Multilingual Personal Banker (Fern Valley Road Branch)

Classact; Louisville (KY); On-site; USD 40,000 - 55,000; Full time

Job summary

Join Class Act Federal Credit Union as a Multilingual Member Relations Officer, where you'll assist members with their financial needs in a community-focused environment. This role involves a variety of responsibilities, from processing transactions and opening accounts to providing exceptional service and support for Spanish-speaking members. If you have a passion for helping others and thrive in a collaborative setting, this could be the perfect opportunity for you.

Benefits

Paid volunteer time

Continuing education opportunities

Qualifications

• Previous experience in customer service and cash handling at a Credit Union or financial institution preferred.

Responsibilities

• Accurately process member transactions including deposits, withdrawals, and loan payments.
• Assist members with their loan requests and provide clear explanations of loan terms.
• Promote meaningful relationships with local schools and community partners.

Skills

Customer Service

Cash Handling

Bilingual (English/Spanish)

Teamwork

Education

High School Diploma or equivalent

Job description

Multilingual Personal Banker (Fern Valley Road Branch)

At Class Act Federal Credit Union, we’re more than just a financial institution — we’re a community. Since 1954, we’ve proudly operated as a member-owned financial cooperative with a mission to deliver meaningful value and personalized financial solutions to our members. Unlike traditional banks, we don’t serve stockholders — we serve people. Every decision we make is rooted in our core belief of “People Helping People.”

We're honored to be named a 2025 Best Places to Work — a recognition that reflects our strong culture, dedicated team, and unwavering commitment to both our members and employees.

Our dedication to service extends beyond financial solutions. We actively support our team’s involvement in the community, offering paid volunteer time so employees can give back to the educational initiatives that matter most to them. It’s just one of the many ways we show that our people — both members and team members — come first.

At Class Act, we’re focused on:

Hiring the best

Training for success

Empowering every voice

Fostering a respectful and inclusive environment

Recognizing and rewarding contributions

If you're looking for a meaningful career with a mission-driven organization that truly cares, Class Act is the place for you.

Come build your future with a team that’s building a better financial future for others.

Role:

Under the direct supervision of the MFS Branch Manager, the Multilingual Member Relations Officer is responsible for assisting members with all aspects of member service including accurately processing account transactions, handling file maintenance, opening and closing accounts, interviewing applicants applying for consumer loans, cross-selling products and services that will improve the members’ financial wellbeing, and assisting other departments with Spanish translation services as needed. Project a friendly and professional attitude while assisting all members and potential members with their financial needs, and continuously work to exceed member’s expectations through providing exceptional service and proactive servicing skills. Be knowledgeable of all products and services the Credit Union offers and provide members with the necessary information to make informed financial decisions. Demonstrate courtesy and teamwork through positive interactions with co-workers and management across the organization. Promote positive relationships with representatives from local schools, universities, and community partners to communicate the benefits of credit union membership.

Major Duties and Responsibilities:

• Accurately process member transactions, including share deposits, share withdrawals, loan payments, and account transfers, while ensuring compliance with credit union policies and procedures. Properly inspect and verify cash and negotiable instruments received. Complete large currency transaction reports and suspicious activity reports as required. Maintain strict confidentiality of member account information to protect operations and build member trust.
• Provide exceptional member service while working in a high-volume transaction and sales environment. Assist members with requested financial transactions, answering questions and/or resolving problems pertaining to the various products and services offered by the Credit Union. Assist other departments throughout the Credit Union with translation services for our Spanish speaking members.
• Open a variety of new shares, certificates, and checking accounts. Explain various account ownership options and provide necessary counseling to meet the stated needs and objectives of the member. Obtain all required information and documentation. Prepare paperwork for the member applicant signatures, and review for completeness and accuracy.
• Assist members with their loan requests by answering questions and helping them complete loan applications accurately. Provide clear explanations of loan terms and required documents to support members through the loan application process. Cross-sell additional loan protection products including GAP, MBP, and Credit Life/Disability coverage.
• Meet monthly production goals as assigned by discussing products available to determine how the Credit Union can best meet the members’ financial needs. Interview members for further consideration to cross-sell products and services that are beneficial while giving them all the necessary information to make informed decisions. Promote meaningful relationships with local schools, universities, and community partner representatives to promote credit union membership and benefits to their employees.
• Ensure Credit Union policies and procedures are being followed in compliance with applicable laws and regulations.
• Provide, in person or by telephone, routine information concerning Credit Union services, including: what is the credit union; eligibility for membership; how to apply for membership; type of accounts available; types of loans offered; interest rates on loans and shares; how dividends are computed on shares; how to start, change or stop a payroll deduction, direct deposit and periodic transfer of funds; as well as the locations and office hours of all credit union offices.
• Maintain a professional, courteous, and friendly atmosphere for members and co-workers. Demonstrate teamwork by working as a team player in all areas of the Credit Union.
• Assist members in the accurate completion of all transactions and questions on their accounts with the Credit Union.
• Develop personal relationships with members, as well as representatives of local schools, universities, and community partner groups to promote Credit Union membership and benefits to their employees.
• Maintain a working knowledge of all products and services offered. Cross-sell products and services that will benefit the overall financial wellbeing of the member.
• Open all types of share accounts and provide information on various account alternatives with the member. Open all types of certificates; assist members with inquiries on certificate maturities and renewals, and handle certificate redemptions.
• Ensure all consumer loan applications are completed and submitted to underwriting and loan processing in a timely manner.
• Maintain a dependable record of attendance and timeliness.
• Maintain the highest confidentiality of member information, including account information and transaction history.
• Complete all assigned tasks and responsibilities within the given time frame. Work should be completed thoroughly, accurately, and professionally.
• Work closely with management to set individual goals and objectives, and develop a work plan to achieve them.
• Complete in-house and online training course work for career advancement opportunities.
• Perform other such duties as may be assigned which are commensurate with the position and in the best interest of the Credit Union.

