Member Solutions 1 or 2 (Call Center) - Bilingual Required

Numerica Credit Union • Wenatchee, WA

2d • $21 - $27

About The Position

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for processing a wide variety of member transactions received through digital delivery channels, while consistently uncovering members financial needs, deepening member relationships. We delight our members in every interaction.

Requirements

• Minimum: High school diploma or general education degree (GED); plus minimum of 6 months year related experience and/or training as a teller/service representative, customer service with cash handling.
• Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information, which may require some discussion.
• Ability to operate general office machines and equipment such as photocopier, fax, computer, and currency and coin counter. Ability to lift up to 25lbs. Must be able to sit or stand for extended periods.

Nice To Haves

• Preferred: Relevant training in a credit union, bank or other financial institution. Bi-lingual, Spanish preferred in some markets.
• Previous financial institution contact center experience.
• Bilingual - Spanish

Responsibilities

• Answers inquiries from members regarding, including but not limited to, loan and deposit services; credit, debit and ATM cards; account information, transfer requests, withdrawals, stop payments, check supplies, issuing checks, or other negotiable instruments; or any other member request concerning products and services of the credit union.
• Responding and transacting to members’ inquiries regarding the operation of accounts, access to services, account usage charges, interest rates on savings and loan products, resolving account discrepancies, and assisting members to make the most effective use of services offered by the credit union. Explaining available financial services, such as savings and checking accounts, Individual Retirement Account, Certificates of Deposit.
• Ask members appropriate open-ended questions to understand their financial needs. Make applicable recommendations and/or referrals to business partner specialists to aid in members achieving their financial goals.
• Ability to learn, use, understand, and promote all credit union digital delivery channels.
• Contributes to the organization's mission statement and goals by providing the highest quality of service, treating each person professionally - with warmth, courtesy, and respect, and making a personal effort to make members feel they belong and are important to the credit union.
• Maintains knowledge and adheres to all BSA regulations and compliance standards on internal and external policies.
• Effectively incorporates CARES Principles in daily behaviors and interactions: Connect – Create a welcoming, energized, and warm environment Ask – Discover and confirm others’ needs to ensure they feel understood and known Resolve – Take personal and full responsibility for meeting others’ needs Elevate – Commit to long-term personal and organizational growth and improvement Strengthen – Invest in our Numerica community and beyond.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees