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Call Center Representative, Spanish Bilingual Preferred
A+ Federal Credit Union. Answer incoming calls within established ring-time goals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong communication and problem-solving skills while effectively managing member inquiries and transactions in a financial institution setting. Proficient in using phone systems and computer software to assist members with account-related services and maintain knowledge of credit union products.
Highest-signal resume keywords
Financial Institution ExperienceExcellent Verbal And Written Communication SkillsResearch And Problem-Solving SkillsBilingual SpanishBasic Math/Accounting Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementLoan InquiriesWire-Transfer ProcessingOnline Account TroubleshootingFee-Reversal DecisionsDebit-Card RequestsStop Payments ProcessingDocument Sending Through DocuSignSales-Referral GoalsQuality-Assurance Goals
Soft Skills
Flexibility To Adapt To ChangeAbility To Work IndependentlyTeam CollaborationMultitaskingOrganizational Skills
Tools & Technologies
Phone SystemComputer SoftwareOnline Account-Opening SystemInternal Software
Certifications & Qualifications
High School Diploma Or GED Equivalent
Industry Keywords
Credit Union Products And ServicesMember Identity VerificationFraud DetectionCommunity EngagementError Resolution
About the role
Key responsibilities & impact- Answer incoming calls within established ring-time goals
- Verify member identities using security PINs or approved security questions
- Identify potential loss or fraud, including phone, check, and debit-card scams
- Assist members with loan inquiries, payments, automatic transfers, payoff requests, rates, and payment history
- Advise members on accounts, rates, products, services, and error resolutions
- Maintain knowledge of credit union products and services
- Inform members about promotions and new or updated products and services
- Open accounts using the online account-opening system and offer relevant products and services
- Answer questions about cleared items, direct deposits, account transactions, funds availability, and check holds
- Process stop payments, debit-card requests, blocks, and travel notifications
- Troubleshoot online-account issues and reset or unlock member logins
- Prepare and submit wire-transfer requests
- Send requested documents securely through DocuSign
- Review and create copies of cleared items using internal software
- Handle Member Rewards program adjustments
- Make fee-reversal decisions within approved limits
- Meet established sales-referral and quality-assurance goals
- Complete Level I assignments and participate in department projects
- Conduct monthly individual dialogs with the manager
- Participate in credit-union-sponsored community and education events
Requirements
What you’ll need- High school diploma or GED equivalent
- Minimum of six months financial institution experience or equivalent call center experience preferred
- Skilled use of phone system, computer, and related software
- Basic math/accounting skills
- Excellent verbal and written communication skills
- Research and problem-solving skills, including dealing with potential conflict
- Ability to work independently and as part of a team
- Flexibility to adapt to change
- Bilingual Spanish preferred
- Ability to work flexible hours, including Saturdays
- Ability to multitask, organize, plan, and make decisions
- Ability/stamina to work at least 40 hours a week
- Must be able to communicate heavily through telephone, email, and in-person communications
Benefits
Comp & perks- Incentives of up to $400 per month
- Potential $2,400 annual incentive bonus
- Potential 4% annual company bonus
- Work-from-home eligibility after six months with Meets Standard Performance and manager approval
- Opportunities for training and continued learning/development
- Career advancement opportunities within the credit union
- Participation in credit-union-sponsored activities and community/education events