Consolidated Community Credit Union · 4 weeks ago
Hybrid Member Service Specialist - Bilingual - Spanish Preferred
Portland, OR
Contract
Hybrid
Entry Level
1+ years expConsolidated Community Credit Union is a financial institution committed to serving its community. The Bilingual Member Service Specialist will provide customer support by conducting account transactions, resolving member concerns, and promoting credit union products and services.
BankingFinancial ServicesLending
Responsibilities
Work with members by phone to leverage excellent active listening, effective consultation, and problem-solving skills in responding to member inquiries on financial account transactions
Process member transactions by phone including but not limited to: transfers, balance inquiries, loan payments, issuing cashier’s checks, etc
Assist with other member operational requests such as, wire transfers, credit/debit card inquiries, IRA transactions, stop payment requests, etc
Process mail; posting check deposits and loan payments
Assists members by phone with troubleshooting CCCU Online Banking and Mobile Applications as well as navigating CCCU’s main website
Monitor and respond to CCCU member emails, online/mobile banking secure messages and SMS messages
Responsible for daily balancing of Admin office checks
Completes check scanning and scanning of daily work and other credit union documents
Promote and cross-sell CCCU-appropriate products and services to assist members with saving time and money
Respond to members' requests, problems, and complaints, and/or direct them to the proper person for specific information and assistance
Light debit card duties include but are not limited to: troubleshooting, travel notices, case management, etc
Comprehend and adhere to all company-wide and department-specific policies, procedures, and regulations to mitigate risk and complete all compliance training
Develop knowledge in Credit Union practices and procedures applicable to the role to ensure consistent application and compliance with industry regulations
Other duties as assigned
Qualification
Required
Demonstrated excellence in providing customer service to members, sponsoring companies, and fostering a positive working environment
Comfortable working in a fast-paced environment
Ability to present, explain and refer to products and services and to guide and assist others in these activities
Excellent email, phone, and PC skills (Microsoft Office Suite), with the ability to learn new software and process high-volume transactions through the use of technology
Strong ability to multi-task while maintaining attention to detail and performing follow-through on problems through resolution
Excellent communication skills including effective listening, speaking, problem-solving, and tact in dealing with internal and external members and colleagues
Advanced problem resolution skills
Ability to maintain privacy and confidentiality
Must be dependable in being at work, being on time, and meeting deadlines
Must have the ability to work independently with minimum supervision and exercise good judgment, initiative, and tact in dealing with members, supervisors, and staff
Must have the ability to work as a team player while using discretion in decision-making and sound judgment in problem-solving
One year of work experience in a fast-paced customer service role that includes experience assisting customers in a call center environment preferred
Strong communication and interpersonal skills and experience in using technology to accomplish work
Must be bondable - credit and background check required
Reliable transportation. Employees must be able to infrequently travel between branches
Ability to follow all Credit Union policies and procedures as well as all banking regulations and federal, state, and local laws
Preferred
Bilingual (Spanish Preferred)
Company
Consolidated Community Credit Union
Consolidated Community Credit Union offers banking, lending and financial services with a focus on quality, service and competitive prices.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Larry Ellifritz
President/CEO
Christopher Beechwood
Chief Financial Officer
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