Call Center Representative I (Bilingual Preferred)

About the Employer: This job opportunity is with a reputable credit union, a financial institution committed to providing comprehensive and personalized financial services to its members. Credit unions typically operate as not-for-profit organizations, focusing on serving their members by offering competitive rates, lower fees, and a community-oriented approach to banking. This particular credit union is dedicated to ensuring member satisfaction through efficient, professional, and member-focused service delivery. With a strong emphasis on compliance, integrity, and technology-driven solutions, the credit union offers an environment where employees can grow professionally while contributing to the financial wellbeing of the community they serve.

About the Role: The position available is designed for a member service representative who will be responsible for delivering exceptional service through multiple channels, primarily by phone. This role involves handling a variety of routine and complex transactions, providing technical support, and advocating for members to ensure that their financial needs are met with appropriate credit union products and services. The incumbent will play a vital role in managing account inquiries, loan and credit card payments, wire transfers, research, and account reconciliations. They will also serve as an intermediary between the members and the credit union when necessary.

In this role, the representative will actively contribute to business development by identifying member needs using a consultative, needs-based selling approach and referring members to appropriate resources that enhance their financial experience. The job includes educating members about the credit union's electronic services, such as online banking, bill pay, and eStatements, promoting efficiency and convenience. The member service representative will be responsible for achieving or exceeding individual and team service level objectives by ensuring timely, accurate, and professional service delivery.

Employees in this position must adhere to internal controls, credit union policies, and applicable governmental regulations to maintain compliance and uphold the integrity of the institution. The role requires managing daily activity, performing balancing tasks related to the department, and participating in marketing and outreach initiatives to strengthen relationships with existing members and attract prospective ones. Flexibility regarding the work schedule, including the availability to work Saturdays, is required.

This role offers a rewarding opportunity for individuals who enjoy customer interaction, problem-solving, and fostering financial literacy among members. It is ideal for professionals seeking to develop a career within the financial services sector, specifically in a member-focused credit union environment that values teamwork, professional development, and community engagement. The role typically requires a minimum of one year of relevant customer service experience, preferably within a financial institution or credit union, and familiarity with federal rules and regulations governing financial transactions. Proficiency in Microsoft Office and strong communication skills are essential for success in this position.