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Latino Community Credit Union · 4 days ago

Bilingual Member Service Representative II (Garner)

Garner, NC

Full-time

Onsite

Entry, Mid Level

2+ years exp

Latino Community Credit Union is hiring a Bilingual Member Service Representative II to provide quality front-line service to members. The role involves account opening, maintenance functions, and assisting members with a variety of services to create fully engaged financial relationships.

CreditFinancial ServicesNon Profit

Growth Opportunities

Responsibilities

Provides a positive member experience by providing quality service in the establishment of new memberships, opening accounts, and offering solutions based on member needs to create fully engaged financial relationships with members

Greets and welcomes members in a courteous and professional manner, providing prompt, accurate, and efficient service

Has ample knowledge of credit union products and services and is able to educate members

Identifies needs, recommends solutions, and offers appropriate LCCU products

Learns and applies LCCU service model concepts consistently in interactions with members

Promotes deposit products based on needs identified

Maintains comprehensive knowledge of all credit union products and services, including deposit accounts, loans and promotional products and services

Accurately establishes new membership, opens accounts, resolves member issues, and any other member requests according to credit union policies and procedures

Handles establishment of new memberships, opens accounts, and processes changes in accounts

Handles a wide range of transactions, including account transfers, wire transfers, payments, etc

Promptly researches and resolves account problems, checking reconciliations, errors in transactions, and any other issues presented by the membership

Supports members in identifying disputes, fraud or errors in transactions, completes corresponding paperwork and procedures to resolve the issue

Assists members with requests such as ordering new cards, issues with online access, account closures, and transfers

Performs account maintenance, including changes in account type, contact information, name, and ownership

Performs ATM/debit card maintenance, including lost/stolen, change of status of ATM/debit card, name changes, transfer of cards, and reissues

Assists with member requests in person and over the phone, and directs calls as needed

Processes ITIN applications and changes, receives authorization for ITIN application submission, updates member files and contacts member when ITIN arrives

Maintains working knowledge on all related policies and procedures, rules and regulations for the teller and member service areas, including account opening and robbery procedures

Stays up-to-date and proficient in member service areas including changes in processes and systems

May guide/coordinate overall member flow and may train new employees

Performs Teller I duties when needed

Maintains records, files paperwork, scans documents, and performs other clerical duties as needed

Complies with Balancing Standards and Teller Performance Standards

Participates in community events

Performs other duties as assigned

Moves to and changes branches within the region as required

Completes required training

Complete required CTR procedures and reporting on all cash transactions over $10,000

Recognize and report suspicious practices as required

Report all structured member transactions and Suspicious Activity Report (SAR) as required

Successfully complete required annual compliance training courses (BSA/Identity Theft)

Qualification

Member service experienceCredit union productsBilingual (English/Spanish)Microsoft Office proficiencyProblem-solving skillsOrganizational skillsAttention to detailVerbal communication skillsWritten communication skillsRelationship building