Bilingual Member Service Representative jobs in United States
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GreenState Credit Union · 3 hours ago

Bilingual Member Service Representative

GreenState Credit Union is dedicated to creating lasting value for its members and communities. They are seeking a Bilingual Member Service Representative to provide quality and professional service to members, handle transactions, and support a diverse and inclusive work environment.

BankingFinanceFinancial Services

Responsibilities

Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision
Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business
Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities
Ensures confidentiality of member information
Supports a diverse and inclusive work environment
Ensures confidentiality of members account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners
Makes weekly outbound service calls to members
Answers member questions or refer members to appropriate departments or supervisors
Assists with member account discrepancies, statement problems, complaints and escalates as necessary
Performs member transactions including; deposits, withdrawals, transfers, check cashing, loan payments, credit card payments, cash advances, bond redemptions, disbursement of official checks, sale of money orders, cashier checks, savings bonds, and promotional sales materials
Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served
Maintains a satisfactory balancing record
Educates members and staff of the features and benefits of all our products and services
Refers products and services that benefit members to achieve team goals
Accepts and examines checks for endorsements and negotiability. Determine availability of funds based on regulations and policy. Place holds on accounts for uncollected funds when necessary, provide member with the proper documentation
Processes mail and night deposit transactions
Completes all forms including negotiable instrument logs, vault cash advances/turn-ins, direct deposit, member check orders
Participates in Opening and Closing procedures. Organize the MSR area and turn off all equipment (computers, copier, adding machines, lights). Ensure all confidential information is secured at the end of the day
Complete daily work including balancing and reconciliation of drawer offages
Monitors and manage the vault including cash disbursements, balancing, and end of day lock-up. Ensure that enough, but not excessive, funds are always on hand
Assists in security procedures. Has access to and is accountable for office keys and combinations
Balances, maintains, and corrects the coin machine and cash recyclers
Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events

Qualification

BilingualCash handlingInterpersonal skillsCustomer serviceComputer proficiencyProblem-solving skillsTelephone mannersSales experienceTeamworkAttention to detail

Required

Interpersonal skills to represent the Credit Union in a positive way
High energy with the ability to approach individuals to engage in conversation, build rapport, establish and maintain member loyalty
Thorough knowledge of deposit products and regulations
Accuracy in the handling of cash, recording daily transactions, and attention to detail
Good telephone manners and techniques
Ability to work with minimal direction and exercise sound judgment
Member account problem-solving skills
Proficiency with related computer applications, spreadsheets, word processing, and database applications
Ability to develop and maintain effective working relationships as a cohesive team
High school diploma or the equivalent (i.e. GED)
Must be bondable
Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand

Preferred

Cash handling, sales, and customer service experience desired

Benefits

Monthly incentive opportunity
Progressive benefits package
Bilingual Pay Program for qualifying applicants

Company

GreenState Credit Union

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GreenState Credit Union is a financial services company that specializes in online banking.

Funding

Current Stage
Late Stage
Total Funding
$100M
2023-02-15Debt Financing· $100M

Leadership Team

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Vikram Israni
CEO
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Jenn Bleil
Chief People Officer
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Company data provided by crunchbase