Call Center Bilingual; Spanish​/English Associate Banker - 1st or 2nd shift

Job Description

This job is responsible for assisting clients through incoming calls with needs for credit and short term lending while identifying additional opportunities to help achieve financial goals. Key responsibilities include addressing card servicing and sales opportunities, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs. Job expectations include building, deepening and retaining relationships, managing risk and creating a positive client experience.

• Work with clients to uncover needs for credit and short-term lending while asking questions to uncover additional financial needs and recommending the best products, services, and solutions to meet those needs.
• Respond to customer inquiries and concerns, creating customized solutions.
• Sell and fulfill banking products including credit cards, lending needs, checking and savings accounts.
• Identify client needs for licensed sales functions, making referrals to Line of Business partners.
• Manage risk in every business, product, and service transaction leveraging available tools.
• Create a positive client experience through active listening and addressing questions and concerns.

• Fluent in Spanish and English (speak, write & read).
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
• Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections.
• Comfortable receiving ongoing performance feedback and coaching.
• Comfortable with ongoing change and learning new technology/processes.
• Minimum of an intermediate level of proficiency with computers.
• Self-motivated with excellent organizational skills.
• Strong decision-making and problem-solving skill.

• Ability to support and provide card solutions.
• Experience in the banking/financial industry.
• Experience in Rerail or Hospitality.
• Experience working in a call center.
• Experience in Sales (upsell/ Cross sell).

• Attention to Detail
• Client Experience Branding
• Customer and Client Focus
• Interpret Relevant Laws, Rules, and Regulations
• Adaptability
• Client Solutions Advisory
• Issue Management
• Problem Solving
• Active Listening
• Referral Identification

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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