Contact Center Member Relationship Specialist-Bilingual (Spanish)

Summit Credit Union•Village of Cottage Grove, WI

5d•Hybrid

About The Position

This position is responsible for prompt, courteous, and thorough assistance to members and potential members using the telephone and other member access points. Candidates would be comfortable recommending Credit Union products and services that strengthen the member’s financial situation and builds long-term relationships with the Credit Union and also provide follow-up as promised to members and participate in company wide and department goals and objectives.

Requirements

Professional, well-developed written and interpersonal communication skills essential for interacting with members and co-workers.
Ability to elicit member information that can be used to strengthen member relationships.
Requires judgment to solve day-to-day problems but usually within established guidelines.
High school diploma or equivalent.
Minimum combined two years experience in at least two of the following areas: Public contact/member service, call center, financial environment, or sales.
In-depth knowledge of member self-service tools.
Basic mathematical skills required, including the ability to perform interest, pay-off, dividend, and certificate penalty calculations.
Basic knowledge of Microsoft Office Suite.

Responsibilities

Provide prompt, courteous, and thorough assistance to members and potential members via telephone and other access points.
Recommend Credit Union products and services to strengthen members' financial situations and build long-term relationships.
Provide follow-up as promised to members.
Participate in company-wide and department goals and objectives.