Inside Sales Representative
Trace3
Bilingual Floating Member Account Advisor
First Alliance Credit Union
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $21 - $24 per hour
Job Level
Mid-LevelSenior
About the role
- Member Support Across All Channels Provide a warm and welcoming experience for new and existing members, assisting them with account openings, financial education, and tailored banking solutions. Identify and cross-sell loan products and services that align with member needs. Conduct loan applications, closings, and funding for high-level products such as credit cards and lines of credit. Serve as a backup to the Mobile Branch Account Advisor role during absences, offering the same level of service directly from the mobile branch without driving responsibilities. Assist with complex member transactions and inquiries as needed across locations. Actively educate members about credit union services and promote sound financial decision-making. Build strong relationships across departments to ensure member needs are fully met. Ensure all interactions reflect First Alliance's values and commitment to an exceptional member experience. Other duties as assigned by the 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. Additional Requirements: Must be available to travel between all branch locations and support the mobile branch as needed (excluding driving responsibilities). Must be able to support mobile branch operations including light setup duties during temporary assignments.
