Customer Service Representative, Bilingual – Spanish Required

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

📋 Description

• Manage incoming calls and/or virtual teller sessions.

• Address essential member inquiries regarding checking and savings accounts, transaction research, and account balances.

• Refer viable loan opportunities based on members' needs.

• Collect information, analyze details, and educate members on suitable products and services.

• Provide one-point resolution and ensure a positive member experience.

• Effectively present information in both individual and small-group settings.

• Familiarize with and utilize products through virtual banking technology.

• Adhere to Member Care and credit union procedures and policies.

• Complete training and learn additional responsibilities.

• Meet individual, team, and organizational objectives.

• Maintain consistent communication with the leadership team.

• Engage in team, organizational, and community initiatives.

• Fulfill mandatory training and keep compliance knowledge up to date.

⛳️ 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.

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

• Bilingual in Spanish is mandatory.

• Proficient in Word, Excel, and Explorer.

• Competence in 10-key skills.

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

• Capability to meet all technical requirements prior to the first day of training.

• A quiet workspace for remote work is essential.

• Reliable power and high-speed internet with a minimum of 100MB.

• Video capability, with a recommended upload and download speed of 1.5 Mbps.

🏝️ Benefits

• Full-time employment.

• Remote work arrangement.

• Opportunities for training and development to advance to Member Experience Advocate II.

• Support for high-speed internet and power requirements as part of the remote-work setup.

• Video capability for remote work.