Achieva Credit Union
Member Service Advisor I - Bilingual
Achieva Credit Union 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! Job Description
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. Education Required
High school diploma or GED Experience Required (minimum 1 year)
Financial institution experience Call center experience Sales experience Similar or related experience Skills & Attributes Required
Bi‑lingual in Spanish preferred Ability to identify & solve problems 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 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 Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Achieva participates in E-Verify.
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Achieva Credit Union 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! Job Description
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. Education Required
High school diploma or GED Experience Required (minimum 1 year)
Financial institution experience Call center experience Sales experience Similar or related experience Skills & Attributes Required
Bi‑lingual in Spanish preferred Ability to identify & solve problems 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 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 Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Achieva participates in E-Verify.
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