make the most effective use of services offered by the credit union. Explaining available financial services, such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit.
• Ask members appropriate open-ended questions to understand their financial needs. Make applicable recommendations and/or referrals to business partner specialists to aid in members achieving their financial goals.
• Ability to learn, use, understand, and promote all credit union digital delivery channels.
• Contributes to the organization’s mission statement and goals by providing the highest quality of service, treating each person professionally – with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important to the credit union.
• Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies.

• Connect – Create a welcoming, energized, and warm environment
• Ask – Discover and confirm others’ needs to ensure they feel understood and known
• Resolve – Take personal and full responsibility for meeting others’ needs
• Elevate – Commit to long-term personal and organizational growth and improvement
• Strengthen – Invest in our Numerica community and beyond.

No Requirement

Must fully understand credit union products and services and be able to assist members to use these products and services. Cooperative and positive attitude toward members and credit union staff. Professional appearance and demeanor.

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.

Ability to operate general office machines and equipment such as photocopier, fax, computer, and currency and coin counter. Ability to lift up to 25lbs. Must be able to sit or stand for extended periods.

Minimum:
High school diploma or general education degree (GED); plus minimum of 6 months related experience and/or training as a teller/service representative, customer service with cash handling. Preferred:
Relevant training in a credit union, bank or other financial institution. Bi-lingual, Spanish preferred in some markets.

Previous financial institution contact center experience.

Bilingual – Spanish

None

Disclaimer:
The job description does not imply an employment contract, nor is it intended to include every duty, task or instruction for which the employee is responsible. Other tasks may be assigned, based on business need and at Management’s request.

Department:
Dig…