Bilingual (Spanish) Financial Solutions Representative I (Call Center)

Chartway Credit Union; Houston (TX); Hybrid; USD 27,552 - 28,929; Full time

Job summary

Chartway Credit Union in Houston, TX is seeking a Bilingual Financial Solutions Representative I. This position involves providing exceptional service to members through handling inquiries and promoting financial products.

Candidates should have strong organizational skills and at least a high school diploma or GED. The role offers competitive pay and a comprehensive benefits package, ensuring a rewarding experience for both employees and members.

Qualifications

• Possess superior organizational skills for efficient service.
• Communicate effectively both verbally and in writing.
• Educate members on products and promotions.

Responsibilities

• Take inbound calls for servicing inquiries.
• Promote credit union products effectively to achieve referral goals.
• Comply with all member verification processes.

Skills

Organizational skills

Verbal communication

Written communication

Problem solving

Knowledge of credit union products

Education

High school education or equivalent GED

One year of customer service experience

Job description

Job Title

Bilingual (Spanish) Financial Solutions Representative I

Job Type

Full‑time

Department Hours

Monday – Friday 8:00 AM – 8:00 PM; Saturday 8:00 AM – 5:00 PM

Location

Virginia Beach, VA / Houston, TX / Tooele, UT

Compensation

Hiring Range: $20 – $21 per hour. Higher compensation may be considered based on experience, qualifications, and internal equity.

Responsibilities and Accountability

• Take inbound calls from members and non‑members for general servicing inquiries for checking, savings, credit cards, certificates of deposit, business accounts, and loan products (auto, equity, line of credits, and personal loans).
• Work hybrid based on skillset and time in position.
• Exercise problem‑solving skills and promote the benefits of membership.
• Update member and account information as needed.
• Maintain service levels by handling a high volume of calls in a fast‑paced environment.
• Use strong soft skills during complex conversations to deliver an outstanding member experience.
• Handle complex conversations and situations professionally to create an outstanding member experience on every call.
• Consistently and effectively cross‑sell credit union products and services to achieve assigned referral goals.
• Respond to member inquiries regarding current products, services, and promotions.
• Utilize available time efficiently, maintaining low work‑time and unavailable percentages while meeting interaction performance.
• Comply with all member verification processes to mitigate risk and protect the member and the credit union from fraud or loss.
• Comply with all record‑keeping requirements of the Bank Secrecy Act for wire funds transfers of $3,000 or more.

Knowledge, Skills, and Abilities

• Possess superior organizational skills that enable accurate and efficient service experiences.
• Possess superior verbal and written communication skills.
• Possess the credit union knowledge required to educate members on the features and benefits of credit union products and promotions.
• Possess deep knowledge of all credit union products to assist in problem solving and generate referrals to support the CU’s multiproduct strategy.
• Provide information to current and prospective members concerning eligibility for membership, products, and services (loans and deposits).
• Act as a problem solver, information provider, and liaison between members and various internal departments.
• Complete accurate and timely currency transaction reports as required by the Bank Secrecy Act.
• Work effectively in a fast‑paced, ever‑changing environment.
• Demonstrate a strong work ethic that supports organizational values and demands the highest standard of conduct from self and others.
• Be self‑motivated to meet performance goals.
• Comply with all state and federal regulations.
• Respond, establish, and maintain control when handling challenging interactions while representing Chartway with the highest degree of professionalism.

Education and Experience

• High school education or equivalent GED.
• One year of retail or customer service experience, preferably in a call‑center environment.

Benefits and Compensation

Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration.

Equal Employment Opportunity

Chartway Federal Credit Union is an EOE/M/F/Disability/Vet Employer. If a reasonable accommodation is needed for the job interview process, please contact our Talent Acquisition Team at 1-877-319-4818 extension 74862 or email us at [e-mail].