Bilingual Account Services Representative – Spanish/English

Posted 80ds ago

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Job Description

Inside sales representative for SWBC handling consumer lending products and customer service through inbound/outbound calls. Assisting with loan applications and maintaining customer records.

Responsibilities:

  • Perform inside sales, placement, and service of financial products
  • Facilitate inbound/outbound calls regarding availability and suitability of products/services
  • Update call results and record all customer contacts
  • Produce new business or services existing customers/clients
  • Assist borrowers with consumer lending products and submit loan applications
  • Promote lending and related products offered by SWBC’s business partners and client
  • Maintain records of all customer contacts and ensure SWBC's services meet market place expectations
  • Participate in department meetings or product/technique training as directed by management

Requirements:

  • High School Diploma or GED
  • Minimum of six (6) months of inbound calling experience which includes updating call results, receiving and placing support calls, or other related experience required
  • Consumer lending experience preferred
  • Strong working knowledge of personal computers to include MS Excel, MS Access, and other related programs
  • Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm
  • Excellent interpersonal and organizational skills
  • Detail oriented and be able to multitask
  • Able to sit for long periods of time assisting with telephone calls or other related duties
  • Able to stoop, kneel, and lift 10-20 lbs. of files or other documents

Benefits:

  • Competitive overall compensation package
  • Work/Life balance
  • Employee engagement activities and recognition awards
  • Years of Service awards
  • Career enhancement and growth opportunities
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program