Apply on Employer Site

Prospera Credit Union (Wisconsin) · 5 hours ago

Bilingual (English/Spanish) Member Service Representative (20 Hours/Week)

5140 Integrity Way, Appleton, WI 54913, USA

Full-time

Onsite

New Grad, Entry Level

Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. They are seeking a Bilingual Member Service Representative to provide tailored financial guidance and assist members with their banking needs in both English and Spanish.

BankingFinanceFinancial Services

Responsibilities

Providing professional, friendly, and personalized member service during each interaction

Act as the face of the organization and one of the first points of contact for our members

Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc.)

Creating conversations with members to help identify their needs

Providing information and education about various products and services

Helping members and other team members with translation between languages

Making appropriate referrals, suggestions and referrals to other team members who specialize in different areas such as loans, investments, mortgages, etc

Understand and accountable for executing all job functions in a way that is consistent with all requirements of Bank Secrecy Act (BSA) and the USA Patriot Act/Customer Identification ACT (CIP)