Bilingual Member Finance Advisor

Educators Credit Union Inc; Racine (WI); On-site; USD 32,000 - 42,000; Full time

Job summary

Educators Credit Union Inc in Racine, Wisconsin, is seeking a Bilingual Member Finance Representative at the Newman Branch to assist members with accounts, loans, and financial guidance.

This full-time clerical role requires strong communication, trust, and teamwork, with Saturdays required, and duties include educating members, maintaining records, and handling transactions.

Join a community-focused credit union that emphasizes service and member success.

Qualifications

• Must have good communication skills and professional appearance.
• Able to apply knowledge to educate and advise members.
• Must be able to work as part of a team.
• Accurate computer data entry and use of related office equipment.
• Physical requirements include standing, sitting, walking, and lifting up to 50 pounds.

Responsibilities

• Assist members with opening/closing accounts and answer questions about products/services.
• Interview members, receive loan applications and process new loans.
• Educate and advise members to help achieve financial goals.
• Maintain records and ensure member data is current in the system.
• Perform other job-related duties as assigned.

Skills

Trust & diplomacy

People contact

Communication skills

Teamwork

Saturdays availability

Education

High School diploma

Job description

Educators Credit Union Inc in Racine, Wisconsin, is seeking a Bilingual Member Finance Representative at the Newman Branch to assist members with accounts, loans, and financial guidance.

This full-time clerical role requires strong communication, trust, and teamwork, with Saturdays required, and duties include educating members, maintaining records, and handling transactions.

Join a community-focused credit union that emphasizes service and member success.