Bilingual Member Finance Representative- Newman Branch

Educators Credit Union Inc; Racine (WI); Vor Ort; USD 32.000 - 42.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Trust & diplomacy

People contact

Communication skills

Teamwork

Saturdays availability

Ausbildung

High School diploma

Jobbeschreibung

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Bilingual Member Finance Representative- Newman Branch

Branch Full Time Clerical Racine, WI, US

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.
• 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. - 6:00 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.