Bilingual Member Service Consultant
Company: Spectra Credit Union
Location: Alexandria
Posted on: June 23, 2022
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Job Description:
**Proof of COVID-19 vaccine is required for employment at
Spectra Credit Union** Role The primary function of this role is to
accurately process financial transactions and be an effective
source of information for members. Provide friendly, professional,
confidential and effective assistance in lobby, drive-thru window
or by telephone. Ensure a positive member experience and minimum
wait time. Major Duties and Responsibilities 50% - Member Service.
Establish and maintain effective member relations; promote credit
union products and services by identifying member needs and
cross-selling benefits. Assist members with opening and closing
accounts, answer questions about products and services and make
referrals. Maintain high lobby awareness and take responsibility
for member coverage on the line. Create and maintain a clean, neat
pleasant work environment by presenting a professional look,
positive outlook and behavior toward members and coworkers. Provide
backup assistance to coworkers and other branches as needed. 50% -
Operations. Demonstrate efficiency with financial transactions for
checking, savings and borrowing members. Receive funds, post
transactions, and withdrawals as requested. Balance teller cash
drawer daily to assure accuracy in transactions, notify manager
regarding any outages. Assists in various opening and closing
branch duties on a daily basis. Serve as vault teller for the
Credit Union, which includes ordering the cash from the Federal
Reserve, verifying cash received, filling teller cash orders,
maintaining full vault security, and balancing vault cash nightly.
Balance and maintain ATMs. Trouble-shoot minor problems with ATMs
and/or cash recyclers. Performs other duties as assigned by the
Manager or designee. Must comply with applicable laws and
regulation, including but not limited to, the Bank Secrecy Act, the
USA PATRIOT Act, the Office of Foreign Assets Control, and the SAFE
Act. Knowledge and Skills Experience Six months to two years of
similar or related experience, including time spent in preparatory
positions. Education A high school degree or GED is required.
Bi-lingual fluency in Spanish & English is preferred. Interpersonal
Skills A significant level of trust and diplomacy is required to be
an effective subject matter expert in the position. In depth
dialogues, conversations and explanations with members, and staff
of a sensitive and/or highly confidential nature is a normal part
of the day-to-day experience. Communications can involve
motivating, influencing, education and/or advising others on
matters of significance. Other Skills Excellent telephone manners
and techniques, effective oral and written communication skills,
ability to research and resolve problems before they become
critical, knowledge of member services, loan policies, and
procedures, knowledge of IRA applications, withdrawals, rollovers
and transfers, demonstrated ability to identify member needs and
sell benefits, ability to work independently within the limits of
policy and authority, knowledge and proficient use of computer
applications to include spreadsheet and word processing programs,
demonstrated ability to provide courteous, professional service in
a high-volume environment. ADA Requirements Physical Requirements
Is able to bend, sit, and stand in order to perform primarily
sedentary work with limited physical exertion and occasional
lifting of up to 10 lbs. Must be capable of climbing / descending
stairs in an emergency situation. Must be able to operate routine
office equipment including computer terminals and keyboards,
telephones, copiers, facsimiles, and calculators. Must be able to
routinely perform work on computer for an average of 6-8 hours per
day, when necessary. Must be able to work extended hours or travel
off site whenever required or requested by management. Must be
capable of regular, reliable and timely attendance. Working
Conditions Must be able to routinely perform work indoors in
climate-controlled shared work area with minimal noise. Mental
and/or Emotional Requirements Must be able to perform job functions
independently or with limited supervision and work effectively
either on own or as part of a team. Must be able to read and carry
out various written instructions and follow oral instructions. Must
be able to complete basic mathematical calculations, spell
accurately, and understand computer basics. Must be able to speak
clearly and deliver information in a logical and understandable
sequence. Must be capable of dealing calmly and professionally with
numerous different personalities from diverse cultures at various
levels within and outside of the organization and demonstrate
highest levels of customer service and discretion when dealing with
the public. Must be able to perform responsibilities with composure
under the stress of deadlines/requirements for extreme accuracy and
quality and/or fast pace. Must be able to effectively handle
multiple, simultaneous, and changing priorities. Must be capable of
exercising highest level of discretion on bothinternal and external
confidential matters. Internal - Grade 7 PI177706237
Keywords: Spectra Credit Union, Alexandria , Bilingual Member Service Consultant, Other , Alexandria, Virginia
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