Bilingual Customer Service & Financial Solutions Representative {167948}

Job Title: Bilingual Customer Service & Financial Solutions Representative {167948}

Location: Rio Rancho NM, Office-Based (with flexible schedule options)
Start Date: Monday, May 4, 2026
Training Schedule: Monday – Friday, 9:00 AM – 5:30 PM MT
Position Type: Full-Time/direct hire

Pay Rate : $25-$28

Position Overview

We are seeking a highly motivated, bilingual (Spanish/English) Customer Service & Financial Solutions Representative to assist clients with their credit and short-term lending needs. This role focuses on delivering exceptional service, identifying opportunities to help clients achieve their financial goals, and offering tailored banking solutions. The ideal candidate is client-focused, adaptable, and thrives in a dynamic, fast-paced environment.

Key Responsibilities

• Engage with clients via incoming calls to uncover financial needs, including credit, lending, and banking products.
• Ask probing questions to identify additional opportunities and recommend appropriate solutions.
• Sell and fulfill banking products such as credit cards, loans, checking, and savings accounts.
• Identify clients requiring licensed sales functions and make referrals to Line of Business partners.
• Manage risk in every transaction using available tools and processes.
• Provide customized solutions to address client questions, concerns, and inquiries.
• Create positive client experiences through active listening, rapport-building, and empathy.

Required Qualifications

• Fluent in Spanish and English.
• Passionate, committed, and driven to improve clients’ financial lives.
• Ability to engage clients, understand their needs, and communicate options clearly.
• Comfortable receiving ongoing coaching and performance feedback.
• Adaptable to ongoing change and learning new technologies/processes.
• Intermediate computer proficiency.
• Self-motivated with strong organizational, decision-making, and problem-solving skills.
• Flexible schedule availability, including weekends and holidays.

Desired Qualifications

• Experience supporting or providing card solutions.
• Previous experience in banking or financial services.
• Call center experience (inbound/outbound).
• Telephone sales experience.

Skills & Competencies

• Attention to detail
• Client-focused and customer service excellence
• Problem-solving and issue management
• Active listening and communication
• Adaptability and learning agility
• Client solutions advisory
• Understanding and interpreting relevant laws, rules, and regulations
• Referral identification and cross-selling/up-selling

Education

• High School Diploma / GED or equivalent (minimum requirement)