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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on resolving inquiries and delivering a positive member experience. Proficient in compliance regulations and virtual banking technology, with the ability to communicate effectively in both English and Spanish.
Highest-signal resume keywords
Customer Service ExperienceBanking KnowledgeCompliance KnowledgeVirtual Banking TechnologyBilingual English/Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
10-Key SkillsWordExcelExplorerBank Secrecy ActU.S. Patriot ActAnti-Money LaunderingRight to Financial Privacy ActBank Bribery ActTransaction Research
Soft Skills
Communication SkillsTeam CollaborationProblem SolvingAdaptabilityPositive Attitude
Tools & Technologies
Virtual Teller TechnologyVideo CapabilityHigh-Speed Internet
Industry Keywords
Member CareCredit Union ProceduresCustomer ExperienceLoan ReferralsCommunity Initiatives
About the role
Key responsibilities & impact- Manage inbound calls and/or virtual teller sessions
- Resolve fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries
- Refer quality loan referrals based on member needs
- Gather information, analyze facts, and educate members on appropriate products and services
- Deliver one-point resolution and a positive member experience
- Present information in one-on-one and small-group situations
- Use virtual banking technology and quickly learn and access products
- Adhere to Member Care and credit union procedures and policies
- Learn additional tasks to advance to Member Experience Advocate II
- Achieve individual, team, and organizational goals
- Communicate consistently with the leadership team
- Participate in team, organizational, and community initiatives
- Complete required training on time
- Maintain current knowledge of applicable compliance rules and regulations
- Work Monday–Sunday during department hours of 7:00 am to 8:00 pm
Requirements
What you’ll need- High school diploma or equivalent from an accredited institution
- Some college preferred
- Minimum 1–3 years' experience or combination of education and experience
- Previous customer service, banking, and/or call center experience required
- Working knowledge of Word, Excel, and Explorer
- 10-key skills
- Functional knowledge of the Bank Secrecy Act, U.S. Patriot Act, Office of Foreign Assets Control, Anti-Money Laundering, Right to Financial Privacy Act, and Bank Bribery Act
- Ability to work full-time hours, with additional hours as necessary
- Quiet workplace for remote work
- Power and high-speed internet over 100MB minimum
- Video capability, with 1.5 Mbps up and down recommended
- Candidates must meet technical requirements before the first day of training
- Bilingual English/Spanish preferred
Benefits
Comp & perks- Employee growth and development opportunities
- Required training and knowledgebase learning opportunities
- Remote work arrangement
- High-speed internet and video capability requirements for remote work
- Equal Opportunity Employer