Bilingual Relationship Banker - $25.00

Bilingual Spanish/English Relationship Banker

Direct Hire Pay Rate: $25.00/hour
Schedule: Tuesday – Saturday: 9:00 AM – 6:00 PM

Alternate Schedule:
Tuesday – Friday: 9:00 AM – 7:00 PM
Saturday: 9:00 AM – 1:00 PM
Education: High School Diploma/GED or equivalent
Language Requirement: Fluent in Spanish and English

JOB SUMMARY

This position is responsible for building and strengthening client relationships by connecting customers with banking products, services, and financial solutions that support their financial goals. The ideal candidate will balance customer service with sales opportunities, identify client needs through effective questioning, recommend appropriate solutions, and provide a personalized banking experience.

KEY RESPONSIBILITIES

• Build and deepen client relationships by identifying financial needs and recommending appropriate banking products, services, and solutions.
• Respond to customer inquiries and concerns while developing customized solutions.
• Sell and fulfill banking products, including checking and savings accounts, credit cards, Certificates of Deposit (CDs), Individual Retirement Accounts (IRAs), and loans.
• Identify opportunities requiring licensed sales support and make appropriate referrals to Line of Business partners.
• Quote rates, terms, and available programs for banking products and services.
• Ask probing questions to understand clients' financial goals and recommend solutions that align with their needs.
• Explain financial products and options using clear, easy-to-understand language.
• Handle customer objections and identify opportunities for up-selling and cross-selling.
• Manage risk during business, product, and service transactions by using available systems and resources.
• Maintain a strong focus on customer satisfaction and financial outcomes.
• Participate in ongoing training, coaching, and performance feedback.
• Adapt to changing technologies, processes, products, and banking procedures.
• Collaborate with team members and business partners to provide comprehensive client solutions.

REQUIRED QUALIFICATIONS

• Fluent in Spanish and English required.
• Minimum 1 year of up-selling and/or cross-selling experience.
• High School Diploma, GED, secondary school diploma, or equivalent.
• Passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Strong customer engagement and relationship-building abilities.
• Ability to understand client needs and actively recommend appropriate solutions.
• Strong objection-handling, active listening, and communication skills.
• Commitment to teamwork and flexibility to work weekends and holidays as required.
• Comfortable receiving ongoing performance feedback and coaching.
• Comfortable working in an environment of continuous change and learning new technologies and processes.
• Intermediate computer proficiency.
• Self-motivated with strong organizational skills.
• Strong decision-making and problem-solving abilities.

PREFERRED EXPERIENCE

• Telephone sales experience.
• Call center experience.
• Banking or financial services experience.

CORE SKILLS

• Bilingual Customer Service
• Banking Products & Services
• Client Solutions Advisory
• Customer & Client Focus
• Relationship Building
• Up-Selling & Cross-Selling
• Business Development
• Referral Identification
• Telephone Sales
• Active Listening
• Consulting
• Issue Management
• Problem Solving
• Customer Service Management
• Financial Needs Assessment
• Research
• Attention to Detail
• Risk Management
• Regulatory Compliance
• Adaptability
• Client Experience
• Objection Handling

SCHEDULE

Tuesday – Saturday: 9:00 AM – 6:00 PM

Alternate Schedule:
Tuesday – Friday: 9:00 AM – 7:00 PM
Saturday: 9:00 AM – 1:00 PM

If you are interested, please reach out to Chin Yang at A-Line Staffing.