Contact Center Specialist – Bilingual in Spanish

Peak Credit Union

. Establish professional, quality-based member relationships focused on meeting members’ financial needs .

Posted 9/22/2026full-timeRemote • United StatesJunior💰 $17 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in establishing quality member relationships and promoting credit union products and services. Proficient in managing customer interactions, resolving issues, and achieving sales goals in a financial services environment.

Highest-signal resume keywords

Customer Service ExperienceFluent In SpanishKnowledge Of Credit Union ProductsSales And Cross-Selling SkillsExperience With Symitar

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingLoan Payment ProcessingWire Transfer ProcessingOnline Banking SupportFraud Detection ProceduresSales Goal AchievementMember Account Issue Resolution

Soft Skills

Relationship BuildingProblem SolvingCommunication SkillsAbility To Work Under Pressure

Industry Keywords

Credit UnionFinancial ServicesContact CenterSales InitiativesMember Identification Procedures

About the role

Key responsibilities & impact

Establish professional, quality-based member relationships focused on meeting members’ financial needs
Promote a service culture by recommending credit union products and services
Serve as a liaison between members and the credit union in accordance with policies and procedures
Greet and assist members and potential members by phone
Process and record member transactions including withdrawals, loan payments, wire transfers, and money transfers
Answer inquiries about statements, share withdrawals, and loan payoffs
Provide online banking technical support, setup, troubleshooting, and self-help guidance
Follow member identification, security, and fraud detection procedures, including processing high-risk transactions
Identify sales opportunities, introduce loan programs, and offer applicable products and services
Work toward production and referral goals and participate in sales and marketing initiatives
Perform other duties as assigned

Requirements

What you’ll need

Minimum six (6) months experience in a sales or customer service environment
Fluent in Spanish
In-depth knowledge of credit union products, services, policies, procedures, and systems such as Symitar
Experience managing difficult customer interactions and resolving member issues
Ability to cross-sell products and services and address member account issues
Ability to set and achieve program goals, manage work under pressure, and meet deadlines
Contact Center or financial institution experience preferred

Benefits

Comp & perks

Additional $2.00 per hour bilingual differential, subject to verification of strong grasp of financial terms
Performance-based compensation incentives
Medical, dental, and vision insurance, with 100% company-paid employee-only coverage option
Health Care FSA (HCFSA)
Health Savings Account (HSA) with employer contributions
Dependent Care FSA (DCFSA)
Life and AD&D insurance
401(k) plan
8 hours of vacation and 8 hours of sick leave accrued monthly
11 paid holidays
1 floating holiday
16 hours of self-care time
16 hours of volunteer time