Bilingual Spanish - Member Services Representative (Call Center) jobs in United States
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Neighborhood Credit Union ยท 21 hours ago

Bilingual Spanish - Member Services Representative (Call Center)

Neighborhood Credit Union is dedicated to providing an excellent member experience and is seeking a Bilingual Spanish Member Services Representative. This role involves responding to member inquiries, resolving concerns, and promoting financial products while ensuring a high standard of service in a call center environment.

BankingFinancial Services

Responsibilities

Creates an exceptional member experience with effective and timely performance of assigned functions
Uses professional phone etiquette to serve as a knowledgeable, friendly, and caring resource for members, providing excellent service in a high call volume environment
Actively listens to members' needs, asks probing questions to understand the concern and ensures operational issues are addressed and members are successfully able to utilize deposit and loan products, and all other account services
Effectively and accurately handles a wide range of deposit account inquiries, transactions, and/or maintenance needs related to account updates, discrepancies, research, etc
Effectively and accurately handles a wide range of general loan product inquiries, transactions, and/or maintenance needs related to rates, terms, payments, insurance, and skip-a-pays, etc
Troubleshoots, reports, and resolves issues that impact members not having access to the digital platforms, debit cards and other vital services, ensuring members can access and manage their accounts smoothly
Meets productivity KPIs to ensure optimal service delivery and member satisfaction; Ensures accurate completion of any needed tracking and statistical reporting
Maintains adherence and compliance to all laws, rules, regulations, and internal controls including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC, Regulation E and the Privacy Act
Assumes responsibility for establishing and maintaining effective working relations with colleagues and management
Maintains effective communications and professionalism when interacting with others and management
Engages in individual coaching sessions by being receptive and adaptable to continually enhancing service delivery
Takes accountability and ownership of situations by asking appropriate questions and conducting research before requesting assistance from others
Keeps supervisor or leader informed of general activities and escalating concerns
Assumes responsibility for staying abreast of product knowledge and financial education to ensure effective professional relations with members, other financial institutions, and merchants
Engages in learning activities that promote job expertise, continued development and outstanding service delivery
Identifies opportunities to deepen the member relationship by proactively providing information about promotions or new products that may meet the members' needs and educating them on the features and benefits
Develops member trust by providing accurate information and acting in their best interest, ensuring a long-term, positive relationship
Functions as a liaison representing the needs of Neighborhood Credit Union to maintain and enhance a vendor/partner relationship
Assumes responsibility for related duties as required or assigned
Willingly assists other departments as necessary to provide an excellent member experience
Actively attends and participates in meetings as required
Keeps work area clean, secured, and well maintained

Qualification

Customer serviceBilingual SpanishCall center experienceDigital banking supportProfessional phone etiquetteEffective communicationProblem solvingTeam collaboration

Required

Bilingual in Spanish and English
Experience in a call center environment
Strong problem-solving skills
Ability to navigate multiple software platforms
Excellent communication skills
Professional phone etiquette
Ability to handle high call volume
Active listening skills
Knowledge of deposit and loan products
Ability to troubleshoot and resolve issues
Understanding of compliance with laws and regulations
Ability to maintain effective working relationships
Willingness to engage in coaching and learning activities
Ability to provide accurate information and build member trust
Ability to identify opportunities for member relationship enhancement
Ability to assist other departments as necessary
Ability to maintain a clean and secure work area

Company

Neighborhood Credit Union

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Neighborhood Credit Union is a banking and financial services firm that deals with lending loans, mortgages and other financial services.

Funding

Current Stage
Growth Stage

Leadership Team

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James Frankeberger
Chief Financial Officer
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Company data provided by crunchbase