Bilingual Member Finance Representative- Newman Branch

Educators Credit Union; Racine (WI); Vor Ort; USD 17.000 - 25.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Bilingual Spanish/English

Trust and diplomacy

Strong interpersonal skills

Team player

Excellent communication

Ausbildung

High School diploma or equivalent

Tools

Computer literacy

Jobbeschreibung

Do you love building relationships? Like to learn and share your knowledge with someone who needs it? You're the perfect candidate to become a Member Finance Representative (MFR). MFRs use their knowledge to educate members on how to overcome the barriers that are keeping them from their goals.

• Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve.
• Interview members, receive loan applications and process new loans.
• Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals.
• Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system.
• Performs other job-related duties as assigned.

Required Skills:

• A significant level of trust and diplomacy is required, in addition to normal courtesy and tact.
• Work involves extensive personal contact with others and/or can be of a personal or sensitive nature.
• Work may involve motivating or influencing others.
• Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary.
• Bilingual in Spanish/English
• Mandatory Saturdays.

Required Experience:

• Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest.
• Able to apply knowledge to educate and advise members.
• Must be able to work as part of a team.
• Accuracy and ability to operate computers and related office equipment as necessary.
• High School diploma or equivalent.
• Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team.
• Physical requirements include: standing, sitting, walking, stair climbing (if applicable) using hands and fingers, talking, hearing, visual acuity, reaching including above the shoulder, occasional stooping or crouching, and lifting a maximum of 50 pounds. Equipment used includes, but is not limited to: computer, keyboard, mouse, telephone, copiers, printers, fax machine, teller drawers, cash dispense machines, drive through carriers, coin machines, filmers, scanners, card machines, atms, alarm systems, carts for pulling, and step ladders.

Newman Branch is located at 1400 N. Newman Road, Racine, WI 53406. Lobby hours: Monday-Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m., Saturday 9:00 a.m. - 1:00 p.m. Drive Up hours: Monday & Friday 7:00 a.m. - 6:0 0 p.m., Tuesday - Thursday 8:00 a.m. - 6:00 p.m., and Saturday 8:00 a.m. - 1:00 p.m.

Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.