Member Service Advisor I - Bilingual

Achieva • Dunedin, FL

2d

About The Position

At Achieva Credit Union, we're more than just a financial institution. We're a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives!

Job Description:

Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. Performs a variety of Sales and Service functions via telephone, email and live chat, in a call Center Environment. Must be able to work Saturday’s. Must be able to work minimal before or after hours for meetings/training, as needed.

Requirements

• High school diploma or GED
• Financial institution experience
• Call center experience
• Sales experience
• Similar or related experience
• Basic to intermediate computer skills
• Microsoft Office products to include Outlook
• Windows based PC computer
• 10 key calculator
• Data entry 30-45 WPM
• Exceptional verbal & written communication skills
• Ability to multi-task
• Organizational skills
• Attention to detail
• Good interpersonal skills
• Professional demeanor
• Ability to work independently
• Self-utilization of resources
• Self-motivated
• Comfortable making decisions
• Ability to work in a fast paced environment

Nice To Haves

• Bi-lingual in Spanish preferred
• Ability to identify & solve problems

Responsibilities

• Provides prompt, friendly and accurate service to internal and external members.
• Delivers personalized service that focuses on individual member needs.
• Identify and offer products and services that will improve our member’s financial life.
• Perform member maintenance as required.
• Deliver problem solving solutions and perform research as needed.
• Provide technical solutions in support of Achieva’s electronic services.
• Accountable for meeting productivity, quality and sales goals.
• Professional and efficient communications with all departments promoting synergy.
• Maintains member confidentiality in all aspects of providing services to membership.
• Responsible for upholding all credit union ethical standards.
• Represents the credit union in a courteous and professional manner.
• Perform other essential job functions as required or assigned.

Benefits

• Up to 18 paid days off in the first year
• Up to 12 paid holidays
• Health and dental insurance
• Life and disability insurance
• Excellent 401k program
• Tuition reimbursement
• Fitness reimbursement program
• Mobile device assistance program
• Free Achieva Checking Plus account

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED