Bilingual

• Represent Westmark in a positive, professional manner
• Provide assistance and guidance to members regarding online banking needs and general account inquiries through virtual channels
• Deliver service via phone, chat, video chat, and other virtual channels
• Explain features, benefits, and requirements of Westmark products
• Provide basic information on Westmark loan products
• Support members with online banking services and the Call24 Tellerfone system
• Open new memberships and share products such as Term Certificates and IRAs
• Process transfers, loan payments, ACH and Draft Stop Payments, and address changes while adhering to Red Flag Rules
• Fulfill member research requests and assist with check orders
• Resolve member problems
• Educate members on online banking, mobile apps, and other technology
• Explain and calculate interest and dividends
• Process debit/credit card activations, travel notes, disputes, and lost/stolen card issues
• Refer members to appropriate branches or departments
• Ensure compliance with Westmark policies and procedures
• Process and complete system-generated pre-approved loans
• Demonstrate professionalism and integrity with members and co-workers
• Maintain reliable attendance and participate in community events
• Represent the Credit Union courteously and professionally during and outside work hours

Virtual Member Advisor, Bilingual Preferred

• Perform online research to find a minimum of three referrals for each request
• Format research into comprehensive referral packets using ComPsych Work-Life branding and quality standards within two business days
• Complete three requests per day while maintaining quality standards
• Follow up with clients on each work-life package within three business days
• Achieve a 100% client satisfaction rate
• Complete a new work-life package within one business day when the satisfaction rate is not met
• Support ongoing process improvement objectives, new products, and special projects
• Obtain resources and referrals that meet clients’ needs using interpersonal and phone skills
• Translate HelpSheets and other documents into Spanish when needed
• Share research findings and referrals with the team
• Document all work-life packages in ComPsych databases
• Perform other duties as assigned

Bilingual jobs in Idaho

Virtual Member Advisor, Bilingual Preferred

Bilingual Family Resources Specialist