Member Service Advisor - Bilingual

* Join Our Top Workplace at Achieva Credit Union in Tampa Bay!

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!

The Member Service Advisor I dominates in service by maintaining a working knowledge of all products, services, organizational policies, and procedures. The role provides a high-level of quality service while cross-selling Credit Union products and services. This position performs a varied of sales and service functions via telephone, email, and live chat in a call center environment. The MSA I maintains compliance with regulatory standards and will work weekend, holiday and non-traditional hours as required.

• Provide one call resolution through prompt, friendly and accurate service and by learning the member’s needs.
• Demonstrate understanding of what value our product has for the member and know how to promote Credit Union product’s features and benefits for each member, thereby improving our member’s financial life.
• Communicate professionally and efficiently with all departments promoting synergy and via all interaction channels, phone, chat, email, etc.
• Maintain member confidentiality in all aspects of providing services to members.
• Uphold department standards of service.

• Resolve product or service issues by clarifying the member’s concern, determining the cause, selecting and explaining the best solution to solve the issue, expediting correction and following up to ensure resolution.
• Process fraud/dispute processes for debit/credit card transactions.
• Mitigate fraud risk by demonstrating skill in accurate authentication and ability to recognize high-risk callers.

• Perform member account maintenance as required, including IRAs and lending maintenance.
• Maintain member records by updating account information and performing research as needed. Research includes knowledge of various reports and how to access them.
• Provide 1st tier technical support of Achieva’s electronic services, including but not limited to, online banking, mobile banking, mobile deposits and all types of electronic payments and money movement.
• Conduct product and system testing as required.
• Process Keystone and Quick Pay transactions.

• Maintain high level of procedural knowledge while participating in continuing education classes and shadowing other departments.
• Meet productivity and quality goals.
• Maintain good standing with regular attendance.

• Represent the credit union with professionalism and courtesy in all interactions.
• Uphold the highest ethical standards in all interactions and responsibilities.
• Represent and uphold the Achieva Brand Frame.
• Support leadership initiatives that position the credit union as a top employer.
• Participate in annual training or as required by BSA and the Privacy Act.
• Perform other essential functions as needed or assigned.
• Travel may be required on occasion.
• Work flexible hours including evenings, weekends or holidays as needed to meet member and business demands.

• High school diploma, GED or equivalent.
• 1-2 years’ financial institution experience.
• 1-2 years’ call center experience.
• 1-2 years’ sales experience.
• Bi-lingual in Spanish preferred.

• None

• Exceptional oral and written communication skills.
• Demonstrated ability to work independently, meeting performance, efficiency and quality expectations.
• Basic to advanced Windows based PC computer skills, with proficiency with Microsoft Office Suite…