Bilingual Member Services Representative

2 months ago


Cottage Grove, Wisconsin, United States Summit Credit Union Full time

Position Overview:
This role is ideal for individuals who thrive on building and nurturing relationships with members through effective communication over the phone. The primary responsibility is to provide prompt, courteous, and comprehensive support to both existing and prospective members via telephone and other communication channels.

Key Responsibilities:
- Assist members in understanding and utilizing Credit Union products and services that enhance their financial well-being and foster long-term relationships.
- Ensure follow-up on member inquiries as promised and actively participate in achieving company-wide and departmental objectives.

Work Environment:
This position operates in a hybrid model, requiring attendance at our Headquarters three times a week.

Why Choose Summit Credit Union?
- Access to a 24/7 onsite gym
- Wellness Café available for employees
- Enjoy a fun and collaborative workplace culture

Qualifications:

  • Exceptional written and verbal communication skills, essential for effective interaction with members and colleagues.
  • Ability to gather member information to enhance relationship-building efforts.
  • Sound judgment in resolving day-to-day challenges within established guidelines.
  • High school diploma or equivalent required.
  • A minimum of two years of experience in at least two of the following areas: public contact/member service, call center, financial services, or sales.
  • Comprehensive understanding of member self-service tools.
  • Basic mathematical skills necessary for performing calculations related to interest, pay-offs, dividends, and penalties.
  • Familiarity with Microsoft Office Suite is essential.

At Summit Credit Union, we prioritize diversity and inclusion, believing that these values are essential to our success. We are an Equal Opportunity Employer, committed to providing a workplace free from discrimination based on race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status, or any other characteristic protected by law.



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