Part-Time Contact Center Representative (Bilingual Required)

Climb Credit Union•Arvada, CO

About The Position

Climb Credit Union is hiring a part-time Spanish-bilingual Contact Center Representative to assist new and existing members with their financial needs. The representative interviews members by telephone or in person, reviews credit bureau reports to identify financial needs and sales opportunities, initiates computer-based credit applications, analyzes credit scores and makes routine business decisions, sells financial products and services, and answers questions about the credit union’s products and services. The role provides member service through accurate, professional telephone and face-to-face conversations. It includes opening memberships, initiating credit applications, identifying member needs, preparing loan documents for scanning and filing, maintaining share, draft, and loan accounts, and promoting suitable products and services. The representative also follows policies and financial regulations, maintains accurate records and member information, processes required reports and tasks, and refers matters beyond their authority to the next level with recommended solutions.

Requirements

One to three years of similar or related experience.
High school education or GED.
Previous experience with financial institutions.
Spanish-English bilingual ability is required.

Responsibilities

Provide accurate and professional service in telephone and face-to-face conversations.
Open new memberships by following the new account procedure.
Initiate credit applications and identify members’ financial product and service needs.
Prepare loan documents for scanning and filing, and close loans.
Perform account maintenance for Climb Credit Union share, draft, and loan products.
Identify cross-sell opportunities and recommend products and services beneficial to members.
Build a pipeline through outbound calling and develop referral sources to increase loan and account penetration.
Promote and educate members about products and services based on needs identified in conversations.
Maintain strong product and service knowledge to address members’ needs and questions.
Comply with policies, procedures, and applicable financial regulations.
Refer issues beyond the representative’s authority to the next level and provide recommended solutions.
Accurately input and maintain member loan and account information in the computer system.
Maintain appropriate records and process required reports and tasks.
Update member profiles and accounts upon request and obtain and scan required documents.

Benefits

401(k) with employer match up to 100% of 6% of the employee’s contribution
Medical insurance
Dental insurance
Vision insurance
Paid time off and two additional floating personal days
16 hours of volunteer time off
11 paid holidays
Employee assistance plan focused on wellness and mental health, including eight free sessions
Tuition reimbursement
Reduced employee loan rates and discounts on Climb Credit Union loans and services
Financial investment and counseling
Employee events throughout the year
On-the-job training programs