Bilingual Member Services Specialist

Credit Union of Southern California; Anaheim (CA); Vor Ort; USD 26.000 - 38.000; Teilzeit

Zusammenfassung

Credit Union of Southern California is hiring a part-time Member Service Officer I, Bilingual Spanish. The role is a financial advisor position that focuses on delivering exceptional member experiences by matching CU SoCal products to Member needs.

Fluency in Spanish and English is required to serve Spanish-speaking Members. Typical hours align with branch operations, and the schedule may include Saturdays based on business needs.

Qualifikationen

• 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 to serve our Spanish speaking Members while conducting their banking business.

Aufgaben

• 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; perform research and correct 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.
• Adhere to the service standards outlined by the credit union.
• Assist Members in completing dispute forms, including but not limited to Debit card, ACH, and Visa; identifies and reports any suspicious behavior or suspected fraud activity.
• Adhere to credit union policies, operational controls, and regulatory procedures to ensure the safety and security of Member and credit union assets.

Kenntnisse

Cash handling

Bilingual English/Spanish

Customer service

MS Office

Ausbildung

High School Diploma

Associates degree

Tools

Symitar

Jobbeschreibung

Credit Union of Southern California is hiring a part-time Member Service Officer I, Bilingual Spanish. The role is a financial advisor position that focuses on delivering exceptional member experiences by matching CU SoCal products to Member needs.

Fluency in Spanish and English is required to serve Spanish-speaking Members. Typical hours align with branch operations, and the schedule may include Saturdays based on business needs.