Bilingual Member Finance Advisor

Educators Credit Union; Racine (WI); In loco; USD 17.000 - 25.000; Tempo pieno

Descrizione del lavoro

Educators Credit Union is seeking a friendly Member Finance Representative to educate members on accounts, assist with openings/closings, and process loan applications. You will interview members, advise on financial goals, and maintain accurate records while working as part of a collaborative team.

Strong interpersonal skills and a high level of trust are essential, with bilingual Spanish/English capability preferred.

Competenze

• Significant level of trust and diplomacy required.
• Extensive personal contact with others and/or sensitive nature of work.
• Ability to motivate or influence others.
• Outside contacts with companies/individuals may be important.

Mansioni

• Assist members with opening and closing accounts; answer questions about products and services; resolve problems within authority.
• Interview members, receive loan applications and process new loans.
• Educate and advise members to help them meet financial goals.
• Maintain accurate records and ensure member account information is current on the system.
• Perform other job-related duties as assigned.

Conoscenze

Bilingual Spanish/English

Trust and diplomacy

Strong interpersonal skills

Team player

Excellent communication

Formazione

High School diploma or equivalent

Strumenti

Computer literacy

Descrizione del lavoro

Educators Credit Union is seeking a friendly Member Finance Representative to educate members on accounts, assist with openings/closings, and process loan applications. You will interview members, advise on financial goals, and maintain accurate records while working as part of a collaborative team.

Strong interpersonal skills and a high level of trust are essential, with bilingual Spanish/English capability preferred.