Member Service Representative – Bilingual

📋 Description

• Handle a high volume of incoming calls while demonstrating 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, convey company and credit union policies/procedures, and document interactions and outcomes in the relevant systems.

• Achieve quality standards, adhere to schedules, and meet productivity goals within a queue-based contact center environment.

• Collaborate with management, vendors, and credit union partners to address complex issues and escalations through email and internal messaging platforms, aiding in service requests, technical research, and problem resolution.

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

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

• Ensure high responsiveness by promptly answering emails and completing all required annual training by designated deadlines.

• Stay informed about current department policies and procedures by reviewing 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, or supervisor is advantageous.

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

• Demonstrated ability to achieve performance targets.

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

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

• Excellent verbal and written communication abilities.

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

• Highly organized and detail-oriented.

• Strong time-management skills.

• Performs well 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 per year.

• 401(k) 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).