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OnPoint Community Credit Union · 1 week ago

Bilingual (Spanish) Member Service Representative/Relationship Officer - 205 Place

Br-205 Place, 9730 SE Washington St, Portland, Oregon, United States of America

Full-time

Onsite

Entry Level

$25/hr - $25/hr

1+ years exp

OnPoint Community Credit Union is dedicated to supporting individuals in their career journeys. They are seeking a Bilingual (Spanish) Member Service Representative/Relationship Officer to provide exceptional member service, open new accounts, and maintain relationships with members.

BankingConsultingFinancial ServicesInsurance

Comp. & Benefits

Responsibilities

Proactively supports the branch team with exceptional member service to include eye contact, active lobby management, checking in with waiting members, interest and willing to help, greeting members warmly and thanking them by name, energy in body language and tone, using friendly comments and insuring members current and future needs are fulfilled

Opens new consumer and business accounts, Fiduciary, IRA’s, CD’s, checking and loans. Focus on retention of current loan and deposit business and developing new consumer and business relationships

Listening, identifying, processing and recommending solutions. Takes initiative to utilize all available resources to ensure members are assisted completely

Performs both account and loan maintenance, assists with submitting necessary documentation to support transactions

Conduct outbound calling to members in order to further develop and/or retain lending and deposit relationships

Acts as liaison between members and off-site employee’s and departments to resolve issues, assist with courtesy signings, and completion of required forms and documents

Listens for clues and identifies cross-sell opportunities and refers to appropriate staff members as appropriate

Maintains cash drawer and balances within guidelines established by Credit Union

Performs any additional duties as required by the Branch Management Team for the overall operations of the branch