Achieva Credit Union
Member Service Advisor I - Bilingual
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Member Service Advisor I - Bilingual
role at
Achieva Credit Union .
Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross‑selling credit union products and services. Performs a variety of sales and service functions via telephone, email and live chat in a call‑center environment. Must be able to work Saturdays. Must be able to work minimal before or after hours for meetings/training, as needed.
Responsibilities
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.
Seniority level Entry level
Employment type Full‑time
Job function Other
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Member Service Advisor I - Bilingual
role at
Achieva Credit Union .
Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross‑selling credit union products and services. Performs a variety of sales and service functions via telephone, email and live chat in a call‑center environment. Must be able to work Saturdays. Must be able to work minimal before or after hours for meetings/training, as needed.
Responsibilities
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.
Seniority level Entry level
Employment type Full‑time
Job function Other
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