Customer Service Representative JN -052026-5945

Introduction:Job Title: Member Engagement Advisor IClient's | Company industry: Financial ServicesLocation: Miramar Florida - on siteJob Type: Full-TimeJob Purpose:The Member Engagement Advisor I at Company in the Financial Services industry plays a vital role in assisting members with their financial needs, ensuring a positive member experience, and promoting Credit Union products and services.Essential Requirements:Experience in Customer service via phone in Credit Union or banking related products and services.Proven organizational and analytical skills.Ability to provide excellent service in a fast-paced environment.Fully Bilingual (English and Spanish).Experience in banking or related financial services customer service role.Core Competencies:Strong interpersonal and communication skills.Ability to multitask and adapt quickly.Attention to detail.Ability to maintain professionalism and confidentiality.Responsibilities:Provide quality member-focused service via inbound and outbound telephone calls.Process over the phone transactions and maintain member accounts.Cross-sell Credit Union products and services based on member needs.Ensure adherence to policies, procedures, security, and compliance.Establish rapport with members to foster trust and loyalty.

Created: 2026-05-16