Bilingual Member Service Representative

New
J
JobgetherFinancial services
Ability to work remotely from within the United States.Full-TimeSenior
SalaryAt least 41,920 USD per year
Apply NowOpens the employer's application page

Job Details

Languages
Proficiency in English and Spanish is required.
Experience
Five years of work experience, or a combination of relevant professional experience and education.
Required Skills
Customer service

Requirements

  • Proficiency in English and Spanish is required.
  • Five years of work experience, or a combination of relevant professional experience and education.
  • An associate degree or higher, or applicable certifications, may be considered as part of the overall qualification assessment.
  • Previous experience in direct customer engagement, customer support, or relationship management is required.
  • Ability to navigate multiple systems simultaneously is essential.
  • Excellent verbal and written communication skills, including explaining information clearly, documenting concerns, and coordinating handoffs.
  • Ability to meet performance goals while maintaining service quality, accuracy, and compliance.
  • Strong organizational skills, attention to detail, and ability to prioritize tasks and manage time effectively.
  • Ability to work independently in a fast-paced, high-volume environment while handling competing demands and deadlines.
  • Ability to handle confidential information responsibly, follow established procedures, and exercise sound judgment.
  • Ability to work remotely from within the United States.
  • Experience in banking, financial services, or fraud-related work is preferred.
  • Familiarity with Microsoft Teams, Outlook, CRM platforms, and web-based applications is preferred.

Responsibilities

  • Answer high volumes of inbound calls from English- and Spanish-speaking members and non-members across contact center queues.
  • Respond to questions about membership, banking products, services, rates, policies, and procedures.
  • Review accounts, complete identity verification, and process service requests and applicable transactions.
  • Navigate telephony systems, account servicing tools, CRM platforms, knowledge bases, and web applications simultaneously.
  • Document customer interactions, account activities, resolutions, and follow-up requirements accurately.
  • Identify and address member concerns using de-escalation techniques, and coordinate escalations with management, vendors, and credit union partners.
  • Follow up on outstanding service requests and support timely resolution.
  • Meet productivity, quality, schedule-adherence, and service-performance targets.
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At least 41,920 USD per year
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