Member Solutions or ; Call Center - Bilingual

Member Solutions 1 or 2 (Call Center) – Bilingual Required

Apply for the Member Solutions 1 or 2 (Call Center) – Bilingual Required role at Numerica Credit Union.

Department:
Digital Experience Center

Salary Range 6: $20.64 - $27.46

Report To: DEC Assistant Manager

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for processing a wide variety of member transactions received through digital delivery channels, while consistently uncovering members financial needs, deepening member relationships. We delight our members in every interaction.

• Answer inquiries from members regarding loan and deposit services, credit, debit and ATM cards, account information, transfer requests, withdrawals, stop payments, check supplies, and other member requests.
• Respond to and transact members’ inquiries regarding account operation, service access, usage charges, interest rates, dispute resolution, and assist members in using credit union services such as savings and checking accounts, IRAs, and CDs.
• Ask open‑ended questions to identify members’ financial needs and make appropriate recommendations or referrals to specialists.
• Learn, use, understand, and promote all credit union digital delivery channels.
• Contribute to the organization’s mission by providing high‑quality service with warmth, courtesy, and respect, and fostering a sense of belonging among members.
• Maintain knowledge of and adhere to all BSA regulations and compliance standards on internal and external policies.

• Connect – Create a welcoming, energized, and warm environment.
• Ask – Discover and confirm others’ needs to ensure they feel understood and known.
• Resolve – Take personal and full responsibility for meeting others’ needs.
• Elevate – Commit to long‑term personal and organizational growth and improvement.
• Strengthen – Invest in our Numerica community and beyond.

No Management Requirements.

Must fully understand credit union products and services and assist members to use them. Demonstrate a cooperative and positive attitude towards members and staff. Maintain a professional appearance and demeanor.

Courtesy, tact, and diplomacy are essential. Operate general office machines such as photocopier, fax, computer, and currency and coin counter. Lift up to 25 lbs and be comfortable sitting or standing for extended periods.

Minimum:
High school diploma or GED; 6 months of related experience as a teller/service representative or customer service with cash handling. Preferred:
Relevant training in a credit union, bank, or other financial institution. Bilingual Spanish preferred.

Previous financial institution contact center experience. Bilingual – Spanish.

None.

Department:
Digital Experience Center

Salary Range 7: $20.64 - $30.11

Report To: DEC Assistant Manager

With the goal of enhancing lives, fulfilling dreams and building communities this position is responsible for processing a wide variety of member transactions received through digital delivery channels, while consistently uncovering members financial needs, deepening member relationships. We delight our members in every interaction.

• Answer advanced inquiries from members, utilizing a variety of media regarding loan and deposit services, card products, account information, and other member requests.
• Process a variety of financial transactions for members, including opening and closing accounts, issuing checks, certificates, drafts, and other negotiable instruments.
• Respond to and transact members’ inquiries regarding account operation, access, usage charges, interest rates, dispute resolution, and assist members in using credit union services such as savings and checking accounts, IRAs, and CDs.
• Ask open‑ended questions to identify members’ financial needs and make appropriate referrals to specialists.
• Respond to advanced level inquiries and troubleshoot card products; demonstrate expert…