First Alliance Credit Union

Bilingual Member Account Advisor

First Alliance Credit Union

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $21 - $24 per hour

Job Level

Mid-LevelSenior

About the role

  • Member Onboarding: Provide a warm welcome to new members, guiding them through the account opening process and ensuring a seamless transition to our services.
  • Account Management: Assist existing members in opening additional accounts and provide tailored financial solutions to enhance their banking experience.
  • Loan Cross-Selling: Identify opportunities to cross sell loan products during account opening and throughout ongoing member interactions.
  • Loan Production: Identify loan needs and aid in loan applications, closing and funding at time of cross sell for high level products such as Lines of Credit and Credit Cards.
  • Financial Education: Educate members on various financial products and services, providing sound financial advice that aligns with their goals and needs.
  • Transaction Support: Handle more complex transactions and account inquiries, ensuring that members receive timely and accurate assistance.
  • Collaboration: Build strong relationships with internal partners to facilitate a smooth and effective transition process for members, ensuring all financial needs are met.
  • Exceptional Member Experience: Demonstrate strong listening skills and a genuine passion for member experience, addressing concerns and feedback to continually improve service delivery.
  • Other duties as assigned by Branch Manager.

Requirements

  • Education: A high school education or equivalent
  • Experience: 3+ Years of Member Service Experience, with a minimum of 1 being in the financial industry.
  • Prior experience in mobile or floating service environments is preferred.
  • Skills: Bilingual proficiency in Spanish and English required.
  • Excellent communication and interpersonal skills.
  • Ability to thrive in a mobile, flexible, and fast-paced environment.
  • Working knowledge of credit union products, services, and loan offerings.
  • Strong technical skills and familiarity with electronic systems and mobile service tools.
  • Self-motivated, dependable, and committed to member satisfaction.