Bilingual Relationship/Personal Banker

CTCU is a trusted financial institution that places its members at the heart of everything we do. With over 90 years of service to the community, we continue to grow and adapt while maintaining an unwavering commitment to exceptional service. We are seeking energetic individuals who share our passion for teamwork, dedication, and a drive to deliver outstanding service at every opportunity.

About the role

In this role, you'll be at the forefront of delivering exceptional service to our members, helping them with their everyday banking needs and more. Your primary responsibilities will go beyond answering questions—you'll actively identify opportunities to recommend products and services tailored to each member's financial goals. From helping them save money to enhancing their overall financial health, you'll be a key resource in improving their financial landscape.

As a Bilingual Member Experience Representative III, you'll be instrumental in increasing members' wallet share by cross-selling relevant products, such as new accounts, car loans, or home equity lines of credit. Your ability to provide valuable solutions and personalized advice will make you a trusted financial partner for every member you assist.

You'll need to be fluent in both English and Spanish, enabling you to serve a diverse member base across various communication channels—phone, chat, email, and video chat. You'll help members navigate our offerings, address inquiries related to products and services, and support them in areas like lending, fraud prevention, and digital services.

Responsibilities

• Provide members and potential members with personal, informed, prompt, professional, and accurate service and support through phone, email, chat, and video calls in English and Spanish.
• Meet and exceed all Credit Union service standards with each member interaction.
• Process member transactions and documents with no errors.
• Develop and maintain knowledge of all relevant policies and procedures to ensure compliance with applicable regulations.
• Identify and act on opportunities to recommend products and services tailored to members' financial goals.
• Cross-sell relevant products such as new accounts, car loans, or home equity lines of credit.
• Assist members with lending, fraud prevention, and digital services.

Requirements

• At least 12 months of relevant experience.
• Previous sales experience and proven success in a sales environment.
• One to twelve months of similar or related experience.
• High school education or GED.
• Fluency in both English and Spanish.
• Ability to navigate and operate a PC in a Windows-based system with ease.
• Ability to provide top-notch service with every member interaction, including effective communication of promotions.

Pay

Budgeted starting hourly rate: $23.50/hour + eligible to earn production-based incentives.

Benefits

• Paid Time Off, including Health Time, Personal/Birthday Day (eligible after first year), and Bereavement Time.
• Medical insurance with HMO and PPO plans to choose from (eligible first of the month following one full month of employment).
• Dental and Vision insurance.
• Flexible Spending Account.
• Short- and long-term disability insurance, life, and AD&D insurance.
• Tuition Reimbursement (eligible after one full year of employment).
• 401(k) Retirement Savings Plan:
  • Eligible to participate after one full month of employment.
  • Matching contributions after 1,000 hours of service, 21 years of age, and six months of employment.
  • Safe Harbor contributions: 3% of compensation, 100% vested, eligibility after 21 years of age, 12 months of service, and 1,000 hours worked during that period.