Bilingual Call Center Representative

Call Center Representative – Banking

We are seeking a customer-focused Call Center Representative to join a growing financial services organization. This is a fully onsite position supporting customers with account questions, banking services, transactions, and other service-related needs.

The ideal candidate will have recent call center experience, strong communication skills, and a background in customer service and/or sales.

Responsibilities

• Handle inbound customer calls in a professional, friendly, and efficient manner.
• Assist customers with questions regarding accounts, banking products, services, transactions, and general account needs.
• Research customer concerns and provide accurate, timely resolutions.
• Educate customers on available banking products and services when appropriate.
• Identify opportunities to recommend additional products or services based on customer needs.
• Accurately document customer interactions and update account information.
• Navigate multiple systems while speaking with customers.
• Maintain confidentiality of sensitive customer and financial information.
• Meet established standards for call quality, productivity, attendance, and customer satisfaction.
• Escalate complex customer concerns when appropriate.
• Follow all company policies, banking procedures, and regulatory requirements.

Requirements

• Must have recent call center experience within the last 12 months.
• Previous customer service experience required.
• Sales experience is highly preferred.
• Experience in banking, financial services, credit unions, or similar environments is a plus but not required.
• Strong verbal and written communication skills.
• Comfortable handling a high volume of customer calls.
• Strong problem-solving and active listening skills.
• Ability to remain professional and customer-focused in challenging situations.
• Comfortable working with multiple computer systems and learning new technology.
• Strong attention to detail and ability to accurately document customer interactions.
• Reliable attendance and ability to work a fully onsite schedule.

Work Environment

• Fully onsite position.
• Call center/customer service environment.
• Candidates should be comfortable working in a fast-paced, metrics-driven setting.
• Opportunity to gain additional experience within the banking and financial services industry.