Bilingual Personal Advisor (Spanish/English) — Part-Time

Community Choice Credit Union; Holland (MI); On-site; USD 2,617,000 - 3,031,000; Part time

Job summary

Community Choice Credit Union in Holland, MI is seeking a Part-time Personal Advisor who is bilingual in Spanish and English. The role focuses on helping members with banking needs, identifying opportunities, and guiding them to the appropriate services.

You will resolve issues, process transactions, open accounts, and explain terms in clear, friendly language, while meeting service and sales goals. This position emphasizes community focus and provides opportunities for growth within a

Qualifications

• High school diploma or GED required.
• Fluency in Spanish and English required.
• Strong communication and multitasking skills.
• Passion for helping others and improving financial well-being.
• Ability to adapt and provide outstanding member service.

Responsibilities

• Use a member-centric approach to uncover opportunities that save money, make money, or simplify banking for our members.
• Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
• Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
• Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
• Open accounts, enroll members in services, and clearly explain terms and conditions.
• Process and close loan applications, ensuring documentation accuracy and compliance.
• Apply security, compliance, and fraud training to protect members and their information.
• Meet or exceed sales and service goals while contributing to the success of your team and the organization.

Skills

Bilingual Spanish/English

Sales skills

Customer service

Communication

Multitasking

Education

High school diploma or GED

Job description

Community Choice Credit Union in Holland, MI is seeking a Part-time Personal Advisor who is bilingual in Spanish and English. The role focuses on helping members with banking needs, identifying opportunities, and guiding them to the appropriate services.

You will resolve issues, process transactions, open accounts, and explain terms in clear, friendly language, while meeting service and sales goals. This position emphasizes community focus and provides opportunities for growth within a