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Member Service Advisor I - Bilingual at Achieva Credit Union – Dunedin, Florida

Achieva Credit Union
Dunedin, Florida, 34697, United States
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About This Position

 *Join Our Top Workplace at Achieva Credit Union in Tampa Bay! At Achieva Credit Union, we're more than just a financial institution. We're a trusted partner dedicated to empowering our members to achieve financial well-being and live more fulfilled lives!
Job Description:

Dominate in service by maintaining a working knowledge of all products, services, organizational policies and procedures. Responsible for providing a high level of quality service while cross-selling credit union products and services. Performs a variety of Sales and Service functions via telephone, email and live chat, in a call Center Environment. Must be able to work Saturday’s. Must be able to work minimal before or after hours for meetings/training, as needed.
  • Provides prompt, friendly and accurate service to internal and external members.
  • Delivers personalized service that focuses on individual member needs.
  • Identify and offer products and services that will improve our member’s financial life.
  • Perform member maintenance as required.
  • Deliver problem solving solutions and perform research as needed.
  • Provide technical solutions in support of Achieva’s electronic services.
  • Accountable for meeting productivity, quality and sales goals.
  • Professional and efficient communications with all departments promoting synergy.
  • Maintains member confidentiality in all aspects of providing services to membership.
  • Responsible for upholding all credit union ethical standards.
  • Represents the credit union in a courteous and professional manner.
  • Perform other essential job functions as required or assigned.
Education Required:
  • High school diploma or GED
Experience Required (minimum 1 year):
  • Financial institution experience
  • Call center experience
  • Sales experience
  • Similar or related experience
Skills & Attributes Required:
  • Bi-lingual in Spanish preferred
  • Ability to identify & solve problems
  • Basic to intermediate computer skills
  • Microsoft Office products to include Outlook
  • Windows based PC computer
  • 10 key calculator
  • Data entry 30-45 WPM
  • Exceptional verbal & written communication skills
  • Ability to multi-task
  • Organizational skills
  • Attention to detail
  • Good interpersonal skills
  • Professional demeanor
  • Ability to work independently
  • Self-utilization of resources
  • Self-motivated
  • Comfortable making decisions
  • Ability to work in a fast paced environment
Benefits:
  • Up to 18 paid days off in the first year
  • Up to 12 paid holidays
  • Health and dental insurance
  • Life and disability insurance
  • Excellent 401k program
  • Tuition reimbursement
  • Fitness reimbursement program
  • Mobile device assistance program
  • Free Achieva Checking Plus account
Achieva Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Achieva Participates in E-Verify.

Job Location

Dunedin, Florida, 34697, United States
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Job Location

This job is located in the Dunedin, Florida, 34697, United States region.

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