Bilingual Financial Services Representative (FULL-TIME)
$27,248,000–$35,880,000 year
On-siteDallas, Texas, United States or Irving, Texas, United States
Dallas, Texas, United States or Irving, Texas, United StatesOn-siteFull Time$27,248,000–$35,880,000 yearEntry LevelHigh School Or EquivalentLarge
Full TimeEntry LevelHigh School Or EquivalentLarge
Job Summary
Handle inbound customer calls, emails, and live chats for commercial and public sector clients while resolving support issues and ensuring first-call resolution. Listen to customers, understand their needs, and troubleshoot basic technical inquiries using the knowledge base and training materials. Escalate complex issues to appropriate staff and maintain accurate CRM records and system documentation for all interactions. Adhere to strict client processes, confidentiality policies, and required scripts while documenting call details in appropriate systems.
Required Qualifications
- Must be 18 years of age
- High School Diploma or Equivalent
- Minimum of three (3) years in a call center environment
- Minimum of (1) year of experience in a customer service service role
- The ability to multi-task using multiple screens and systems while talking on the phone with customers
- The ability to type swiftly and accurately 30-45 Words per minute
- The ability to read and speak English fluently
- Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications including corporate intranet
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook including Sharepoint)
- Excellent organizational, written, and oral communication skills
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Strong team orientation and customer focus with a positive attitude
- Highly reliable with the ability to maintain regular attendance and punctuality
- Aptitude for issue identification and problem solving
- The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
- An aptitude for conflict resolution and problem solving
- The ability to demonstrate good judgement when making decisions surrounding account inquiries, resolution paths, and call handling
- Excellent interpersonal skills and the ability to build relationships with your team and customers
- Must be authorized to work in the country where the job is based
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint
- Must be willing to submit to drug screening
Desired Qualifications
- Associates Degree or higher is a plus
- Relevant experience in banking or financial services is a plus
- Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus
- Bilingual Spanish - Extremely Beneficial
Additional Requirements
- Must be authorized to work in the country where the job is based
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint
- Must be willing to submit to drug screening
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