Call Center Representative; Spanish​/English – Banking

Bilingual Customer Service Representative – Banking & Financial Solutions (Spanish/English)

Location: Lincoln, RI

Pay Rate: $26.00/hour

Position Type: Full-Time

Join a leading financial institution committed to helping individuals improve their financial well‑being through personalized support, trusted guidance, and meaningful client relationships. This opportunity is ideal for bilingual professionals with customer service, call center, banking, retail, hospitality, or sales experience who thrive in a fast‑paced environment and enjoy helping clients find solutions.

We are seeking a bilingual Customer Service Representative to support clients through inbound calls related to credit products, short‑term lending, and general banking services. In this role, you will build relationships, identify financial needs, provide tailored solutions, and deliver a high‑quality customer experience while supporting sales and service goals. The ideal candidate is customer‑focused, adaptable, technology‑comfortable, and confident engaging clients through active listening, problem‑solving, and consultative conversations.

• Assist clients through inbound calls regarding credit products, card servicing, and short‑term lending needs
• Ask thoughtful questions to understand financial goals and recommend appropriate products and services
• Respond to customer inquiries, concerns, and account‑related issues while delivering customized solutions
• Support banking product fulfillment including credit cards, checking accounts, savings accounts, and lending solutions
• Identify opportunities for referrals to specialized financial partners when additional services are needed
• Build, deepen, and maintain client relationships through excellent service and effective communication
• Create positive customer experiences through active listening, empathy, rapport‑building, and issue resolution
• Maintain compliance standards and manage risk across customer interactions using available systems and tools
• Adapt to new technology, processes, and evolving business priorities in a dynamic environment

• Fluent in both Spanish and English (speaking, reading, and writing required)
• High School Diploma, GED, or equivalent required
• Minimum of 2 years of customer‑facing, call center, banking, or related experience preferred
• Strong communication and relationship‑building skills
• Ability to understand customer needs and explain solutions using clear, simple language
• Comfortable receiving ongoing coaching, feedback, and performance guidance
• Strong organizational, problem‑solving, and decision‑making skills
• Intermediate computer proficiency and ability to navigate multiple systems
• Flexible schedule availability, including weekends and holidays
• Self‑motivated with strong attention to detail and customer focus

• Banking or financial services experience
• Call center or contact center experience (phone, chat, or video support)
• Retail, hospitality, or high‑volume customer service experience
• Sales, upselling, cross‑selling, or referral experience
• Experience supporting financial or card‑related products
• Personal banking or high‑volume client support experience

• Customer & Client Service
• Active Listening & Communication
• Relationship Building
• Problem Solving & Decision Making
• Sales Support / Cross‑Selling / Referrals
• Adaptability & Change Management
• Attention to Detail
• Risk Awareness & Compliance
• Issue Resolution
• Technology Proficiency

• Shift 1:
  Tuesday – Friday: 7:55 AM – 4:55 PM;
  Saturday: 8:55 AM – 5:55 PM
• Shift 2:
  Tuesday – Friday: 12:00 PM – 9:00 PM;
  Saturday: 11:00 AM – 8:00 PM

• No relocation assistance available
• Sponsorship is not available for this role
• Full‑time opportunity in a collaborative, client‑focused environment

Apply today if you are bilingual in Spanish and English and enjoy helping customers navigate financial solutions while delivering exceptional service.