Bilingual Member Finance Representative - Loomis
On-siteMilwaukee, Wisconsin, United States
Job Summary
Assist members with opening and closing accounts, answer product questions, and resolve issues within your authority. Interview applicants, process new loans, and educate members on financial goals to help them overcome barriers. Maintain accurate records, prepare required reports, and ensure member account information remains current on the computer system. Perform other job-related duties as assigned while fostering sound relationships with external entities. This bilingual role requires extensive personal contact and may involve motivating others. Mandatory Saturdays are required. Located at Loomis Branch, Milwaukee, WI.
Required Qualifications
- Bi-lingual in Spanish/English
- Mandatory Saturdays
- High School diploma or equivalent
- A significant level of trust and diplomacy
- normal courtesy and tact
- Must enjoy working with people
- be professional in appearance and disposition
- have good communication skills
- be honest
- Able to apply knowledge to educate and advise members
- Must be able to work as part of a team
- Accuracy and ability to operate computers and related office equipment as necessary
- standing
- sitting
- walking
- stair climbing (if applicable) using hands and fingers
- talking
- hearing
- visual acuity
- reaching including above the shoulder
- occasional stooping or crouching
- lifting a maximum of 50 pounds
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