Bilingual Member Service Consultant

Company: Spectra Credit Union
Location: Alexandria
Posted on: May 26, 2023

Job Description:

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. 30+ days ago Requisition ID: 1134 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 the 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, answering product and service questions, and making 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 ensure accuracy in transactions and notify manager regarding any outages. Assists in various opening and closing branch duties daily. 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. Troubleshoot minor problems with ATMs and/or cash recyclers. Performs other duties as assigned by the Manager or designee. Must comply with applicable laws and regulations, 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. Interpersonal Skills - A significant level of trust and diplomacy is required to be an effective subject matter expert. In-depth dialogues, conversations, and explanations with members and staff of a sensitive and/or highly confidential nature are a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Other Skills - Excellent telephone manners and techniques, practical 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 Can bend, sit, and stand 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. 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 a 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 routinely perform work indoors in a 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 on your own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must 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 the 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, quality, and/or fast pace. Must be able to handle multiple, simultaneous, and changing priorities effectively. Must be capable of exercising the highest level of discretion on both
-internal and external confidential matters.

Keywords: Spectra Credit Union, Alexandria , Bilingual Member Service Consultant, Other , Alexandria, Virginia