Virtual Service Center Agent (Spanish Required) -Chubbuck

ICCU•Chubbuck, ID

6d•Remote

About The Position

ICCU is seeking a Virtual Service Center Agent who will serve members virtually by helping them manage their accounts, understand and qualify for various Credit Union products and services, and receive the service that they need. The role involves opening new accounts, answering member questions, performing transactions, communicating professionally via phone, text, and email, interviewing and qualifying members for loans, researching and correcting account problems, gathering data and verification documents, promoting and cross-selling products and services, making recommendations based on members' financial goals, and keeping management informed of member needs.

Requirements

1-2 years of sales or customer service experience
The ability to always maintain the confidentiality of Credit Union and member records
Spanish language proficiency
Eligible for membership at ICCU

Nice To Haves

A Bachelor’s Degree or equivalent experience

Responsibilities

Opening new accounts for members and businesses
Answering member questions
Performing transactions using the online VideoChat channel
Communicating with members in a professional, accurate, and timely manner using phone, text message, and email
Interviewing and qualifying members for loans and other products within the requirements of the policies established by the Credit Union
Researching and making appropriate corrections for members with account problems
Gathering needed data and verification documents from members and real estate partners
Maintaining a knowledge of, promoting, and cross selling a variety of Credit Union products and services
Making recommendations to members based on their full financial picture and personal financial goals
Keeping your manager informed of member needs and desires regarding products, services, suggestions, and/or escalations