Note: The job is a remote job and is open to candidates in USA. Jordan Federal Credit Union is seeking a Bilingual Virtual Relationship Representative who is dedicated to serving the financial needs of its members. The role involves virtually greeting members, assessing their needs, and processing financial transactions while ensuring member satisfaction and compliance with Credit Union policies.
Responsibilities
- Virtually greet members; assess their needs and concerns; take initiative to develop solutions to ensure member satisfaction
- Virtually receive and accurately process member financial transactions, including but not limited to, deposits, withdrawals, and loan payments; transfer amounts from member accounts as directed
- Provide prompt, efficient, and courteous service while maintaining compliance with Credit Union policy
- Fill out applicable forms accurately and legibly as dictated by the service
Skills
- Must be 18 years or older
- Fluent in English and Spanish
Company Overview
Jordan Federal Credit is a union which offers free checking, low rate loans, small business services and financial planning. It was founded in 1950, and is headquartered in Sandy, Utah, USA, with a workforce of 51-200 employees. Its website is https://www.jordan-cu.org.