Member Service Officer - Bilingual Required

Point West Credit Union•Portland, OR

12d•Onsite

About The Position

To assist Credit Union members with all activities associated with member lending, processing member transactions and responding to member needs for information and assistance with their Credit Union business.

Requirements

Five (5) years of similar or related experience.
A two (2) year college degree or equivalent experience.
Able to operate a ten-key calculator, typewriter, and computer keyboard.
Continuous sitting for extended period when performing duties.
Occasional standing and walking.
Occasional lifting up to 35 lbs. (office supplies).
Occasional bending, squatting, or reaching at ground level.
Frequent use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists; finger dexterity.
Continuous speaking and hearing for interaction with staff, members, and outside contacts.
Continuous ability to see close and at a distance.
Continuous interaction with others, repetitive work, attention to detail, ability to solve complex problems, alertness, precision, concentration, accuracy, thoroughness, and memory demands.
Occasional fast-paced work
Frequent deadlines, flexibility, performing basic and complex numeric calculations, writing, reading, comparing, analyzing, judgment, reasoning, patience and negotiating.

Nice To Haves

Bilingual Required

Responsibilities

Corresponds with or interviews new member and/or loan applicants; prepares necessary documents for approval and processes approved membership/loan documents for disbursement/filing, ensuring they are in compliance with Credit Union polices and legal requirements.
Takes phone calls, answers loan and account questions, calculates payments, and takes loan and membership applications over the phone and/or electronically from members and potential members.
Identifies cross-sell opportunities and cross-sells services to members.
Assists members and potential members with opening, maintaining and closing member loans and accounts, answering questions about products and services (including debit and credit cards) and resolving issues that are within their authority to resolve via phone and mail.
Refers issues that are beyond their authority to the Branch Manager.
Receives and processes members financial transactions via mail and phone, including deposits, transfers and loan payments.
Balances cash drawer and accurately settles and records all daily activities.
Performs a variety of miscellaneous duties including outbound member calls, filing, project work, computer input, handling of incoming/outgoing mail, and other job-related duties as required or assigned.