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Point West Credit Union · 1 week ago

Member Services Representative Retail Branch - Bilingual (Spanish) Required

Portland, OR,OR,US

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Point West Credit Union is seeking a Member Services Representative to assist members with lending activities and processing transactions. The role involves providing accurate service, assisting with account management, and resolving member inquiries.

FinanceFinancial ServicesInsurance

Responsibilities

Provides reliable and accurate handling of members’ monetary transactions with attention to the specific account/loan being processed (e.g., deposits, withdrawals, loan payments, transfers, wires, money orders, gift cards, miscellaneous receipts, etc.) through regular attendance, accuracy and attention to detail. Balances cash drawer and accurately settles and records all daily activities

Assists members and potential members with opening, maintaining and closing accounts, answering questions about products and services (including debit and credit cards), and resolving member issues that are within their authority to resolve via face-to-face and over-the-phone interactions. Refers problems that are beyond their authority to the Branch Manager. Identifies cross-sell opportunities and cross-sells relevant products and services to members

Performs a variety of miscellaneous duties including filing, project work, computer input, and other job-related duties as required or assigned

Corresponds with or interviews new account and/or loan applicants; collects necessary documents for approval and processing in compliance with Credit Union procedures, polices and legal requirements. Takes phone calls, answers general account and/or loan questions, calculates payments, and takes loan applications on the phone from members and potential members

Qualification

Member transactions processingBilingual (Spanish)Customer serviceCash handlingInterpersonal skills

Required

Six (6) months to two (2) years of similar or related experience

A high school education or GED

Courtesy, tact, and diplomacy are essential elements of the job

Continuous standing for extended period when performing duties

Occasional sitting and walking

Occasional lifting up to 35 lbs. (office supplies)

Occasional bending, squatting, or reaching at ground level

Frequent use of hands in repetitive tasks such as simple grasping, twisting/turning of wrists; finger dexterity

Continuous speaking and hearing for interaction with staff, members, and outside contacts

Continuous ability to see close and at a distance

Continuous interaction with others, repetitive work, attention to detail, ability to solve complex problems, alertness, precision, concentration, accuracy, thoroughness, and memory demands

Occasional fast-paced work

Frequent deadlines, flexibility, performing basic and complex numeric calculations, writing, reading, comparing, analyzing, judgment, reasoning, patience and negotiating