Punjabi Speaking Account Representative

Why You’ll Love Working Here

Our award-winning culture is a testament to our commitment to growth, recognition and empowerment. From day one, we prioritize employees first, encouraging them to think and act like owners and providing endless opportunities for growth and self-development, both personally and professionally. Shamrock has been recognized as one of America’s 2025 “Most Loved Workplaces” by Newsweek.

At Shamrock, we hire bright, ambitious people and give them the tools they need for a successful, long-term career here. Shamrock also offers a premier set of benefits for employees and their families:

• Training and Development: Ongoing training and professional development opportunities
• Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
• Salary: Individual compensation packages may reflect applicable experience, job-related skill, training and/or education
• Financial: Generous company 401(k) contributions and employee stock ownership after one year
• Work-Life Balance: Competitive PTO and work-from-home opportunities after an introductory period

RTS Financial and Shamrock are looking for a Punjabi Speaking Financial Account Representative. This position is responsible for managing an assigned portfolio of clients, including receiving and processing invoices and related documentation per procedural and contractual requirements. The Punjabi Speaking Financial Account Representative will focus on maintaining assigned customers’ accounts receivable portfolios. Ideal candidates will possess an outgoing, dynamic personality and the ability to work in a team environment.

• Provide exceptional customer service for financial clients
• Regularly update account information to maintain customer records
• Prepare product or service reports by collecting and analyzing customer information
• Maintain financial accounts by processing customer adjustments
• Provide daily funding and handle collections for assigned customers
• Perform risk assessments and ensure that procedures are in place and followed to minimize risk
• Manage product or service issues, including clarifying the issue, determining the cause, creating a solution, expediting the correction or adjustment and following up to ensure resolution
• Recommend potential products or services to management by collecting customer information and analyzing customer needs
• Answer product and service questions; suggest information about other products and services
• Other duties as assigned

• Bachelor’s degree in business administration, finance or related field preferred; or equivalent relevant experience
• Effective verbal, written and interpersonal communication skills
• Problem-solving and conflict-resolution skills
  
  Detail oriented with analytical and technical skills
• Proficient in Microsoft Office and data entry
• Demonstrated ability to meet deadlines
• Experience in the financial industry a plus
• Bilingual skills with fluency in Punjabi and English are a must (must be able to speak, read and write both languages)