Knowledge and Skills:

Experience: Previous experience in customer service and cash handling at a Credit Union or financial institution preferred.

Role:

Under the direct supervision of the MFS Branch Manager, the Multilingual Member Relations Officer is responsible for assisting members with all aspects of member service including accurately processing account transactions, handling file maintenance, opening and closing accounts, interviewing applicants applying for consumer loans, cross-selling products and services that will improve the members’ financial wellbeing, and assisting other departments with Spanish translation services as needed. Project a friendly and professional attitude while assisting all members and potential members with their financial needs, and continuously work to exceed member’s expectations through providing exceptional service and proactive servicing skills. Be knowledgeable of all products and services the Credit Union offers and provide members with the necessary information to make informed financial decisions. Demonstrate courtesy and teamwork through positive interactions with co-workers and management across the organization. Promote positive relationships with representatives from local schools, universities, and community partners to communicate the benefits of credit union membership.

Major Duties and Responsibilities:

• Accurately process member transactions, including share deposits, share withdrawals, loan payments, and account transfers, while ensuring compliance with credit union policies and procedures. Properly inspect and verify cash and negotiable instruments received. Complete large currency transaction reports and suspicious activity reports as required. Maintain strict confidentiality of member account information to protect operations and build member trust.
• Provide exceptional member service while working in a high-volume transaction and sales environment. Assist members with requested financial transactions, answering questions and/or resolving problems pertaining to the various products and services offered by the Credit Union. Assist other departments throughout the Credit Union with translation services for our Spanish speaking members.
• Open a variety of new shares, certificates, and checking accounts. Explain various account ownership options and provide necessary counseling to meet the stated needs and objectives of the member. Obtain all required information and documentation. Prepare paperwork for the member applicant signatures, and review for completeness and accuracy.
• Assist members with their loan requests by answering questions and helping them complete loan applications accurately. Provide clear explanations of loan terms and required documents to support members through the loan application process. Cross-sell additional loan protection products including GAP, MBP, and Credit Life/Disability coverage.
• Meet monthly production goals as assigned by discussing products available to determine how the Credit Union can best meet the members’ financial needs. Interview members for further consideration to cross-sell products and services that are beneficial while giving them all the necessary information to make informed decisions. Promote meaningful relationships with local schools, universities, and community partner representatives to promote credit union membership and benefits to their employees.

Expectations:

• Ensure Credit Union policies and procedures are being followed in compliance with applicable laws and regulations.
• Provide, in person or by telephone, routine information concerning Credit Union services, including: what is the credit union; eligibility for membership; how to apply for membership; type of accounts available; types of loans offered; interest rates on loans and shares; how dividends are computed on shares; how to start, change or stop a payroll deduction, direct deposit and periodic transfer of funds; as well as the locations and office hours of all credit union offices.
• Maintain a professional, courteous, and friendly atmosphere for members and co-workers. Demonstrate teamwork by working as a team player in all areas of the Credit Union.
• Assist members in the accurate completion of all transactions and questions on their accounts with the Credit Union.
• Develop personal relationships with members, as well as representatives of local schools, universities, and community partner groups to promote Credit Union membership and benefits to their employees.
• Maintain a working knowledge of all products and services offered. Cross-sell products and services that will benefit the overall financial wellbeing of the member.
• Open all types of share accounts and provide information on various account alternatives with the member. Open all types of certificates; assist members with inquiries on certificate maturities and renewals, and handle certificate redemptions.
• Ensure all consumer loan applications are completed and submitted to underwriting and loan processing in a timely manner.
• Maintain a dependable record of attendance and timeliness.
• Maintain the highest confidentiality of member information, including account information and transaction history.
• Complete all assigned tasks and responsibilities within the given time frame. Work should be completed thoroughly, accurately, and professionally.
• Work closely with management to set individual goals and objectives, and develop a work plan to achieve them.
• Complete in-house and online training course work for career advancement opportunities.
• Perform other such duties as may be assigned which are commensurate with the position and in the best interest of the Credit Union.

Knowledge and Skills:

Experience: Previous experience in customer service and cash handling at a Credit Union or financial institution preferred.