Member Service Representative – Bilingual

📋 Description

• Handle a high volume of incoming calls while leveraging strong technical skills to navigate various systems (telephony platform, account servicing tools, CRM, knowledge base, and web-based applications) to deliver accurate information, address inquiries, and fulfill requests for both English and Spanish-speaking members and non-members.

• Conduct necessary member verification, review accounts, communicate company and credit union policies/procedures, and document interactions and outcomes in the appropriate systems.

• Achieve quality, schedule adherence, and productivity goals.

• Collaborate with management, vendors, and credit union partners to resolve complex issues and escalations via email and internal messaging tools to support service requests, technical research, and issue resolution.

• Assist with specialized digital, card, or loan queues and process related transactions efficiently and accurately.

• Undertake additional job-related projects and perform other tasks as assigned by management.

• Maintain a high level of responsiveness by replying to emails promptly and completing all required annual training by their respective deadlines.

• Stay informed about current department policies and procedures by monitoring updates and communications.

⛳️ Requirements

• Bilingual in English and Spanish (conversational Spanish with familiarity in basic banking/financial terminology is preferred).

• A minimum of 5 years of work experience or a combination of relevant professional experience and education (Associate's Degree or higher) or applicable certifications may be considered.

• Experience in direct customer engagement or relationship management is essential.

• Background in Banking and/or Fraud is preferred.

• Previous experience as a team leader/mentor/coach/trainer/supervisor is advantageous.

• Familiarity with Microsoft Teams, Outlook, CRM platforms, and the ability to navigate multiple systems and applications simultaneously is preferred; dual monitors are a plus.

• Demonstrated ability to meet performance targets.

• Strong de-escalation skills, including accurate documentation and appropriate handoffs.

• Capability to work independently, prioritize tasks, and sustain productivity.

• Exceptional verbal and written communication skills.

• Comfortable working in a fast-paced, high-volume environment while maintaining accuracy, professionalism, and compliance.

• Highly organized and detail-oriented.

• Strong time-management skills.

• Ability to thrive in a structured, procedure-driven environment.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Paid time off (PTO) starting at 20 days in your first year.

• Up to 11 paid holidays annually.

• 401(k) plan with employer match and discretionary contributions.

• Employee referral program.

• Employee assistance program (EAP).

• Health & wellness program.

• Life and AD&D Insurance.

• Accidental Injury, Critical Illness, and Hospital Care Insurance.

• Peer-to-peer recognition program.

• Employee Discount Program.

• Fully remote (work from home) opportunities.