Rep, Member Service

BCU; Guayama (PR); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health benefits

Job summary

BCU in Guayama, Puerto Rico is seeking a member service professional to process consumer loans from application to close, consult with members, and fulfill diverse financial needs. The role emphasizes bilingual English/Spanish communication, strong service orientation, and achievement of sales/service goals.

The ideal candidate will handle all member service transactions, maintain positive relationships, and comply with policies while traveling to other island areas as needed.

Qualifications

• High School Diploma or equivalent.
• Minimum 2 years’ experience in financial Institution and or retail sales experience is preferred.
• Fully bilingual (English & Spanish)
• Excellent verbal and written communication skills.
• Ability to multi-task, and to work well under pressure.
• Excellent organizational skills.
• Teamwork oriented.
• Operate independently with minimum direction.
• Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Excellent oral presentation skills.
• Availability to travel to other island areas if necessary.

Responsibilities

• Process consumer loans from application to close with proven sales results.
• Interview members to identify, consult and fulfill present and future financial and lending needs.
• Process consumer loan applications, consult to close loans with ancillary products and service member loan requests.
• Conduct all member service transactions.
• Build and maintain favorable member relations/relationships.
• Comply with internal and external regulations, policies and procedures.
• Responsible for the achievement of individual sales and service goals including consumer loan origination sales.
• Successfully complete all required registrations or certifications as needed.

Skills

Bilingual: English & Spanish

Verbal and written communication

Multi-tasking

Work well under pressure

Organizational skills

Teamwork

Independent work

Oral presentation skills

Travel availability

Education

High School Diploma or equivalent

2+ years in financial institution OR retail sales

Tools

Windows PC skills

BCU computer systems

Job description

SUMMARY

Perform all member service-related functions in a timely and accurate basis. To effectively consult with members and prospective members on credit union products and services, and understand the importance of providing financial well-being solutions to all our members.

ROLES AND RESPONSIBILITIES

Proficient in processing consumer loans from application to close with proven sales results. Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs. Process consumer loan applications, consult to close loans with ancillary products and service member loan requests. Conduct all member service transactions. Build and maintain favorable member relations/relationships. Comply with internal and external regulations, policies and procedures. Responsible for the achievement of individual sales and service goals including consumer loan origination sales. Successfully complete all required registrations or certifications as needed.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• High School Diploma or equivalent.
• Minimum 2 years’ experience in financial Institution and or retail sales experience is preferred.
• Fully Bilingual (English & Spanish)
• Excellent verbal and written communication skills.
• Ability to multi-task, and to work well under pressure.
• Excellent organizational skills.
• Teamwork oriented.
• Operate independently with minimum direction.
• Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
• Excellent oral presentation skills.
• Availability to travel to other island areas if necessary.