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Bilingual (English/Spanish) Call Center Representative

Sun East Federal Credit Union
Aston, PA Full Time
POSTED ON 3/11/2025
AVAILABLE BEFORE 2/26/2030

Sun East Federal Credit Union of Aston, PA is seeking a Bilingual (English/Spanish) Call Center Representative to join our team. This position requires bilingual proficiency in English and Spanish. Are you a self-starter with call center experience who is interested in beginning a rewarding career in the financial industry with a growing credit union? Do you share in the credit union philosophy of "people helping people"? If so, please read on!

Our Call Center Representatives earn a competitive wage, depending on experience. We also offer a robust benefits package including medical, dental, vision, a flexible spending account (FSA), a 401(k) plan with company match, life insurance, an interest rate reduction on loans, and employee discounts on things such as movie tickets, theme park tickets and discounted tickets to local events. This is a credit union call center where there is no cold calling required! If this sounds like the financial industry service opportunity that you've been looking for, apply now!

ABOUT SUN EAST FEDERAL CREDIT UNION

Headquartered in Aston, PA, Sun East was chartered in 1949 as the result of Sun Oil Company employees banding together to assist each other with their financial needs. From these humble beginnings, we have grown to serve the financial needs of more than 50,400 members throughout Delaware, Pennsylvania, and New Jersey. As a credit union, we are a cooperative financial institution, owned and operated by its members. The basis of our philosophy is "people helping people."

"Together, we will be our members' heroes and build relationships that create lasting legacies, one person at a time." In order, to hire and retain employees who will make this mission their own, we offer competitive pay, a comprehensive benefits package, and a rewarding work environment with opportunities for career development.

Responsibilities

Under the general supervision of the Call Center Manager, professionally answer incoming and conduct outgoing calls regarding member accounts, transactions, and automated services using a consultative approach to uncover needs that lead to the sale of Sun East products in both English and Spanish. Puts the member and fellow employees first - every day - exemplifying Sun East's Mission and Values in all that you do.

JOB SPECIFIC DUTIES

  • Educate members on the benefits and features of Sun East Electronic Products, Automated Services, and Plastics offerings.
  • Demonstrates an understanding of IRA key terms and requirements
  • Responds to IRA questions thoroughly and accurately
  • Provides appropriate IRA forms, paperwork, and directions for handling
  • Processes checks for withdrawal, requests for account transfers/verify funds, and places stop payments.
  • Process Debit Card/ATM card orders/reorders, research account related issues/problems transactions using Star Station and Evolve.
  • Handles requests for check copies, statement copies, and wire transfers.
  • Processes requests for checkbook orders, address and payroll changes.
  • Retrieves department emails and voice mail messages answering or resolving the interaction.
  • Quotes present rates on all deposit and loan products.
  • Responds to loan questions and problems, by providing the status of loan applications, calculating loan payments, and handling car value inquiries.
  • Responds to member questions by providing necessary paperwork regarding fraudulent and questionable activity.
  • Connects members with the appropriate credit union representative when
  • Communicates current marketing promotions.
  • Resolves encoding errors for members.
  • Answers MasterCard questions.
  • Completes deposit verifications.
  • Handles member requests for certificates and changes to certificates.
  • Performs other related duties as assigned.

TRAINING AND DEVELOPMENT EXPECTATIONS

  • Takes training required for the position
  • Understand and comply with all state and federal regulations and laws. Ensure compliance with all governing regulations especially the Bank Secrecy Act requirements. Bank Secrecy Act knowledge will be determined by the employee's position and responsibility.
  • Seeks additional training in areas outside of the job requirements.
  • Participates in community involvement activities.

PHYSICAL REQUIREMENTS

Work is primarily of a sedentary, often repetitive nature, however, requires the ability to stoop, kneel, reach, stand, walk, lift and otherwise move objects up to 20 pounds. Additionally, must be able to sit for extended periods of time, when necessary. Requires manual dexterity, and visual ability to work at a computer terminal, utilize keyboard, telephone, and other standard office equipment. Must be able to deliver and receive verbal communication.

QUALIFICATIONS FOR A CALL CENTER REPRESENTATIVE

  • High School Diploma or equivalent
  • Bilingual proficiency in English and Spanish is required
  • Call center and/or credit union/ banking and telemarketing experience a plus
  • Knowledge of PCs, Mobile and Tablet Devices, along with general office equipment.
  • Strong verbal communication skills, good reasoning ability and problem-solving skills.

WORK SCHEDULE

Call Center hours of operations are Monday - Friday 8am until 7pm and Saturdays 8am until 1pm

ARE YOU READY TO JOIN OUR TEAM?

If you feel that you would be right for this Call Center Representative position, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!

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