Bilingual Spanish Call Center Financial Services Representative

1 week ago

Yuma, Arizona, United States Bell Soft LLC Full time
Job Overview

Job Title: Bilingual Spanish Call Center Financial Services Representative

Job Type: Full-time

Salary: $45K-50K/Annum

Location: Chandler, AZ (Onsite)

Job Description:

The Bilingual Spanish Call Center Financial Services Representative plays a vital role in delivering exceptional customer experiences by providing personalized financial solutions to clients. This role requires a unique blend of service and sales skills, with a focus on building strong relationships and identifying client needs.

Key Responsibilities:

  • Client Engagement: Develop and maintain strong relationships with clients by understanding their financial goals and objectives.
  • Customer Support: Provide timely and effective support to clients, addressing their inquiries and concerns in a professional and courteous manner.
  • Product Sales: Promote and sell a range of financial products and services, including checking and savings accounts, credit cards, loans, and investment products.
  • Referral Generation: Identify opportunities to refer clients to other business lines and partners, driving revenue growth and expanding the client base.
  • Quotation: Provide accurate and competitive quotes for financial products and services, ensuring that clients receive the best possible deals.
  • Risk Management: Mitigate risk in transactions by leveraging available tools and expertise.

Required Skills:

  • Attention to Detail: Maintain accurate records and ensure that client information is up-to-date and secure.
  • Client Solutions Advisory: Provide expert advice on financial products and services, helping clients make informed decisions.
  • Customer and Client Focus: Prioritize client needs and deliver exceptional service, ensuring that clients feel valued and supported.
  • Understanding of Laws, Rules, and Regulations: Stay up-to-date with relevant laws, rules, and regulations, ensuring compliance and minimizing risk.
  • Adaptability: Be flexible and adaptable in a fast-paced environment, responding to changing client needs and priorities.
  • Customer Service Management: Manage client relationships, resolving issues and concerns in a timely and professional manner.
  • Issue Management and Problem Solving: Identify and resolve client issues, providing creative solutions and alternatives when necessary.
  • Active Listening: Listen attentively to clients, understanding their needs and concerns.
  • Business Development: Identify opportunities to grow the business, developing new relationships and partnerships.
  • Consulting: Provide expert advice and guidance to clients, helping them achieve their financial goals.
  • Referral Identification: Identify opportunities to refer clients to other business lines and partners.
  • Research: Stay up-to-date with market trends and competitor activity, ensuring that the business remains competitive and innovative.

Minimum Qualifications:

  • Education: High School Diploma / GED / equivalent
  • Experience:
    • At least one year of experience in sales, with a focus on cross-selling, upselling, or referring products
    • Intermediate proficiency in computers
    • Strong organizational, decision-making, and problem-solving skills
  • Language: Fluent in Spanish and English
  • Availability: Willing to work a flexible schedule, including weekends and holidays

Non-Negotiable Requirements:

  • Passion for Delivering Exceptional Client Experiences: Demonstrate a genuine passion for delivering exceptional client experiences, with a focus on building strong relationships and identifying client needs.
  • Strong Teamwork and Adaptability: Demonstrate strong teamwork and adaptability in a dynamic environment, responding to changing client needs and priorities.
  • Effective Communication: Communicate effectively with clients, colleagues, and stakeholders, handling objections and concerns in a professional and courteous manner.
  • Receptive to Feedback and Coaching: Be receptive to feedback and coaching, using this information to improve performance and achieve goals.
  • Eagerness to Learn: Demonstrate an eagerness to learn new technologies, processes, and procedures, staying up-to-date with industry trends and best practices.

Preferred Skills:

  • Experience in the Financial Industry: Experience working in the financial industry, with a focus on customer service and sales.
  • Experience in a Call Center: Experience working in a call center environment, with a focus on customer service and sales.
  • Experience in Telephone Sales: Experience working in telephone sales, with a focus on building strong relationships and identifying client needs.
  • Familiarity with Multi-Solution Customer Offerings: Familiarity with multi-solution customer offerings and bundling services, with a focus on delivering exceptional client experiences.
  • Experience in Personal Banking: Experience working in personal banking, managing high client volumes and delivering exceptional customer service.

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