Bilingual Member Finance Representative- Newman Branch

Educators Credit Union • Mount Pleasant, WI

17h • Onsite

About The Position

The Member Finance Representative (MFR) builds relationships with members and uses financial knowledge to help educate them and address barriers to their goals. The role assists members with accounts, answers questions about products and services, resolves issues within the representative’s authority, interviews members, accepts loan applications, and processes new loans. It also involves advising members about account decisions and maintaining accurate records, reports, and current member information in the computer system. The position requires bilingual Spanish/English communication and mandatory Saturday work.

Requirements

• Bilingual in Spanish and English.
• A significant level of trust and diplomacy, in addition to normal courtesy and tact.
• Ability to handle extensive personal contact, including contact involving personal or sensitive matters.
• Ability to motivate or influence others when needed.
• Ability to foster sound relationships with outside entities, including companies and individuals.
• Enjoy working with people; maintain a professional appearance and disposition; demonstrate good communication skills and honesty.
• Ability to apply knowledge to educate and advise members.
• Ability to work as part of a team.
• Accuracy and ability to operate computers and related office equipment.
• High school diploma or equivalent.
• Availability to work mandatory Saturdays.
• Ability to meet the physical requirements, including standing, sitting, walking, stair climbing if applicable, using hands and fingers, talking, hearing, visual acuity, reaching above the shoulder, occasional stooping or crouching, and lifting up to 50 pounds.

Responsibilities

• Assist members with opening and closing accounts.
• Answer questions about products and services and resolve problems within the representative’s authority.
• Interview members, receive loan applications, and process new loans.
• Educate and advise members to help them make informed account decisions and meet their financial goals.
• Maintain appropriate records, prepare required reports, and keep member account information current in the computer system.
• Perform other job-related duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED