Bilingual Customer Service Banker

BILINGUAL CUSTOMER SERVICE BANKER (ENGLISH/SPANISH) | DETAILS AND COMPENSATION

• Location: Jacksonville, FL – 100% on-site
• Payrate: $26/hr
• Required Availability: Full-Time
• Training
  
  Schedule:
  
  Monday – Friday, 9:00 AM – 5:30 PM (Full attendance required).
• Production Schedules: A variety of 1st and 2nd shift options will be available following the successful completion of training. Flexibility to work schedules that include weekends and holidays is required.

The Bilingual Customer Service Banker (English/Spanish) is responsible for assisting clients through incoming calls with their credit and short-term lending needs while proactively identifying additional opportunities to help them achieve their long-term financial goals.

• Benefits: Competitive suite of benefits including medical, dental, vision benefits, 401K match, Paid Time Off (PTO), and more.

• Client Advisory: Work with clients to uncover needs for credit and short-term lending. Ask probing questions to understand life and financial goals, and pair new solutions and services to meet those needs.
• Customer Service & Sales: Respond to customer inquiries and concerns to create customized solutions. Comfortably navigate sales and fulfillment for banking products, including credit cards, lending needs, and checking/savings accounts.
• Strategic Referrals: Identify client needs for licensed sales functions and make seamless referrals to specialized internal business partners.
• Risk Management: Manage risk effectively in every business, product, and service transaction by leveraging available tools.
• Relationship Building: Create a positive client experience through active listening, explaining banking options in plain language, building rapport, and handling objections with empathy.

• Language: Must be fully bilingual in Spanish and English (speak, write, and read).
• Education: Minimum High School Diploma / GED / Secondary School or equivalent.
• Experience: 2+ years of experience in a call center, banking, or sales environment.
• Technical
  
  Skills:
  
  Minimum of an intermediate level of proficiency with computers and comfort navigating multiple digital tools or workflows.

• Displays passion, commitment, and drive to improve clients’ financial lives.
• Strong decision‑making, problem‑solving, and active listening skills.
• Comfortable receiving ongoing performance feedback, coaching, and adapting to process changes.
• Self‑motivated with excellent organizational habits and attention to detail.

• Prior experience in the banking or financial services industry (e.g., as a Personal Banker managing high client volume).
• Proven experience in sales (inbound/outbound telephone sales, upselling, or cross‑selling).
• Experience working in an inbound or outbound contact center environment via phone, chat, or video.
• Customer‑facing background in high‑volume Retail or Hospitality settings.