What are the responsibilities and job description for the Bilingual Senior Member Service Representative position at Energy Capital Credit Union?
The primary role of this position is to assist members and potential members with their financial needs using Member Service techniques'. To accomplish, this role must perform a variety of duties in support of branch operations including, but not limited to, opening new accounts, renting and granting access to safe deposit boxes, processing member transactions, assisting members with lending needs, and providing assistance with their financial needs. Acts as a lead for Member Service Representatives to assist with questions and provides guidance and best practices. This role is responsible for maintaining compliance with all required regulations and company policies and procedures, including, but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) policies.
Essential Functions and Responsibilities:
- Assists Member Service Representatives by acting as a lead to provide solutions for questions and issues that may arise. Supports efforts of Branch Manager by providing guidance and best practices to Member Service Representatives to achieve highest levels of member satisfaction while increasing cross-sales. Acts as mentor and assists with training of new Member Service Representatives products and member service procedures.
- Assist with receiving and processing financial transactions, including, but not limited to deposits, withdrawals, and loan payments. Assist branch staff with opening and closing and procedures that require dual control. Cross-sell products and services to existing members, identify new sales opportunities, and attain referrals.
- Assists members with opening new accounts and enrolling in services. Enters loan applications to be referred for decision and processing by the lending team.
- Perform other duties as assigned.
Desired candidate will
- have a high school diploma or GED
- have a satisfactory credit history
- have basic knowledge of Word, Excel and Outlook
- provide prompt, accurate, courteous, friendly, timely and professional service to all members and ECCU employees.
- maintain a professional appearance, demeanor, and work environment
- maintain a dependable record of attendance and timeliness
- Maintain compliance/alignment with company culture, internal and external service standards.
- bilingual in Spanish
Employee Benefits
- Health Insurance
- Dental Insurance
- Vision Insurance
- Paid Time Off
- Quarterly performance incentives
- Retirement plan
- Company paid LTD, STD, and Life Insurance
- Professional Development opportunities
- Wellness Benefit with tax savings
- Stay Pay
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Salary : $20
