Member Service Representative- Bilingual

Jobgether; United States; Remote; USD 38,000 - 46,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off

Paid Holidays

401(k) plan with employer match

Life Insurance

Remote Work (fully remote)

Job summary

Jobgether, on behalf of a partner company, seeks a fully remote Bilingual Member Service Representative based in the United States. You will support English- and Spanish-speaking members with membership inquiries, banking products, and transactions in a fast-paced contact center.

The role emphasizes clear communication, empathy, and accuracy while navigating multiple systems (CRM, Teams, Outlook). You will handle escalations, document interactions, and collaborate with internal teams to improve

Qualifications

• Bilingual English and Spanish is required.
• Five years of work experience, or a combination of relevant experience and education.
• An associate degree or higher, or applicable certifications, may be considered.
• Customer service experience in direct engagement is required.
• Preferred: banking, financial services, and/or fraud-related work.
• Leadership experience is an advantage.

Responsibilities

• Handle high volumes of inbound calls from English- and Spanish-speaking members.
• Assist with membership inquiries, banking products, services, rates, policies, and procedures.
• Document interactions accurately in CRM and other systems.
• Escalate complex issues to appropriate teams and ensure proper handoffs.
• Meet productivity, quality, schedule adherence, and service targets.

Skills

Bilingual English/Spanish

Customer service

Communication

De-escalation

Time management

Team leadership

Education

Associate degree or higher

Tools

Microsoft Teams

Outlook

CRM platforms

Job description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Member Service Representative – Bilingual based in the United States.

The Bilingual Member Service Representative delivers exceptional support to members and prospective members in both English and Spanish within a fully remote contact center environment.

In this role, you will assist callers with membership inquiries, banking products, financial services, account questions, and transaction requests.

You will navigate multiple digital platforms simultaneously to provide accurate information, document interactions, and resolve issues efficiently.

Working closely with internal teams, management, and partner organizations, you will help address complex requests and ensure smooth service escalations.

Your ability to communicate clearly, demonstrate empathy, and maintain professionalism will be essential to building trust and improving the member experience.

This position offers a collaborative, procedure-driven environment where service quality, teamwork, accountability, and results are highly valued.

It is an excellent opportunity for a customer-focused professional who combines bilingual communication skills with strong technical abilities and an interest in financial services.

Accountabilities

• Member Service and Call Management
  • Answer high volumes of inbound calls from English- and Spanish-speaking members and non-members across multiple contact center queues.
  • Respond to questions about membership, banking products, services, rates, policies, and procedures while striving to exceed service expectations.
  • Review accounts, complete required identity verification, and process service requests accurately and efficiently.
  • Support specialized digital banking, card services, and loan-related queues, including processing applicable transactions.
• Account Support and Documentation
  • Navigate telephony systems, account servicing tools, customer relationship management (CRM) platforms, knowledge bases, and web-based applications simultaneously.
  • Maintain accurate, complete documentation of customer interactions, account activities, resolutions, and follow-up requirements.
  • Communicate relevant policies and procedures clearly while ensuring interactions meet applicable quality and compliance standards.
• Issue Resolution and Escalation Management
  • Identify and address member concerns, using effective de-escalation techniques to manage challenging interactions professionally.
  • Coordinate with management, vendors, and credit union partners through email and internal messaging systems to research and resolve complex issues.
  • Assist Spanish-speaking callers when transferring or escalating requests to other teams or departments, ensuring clear communication and appropriate handoffs.
  • Follow up on outstanding service requests and support timely, effective resolution.
• Performance and Operational Excellence
  • Meet established productivity, quality, schedule adherence, and service performance targets.
  • Manage competing priorities while maintaining accuracy, responsiveness, and professionalism in a fast-paced environment.
  • Respond to emails promptly, complete required annual training by designated deadlines, and stay informed about updated policies and procedures.
  • Participate in additional projects and perform other duties as assigned by management.
• Teamwork and Continuous Learning
  • Collaborate with colleagues and leadership to maintain consistent service standards and support shared goals.
  • Contribute to a positive, team-oriented environment grounded in service, teamwork, attitude, and results.
  • Apply feedback and ongoing training to strengthen product knowledge, communication skills, and service delivery.

Requirements

• Bilingual Communication: Proficiency in English and Spanish is required. Conversational Spanish with knowledge of basic banking and financial terminology is preferred.
• Professional Experience: Five years of work experience, or a combination of relevant professional experience and education. An associate degree or higher, or applicable certifications, may be considered as part of the overall qualification assessment.
• Customer Service Experience: Previous experience in direct customer engagement, customer support, or relationship management is required.
• Preferred Industry Knowledge: Experience in banking, financial services, and/or fraud-related work is preferred.
• Leadership Experience: Previous experience as a team leader, mentor, coach, trainer, or supervisor is an advantage.
• Technical Skills: Familiarity with Microsoft Teams, Outlook, CRM platforms, and web-based applications is preferred. The ability to navigate multiple systems simultaneously is essential; experience working with dual monitors is a plus.
• Communication and De-escalation: Excellent verbal and written communication skills, with the ability to explain information clearly, manage difficult conversations, document concerns, and coordinate appropriate handoffs.
• Performance Orientation: Demonstrated ability to meet performance goals while maintaining service quality, accuracy, and compliance.
• Organization and Time Management: Strong organizational skills, attention to detail, and the ability to prioritize tasks and manage time effectively.
• Adaptability: Ability to work independently in a fast-paced, high-volume environment while handling competing demands and frequent deadlines.
• Professionalism and Judgment: Ability to handle confidential and sensitive information responsibly, follow established procedures, and exercise sound judgment when resolving routine issues.
• Work Environment: Comfort working in a structured contact center environment that may involve sustained periods of high activity and stress.
• Work Arrangement: Ability to work remotely from within the United States.

Benefits

• Starting Salary: $41,920 annually (Grade 15 minimum).
• Medical, Dental, and Vision Insurance: Health coverage options to support employee well-being.
• Paid Time Off: Starting at 20 days during the first year.
• Paid Holidays: Up to 11 paid holidays per year.
• Retirement Savings: 401(k) plan with an employer match and discretionary employer contribution.
• Life Insurance: Life and accidental death and dismemberment (AD&D) coverage.
• Additional Insurance: Accidental injury, critical illness, and hospital care insurance options.
• Employee Assistance Program: Resources to support personal and professional well-being.
• Health and Wellness: Access to a health and wellness program.
• Employee Referral Program: Opportunity to participate in the employee referral program.
• Recognition: Peer-to-peer recognition program celebrating employee contributions.
• Employee Discounts: Access to an employee discount program.
• Remote Work: Fully remote, work-from-home arrangement.
• Learning and Development: Training opportunities designed to strengthen skills and support professional growth.
• Employment Type: Full-time, nonexempt position.