Spanish Bilingual Member Services Rep - Part-Time

Climb Credit Union; Arvada (CO); On-site; USD 23,000 - 32,000; Part time

Benefits offered by this job

401K Employer match

Medical Insurance

PTO

Volunteer Time Off

11 Paid Holidays

Employee Assistance plan

Tuition Reimbursement

Loan rate discounts

Discounts on loans

Financial Counseling

Employee events

Job summary

Climb Credit Union is hiring a part-time Spanish bilingual Contact Center Representative to assist new and existing members with financial needs. You will interview members by phone or in person, analyze credit bureau reports, initiate credit applications, and promote financial products and services.

The role involves handling inquiries, identifying cross-sell opportunities, and ensuring accurate member records while complying with policies and regulations.

Qualifications

• One to three years of similar or related experience.
• A high school education or GED.
• Previous experience with financial institutions.
• Bilingual Spanish Required

Responsibilities

• Provide quality member service through accurate and professional telephone and face-to-face conversations to include: opening new memberships by following the new account procedure.
• Initiate credit applications and identify financial product and service needs, prepare documents and close loans for scanning and filing, and perform account maintenance for all Climb Credit Union share, draft and loan products.
• Identifies cross-sell opportunities and cross-sells products and services beneficial to members. This includes building a pipeline through outbound calling and building referral sources to increase loan and account penetration.
• Promote and educate members on the credit unions products and services based on members needs that are uncovered from member conversations.
• Accountable for meeting members needs and answering questions by maintaining a strong knowledge of products and services.
• Responsible for complying with policy and procedures documents as well as all financial regulations.
• Refers issues beyond their authority to the next level, along with their recommended solutions.
• Accurately input and maintain member loan/account information on computer system.
• Assures that appropriate records are maintained and required reports/tasks processed.
• Perform profile and account maintenance updates per member request and obtain and scan required documents.

Skills

Bilingual Spanish

Education

High school diploma or GED

Job description

Climb Credit Union is hiring a part-time Spanish bilingual Contact Center Representative to assist new and existing members with financial needs. You will interview members by phone or in person, analyze credit bureau reports, initiate credit applications, and promote financial products and services.

The role involves handling inquiries, identifying cross-sell opportunities, and ensuring accurate member records while complying with policies and regulations.