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Bilingual Call Center Financial Consultant

2 months ago

Phoenix, Arizona, United States Vodastra Full time
Job Overview

Position Title: Bilingual Call Center Banker (Spanish)

Salary: $25.00 – $26.00 per hour

Company Overview:

Vodastra is a prominent financial services provider committed to enhancing the financial well-being of our clients through a wide array of solutions. We emphasize Responsible Growth by cultivating an inclusive and diverse workplace, offering competitive benefits, and prioritizing employee wellness.

Role Summary:

The Bilingual Call Center Banker plays a crucial role in connecting clients with various financial solutions tailored to their needs. This position involves balancing customer service requests with sales opportunities, providing expert guidance on financial products, and recommending services that align with client objectives.

Key Responsibilities:

  • Client Relationship Management:
    • Establish and nurture client relationships by assessing financial needs and suggesting suitable products and services.
    • Address client inquiries and concerns, crafting personalized solutions.
  • Sales and Service:
    • Promote and fulfill banking products, including checking and savings accounts, credit cards, certificates of deposit, individual retirement accounts, and loans.
    • Provide accurate quotes for rates, terms, and banking solutions.
    • Mitigate risks in transactions using available resources.
  • Referral and Risk Management:
    • Identify client needs for licensed sales functions and refer to appropriate business partners as necessary.
    • Handle objections effectively, build rapport, and communicate options clearly.
  • Adaptability and Learning:
    • Engage with clients to understand their needs while adapting to ongoing changes and new technologies/processes.
    • Receive and implement performance feedback and coaching.

Required Qualifications:

  • Strong commitment to enhancing clients' financial lives.
  • Flexibility to work various schedules, including weekends and holidays.
  • Intermediate computer proficiency and excellent organizational skills.
  • Effective decision-making and problem-solving abilities.
  • Willingness to accept performance feedback and pursue continuous learning.

Desired Qualifications:

  • Experience in the banking or financial sector.
  • Prior experience in a call center or telephone sales environment.

Skills:

  • Attention to Detail
  • Client Solutions Advisory
  • Customer Focus
  • Adaptability
  • Customer Service Management
  • Problem Solving
  • Active Listening
  • Business Development
  • Consulting
  • Referral Identification
  • Research

Education:

  • High School Diploma / GED / Secondary School or equivalent

Company Culture & Recognition:

Vodastra has been acknowledged as one of the top companies to work for, reflecting our dedication to fostering a positive work environment and delivering exceptional client value.