Customer Service Representative – Bilingual Spanish

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Oversee incoming calls and/or virtual teller sessions

• Address member questions regarding checking and savings accounts, transaction inquiries, and balances

• Refer qualified loan opportunities in accordance with member needs

• Collect information, analyze facts, and inform members about suitable products and services

• Provide one-point resolutions while ensuring a positive member experience

• Effectively communicate information in both one-on-one and small-group settings

• Utilize virtual banking technology and rapidly adapt to new products

• Adhere to Member Care and credit union policies and procedures

• Acquire new skills through training to progress to Member Experience Advocate II

• Meet individual, team, and organizational objectives

• Maintain regular communication with the leadership team

• Engage in team, organizational, and community initiatives

• Complete mandatory training within specified timeframes

• Stay updated on relevant compliance rules and regulations

⛳️ Requirements

• High school diploma or equivalent from an accredited institution

• Some college education is preferred

• At least 1–3 years of experience or a combination of education and experience

• Prior experience in customer service, banking, and/or call center roles is required

• Bilingual in Spanish is essential

• Proficient in Word, Excel, and Internet Explorer

• Skilled in 10-key operations

• Knowledgeable about the Bank Secrecy Act, U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering, Right to Financial Privacy Act, and Bank Bribery Act

• Availability for full-time work, with additional hours as needed

• A quiet workspace is necessary for remote work

• Must have power and high-speed internet with a minimum of 100MB

• Video capability is required, with a recommendation of 1.5 Mbps upload and download speeds

• Fulfill all technical prerequisites prior to the start of training

🏝️ Benefits

• Opportunities for employee growth and development

• Access to training programs

• Flexible remote work arrangements

• Requirements for high-speed internet and power for remote work

• Video capability for remote work