Client Services Representative II; Bilingual Spanish 1st Shift, Tampa, FL

This position handles inbound client requests via calls, chats, or emails in a contact center environment, ensuring accurate, efficient resolution and a positive client experience.

• Identify client needs and recommend solutions, particularly for fraud incidents.
• Accurately record data captured during client interactions.
• Escalate items requiring risk review, exception handling, or further analysis through appropriate channels.
• Consume learning materials during calls and apply updates quickly and accurately.
• Comply with industry regulations, bank procedures, system integrity, and financial controls.

• Proficiency in both English and Spanish (speaking and reading).
• Passion, integrity, commitment, and drive to deliver differentiated service.
• Understanding of how life events impact a client’s financial situation and ability to advise solutions.
• Strong attendance record and reliability; ability to adhere to the agreed schedule, including weekends and holidays.
• Team‑player attitude and readiness to handle calls immediately.
• Effective, confident communication with all clients.
• Ability to engage clients, build rapport, and handle objections using plain language.
• Receptive to ongoing performance feedback and coaching.
• Quick learner who can adapt to new information and technology platforms.
• Intermediate proficiency with computers and current technology.
• Minimum of 1+ year of customer/client service experience, including handling difficult client situations.

• 1+ year of experience in the banking or financial industry.
• 1+ year of experience working in a client‑service capacity.

• Attention to Detail
• Customer Service Management
• Client and Customer Focus
• Issue Management
• Active Listening Adaptability
• Client Solutions and Advisory
• Data Collection and Entry
• Problem Solving
• Account Management
• Analytical Thinking
• Client Experience Branding
• Fraud Management

Start Date:

8/3/2026

Training: 8/3/2026 – 10/30/2026 (mandatory). Monday–Friday, 8:30am–5:00pm.

Post‑training work schedule (based on availability):

• Mon–Fri 6:50am–3:20pm
• Tue–Fri 6:50am–3:20pm & Sat 7:50am–4:20pm

Shift: 1st shift (United States of America)

Hours Per Week: 40

Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent.

Internal employees working from home remain eligible, but onsite work may be required.

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