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UC
Uncle Credit Union
DIGITAL EXPERIENCE REPRESENTATIVE I (Bilingual-Spanish) P/T
Entry-Level JobVerifiedNo experience needed
Career Insights for Financial Services Representative
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Scorecard
Based on California data
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What they do
A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.
$78,186 / year median in California
-6% projected decline
Job Description
UNCLE Credit Union Join an award-winning team! UNCLE Credit Union has been voted Best Credit Union in the East Bay for nine consecutive years and a Top Workplace for five consecutive years . We're looking for an on-site Part-Time member-focused professional who is passionate about helping people achieve financial success through exceptional service and personalized financial solutions. What You'll Do Assist members through in-bound, phone, chat, and email interactions Build relationships by identifying member needs and recommending appropriate products and services. Educate members on credit union products, services, and digital banking tools. Support account inquiries, transactions, technical support, and service requests. Meet service, quality, and referral goals. Accurately document member interactions and maintain compliance with policies and regulations. Collaborate with team members to deliver an outstanding member experience. What We're Looking For High school diploma or equivalent. Six months or more of banking, credit union, financial services, call center, or customer service experience. Strong communication, problem-solving, relationship-building skills and strong verbal and written communication ability Comfortable using multiple computer systems and applications. Ability to thrive in a fast-paced, team-oriented environment. Financial institution experience preferred. Spanish speaking is preferred Why UNCLE? At UNCLE Credit Union, you'll be part of a collaborative culture that values service, growth, and community impact. If you're motivated by helping others and creating exceptional member experiences, we'd love to hear from you. Apply today and become part of an award-winning organization dedicated to making a difference for our members and communities.