Bilingual Medical Client Service Rep

Pima Federal Credit Union; Tucson (AZ); On-site; USD 36,000 - 52,000; Full time

Benefits offered by this job

Healthcare benefits

Paid time off

Job summary

Pima Federal Credit Union in Tucson, AZ is hiring a full-time Member Service Representative. The role focuses on delivering exceptional member service, promoting financial products, and supporting transactions, accounts, and loan processes.

Ideal candidates have financial industry experience and a strong work ethic, with bilingual English/Spanish skills preferred. The position offers growth opportunities within a stable, member-focused financial institution.

Qualifications

• High school diploma or equivalent.
• One year of financial institution experience as Teller or Member Service Representative OR two years of sales/customer service with cash handling.
• Proficiency with computers and software (Microsoft Office, Word, Excel).
• Exceptional customer service skills.

Responsibilities

• Process teller transactions and open/close accounts.
• Solve member problems and update member information.
• Conduct loan interviews and process loan applications.
• Fund loans and present loan disclosures.
• Step into the teller line to process transactions with accuracy.
• Maintain balanced cash drawer and meet sales goals.
• Keep up-to-date on credit union products and services.

Skills

Customer service

Cash handling

Communication skills

Interpersonal skills

Flexibility to travel

Education

High school diploma or equivalent

Tools

Microsoft Office

Excel

Job description

Job Description Pima Federal Credit Union of Tucson, AZ is looking to hire a full-time Member Service Representative.

Do you have a strong work ethic, a positive outlook, and share in the credit union philosophy of "people helping people"? Do you have financial industry experience and are interested in starting a career with a stable, growing, and respected financial institution that offers opportunities for professional growth and advancement?

Our Member Service Representatives are enthusiastic about providing exceptional customer service to our members. Our Member Service Representatives promote financial products and services to improve our members' well-being, they always take the time to establish rapport with members and listen carefully so that the absolute best financial products and services can be recommended to meet our members' needs. Our Member Service Representatives are the face of our credit union and the reason our members love banking with us!

This position processes teller transactions, opens and closes accounts, solves problems, updates member information, conducts loan application interviews, processes loan applications, funds loans, and presents loan disclosures. This role also steps into the teller line to process banking transactions accurately and efficiently while maintaining a balanced cash drawer. Member Service Representatives are expected to achieve individual and team sales goals and keep up‑to‑date on all credit union products and services. Being passionate about the value that credit unions offer is critical to this role so that you can enthusiastically promote our financial services to members.

Qualifications For a Member Service Representative

• High school diploma or equivalent
• One year of current financial institution experience as Teller or Member Service Representative OR two years of current sales, retail, or customer service experience with cash handling responsibilities
• Intermediate‑level proficiency with computers and software applications, including Microsoft Office, Word, and Excel
• Exceptional customer service skills
• Flexibility to travel to other branches on occasion
• Are you looking to build on your financial industry experience? If so, then you might just be perfect for our Member Service Representative position!

Bilingual English/Spanish Skills Are Also Preferred.

About Pima Federal Credit Union

In 1951, sixteen teachers pooled together $84 in deposits and founded our credit union with the common purpose of helping people. We're here for our members and we thrive by delivering on our value promise of smart, simple, personal . We have stayed true to our roots as a not‑for‑profit financial cooperative whose main focus is providing the highest possible value to our membership in the simplest way. As a full‑time employee, you are eligible for Pima Federal's robust benefits package including:

• Medical, dental, and vision – each benefit has a generous contribution from the credit union
• 100% company‑paid life insurance, short‑term disability, long‑term disability, and employee assistance program (EAP)
• Access to other products such as two flexible spending account (FSA) options, critical illness insurance, accident coverage, and buy‑up options on life insurance
• Retirement: 100% company‑funded pension plan
• Generous paid time off policies, including 11 paid holidays
• Tuition Reimbursement
• Access to on‑demand pay and one‑on‑one financial planning
• Access to an on‑site car repair service