Virtual Service Center Agent, Spanish Preferred

. Ensure member satisfaction through courteous, accurate, and efficient service .

Posted 10/15/2026full-timeChubbuck • Idaho • United StatesJuniorWebsite

Key responsibilities & impact

Ensure member satisfaction through courteous, accurate, and efficient service
Interview and qualify members for loans of all types within Credit Union loan policies
Assist members with opening new accounts and transactions through the online VideoChat channel
Help members achieve financial success and meet Eagle Service Standards
Communicate with members by phone, text message, and email throughout account and loan processes
Gather complete and accurate loan application data and make recommendations to Underwriting
Review members’ financial circumstances and goals and make recommendations
Interview and review mortgage applicants and hand off mortgage applications
Gather verification documents from members and real estate partners
Open new accounts, certificates, IRAs, and business accounts
Pull credit reports and analyze eligibility for business and checking accounts
Identify cross-sell opportunities and sell Credit Union products and services
Research and correct member account problems
Maintain product knowledge across deposit, loan, mortgage, and business products
Process member wire transfers
Keep the manager informed of member needs, suggestions, products, services, and escalations
Perform other duties as assigned

What you’ll need

Bachelor’s Degree or equivalent experience is preferred
One to two years of sales or customer service experience is preferred
Knowledge of federal regulations and general lending policies
Ability in math, ten key calculator, typewriter, and computer
Excellent communication and people skills
Ability to maintain confidentiality of Credit Union and member records
Good knowledge of Credit Union services
Demonstrated cooperative and positive attitude toward members and Credit Union staff
Professional in appearance, attendance, quality, and quantity of work performed
Self-motivated and continually expands knowledge of the financial industry
Ability to take the lead in creating and shaping policies and procedures
Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU
Ability to perform manual-dexterity tasks and repetitive wrist, hand, and finger motions
Ability to sit for extended periods
Ability to lift 20–40 pounds of applicable supplies
Ability to operate basic office machines
Must be eligible for membership at ICCU to obtain employment

Comp & perks