Member Advisor Bilingual

Position Purpose

The Bilingual Member Advisor plays a vital role in building trusted financial relationships with our diverse membership by delivering high-quality service, expert guidance, and operational excellence in both English and Spanish. This role goes beyond basic transactions—providing personalized financial support, resolving concerns with care, and ensuring members feel confident navigating their financial lives in their preferred language. As a frontline ambassador of the credit union, the Bilingual Member Advisor serves as a trusted resource for Spanish-speaking members, ensuring equitable access to products, services, and financial education.

The role supports both transactional and consultative service, contributing to the overall success, growth, and inclusivity of the branch. The advisor is accountable for completing all assigned compliance and information security training and adhering to all credit‑union policies and regulatory requirements, including the Bank Secrecy Act and Office of Foreign Assets Control standards.

• Serves as a primary point of contact for English and Spanish-speaking members, ensuring every interaction is welcoming, efficient, and solutions-oriented.
• Communicates complex financial information clearly and accurately in both languages.
• Builds rapport and trust through culturally aware and inclusive engagement.
• Listens actively to member needs and provides tailored recommendations that support their financial goals.
• Resolves questions, concerns, and account issues with ownership, urgency, and professionalism.
• Educates members on digital banking tools, including online banking and bill payment systems, in their preferred language.
• Completes special service requests such as immigration letters, pre-authorized draft forms, and forgery affidavits while ensuring understanding and proper documentation.

• Executes financial transactions accurately and opens new accounts with attention to compliance, accuracy, and member education.
• Processes deposits, withdrawals, payments, and transfers efficiently.
• Opens and services personal accounts including checking, savings, certificates, and IRA accounts.
• Performs account maintenance such as ownership changes and address updates.
• Assists members with checkbook balancing, stop payments, and fee resolution.
• Compiles documentation for direct deposit, payroll, allotments, and automatic transfers.
• Ensures all disclosures are reviewed and explained thoroughly in the member’s preferred language.

• Conducts needs-based conversations in English and Spanish to uncover opportunities for loans, credit cards, insurance, or investment referrals.
• Refers members to internal specialists and partners as appropriate.
• Supports monthly production goals by identifying appropriate solutions that deepen relationships.
• Maintains strong product knowledge to confidently advise and educate members.
• Acts as a resource for teammates when language assistance is needed.

• Maintains high standards for operational accuracy, branch security, and risk mitigation.
• Balances and maintains assigned cash drawer and/or vault according to policy.
• Assists with daily branch operations including ATM balancing, night drop, and opening/closing procedures.
• Posts and balances payroll deposits from groups within the field of membership.
• Ensures timely completion of logs, reports, and documentation in accordance with internal controls.
• Adheres to all regulatory guidelines, including BSA, OFAC, and privacy standards.
• Participates in audits, compliance training, and continuous improvement initiatives.

• High School diploma or equivalent.
• Minimum one (1) year of financial institution, retail banking, or customer-facing sales and service experience.
• Experience opening accounts or performing comparable servicing duties.
• Fluen…