Bilingual Member Services Advisor (Spanish) - Part-Time

CU SoCal; Anaheim (CA); Presencial; USD 26.000 - 38.000; A tiempo parcial

Descripción de la vacante

CU SoCal is seeking a part-time Member Service Officer I, Bilingual Spanish, to act as a financial advisor and deliver exceptional member experiences by matching products to member needs. The role requires Spanish-English bilingual ability to serve our Spanish-speaking members in banking matters.

Key duties include processing memberships, consumer loans, and account services while maintaining high service standards.

Formación

• High School Diploma or equivalent.
• 6+ months cash handling experience in Retail/Service.
• 1+ years’ experience in Member/Customer service
• Bilingual with fluency in English and Spanish

Responsabilidades

• Processes new Memberships and additional share accounts; processes certificates. Counsels Members in person or by telephone regarding credit union policies; verifies Member information; completes Member requests within appropriate time limits; processes Debit Card requests.
• Processes consumer loan applications; provide general information on loan products and services and communicate consumer loan decisions.
• Develops relationships with Members by matching individual needs with the appropriate savings, convenience, and lending products/ services; expected to meet minimum sales goals as defined by the credit union and department.
• Handle Member inquiries. Performs research and corrects errors as needed on Members’ accounts.
• Performs basic account administration transactions. Has basic IRA knowledge, including opening, routine contributions, and closing IRA accounts.
• Performs any or all of the duties of a teller.

Conocimientos

MS Office

Verbal and written communication

Interpersonal skills

Product knowledge

Educación

High School Diploma or equivalent

Associates degree or equivalent experience

Herramientas

Symitar

Descripción del empleo

CU SoCal is seeking a part-time Member Service Officer I, Bilingual Spanish, to act as a financial advisor and deliver exceptional member experiences by matching products to member needs. The role requires Spanish-English bilingual ability to serve our Spanish-speaking members in banking matters.

Key duties include processing memberships, consumer loans, and account services while maintaining high service standards.