Client Services Representative II - Bilingual Spanish Required
Overview
The role owns client interactions across multiple channels and drives responsible growth by delivering exceptional service. This position focuses on building strong relationships and creating lasting impacts for clients. It emphasizes a supportive culture and offers flexibility within defined parameters.
What You'll Do11
- 1Identifies client needs and recommends solutions when fraud is detected
- 2Records accurate data captured during client interactions
- 3Escalates issues through proper channels for risk review or analysis
- 4Implements insights from training materials during calls for speed and accuracy
- 5Complies with industry regulations and internal policies
- 6Handles calls immediately including weekends and holidays
- 7Communicates effectively using plain language to improve client financial lives
- 8Engages clients by anticipating questions and building rapport
- 9Receives and acts on performance feedback
- 10Learns and adapts to new technology platforms
- 11Demonstrates bilingual proficiency in English and Spanish
Requirements10
- 1Displays passion and integrity to improve client financial outcomes
- 2Understands how life events affect clients and provides tailored advice
- 3Shows reliable attendance and adherence to scheduled shifts
- 4Possesses dependable teamwork skills for immediate call handling
- 5Communicates clearly and confidently with diverse clients
- 6Is comfortable with ongoing coaching and development
- 7Adapts to new information and technology platforms
- 8Has intermediate computer proficiency
- 9Exhibits one year of customer service experience including difficult situations
- 10Proficient in English and Spanish
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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