Bilingual Virtual Member Services Specialist

Resource-One-Credit-Union; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Resource-One-Credit-Union in Dallas, TX seeks a Virtual Services Specialist to deliver outstanding member service, open new accounts, promote products, educate members on policies, and resolve inquiries promptly.

Responsibilities include assisting with account openings, card issues, transfers, deposits and withdrawals, and maintaining confidentiality. Requirements: HS diploma, 1+ year experience, bilingual Spanish.

Qualifications

• High school diploma or equivalent required.
• 1+ years’ Member Service Representative/Teller experience.
• Spanish bilingual required.

Responsibilities

• Assist members with opening new personal and business accounts and process changes.
• Provide onsite support for credit/debit card issues.
• Inform members of services, eligibility, accounts, rates, and options.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open/close computer terminal accounts daily.
• Monitor deposits and examine documents for endorsement.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and postings.
• Maintain privacy of member information.
• Provide backup support to Representatives, Advisors and Agents.
• Keep a clean, professional work area and appearance.
• Attend meetings and complete required reports.

Skills

Customer service

Communication

Bilingual Spanish

Problem solving

Attention to detail

Cash handling / 10-key

Discretion & confidentiality

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Tools

MS Office

Job description

Resource-One-Credit-Union in Dallas, TX seeks a Virtual Services Specialist to deliver outstanding member service, open new accounts, promote products, educate members on policies, and resolve inquiries promptly.

Responsibilities include assisting with account openings, card issues, transfers, deposits and withdrawals, and maintaining confidentiality. Requirements: HS diploma, 1+ year experience, bilingual Spanish.