Member Service Advisor I - Bilingual
About The Position
At Achieva Credit Union, we're more than just a financial institution. We're a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives! Job Description: Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. Performs a variety of Sales and Service functions via telephone, email and live chat, in a call Center Environment. Must be able to work Saturday’s. Must be able to work minimal before or after hours for meetings/training, as needed. Provides prompt, friendly and accurate service to internal and external members. Delivers personalized service that focuses on individual member needs. Identify and offer products and services that will improve our member’s financial life. Perform member maintenance as required. Deliver problem solving solutions and perform research as needed. Provide technical solutions in support of Achieva’s electronic services. Accountable for meeting productivity, quality and sales goals. Professional and efficient communications with all departments promoting synergy. Maintains member confidentiality in all aspects of providing services to membership. Responsible for upholding all credit union ethical standards. Represents the credit union in a courteous and professional manner. Perform other essential job functions as required or assigned.
Requirements
- High school diploma or GED
- Financial institution experience
- Call center experience
- Sales experience
- Similar or related experience
- Ability to identify & solve problems
- Basic to intermediate computer skills
- Microsoft Office products to include Outlook
- Windows based PC computer
- 10 key calculator
- Data entry
- 30-45 WPM
- Exceptional verbal & written communication skills
- Ability to multi-task
- Organizational skills
- Attention to detail
- Good interpersonal skills
- Professional demeanor
- Ability to work independently
- Self-utilization of resources
- Self-motivated
- Comfortable making decisions
- Ability to work in a fast paced environment
Nice To Haves
- Bi-lingual in Spanish preferred
Responsibilities
- Maintaining a working knowledge of all products, services, organizational policies and procedures.
- Providing a high level of quality service while cross-selling credit union products and services.
- Performing a variety of Sales and Service functions via telephone, email and live chat, in a call Center Environment.
- Providing prompt, friendly and accurate service to internal and external members.
- Delivering personalized service that focuses on individual member needs.
- Identifying and offering products and services that will improve our member’s financial life.
- Performing member maintenance as required.
- Delivering problem solving solutions and perform research as needed.
- Providing technical solutions in support of Achieva’s electronic services.
- Meeting productivity, quality and sales goals.
- Maintaining member confidentiality in all aspects of providing services to membership.
- Upholding all credit union ethical standards.
- Representing the credit union in a courteous and professional manner.
- Performing other essential job functions as required or assigned.
Benefits
- Up to 18 paid days off in the first year
- Up to 12 paid holidays
- Health and dental insurance
- Life and disability insurance
- Excellent 401k program
- Tuition reimbursement
- Fitness reimbursement program
- Mobile device assistance program
- Free Achieva Checking Plus account
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
