Member Service Representative Bilingual (Spanish) Preferred

Climb Credit Union•Arvada, CO

About The Position

The Bilingual Member Service Representative (Spanish preferred) is the face of Climb Credit Union and helps deliver outstanding member experiences. The role serves as a financial consultant to members by conducting financial profiles, identifying needs, cross-selling and up-selling products, and supporting members’ financial well-being. The representative attracts, expands, and retains member relationships; manages the lobby and in-branch service interactions; and performs a wide range of sales and transactional duties while upholding quality, service, and brand standards. Working with the Branch Manager and Assistant Manager, the role contributes to deposit and loan growth, business relationship growth, and personal membership growth. The representative also maintains current knowledge of competitor products, services, and promotions. This is a full-time, non-exempt position. The hourly rate starts at $22.00, plus monthly incentives, depending on experience, education, and qualifications. Spanish bilingual ability is preferred but not required.

Requirements

One to three years of customer service or sales experience.
Six months to one year of financial institution experience.
Experience in consumer lending, commercial lending, or a combination of both within a credit union, bank, or other financial institution.
High school education or GED.
Demonstrated abilities related to sales and achievement of sales goals.
Proven ability and willingness to identify member needs and sell appropriate products.

Nice To Haves

Bilingual Spanish ability.

Responsibilities

Promptly, accurately, and efficiently process member financial transactions, including deposits, withdrawals, check cashing, cash advances, loan payments, transfers, wire transfers, negotiable instruments, and required general ledger postings.
Perform account maintenance, including address and phone number changes, travel advisories, and diary memos.
Respond to member inquiries and requests for account information, including loan payoffs, balances, check orders, maturity dates, payment history, late fees, and rates.
Open new accounts and analyze credit bureau reports.
Interview members in person or by telephone to identify financial needs and sales opportunities.
Initiate computer-based credit applications, analyze credit scores, and make routine business decisions.
Sell and cross-sell financial products and services, and answer member inquiries about products and financial services.
Manage the lobby and in-branch member service interactions while upholding quality, service, and brand standards.
Work with the Branch Manager and Assistant Manager to support deposit and loan growth, business relationship growth, and personal membership growth.
Maintain current knowledge of competitor products, services, and promotions.

Benefits

401(k) with employer match: 100% match on the first 3% and 50% on the next 2.5%.
Medical insurance.
Dental insurance.
Vision insurance.
Paid time off, including two additional floating personal days.
16 hours of volunteer time off.
11 paid holidays.
Employee Assistance Plan with a focus on wellness and mental health, including eight free sessions.
Tuition reimbursement.
Employee loan rate reduction and discounts on Climb Credit Union loans and services.
Financial investment and counseling.
Employee events throughout the year.
On-the-job training programs.