Financial Services Representative Bilingual
Overview
Drive loan sales and manage accounts while delivering exceptional customer experiences. This role focuses on bilingual communication and performance-driven compensation. Opportunities exist for promotion and advancement within the organization.
What You'll Do9
- 1Build and close loan sales by taking applications and explaining terms
- 2Conduct daily outbound customer outreach for collections and new business
- 3Manage delinquent accounts by securing payments and arranging payment plans
- 4Prepare tax returns and assist customers with tax-related questions
- 5Process payments and update accounts in company systems
- 6Maintain accurate records and ensure compliance with regulations
- 7Handle cash balances and complete bank runs independently
- 8Follow company policies and meet performance expectations
- 9Support branch operations and contribute to community initiatives
Requirements9
- 1High school diploma or equivalent with valid driver's license
- 2Experience in sales or customer service with measurable results
- 3Ability to handle high-volume calls and difficult conversations
- 4Strong communication and problem-solving skills
- 5Basic computer proficiency for data entry tasks
- 6Bilingual English and Spanish communication abilities
- 7Physical stamina for standing and moving throughout the office
- 8Reliable transportation and insurance coverage
- 9Experience in banking or similar customer-facing environments preferred
Salary Insight
$31 - $33k per year
Location
Required Skills
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