Bilingual Financial Customer Service Representative

About TaskUs: TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their brands. Leveraging a cloud-based infrastructure, TaskUs serves clients in the fastest-growing sectors, including social media, e-commerce, gaming, streaming media, food delivery, ride-sharing, HiTech, FinTech, and HealthTech.

The People First culture at TaskUs has enabled the company to expand its workforce to approximately 45,000 employees globally. Presently, we have a presence in twenty-three locations across twelve countries, which include the Philippines, India, and the United States.

It started with one ridiculously good idea to create a different breed of Business Processing Outsourcing (BPO)! We at TaskUs understand that achieving growth for our partners requires a culture of constant motion, exploring new technologies, being ready to handle any challenge at a moment’s notice, and mastering consistency in an ever-changing world.

What We Offer: At TaskUs, we prioritize our employees' well-being by offering competitive industry salaries and comprehensive benefits packages. Our commitment to a People First culture is reflected in the various departments we have established, including Total Rewards, Wellness, HR, and Diversity. We take pride in our inclusive environment and positive impact on the community. Moreover, we actively encourage internal mobility and professional growth at all stages of an employee's career within TaskUs. Join our team today and experience firsthand our dedication to supporting People First.

What does a Bilingual Financial Customer Service Representative really do?

Think of yourself as someone who will be the first point of contact owning and solving customer issues from start to finish, so not everyone can qualify for this role. We make sure we hire the best of the best, after all, we are a ridiculously good company so we make sure our employees are top-notch. So come on, now we need your full concentration because it’s time to imagine what it’s like being a Bilingual Financial Customer Service Representative

As a Bilingual Financial Customer Service Representative

In an Inbound Call Center setting, the Digital Service & Support Representative will create exceptional member service experiences by maintaining a professional demeanor and delivering world class service to our members. Provides assistance and in depth trouble shooting, decision making support, and ensures quick and accurate resolutions for members and prospective members regarding their financial well-being. 

Do you have what it takes to be a Bilingual Financial Customer Service Representative?

Essential Duties and Responsibilities: 

• Using the standard call model, responds to inquiries from members, prospective members and third parties regarding specific account inquiries, product offerings and general questions regarding the credit union through multiple contact methods. 

• Educates the member on digital self-service tools; trouble shoots member issues regarding client Self-Service tools 

• Ability to identify source of problem and effective resolution for online banking, Bill Pay Services, Email and Chat applications used within credit union. 

• Proactively recommends services and solutions that will improve the member’s life. 

• Maintains acceptable performance levels with regards to established metrics, including time utilization, quality of work, and productivity. 

• Consistently strive to provide one call resolution. 

Minimum Qualifications: 

• (Education, Experience, Knowledge, Skills, and Abilities) 
• Education 
• High School Diploma or equivalent mix of education and experience is required. Additional training or experience with technical support or troubleshooting online and mobile banking issues is preferred. 
• Experience 
• Previous customer service experience is required. 
• Call Center or Banking experience is preferred. 
• Six months as Member Care Representative 1 or previous Digital Services experience required.
• Proficiency in Spanish and English is required

Knowledge, Skills, and Abilities 

• Desire to help people. 

• Strong understanding of Digital Banking systems, including internet browsers and Smartphone t