Member Services Representative – Bilingual

Website Point West Credit Union

Starts at $20 per hour

Enjoy a career with purpose and make a difference in someone else’s life. At Point West Credit Union we champion a diverse culture, pride ourselves on stellar member service, and are enthusiastic for creative, fresh ideas that benefit the cooperative. We believe that with a positive attitude, we create opportunities for both our members and our teammates to grow and thrive. For 90 years Point West has brought financial inclusion and empowerment to Portland-Metro area residents; and in 2020, expanded by 10 counties to reach a broader geographic area of underserved communities. Our roots include merging with the NAACP and Hacienda Credit Unions. As a $100M, community development financial institution (CDFI), we advocate for and lift up the underserved, including communities of color (BIPOC), immigrants and small businesses. What do Point West employees say about working here: “The culture here at PWCU really is like no other company. From how we’re committed to serving our community, to how we’re treated as employees. I’m lucky to be able to be a part a diverse mission driven organization. Every day brings forward new experiences and proof of what makes this such a special place to work.”

Primary Job Functions:

  • Provide friendly, prompt, professional, and accurate service and support to all members and associates by greeting all branch visitors within one (1) minute upon arrival, assisting all members (or providing a personal check-in) within five (5) minutes, answering team member phone calls within (3) rings, and responding to all outstanding member and team member correspondence and messages within three (3) hours and no later than the end of the business day. Troubleshoot, resolve and appropriately document member and team member inquiries in a timely, friendly and accurate manner.
  • Accurately post and appropriately document transactions, having minimal unresolved posting errors.
  • Develop and maintain knowledge of all relevant Credit Union policies, procedures and guidelines to ensure compliance with all applicable regulations, including current lending policies and procedures.
  • Ensure all paperwork related to new/current member accounts and/or member loans is processed and completed in compliance with relevant regulations and with minimal unresolved errors.
  • Successfully recommend a new product or service to 25% of all members interacted with daily.

As an ideal candidate you will have: Experience: Six (6) months to two (2) years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving or obtaining information which may require some discussion. For full job description and to apply, please visit our career page at Cover letter and application are required to be considered for the position. Pay: Competitive/Based on experience, starting at $20 per hour. Benefits: Competitive salary, monthly incentives, paid time off, EAP, FSA, 401(k), full benefits; package, we pay 100% medical (base plan), dental and vision! Point West is committed to equality and believes deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other fascinating characteristics that make us different. We welcome applications from members of historically underrepresented minority groups and others who would bring additional dimensions of experience to our community.

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