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Bilingual Financial Services Representative

2 months ago

Allentown, Pennsylvania, United States People First Federal Credit Union Full time

Position Overview: As a Bilingual Financial Services Representative, you will serve as the welcoming face of our organization, dedicated to delivering exceptional financial services in a warm and personalized environment.

Key Responsibilities:

  • Assist members with various financial transactions, including cash handling and negotiable instruments.
  • Identify and recommend suitable products and services to help members reach their financial objectives.
  • Engage in meaningful conversations to uncover financial solutions and promote credit union offerings.
  • Stay informed about all credit union services, policies, and current promotions.

Transaction Management:

Receive and process member transactions such as deposits, withdrawals, and loan payments while ensuring accuracy in cash drawer balancing and daily transactions.

Cross-Selling:

Proactively promote credit union services to enhance member satisfaction and support their financial needs.

Administrative Duties:

Perform various administrative tasks, including data entry, filing, and phone support, while maintaining a high level of confidentiality regarding credit union operations.

Skills and Qualifications:

  • Proficient in both English and Spanish.
  • Strong communication and listening skills.
  • Familiarity with general office equipment, including computers and copiers.
  • Thorough understanding of credit union procedures and operations.

Benefits:

  • Comprehensive medical, dental, and vision plans.
  • Health reimbursement account.
  • Flexible Spending and Dependent Care Accounts.
  • Short-Term and Long-Term Disability coverage.

Diversity and Inclusion:

People First is committed to fostering a diverse and inclusive workplace, free from discrimination and harassment based on any protected characteristic.