Bilingual Member Services & Financial Advisor

Climb Credit Union; Arvada (CO); Presencial; USD 25.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401K Employer match 100% Match on 3%

Medical, Dental, Vision Insurance

PTO and floating holidays

Volunteer Time Off 16 hours

11 Paid Holidays

Employee assistance program

Tuition Reimbursement

Employee loan rate reduction

Discounts on loans and services

Employee events

Descripción de la vacante

Climb Credit Union in Arvada, CO is seeking a Member Service Representative Bilingual who serves as a financial consultant, conducts member financial profiles, and handles deposits, loans, and cross-sell opportunities to grow relationships.

You will work with the Branch Manager to improve member satisfaction, stay current on promotions, and deliver on our promise of outstanding service and competitive products in a friendly, member-owned setting.

Formación

• 1-3 years of customer service or sales experience.
• 6 months to 1 year of financial institution experience.
• Experience in consumer lending, commercial lending, or a combination of both within a credit union, bank, or other financial institution.
• A high school education or GED.
• Demonstrated abilities related to sales and achievement of sales goals.
• Proven ability and willingness to identify needs and sell appropriate products.
• Bilingual Preferred, not a requirement.

Responsabilidades

• Process member financial transactions accurately and efficiently.
• Maintains accounts and performs related updates (address changes, phone numbers, travel advisories, diary memos).
• Respond to member inquiries about loans, balances, rates, and account information.
• Open new accounts, analyze credit bureau reports, assess needs, and cross-sell financial products.

Conocimientos

Customer service

Sales

Bilingual

Educación

High school diploma or GED

Descripción del empleo

Climb Credit Union in Arvada, CO is seeking a Member Service Representative Bilingual who serves as a financial consultant, conducts member financial profiles, and handles deposits, loans, and cross-sell opportunities to grow relationships.

You will work with the Branch Manager to improve member satisfaction, stay current on promotions, and deliver on our promise of outstanding service and competitive products in a friendly, member-owned setting.