Mountain America
Financial Services
PTMemberServiceRepresentativeBilingualRequired(English/Spanish)
“PT Member Service Representative - Bilingual Required (English/Spanish) at Mountain America. Skills: Member service, Sales goals, Financial advice. Provide exceptional member service. Assess member needs”
What You'll Achieve.
Meet sales goals; Meet service goals
Industry & Context.
Resolve problems; Troubleshoot issues
Bilingual English/Spanish required, Lift up to 10 pounds consistently, Lift up to 50 pounds occasionally
What They're Looking For.
Must Have
Six months customer service experience, Valid driver's license
Nice to Have
Industry experience preferred
What You'll Do.
Provide exceptional member service
Assist in transactions
Service existing accounts
Explain products and services
Recognize member needs
Cross-sell products and services
Increase member satisfaction
Increase account retention
Resolve member problems
Clarify member complaints
Determine problem cause
Provide best solution
Expedite correction or adjustment
Follow up to ensure resolution
Follow up with member interactions
Initiate wire transfers
Initiate cashiers checks
Initiate cash advances
Process IRA transactions
Process certificates of deposit
Process savings bonds
Place appropriate check holds
Process fraud disputes
Process transactions accurately
Process transactions efficiently
Assist in opening procedures
Assist in closing procedures
Maintain branch security
Represent credit union professionally
Respond to missed calls
Respond to other communication
Participate in product knowledge courses
Complete product knowledge courses
Comply with regulations
How You'll Work.
Communication Scope
Verbal communication; Written communication
Applying for this PT Member Service Representative - Bilingual Required (English/Spanish) role?
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ANONYMOUS · UNFILTERED
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