Rep, Member Service

BCUAnasco, PR
Hybrid

About The Position

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth. Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU Watch this video to learn more about life at BCU!

Requirements

  • High School Diploma or equivalent.
  • Fully Bilingual
  • Excellent verbal and written communication skills.
  • Ability to multi-task, and to work well under pressure.
  • Excellent organizational skills.
  • Teamwork oriented.
  • Operate independently with minimum direction.
  • Knowledge of Windows PC skills and thorough knowledge of relevant BCU computer systems.
  • Excellent oral presentation skills.
  • Availability to travel other island areas if necessary.

Nice To Haves

  • Minimum 2 years’ experience in financial Institution, and or retail sales experience is preferred.

Responsibilities

  • Perform all member service-related functions in a timely and accurate basis.
  • Effectively consult with members and prospective members on credit union products and services, and understand the importance of providing financial well-being solutions to all our members.
  • Proficient in processing consumer loans from application to close with proven sales results.
  • Interview members/prospective members to identify, consult and fulfill their present and future financial and lending needs.
  • Process consumer loan applications, consult to close loans with ancillary products and service member loan requests.
  • Conduct all member service transactions.
  • Build and maintain favorable member relations/relationships.
  • Comply with internal and external regulations, policies and procedures.
  • Responsible for the achievement of individual sales and service goals including consumer loan origination sales.
  • Successfully complete all required registrations or certifications as needed.

Benefits

  • Competitive compensation and benefits
  • Employee development
  • Workplace flexibility
  • Casual dress code
  • Flexible work arrangements
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