Founders Federal Credit Union · 2 hours ago
Bilingual Financial Services Representative
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
2+ years expFounders Federal Credit Union is dedicated to helping its members attain their financial goals through innovative services and a commitment to quality service. The Bilingual Financial Services Representative will be responsible for counseling and cross-selling financial products, managing accounts, and ensuring a positive member experience.
Financial Services
Responsibilities
Understand and explain the new eligibility requirements for membership. Open new accounts (Savings, checking, money management, etc.), account maintenance, ordering checks and assisting members with any problems they may incur with our services
Understand and recognize FFCU products and services and be comfortable cross selling Call 24, Online Banking, Mobile Banking, eStatements, Visa Debit/Credit Cards, ATM cards, etc
Responsible for establishing share certificates and IRA’s, including counseling the members on the features and benefits, processing account maintenance as required, and staying abreast of all regulations relating to these accounts
Maintain an individual cash box and comply with all regulatory and procedural guidelines associated with performing necessary transactions
Responsible for overall plastic card maintenance in branch (includes processing applications, issuing cards, blocking cards, changing PINN #’s, assisting with problems, etc.)
Interview applicants, read and understand credit reports and cross sell Founders loan products. Must offer additional products such as GAP, extended warranties, payment protection, etc. Refer members to Founders Investment and Insurance Service agents
Approve loans to members within Matrix Lending authority guidelines. Seek further approval for loan requests exceeding set limits
Must have complete knowledge of Founders’ Loan Policy, loan programs, and procedures
Provide assistance with the collection of delinquent accounts
Verify that all secured loans have properly recorded liens, insurance verification, and necessary values obtained prior to loan closing
Must be able to work in various offices, as needed
Comply with Founders’ policies and procedures, as well applicable laws, regulations, and statutes issued by federal agencies such as NCUA and FFIEC, including, but not limited to, GLB and BSA. Employees have legal and regulatory obligations to respect and protect the privacy of information and its integrity and confidentiality
Always encourage a positive member experience that helps create financial opportunities to improve the quality of life for all our members
All other duties as assigned
Qualification
Required
Minimum two years of experience in a financial institution handling complex member issues
Strong interpersonal and communication skills, with the ability to build positive relationships with members
Ability to work efficiently, accurately, and independently in a fast-paced environment
Proficiency with computer systems and ability to learn new software as needed
Individual must have reliable transportation with the ability to work on-site at local offices
Preferred
Associate degree (2‑year degree) preferred
Bilingual (English/Spanish) applicants strongly encouraged to apply — not required but highly valued for serving our diverse membership
Benefits
Paid Holidays
Paid Time Off
Family-oriented culture that values work/life balance
Retirement Plan (401k with employer contributions + Pension Plan fully funded by FFCU)
Comprehensive Health and Dental Insurance
Life and Accidental Death & Dismemberment Insurance (at no cost to employee)
Voluntary Supplemental Life Insurance coverage for employee, spouse, and children
Health Care and Dependent Care Flexible spending accounts
Long Term Care Plan
Short-Term and Long-Term Disability Insurance
Tuition reimbursement to assist with furthering education
Certifications - Assistance with achieving and maintaining
Fit Founders Wellness Program
Company
Founders Federal Credit Union
Founders Federal Credit Union is here to help you attain your financial goals.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Bruce Brumfield
President & CEO
Keith Wilson
COO-Branches & Deposits
Recent News
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